232 pay off mortgage or put in super, tax-free retirement income, finding purpose in retirement + more

Retire Right

In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on:

👉 balancing mortgage payments and super contributions

👉🏼 tax strategies for superannuation

👉🏽 how to use a transition to retirement pension

👉🏾 using an offset account to manage cash flow

👉🏿 putting money in super when there is a dip in the share market

👉🏻 planning for life after retirement

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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