About this episode

Glen and Nathan discuss various financial questions related to age pensions, inheritance, and 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 today's episode Glen and financial adviser Nathan Fradley talk about: 👉 Wendy's questions around an older spouse applying for the age pension: - how will Centrelink assess my income when my husband applies? - if he doesn't qualify, what seniors health cards are available? - should I consider reducing my work hours before he applies? - if he uses his super to pay off the mortgage, how will his assets be assessed? - is a car on novated lease assessed by Centrelink? 👉🏼 Ignatius - I'm inheriting my parent's home. Can I make it my PPOR to pay no tax when I sell? 👉🏽 Richard - my defined benefit must be cashed out upon retirement. Should I roll the money into my retail super or use the cash to invest? 👉🏾 Col - how can I calculate the retirement sweet spot in 10 years time? Glen's favourite tea: link.amazon/B0bziQ7s5 Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus If you’d like to chat with someone about your personal…

People in this episode

Host: Glen James

Guest: Nathan Fradley

Topics covered

• age pension
• inheritance
• retirement planning
• financial advice
• superannuation
• asset assessment

Sponsors

Tallowwood Wealth Advice

Mentioned in this episode

Organizations: Centrelink, Retire Right, Amazon

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