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Where Aussies go wrong with investing

Adele Martin, Phil Tarrant, Alex Whitlock, Retirement planning, financial advice, financial adviser, retirement savings, superannuation,

Award-winning financial planner, Adele Martin, works specifically with investors in their 20s, 30s and 40s. In this episode, she speaks to host Alex Whitlock about where her clients typically go wrong.

Joined by co-host Phillip Tarrant, Adele also discusses common misconceptions about retirement planning, and working out just how much you will need to retire comfortably, and reveals how simple planning strategies can set you up for life.

In this episode, learn:

- The consequences of inaction

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- How to balance saving with having fun

- How to assess income needs for retirement

 

Where Aussies go wrong with investing
Adele Martin, Phil Tarrant, Alex Whitlock, Retirement planning, financial advice, financial adviser, retirement savings, superannuation,
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Anonymous - This is nonsense. The dividend imputation and CGT changes will have pervasive effects.....
Peter Stewart - Perhaps the above statement about wealth tied up in the family home may lead to greater use of the Pension Loan Scheme post the 1st July new launch....
TRC - So as Shortons Nett wealth is 61 million, I would imagine he would not be happy about this either as it will hit him too being the top end of town and all......
Anonymous - My 94 y.o. mother is a self funded retiree and never has had any superannuation. Fully franked dividends account for 99% of her $41,000 taxable.......