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In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on:
๐ balancing mortgage payments and super contributions
๐๐ผ tax strategies for superannuation
๐๐ฝ how to use a transition to retirement pension
๐๐พ using an offset account to manage cash flow
๐๐ฟ putting money in super when there is a dip in the share market
๐๐ป planning for life after retirement
If youโd 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/
๐ก 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.
In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on:
๐ balancing mortgage payments and super contributions
๐๐ผ tax strategies for superannuation
๐๐ฝ how to use a transition to retirement pension
๐๐พ using an offset account to manage cash flow
๐๐ฟ putting money in super when there is a dip in the share market
๐๐ป planning for life after retirement
If youโd 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/
๐ก 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.
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