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In this episode of The Wealth Guide Podcast, we're joined again by Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about how investment bonds can be used for flexible retirement income, controlling inheritances from the grave, and leaving tax-free money to heirs.
He also discusses how annuities provide lifetime guaranteed income, investment growth potential, and social security means-testing advantages.
If you want to optimise your retirement nest egg and plan your estate strategically, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://www.linkedin.com/in/grant-hackett-oam-30820225/
https://www.instagram.com/grant__hackett/
https://genlife.com.au/
https://www.linkedin.com/company/generation-life-australia/
https://rykercapital.com.au/
https://www.linkedin.com/in/ray-regmi-3a267539/
https://www.linkedin.com/in/dean-desoukey-a6651093/
https://www.linkedin.com/in/tamara-storey/
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LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
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FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
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CONTACT US
Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537
-----
TIME STAMPS:
00:00 - Intro
02:40 - Investment Bond Recap & How It’s Used in Retirement Planning
05:38 - Using Investment Bonds for Superannuation & Estate Planning
10:03 - Estate Planning Strategies for Various Generations
17:30 - Leaving an Inheritance for the Next Generation + Lifetime Annuities
23:54 - Centrelink Benefits & Investment Strategies for Retirement Clients
27:44 - Client Stories: Retirement Planning & Annuity Strategy Options
34:08 - How Flexible Are Lifetime Annuities?
37:15 - Outro
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
In this episode of The Wealth Guide Podcast, we're joined again by Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about how investment bonds can be used for flexible retirement income, controlling inheritances from the grave, and leaving tax-free money to heirs.
He also discusses how annuities provide lifetime guaranteed income, investment growth potential, and social security means-testing advantages.
If you want to optimise your retirement nest egg and plan your estate strategically, then make sure to listen to this episode!
-----
SHOW NOTES LINKS
https://www.linkedin.com/in/grant-hackett-oam-30820225/
https://www.instagram.com/grant__hackett/
https://genlife.com.au/
https://www.linkedin.com/company/generation-life-australia/
https://rykercapital.com.au/
https://www.linkedin.com/in/ray-regmi-3a267539/
https://www.linkedin.com/in/dean-desoukey-a6651093/
https://www.linkedin.com/in/tamara-storey/
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3qJL8w4
Apple Podcast: https://apple.co/3QPF3ch
Amazon Music: https://amzn.to/3YMZjgD
Google Podcast: https://bit.ly/3swIVEF
-----
FIND US HERE
Facebook: https://bit.ly/3RsO5Mr
LinkedIn: https://bit.ly/3Rs0Qah
Instagram: https://bit.ly/46kZvGp
TikTok: https://bit.ly/3PSbK7U
YouTube: https://bit.ly/3rsKxPG
-----
CONTACT US
Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537
-----
TIME STAMPS:
00:00 - Intro
02:40 - Investment Bond Recap & How It’s Used in Retirement Planning
05:38 - Using Investment Bonds for Superannuation & Estate Planning
10:03 - Estate Planning Strategies for Various Generations
17:30 - Leaving an Inheritance for the Next Generation + Lifetime Annuities
23:54 - Centrelink Benefits & Investment Strategies for Retirement Clients
27:44 - Client Stories: Retirement Planning & Annuity Strategy Options
34:08 - How Flexible Are Lifetime Annuities?
37:15 - Outro
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.