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In this Q&A Glen and financial adviser Nathan Fradley discuss:
π retiring at 63 with a younger spouse still working: should we live off our cash or top up super?
ππΌ valuation risk in super: what to know about private credit, private equity and unlisted assets
ππ½ why would a private credit fund get frozen?
ππΎ would you keep a small home loan as protection against scammers?
ππΏ exiting a large property portfolio at retirement
ππ» can a market crash help you get more into pension phase under the transfer balance cap?
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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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