Managing expensive insurance cover, why long-term thinking always wins, making sure kids pay no tax on your super death benefit
Description
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including the CBA share price, why pre-retirees still need to think long-term, how to deal with crazy insurance premiums, and how the cashout-and-recontribution strategy can help your kids pay a truckload less tax.
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Topics covered today:
- James throws in the towel
- Drew presents AI to his team
- Pre-retirees not thinking long-term
- What’s the point of insurance when you’re close to retirement?
- The cashout and recontribution strategy explained
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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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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