Very informative podcast. Particularly keeping super in accumulation phase to help with ages pension eligibility. I asked ChatGPT to go into more detail and it said this affected the income test rather than the asset test. Weird. Keep up the great work.
@samd86524 күн бұрын
I'm looking forward to retirement. I'm 57 plus,I have 370k in super two investment properties worth an estimate of 1.6 million and my home I live in, my debt is 453k ,my ask to two fellas is can I because I am ready to do so.
@MarcusRowan-f1v4 күн бұрын
Terrific show fellas … I’m 54 and aiming to call stumps at 60. Own my own place with the rest split between my super & personal investments; mostly stocks…most interested in portfolio structure moving towards retirement. Given it’s tax free it seems that one’s portfolio should remain focussed on achieving a balance between risk and return!?
@megazone1284 күн бұрын
I'm just the process of getting my asset allocation within my super fund sorted with the aim of retiring next year . Are you guys advocates of the 3 bucket strategy , would 2-3 years in cash bucket drawing down min of 4% be reasonable or do you consider this cash drag ?
@georgestone0123Сағат бұрын
Tax payment is for the poor. The rich always look for better ways to bypass tax payment through investing. By law, the rich are suppose to pay more tax. I have always think of how i can invest my tax instead of paying them.
@elhoussineboustani56 минут бұрын
Wealthy individuals often use legal tax-saving strategies, such as investing in tax-advantaged assets like retirement accounts or real estate. By working with a financial adviser, you can explore ways to invest effectively while managing tax obligations within the law.
@tahirisaid269320 минут бұрын
Consulting a financial advisor can help identify ways to build wealth and manage taxes legally. I’m currently working towards financial freedom with a focus on dividends & growth investing.