So you are ready to retire?

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss everything you need to know and think about as you begin transitioning into retirement.
Get retirement advice: bit.ly/R-plan
Ask a question (select the Retirement podcast): bit.ly/3QtiY00
Topics covered today:
How to use super pensions to your benefit
When is the best time to flick the switch?
Age pension eligibility and accessibility
The worst decisions people make in retirement
Building your transition to retirement checklist
Resources for this episode:
Drew on LinkedIn: / drew-meredith-88aba620
James on LinkedIn: www.linkedin.c...
~~ Resources for the show ~~
Get retirement advice: bit.ly/R-plan
Ask a question (select the Retirement podcast): bit.ly/3QtiY00
Invest with Rask: bit.ly/R-invest
Access all episodes: bit.ly/R-notes
Mortgage Broking: bit.ly/broke-rask
Property Coaching: bit.ly/R-P-coach
100-point property checklist (PDF): bit.ly/prop-check
Accounting: bit.ly/3DG5lWS
Business Coaching: 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): www.rask.com.a...

[@megazone128]

Can you please tell us in your next chat how you advise your clients on the 3 bucket strategy and how you would best use it within an industry super account.

[@jaswatkins3109]

Yep 55 and ready. 6 years of cash before I need to touch super..Mid life crisis or inner death feeling (forget age prediction), I won't make 80...Time to get advice I reckon

[@Rick-kj9dd]

I just read the Psychology of Money. Among the many good points that Morgan Housel made in the book was to allow a margin of safety in your expected returns. Make sure in retirement you can live on the lower expected return. Any return above that is a bonus.

[@ianwarren3588]

It's the same when you calculate yearly spend. Round all your expenditures up to the next $, 100, or 1000 etc. This gives you a buffer zone when you do your calculations...so you have more than you need in retirement calculations.

[@bobby666-33]

Hi Guys. When retiring is it better/safer to put your super into pension phase and live tax or go to a financial advisor and allow them to withdraw the super and let them managed it ?

[@michaelvass1970]

Please change your intro. Thanks