investor motivation podcast

How to retire on $650,000 as a couple

Unlock the secrets to retiring comfortably as a couple with $650,000 in superannuation and savings. From determining spending limits to optimising tax structures, we cover it all.

Learn how to maximise your Centrelink pension benefits while safeguarding assets for the surviving partner, including leveraging exemptions and exploring the Home Equity Access Scheme. Dive into estate planning considerations, including wills and superannuation strategies, and gain practical tips for navigating income and assets tests to maximise pension entitlements.

Don’t miss out on expert insights to help you retire confidently.

MyValues website: https://www.myvalues.org.au/

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Similar Posts

  • Just Retired? Now what?

    Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the…

  • Australia’s Elite Investors: What you can learn

      Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in…

  • How to be great with money!

    Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic…

  • Investing: Strategies for age 55+ investors

    In the second episode of our 55+ series, we dive into the world of investing tailored specifically for those aged 55 and above. Whether you’re nearing retirement, already enjoying your…

  • Couple Goals: Making money work in a relationship

    Join us for a candid discussion on managing finances as a couple… We explore the dynamics of handling money when there’s a single breadwinner, aligning financial goals, and seeking advice…