
← Retire Right2 Sept · 1 h 05 min
436 Money in your 60s: the decision decade
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