Drew and James answering your hardest retirement q’s

In this Australian Retirement Podcast episode, listen to Drew and James discuss when to downsize, managing super investments, and tax minimisation for low income earners.

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About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth discuss when to downsize, tracking dollar cost averaging with Aust Super, and whether it’s still worth it to be minimising tax with an income of $45K (hint – it is!).

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Topics covered today:

  1. Managing high insurance premiums as a pre-retiree
  2. When is the best time to downsize my home?
  3. How can I save more tax on a low income?
  4. Fears of being scammed seeking financial advice 
  5. When to sell a property

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