What starts as a simple question about downsizing and an inheritance often hides something much bigger.

In this episode, we unpack a real client case where the surface questions were about selling a house and investing money, but the real issue was whether retirement could happen sooner than expected.

Through careful planning, timing and understanding the rules around downsizer contributions and super, this couple unlocked options they did not realise were available.

This episode shows how good advice is not just about numbers, but about listening for what is not being said.

Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.