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Receiving an inheritance can feel like a blessing and a burden at the same time. In this episode, Nathan and Jordan unpack how an inheritance affects the Age Pension, why it often triggers frustration and fear, and what practical options retirees can consider.
From Centrelink rules to spending confidence, lifestyle choices, and financial strategies, this episode provides a calm introduction to a complex and emotional topic.
Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.
Nathan:
www.nathanfradley.com.au
Jordan:
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.
By Nathan Fradley, Jordan VakaReceiving an inheritance can feel like a blessing and a burden at the same time. In this episode, Nathan and Jordan unpack how an inheritance affects the Age Pension, why it often triggers frustration and fear, and what practical options retirees can consider.
From Centrelink rules to spending confidence, lifestyle choices, and financial strategies, this episode provides a calm introduction to a complex and emotional topic.
Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.
Nathan:
www.nathanfradley.com.au
Jordan:
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.