Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retirement. They talk about:

👉🏾 maximising age pension and seniors health card

👉🏿 considering funeral bonds and gifting strategies

👉🏻 managing pension income and super withdrawals

👉 simplifying finances and assets

👉🏼 re-contribution and downsizer strategies

👉🏽 updating your estate plan

👉🏾 giving with intention (before you die)

👉🏿 enjoying your wealth while you can

Check out all episodes in this money by age series: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz

Watch the episode 'when to cancel life insurance' here: https://youtu.be/6mGpbB3lcio

If you’d 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

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 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. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

Hosted on Acast. See acast.com/privacy for more information.

Your 60s are all about fine-tuning your retirement game plan. In today's episode Glen and Martin cover the key financial moves to make during this decade, from topping up your super to planning how and when you’ll retire. They touch on:

👉 how to use concessional and non-concessional super contributions

👉🏽 transition to retirement (TTR) pensions explained

👉🏾 when to access super and pay off your mortgage

👉🏿 preparing for Centrelink and the age pension

👉🏻 gifting, travel and smart use of inheritance

🎥 Watch the YouTube version with visual slides: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz

If you’d 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

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 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. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

Hosted on Acast. See acast.com/privacy for more information.

Your 50s are an exciting time to start laying the groundwork for a great retirement. In today’s episode, Glen and Martin cover:

👉 stopping extra mortgage repayments

👉🏼 topping up concessional contributions

👉🏽 checking that your investments align with your preferences

👉🏾 reviewing insurance as needs change

👉🏿 building your retirement vision

👉🏻 seeing your GP and doing health checks

👉 considering your aging parents

Check out all episodes in this money by age series on YouTube: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz

Watch the episode 'when to cancel life insurance' here: https://youtu.be/6mGpbB3lcio

If you’d 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

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 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. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

Hosted on Acast. See acast.com/privacy for more information.