217 preparing to retire in 3-6 months (money, mindset and practical tips)

In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading into retirement. They touch on:

👉 mindset and finding new purpose

👉🏼 budgeting and figuring out if you are financially ready to retire

👉🏽 your ideal home

👉🏾 setting up superannuation (industry funds, wrap accounts & SMSFs)

👉🏿 dealing with debt

👉🏻 applying for the Centrelink age pension if you are eligible

👉 taking leave (annual or long service)

👉🏽 and tax returns

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

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.

Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.

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