436 Money in your 60s: the decision decade
About this episode
In this episode, Glen James and Martin McGrath discuss why your 60s are a crucial decade for making financial decisions and planning for 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/ Retirement planning doesn’t just happen once, it’s an ongoing process that changes as you move through your 50s, 60s and 70s. In this episode, Glen James and Martin McGrath unpack why your 60s are the most opportunity-rich decade for wealth planning. They cover: 👉 why your 60s are the decision decade 👉🏼 maximising your final contribution opportunities 👉🏽 knowing your pension options before you start one 👉🏾 building your retirement timeline 👉🏿 being debt free or having a strategy to get there 👉🏻 preparing for Government entitlements before you apply 👉 planning for big ticket expenses 👉🏽 building your work-optional plan 👉🏿 deciding what to do with your investment property 👉🏼 action steps Listen to 434 Money in your 50s: Apple Podcast | Spotify Listen to 429 The non-financial side of retirement with Dr Joanne Earl: Apple Podcast | Spotify Download the episode slides here: https://www.retireright.com.au/decades Get your copy of Glen and…
People in this episode
Host: Glen James
Guest: Martin McGrath
Topics covered
- retirement planning
- wealth planning
- financial decisions
- pension options
- debt management
- government entitlements
- investment property
Sponsors
Tallowwood Wealth Advice
Mentioned in this episode
Organizations: Retire Right, Apple Podcast, Spotify, Amazon
Books & works: 12 Months to Retire Right
Places: Australia
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