Transition to retirement - when, how and how much?

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  • Опубліковано 17 гру 2024

КОМЕНТАРІ • 6

  • @samd8652
    @samd8652 Місяць тому +4

    I'm looking forward to retirement. I'm 57 plus,I have 370k in super two investment properties worth an estimate of 1.6 million and my home I live in, my debt is 453k ,my ask to two fellas is can I because I am ready to do so.

  • @peterpanousis8458
    @peterpanousis8458 Місяць тому +1

    Very informative podcast. Particularly keeping super in accumulation phase to help with ages pension eligibility.
    I asked ChatGPT to go into more detail and it said this affected the income test rather than the asset test. Weird.
    Keep up the great work.

  • @malkov0001
    @malkov0001 Місяць тому

    Very informative. Thanks 🙏

  • @MarcusRowan-f1v
    @MarcusRowan-f1v Місяць тому +1

    Terrific show fellas … I’m 54 and aiming to call stumps at 60. Own my own place with the rest split between my super & personal investments; mostly stocks…most interested in portfolio structure moving towards retirement. Given it’s tax free it seems that one’s portfolio should remain focussed on achieving a balance between risk and return!?

  • @megazone128
    @megazone128 Місяць тому

    I'm just the process of getting my asset allocation within my super fund sorted with the aim of retiring next year . Are you guys advocates of the 3 bucket strategy , would 2-3 years in cash bucket drawing down min of 4% be reasonable or do you consider this cash drag ?

    • @malkov0001
      @malkov0001 Місяць тому

      You should consider at least 5 years worth of pension payments in cash and FI. It's not a cash drag. It's designed to protect your portfolio in event of a crash. The longer the Bulk run, the higher the % in cash. Buffett is hoarding about USD $300B in cash ATM.