320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (case study) скачать в хорошем качестве

320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (case study)

In this episode, Glen James and Martin McGrath walk through a real case study where a couple in their early 70s boost their Centrelink age pension by upgrading their home and drawing down super. They break down how the rules work and how strategic planning can improve cash flow without reducing lifestyle. To see the visuals head to our YouTube channel! Glen & Martin discuss: 👉 upgrading the home to reduce assessable assets 👉🏼 using super drawdowns to access more age pension 👉🏽 case study: before and after cash flow and assets 👉🏾 why Centrelink doesn’t count your home, but does count super 👉🏿 how strategy created an extra $300k in long-term value #retirementplanning #superannuation #centrelink #australianretirement #casestudy #financialstrategy If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 Join the retire right facebook group:   / retireright   To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here: https://www.moneypodcast.com.au/mmmsh... This video is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions in this video for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. SYMO Interactive Pty Ltd (trading as Retire Right Australia) and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice, which holds Australian Financial Services Licence 243313. Please read our Financial Services Guide at moneypodcast.com.au. Intro Music: "80's Movie Marathon" by Luciano Music Co. Licensed via Shutterstock Music (royalty-free, commercial use permitted). Segment/Outro Music: "Photograph" by nomaBeats Licensed via Pixabay Music – royalty-free for commercial use. No copyright infringement intended. All music used under appropriate commercial licences.