In this Friday Q&A episode of The Australian Finance Podcast, Gemma Mitchell is joined by Tahli Cavagnino, Senior Adviser at Rask Advice, to answer some of the most common and nuanced questions people face as they approach retirement.
This episode focuses on the decisions that sit right at the transition point, when work is winding down, structures start to matter more, and the tax and timing trade-offs can feel overwhelming.
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Resources for this episode
ATO: Transition to Retirement
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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