We often hear we need $1 million in superannuation to retire – but is this accurate? What do we REALLY need and is it possible to retire before age 67? This week, Steve and Josh are chatting about how we can create a comfortable retirement on our own terms.
This episode covers:
[0.05] Disclaimer
[1.40] Figuring out how much we need per year to maintain our lifestyle in retirement
[3.50] Do you really need $1M in your super to retire? What rules can we use to determine the amount we should aim for?
[6.20] Unpacking what a comfortable and a modest retirement look like
[9.30] What ages can we access our super and the age pension? What can we do if we want to retire before then?
[12.35] Should we contribute extra into super? How can we catch-up if we’ve neglected super?
[17.55] Downsizer contributions and getting large amounts of money into super.
Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh
Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
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Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.
