Today's Q&A is packed with great questions from the Retire Right community and Glen is joined by financial adviser Nathan Fradley to unpack them:

👉 what to do with a $500k property sale before retirement

👉🏼 can you claim a tax deduction on extra super contributions?

👉🏽 when should you start shifting your super to more defensive assets?

👉🏾 plus, estate planning, pension strategies & more

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: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.

Thinking about downsizing but confused by the options? Rachel Lane, Australia’s leading aged care expert, joins Glen to break down the differences between lifestyle villages and retirement villages. They cover on:

👉🏼 how contracts and fees differ

👉🏽 whether you own the home, the land, or neither

👉🏾 the real deal with exit fees and capital gains

👉🏿 what to check before signing the dotted line

👉 how to know if a village is the right fit for you

Downsizing Made Simple by Rachel Lane & Noel Whittaker: https://amzn.to/41iUPjc

Check out the exercises and resources mentioned at https://downsizingmadesimple.com.au/

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: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.

In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on:

👉 tax and retiring overseas

👉🏼 how small business owners can access super in retirement

👉🏾 investing inside vs outside of super

👉🏽 whether selling a block of land before retirement makes sense

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: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.