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

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: jeremy.iannuzzelli@khipartners.com.au Get in touch with Adam Chalk: Website: https://fruitionwealth.com.au Phone number: 0246235566 Disclaimer: This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions. The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided. Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential. By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening.