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Investopoly
Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
Investopoly
Ep 334: What important matters must you consider leading up to retirement?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.
Read full blog here.
In this episode, Stuart Wemyss delves into the essential considerations for those planning to retire within the next five years. Drawing on his extensive expertise, Stuart outlines practical strategies to ensure a smooth transition into retirement, focusing on self-funded retirees.
Key topics include resetting loan terms to maximise flexibility, adjusting or cancelling insurance as financial independence grows, and optimising your banking arrangements while still employed. Stuart also explains the tax-saving benefits of timing capital gains events post-retirement and how superannuation strategies, such as recontributions and conservative asset allocations, can safeguard your wealth against market volatility.
For those considering a phased retirement, Stuart highlights the financial and emotional benefits of continuing part-time work, allowing investments to grow while maintaining a sense of purpose.
With actionable insights into cash flow management, superannuation liquidity, and the importance of personalising your approach, this episode is packed with valuable advice for anyone nearing retirement. Whether you’re looking to fine-tune your financial plan or explore new strategies, Stuart’s guidance ensures you’re equipped to make informed decisions for a secure and fulfilling retirement.
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Do you have questions? Email questions@investopoly.com.au
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
