438 Money in your 70s: optimising and protecting

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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 and financial adviser Martin McGrath discuss why your 70s are the decade to optimise and protect your wealth. They cover:

👉 reviewing your Government entitlements regularly

👉🏼 key things to review

👉🏽 reviewing pension draw down each year

👉🏾 the minimum pension payment by age

👉🏿 simplifying your affairs

👉🏻 recontribution and final contribution strategies

👉 the Downsizer contribution explained

👉🏼 planning age cared needs early

👉🏽 reviewing your estate plan