346 retiring with multiple properties (a real retirement case study)

Glen and Martin break down a real case study of a couple in their mid-50s with eight investment properties, $3M in debt and tight month-to-month cashflow. They unpack how selling strategically, using super effectively and reducing debt can turn a high-complexity portfolio into a clear plan toward retiring earlier with less stress and more income.

👉 the couple's situation

👉🏼 some considerations

👉🏽 Martin's advice strategies

👉🏾 tangible outcomes from the advice

👉🏿 cost of the advice

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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.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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