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What you can do to ensure a comfortable retirement

How do Australian workers really feel about retirement? The answers might surprise you.

Having recently released their 2018 report on this topic, State Street’s portfolio strategist Thomas Reif joins host Lucy Dean to unpack the findings of the report, specifically those relating to Australian retirement income spends and ETF’s.

Thomas shared the things retirees wish they had known and gotten involved with sooner, the type of income cut that one can expect when entering retirement and also how any why an individual’s living costs alter in the later stages of their lives.

They also discuss the benefits of ETFs, how the current competitive market is impacting fees, and the moves that you can make to ensure a more comfortable retirement.

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Thanks Thomas, for sharing your insights with the Nest Egg podcast team!

You can stay up-to-date with what Thomas is up to here.

Have an investment story to share? Get in touch at This email address is being protected from spambots. You need JavaScript enabled to view it. and you might get featured on the next episode.

What you can do to ensure a comfortable retirement
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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.......