Your 8 burning retirement questions (answered!)

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA.

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:

Should I switch my super fund?
Pensions with two separate super funds
Super fund returns versus ETFs
What order should you draw on wealth when you have super and investments?
Borrowing against the home to put in super
Transferring shares directly into your super
Drawing an allocated pension and recontributing to super at the same time
A personal wager on the CBA share price
Having enough cash to make pension payments

Resources for this episode:

Drew on LinkedIn:   / drew-meredith-88aba620  
James on LinkedIn: https://www.linkedin.com/in/jporeilly...

SPIVA comparison: https://www.spglobal.com/spdji/en/res...

Minimum Pension Payments from A60 onwards: https://www.superguide.com.au/in-reti...

ATO guidance on deductions for debts: https://www.ato.gov.au/individuals-an...

Restaurants for Drew to consider when he takes James out to dinner: https://www.timeout.com/melbourne/res...


~~ Resources for the show ~~

Get retirement advice: https://bit.ly/R-plan

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Invest with Rask: https://bit.ly/R-invest

Access all episodes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach



DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.



Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg