432 Downsizer rules, super contributions, investing for teens & can AI do your retirement planning?
About this episode
Glen James and Gemma Dale discuss various financial topics including downsizer contributions, super contributions, and the role of AI in retirement planning.
Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ In this episode Glen is joined by return guest Gemma Dale, Head of Investor Behaviour and SMSF at nabtrade and host of the Your Wealth podcast. They discuss your questions touching on: 👉 is there a program that can put together a financial plan? 👉🏼 DIY vs paying for financial advice 👉🏽 how effective is AI for financial advice? 👉🏾 when do you need to submit a notice of intent to claim form to your super fund? 👉🏿 what is a downsizer contribution and how does it work? 👉🏻 investing for an 18yo - choosing index funds, tax implications & paying off HECs Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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…
People in this episode
Host: Glen James
Guest: Gemma Dale
Topics covered
- downsizer contributions
- super contributions
- investing for teens
- AI in financial planning
- financial advice
Sponsors
Tallowwood Wealth Advice
Mentioned in this episode
Organizations: nabtrade, Your Wealth
Places: Australia
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