In this episode, Glen James and Nathan Fradley answer community questions:

👉 should Donna keep her money in super or in her transition to retirement account?

👉🏼 should Chris drip feed $15k into super, time the market or just put it in?

👉🏽 will moving super to pension mode affect Debbie's JobSeeker payment?

👉🏾 and what changes if you’ve got an SMSF

👉🏿 what happens to a reversionary pension when your spouse dies?

Listen to episode 410 on TTRs here: https://shows.acast.com/retire-right/episodes/410

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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. 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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In this episode Glen is joined by financial adviser Nathan Fradley to discuss what an annuity is and how it works. They cover:

👉🏼 what are annuities and why are they incentivised

👉🏽 how they work

👉🏾 Centrelink concessions

👉🏿 a practical example case study

👉🏻 will I be better off by using an annuity?

👉 does the payment increase?

👉🏼 who do they help

👉🏽 downsides to consider

📘 The Quick-Start Guide to Investing by Glen James and Nick Bradley: https://www.investingbook.com.au/

Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

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

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 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. 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.

Hosted on Acast. See acast.com/privacy for more information.

Nathan's Uber driver has his retirement plan sorted! Is it a good one or does it have some holes? Glen and Nathan chat about this case study.

👉 the Uber driver's current situation

👉🏼 his retirement plan

👉🏽 questions that need clarifying

👉🏾 Nathan’s thoughts

👉🏿 projected financial situation & considerations at age 67

👉🏻 using an equity release or reverse mortgage

👉 what would Nathan's advice be

Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

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

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 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. 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.

Hosted on Acast. See acast.com/privacy for more information.