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A Series of Questions to Guide You on the Retirement Path

A Series of Questions to Guide You on the Retirement Path

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À propos de cet audio

Stepping into retirement isn’t just about stopping work — it’s about knowing your money will support the life you want. From income streams to estate plans, Victor walks through some key decisions anyone wanting to retire can’t afford to ignore.


What You’ll Learn:

A quick way to estimate if your savings will last

Smart, tax-friendly strategies to draw income from super

How the Age Pension fits into your plan

Why estate planning is more than just writing a will

Preparing financially for medical and aged care needs


Timestamps

00:18 Estimating your “enough” number

01:12 Drawing income tax-effectively

02:58 Where the Age Pension fits in

05:08 Planning ahead for aged care costs


Any discussion in this episode does not take into account your objectives, financial situation or needs. Before acting on it, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs. For tailored support, speak with a licensed professional about your financial planning or financial services needs today.


Work with Victor Idoko (CFV Advisory):

🌐 cfvadvisory.com.au

🔗 More ways to connect - https://linktr.ee/cfvadvisory


#RetirementPlanning #ElevateYourWealth #CFVAdvisory #WealthInRetirement

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