Transition to retirement - when, how and how much?

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth unpack the big questions for those starting to think about retirement, including super, pensions and getting your timing right. 

Get retirement advice: https://bit.ly/R-plan 

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 

Topics covered today:

1. How and when to access your super
2. Why 60 is the magic number for retirees
3. What’s a super pension and why you could be missing out
4. Property versus share investment in retirement
5. What to do with your mortgage if you’re ready to retire

Resources for this episode:

• Drew on LinkedIn
• James on LinkedIn
• Age Pension
• Accessing your super

~~ Resources for the show ~~

Get retirement advice: https://bit.ly/R-plan

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Invest with Rask: https://bit.ly/R-invest

Access all episodes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

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