Assets the Wealthy Hold in Retirement 3 part series - With Jeremy Iannuzzelli and Adam Chalk

Assets the Wealthy Hold in Retirement 3 part series



What assets do wealthy people hold in their retirement portfolio?

Join Jeremy Iannuzzelli in the final episode of this enlightening three-part series as he engages with financial planner Adam Chalk from Fruition Wealth. Together, they debunk common myths about retirement wealth and explore the critical importance of asset allocation.

Discover how to effectively segment your assets into liquidity, medium-term, and growth buckets to ensure a comfortable and stress-free retirement. Adam shares valuable insights on the role of property and shares in your portfolio, the significance of tax planning, and how to prepare for unexpected financial events.

Whether you're nearing retirement or just starting to think about it, this episode is filled with practical tips and strategies to help you achieve a successful financial future.

Don't miss out-click on this final episode of a three-part series with Adam Chalk!


CHAPTERS:
00:00 - Introduction
01:26 - Debunking Retirement Myths
02:39 - The Importance of Asset Segmentation
03:01 - Understanding Asset Buckets in Retirement
05:08 - What is a Bond?
06:35 - The Three Buckets Explained
08:00 - Suggested Asset Allocation Percentages
09:06 - Common Mistakes in Asset Segregation
10:48 - Challenges of Property in Retirement
12:13 - Restructuring Superannuation for Retirement
13:06 - Evaluating Property as a Retirement Asset
14:53 - The Risks of Being Asset Rich, Cash Flow Poor
16:29 - Key Action Points for Retirement Planning
18:57 - Tax Planning Strategies for Retirement
20:00 - Shares vs. Property: The Age-Old Debate
21:28 - Conclusion


❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/a...



Get in touch with Jeremy and his team:

Website:
www.khipartners.com.au

Email:
[email protected]


Get in touch with Adam Chalk:

Website:
https://fruitionwealth.com.au

Phone number: 0246235566



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