A Series of Questions to Guide You on the Retirement Path
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Stepping into retirement isn’t just about stopping work — it’s about knowing your money will support the life you want. From income streams to estate plans, Victor walks through some key decisions anyone wanting to retire can’t afford to ignore.
What You’ll Learn:
A quick way to estimate if your savings will last
Smart, tax-friendly strategies to draw income from super
How the Age Pension fits into your plan
Why estate planning is more than just writing a will
Preparing financially for medical and aged care needs
Timestamps
00:18 Estimating your “enough” number
01:12 Drawing income tax-effectively
02:58 Where the Age Pension fits in
05:08 Planning ahead for aged care costs
Any discussion in this episode does not take into account your objectives, financial situation or needs. Before acting on it, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. For tailored support, speak with a licensed professional about your financial planning or financial services needs today.
Work with Victor Idoko (CFV Advisory):
🌐 cfvadvisory.com.au
🔗 More ways to connect - https://linktr.ee/cfvadvisory
#RetirementPlanning #ElevateYourWealth #CFVAdvisory #WealthInRetirement
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