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EP 17: How much do we REALLY need for retirement?
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We often hear we need $1 million in superannuation to retire – but is this accurate? What do we REALLY need and is it possible to retire before age 67? This week, Steve and Josh are chatting about how we can create a comfortable retirement on our own terms.
This episode covers:
[0.05] Disclaimer
[1.40] Figuring out how much we need per year to maintain our lifestyle in retirement
[3.50] Do you really need $1M in your super to retire? What rules can we use to determine the amount we should aim for?
[6.20] Unpacking what a comfortable and a modest retirement look like
[9.30] What ages can we access our super and the age pension? What can we do if we want to retire before then?
[12.35] Should we contribute extra into super? How can we catch-up if we’ve neglected super?
[17.55] Downsizer contributions and getting large amounts of money into super.
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
----
Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
View all episodes
By Link Wealth GroupSend us a text
We often hear we need $1 million in superannuation to retire – but is this accurate? What do we REALLY need and is it possible to retire before age 67? This week, Steve and Josh are chatting about how we can create a comfortable retirement on our own terms.
This episode covers:
[0.05] Disclaimer
[1.40] Figuring out how much we need per year to maintain our lifestyle in retirement
[3.50] Do you really need $1M in your super to retire? What rules can we use to determine the amount we should aim for?
[6.20] Unpacking what a comfortable and a modest retirement look like
[9.30] What ages can we access our super and the age pension? What can we do if we want to retire before then?
[12.35] Should we contribute extra into super? How can we catch-up if we’ve neglected super?
[17.55] Downsizer contributions and getting large amounts of money into super.
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
----
Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
----
General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.