Superannuation and Estate Planning in Your 60s and Beyond

Today's episode is the last of the life stages series focusing on a few core things to consider in your 60s and beyond. Dev touches on:

👉 asset allocation and decummulation strategies

👉🏼 private health insurance

👉🏽 superannuation - again!

👉🏾 revisiting will and estate planning

👉🏿 staying active, physically and mentally

👉🏻 not neglecting growth

Related listening 🎧

080 asset allocation strategies and rebalancing

125 what is de-accumulation phase?

🛑 Please read our disclaimer + warnings before listening to this episode

📝 Episode transcript: https://bit.ly/m3meptranscripts

🏡 Join our facebook group for healthcare professionals

💸 Quick links to our resources and $20 off The Glen James Spending Plan

my millennial money medical is produced by SYMO interactive, home of my millennial money.

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