About this episode

In this episode, Glen James and Martin McGrath discuss essential financial strategies for individuals in their 50s as they approach retirement.

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/   Your 50s are the decade when retirement stops being abstract and starts being real. If you've been drifting, it's time to get serious! Glen James is joined by financial adviser Martin McGrath from Financial Edge Group. They touch on: 👉 mortgage vs super? 👉🏼 a salary sacrifice strategy that Martin models live 👉🏽 super contribution strategies for couples 👉🏾 reviewing your super investment option 👉🏿 reviewing your insurance needs 👉🏽 deciding how the family home fits into your retirement plan Download the episode slides: https://www.retireright.com.au/decades 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: Martin McGrath

Topics covered

• retirement planning
• financial advice
• superannuation
• mortgage strategies
• insurance needs
• salary sacrifice

Sponsors

Tallowwood Wealth Advice

Mentioned in this episode

Organizations: Financial Edge Group

Places: Australia

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