CGT, selling down and phased reweighting

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In this episode Hayden and Dave are opening their DM’s to answer some listener questions.

In this episode they cover:

👉 ETF strategy: all-in-one funds vs splitting across ETFs

👉 Coast FIRE and slowing down on the path to FI

👉 Dividends vs growth portfolios near retirement

👉 Cash ETFs and when (if ever) they make sense

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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