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Dev Raga Personal Finance
246 money in your 60s and beyond
Oct 25, 2022
In this episode, the podcast covers key topics for individuals in their 60s and beyond, including asset allocation, private health insurance, superannuation, will and estate planning, and the importance of staying active. Listeners are encouraged to revisit previous episodes for more in-depth discussions on superannuation and asset allocation strategies.
54:15
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Quick takeaways
- Asset allocation strategies in your 60s balance risk and reward for financial stability.
- Private health insurance in older age addresses morbidity with tailored coverage for allied health services.
Deep dives
Asset and Deaccumulation Strategies in Your Sixties and Beyond
In your sixties and beyond, preserving your wealth becomes crucial, aiming to cover upcoming expenses. Despite age-related risk aversion, maintaining some stock market presence is recommended for growth and capital protection. Asset allocation strategies like age-based or integrated approaches help balance risk and reward, ensuring financial stability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode