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Glen James is joined by independent financial adviser Nathan Fradley to cover the big question: how much money do you actually need to retire in Australia? They cover:
๐ Centrelink income vs assets test
๐๐ผ super balances vs pension payments
๐๐ฝ retirement psychology & fear of spending
๐๐พ ASFA standards for comfortable vs modest lifestyles
๐๐ฟ case studies: $500k, $1m and $2m portfolios
๐๐ป modelling returns, inflation & drawdown rates
๐ tips for the last 10 years before retirement
Nathan's website: https://www.nathanfradley.com.au/
Watch this episode on Youtube: https://youtu.be/qgsEdKGglOk
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.
By Glen JamesGlen James is joined by independent financial adviser Nathan Fradley to cover the big question: how much money do you actually need to retire in Australia? They cover:
๐ Centrelink income vs assets test
๐๐ผ super balances vs pension payments
๐๐ฝ retirement psychology & fear of spending
๐๐พ ASFA standards for comfortable vs modest lifestyles
๐๐ฟ case studies: $500k, $1m and $2m portfolios
๐๐ป modelling returns, inflation & drawdown rates
๐ tips for the last 10 years before retirement
Nathan's website: https://www.nathanfradley.com.au/
Watch this episode on Youtube: https://youtu.be/qgsEdKGglOk
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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