Australian Investors Podcast 🏠 The end game for property investors | Property Investor series ft. Chris Bates [5/5]
When you've spent a lifetime building up your property portfolio, how do you retire?
When you have 2 or 5 or more properties, how should you manage that for ongoing income and rental yield?
In the final episode [5/5] of Rask's Property Investor podcast mini-series on The Australian Investors Podcast, featuring Owen Rask and Wealthful founder and mortgage broker Chris Bates, we tackle the topic of transitioning out of a property portfolio.
The investors discuss:
- How should you transition from a property heavy portfolio
- Should you shift your residential property portfolio to shares or commercial property?
- When should you put a property retirement plan in place?
- Can a property portfolio be a source of income in retirement?
- Is it bad to have a mortgage or investment loan in retirement?
- How property mixes with your other buckets of investments: Super, offset accounts, shares and bonds
Watch the video version on the Rask Australia YouTube page.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 8th of April 2022
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