In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on:

👉 tax and retiring overseas

👉🏼 how small business owners can access super in retirement

👉🏾 investing inside vs outside of super

👉🏽 whether selling a block of land before retirement makes sense

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.

Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships.

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.

What should you do with your super as you approach retirement? Economist Brian Parker from Australian Retirement Trust joins Glen to break it all down. They chat about:

👉🏼 the magic numbers of 60, 65, and 67

👉🏽 how to invest super in your 50s and beyond

👉🏾 managing risk as you move into retirement

👉🏿 why super is your money (and safer than you think)

👉 common mistakes to avoid in drawdown phase

If you want more insights from Brian, check out his deep dive on the economy in episode 805 over on the money money money podcast!

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.