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Retire Right
217 preparing to retire in 3-6 months (money, mindset and practical tips)
In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading into retirement. They touch on:
๐ mindset and finding new purpose
๐๐ผ budgeting and figuring out if you are financially ready to retire
๐๐ฝ your ideal home
๐๐พ setting up superannuation (industry funds, wrap accounts & SMSFs)
๐๐ฟ dealing with debt
๐๐ป applying for the Centrelink age pension if you are eligible
๐ taking leave (annual or long service)
๐๐ฝ and tax returns
If youโd 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
๐ก Join the retire right facebook group: https://www.facebook.com/groups/retireright
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
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218 couples with different ages
41:01Age differences in relationships are very common so in today's episode advisers Martin McGrath and Wayne Terry from Financial Edge Group chat about what to consider (both financially and lifestyle wise) as you approach retirement if you and your partner have an age gap.If youโd 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-help๐ก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.216 pay off mortgage vs top up super, long service leave, re-contribution strategies + more
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