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Think Paying Less Tax is Impossible? This Unusual Strategy Proves Otherwise ft. Grant Hackett | The Wealth Guide Podcast Ep. 12
In this episode of The Wealth Guide Podcast, we have Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about his transition from professional sports to the finance industry and sheds light on the concept of investment bonds.
He discusses the tax efficiency of investment bonds, their flexibility in terms of contributions and withdrawals, and the benefits of these bonds in estate planning.
If you want to learn about innovative & tax-effective investment strategies, 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/
-----
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
02:48 - Grant's Career Transition: Olympic Swimmer to Financial Planner
04:20 - The Transferable Skills from Swimming to Business
07:06 - What is an Investment Bond?
12:53 - Super & Investment Strategies: "No One Structure is the Silver Bullet"
16:46 - Navigating Through "Bracket Creep" In The Investment Bond Structure Versus Others
21:31 - What is Dollar Cost Averaging & How it Can Benefit Your Loved Ones
27:35 - Investment Bond Structure Benefits for Families & Companies
34:11 - Are Investment Bonds Used for Asset Protection? + The 125% Rule
39:35 - Gen Life Clients: Investing Through Advisors + Individually
41:47 - Understanding the Impact of Tax Liabilities with Your Investments
46:51 - Outro
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult
View all episodes
By Ray RegmiIn this episode of The Wealth Guide Podcast, we have Grant Hackett, a former renowned Olympic swimmer turned financial expert and CEO of Generation Life.
Grant talks about his transition from professional sports to the finance industry and sheds light on the concept of investment bonds.
He discusses the tax efficiency of investment bonds, their flexibility in terms of contributions and withdrawals, and the benefits of these bonds in estate planning.
If you want to learn about innovative & tax-effective investment strategies, 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
02:48 - Grant's Career Transition: Olympic Swimmer to Financial Planner
04:20 - The Transferable Skills from Swimming to Business
07:06 - What is an Investment Bond?
12:53 - Super & Investment Strategies: "No One Structure is the Silver Bullet"
16:46 - Navigating Through "Bracket Creep" In The Investment Bond Structure Versus Others
21:31 - What is Dollar Cost Averaging & How it Can Benefit Your Loved Ones
27:35 - Investment Bond Structure Benefits for Families & Companies
34:11 - Are Investment Bonds Used for Asset Protection? + The 125% Rule
39:35 - Gen Life Clients: Investing Through Advisors + Individually
41:47 - Understanding the Impact of Tax Liabilities with Your Investments
46:51 - Outro
-----
DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult