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Retirement planning doesnβt just happen once, itβs an ongoing process that changes as you move through your 50s, 60s and 70s. In this episode, Glen James and Martin McGrath unpack why your 60s are the most opportunity-rich decade for wealth planning. They cover:
π why your 60s are the decision decade
ππΌ maximising your final contribution opportunities
ππ½ knowing your pension options before you start one
ππΎ building your retirement timeline
ππΏ being debt free or having a strategy to get there
ππ» preparing for Government entitlements before you apply
π planning for big ticket expenses
ππ½ building your work-optional plan
ππΏ deciding what to do with your investment property
ππΌ action steps
Listen to 434 Money in your 50s: Apple Podcast | Spotify
Listen to 429 The non-financial side of retirement with Dr Joanne Earl: Apple Podcast | Spotify
Download the episode slides here: https://www.retireright.com.au/decades
Get your copy of Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B0bIef7Wp
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If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
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Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
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