Retire Right 330 money in your 70's: simplify, optimise, enjoy
Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retirement. They talk about:
ππΎ maximising age pension and seniors health card
ππΏ considering funeral bonds and gifting strategies
ππ» managing pension income and super withdrawals
π simplifying finances and assets
ππΌ re-contribution and downsizer strategies
ππ½ updating your estate plan
ππΎ giving with intention (before you die)
ππΏ enjoying your wealth while you can
Check out all episodes in this money by age series: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCsz
Watch the episode 'when to cancel life insurance' here: https://youtu.be/6mGpbB3lcio
If youβd 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
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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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