The Wealth Guide Podcast

Avoid Retirement Regret: Genius Ways to Grow and Invest your Money you Probably Haven’t Heard Of ft. Grant Hackett | The Wealth Guide Podcast Ep. 13


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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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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


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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. 

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The Wealth Guide PodcastBy Ray Regmi