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401 the ultimate pre-retirement checklist

401 the ultimate pre-retirement checklist

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Glen and Martin discuss the essential ways to prepare 10 years out from retirement.


👉🏾 review and pay down debt

👉🏿 know your numbers

👉🏻 living arrangements

👉 start thinking about lifestyle goals

👉🏼 super investment options

👉🏽 review super beneficiaries & estate planning

👉🏾 mortgage strategy

👉🏿 gifting considerations


Download the free ebook, 10 things to master 10 years before retirement: https://www.retireright.com.au/download


Watch Retire Right on Youtube: https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&si=zIMg1Vow9SOhug_Z


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


Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


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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