Q&A - Income goals, property trade-offs, and the Division 296 unpacked

About this episode

The episode discusses listener scenarios focused on achieving income goals and making financial decisions amidst various pressures.

This episode brings together five listener scenarios united by a common thread: making sound financial decisions under competing pressures: income goals, asset quality, tax reform, and the desire for more time and freedom. The first comes from a couple, both aged 40, with three investment properties and a growing ETF portfolio, asking what it will take to reach $200k in net annual income and reduce their working days as early as possible. The second raises a technical but important question: ...

People in this episode

Hosts: Stuart Wemyss, Campbell Wallace

Topics covered

• income goals
• property trade-offs
• financial decisions
• tax reform
• investment properties

Keywords

• income goals
• investment properties
• ETF portfolio
• tax reform
• financial decisions

Mentioned in this episode

Places: Division 296

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