The Strategy Stacker - Luke Talks Money

Luke on 2CC – How to turn your super into a pension?


Listen Later

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 3 November 2023.  The show today continues to sorting out the facts from the fiction when it comes to retirement: How to turn your super into a pension? In recent weeks Luke has been exploring some myths around retirement planning and this show continues this topic series.

Key topics covered include:

  • A super account doesn’t automatically turn into a pension account when you retire
  • What is a pension?
  • Why would you start a pension using money from your super?
  • How do you physically start a pension from super?
  • How much money am I required to take from my pension?
  • Luke shares his top tips around turning super into a pension
  • Remember seek advice if you need help. Super can be complex when you don’t deal with it every day.
  • https://www.envisionfinancial.com.au/wp-content/uploads/2023/11/The-Strategy-Stacker-Luke-Talks-Money-03112023-1.mp3


    Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’


    Do you know what your retirement plan looks like?

    Retirement planning can be complex, and most people don’t deal with superannuation and pension funds everyday, so seeking advice for your personal circumstances can help you retire with confidence.

    Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

    Luke will return to 2CC to talk about other ‘Money Matters’ next week. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

    We look forward to your company again and Luke’s book Smart Money Strategy is out now.

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Strategy Stacker - Luke Talks MoneyBy Luke Smith


    More shows like The Strategy Stacker - Luke Talks Money

    View all
    The Property Couch by Bryce Holdaway & Ben Kingsley

    The Property Couch

    63 Listeners

    Life Matters - Full program podcast by ABC Australia

    Life Matters - Full program podcast

    71 Listeners

    The Money Puzzle by The Australian

    The Money Puzzle

    41 Listeners

    Investopoly by Stuart Wemyss & Campbell Wallace

    Investopoly

    17 Listeners

    money money money by Glen James

    money money money

    54 Listeners

    The Rules of Investing by Livewire Markets

    The Rules of Investing

    15 Listeners

    Equity Mates Investing Podcast by Equity Mates Media

    Equity Mates Investing Podcast

    65 Listeners

    Australian Investors Podcast by Rask

    Australian Investors Podcast

    19 Listeners

    Australian Finance Podcast by Rask

    Australian Finance Podcast

    28 Listeners

    The Money Café with Alan Kohler by Intelligent Investor

    The Money Café with Alan Kohler

    36 Listeners

    Retire Right by Glen James

    Retire Right

    34 Listeners

    Get Rich Slow Club by Ana Kresina & Natasha Etschmann

    Get Rich Slow Club

    12 Listeners

    Prime Time with Bec Wilson by 9Podcasts

    Prime Time with Bec Wilson

    49 Listeners

    Aussie FIRE | Financial Independence Retire Early by Hayden Smith & Dave Gow

    Aussie FIRE | Financial Independence Retire Early

    10 Listeners

    Australian Retirement Podcast by Rask

    Australian Retirement Podcast

    16 Listeners