Welcome to "The Wealth Shift," where we dive deep into the intricacies of property transitions and wealth management. Strap in for an insightful conversation guided by our seasoned hosts, Ben and Jay, certified Financial Planners extraordinaire. Tune in to gain invaluable insights and practical advice on managing property transitions and maximizing wealth preservation. Whether you're a seasoned homeowner or contemplating your next move, "The Wealth Shift" has you covered!
Articles Discussed:
Transitioning Property Wealth: Ben and Jay kick off the discussion by exploring the various scenarios surrounding property sales, transitions into aged care, retirement villages, and downsizing.
Decision Points and Dilemmas: Delve into the multifaceted decision-making process involved in selling a property, including financial considerations, emotional attachments, and lifestyle factors.
The Importance of Early Planning: Emphasizing the significance of initiating conversations and planning early when contemplating property transitions, Ben and Jay shed light on the benefits of proactive financial strategy
Navigating Complex Ramifications: Uncover the ripple effects and ramifications associated with property transitions, from Centrelink implications to estate planning intricacies.
Opportunity Cost Awareness: Ben and Jay dissect the concept of opportunity cost, cautioning against target fixation and highlighting the importance of assessing the broader financial landscape.
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
