Managing expensive insurance cover, why long-term thinking always wins, making your kids pay no tax on your super death benefit

In this Australian Retirement Podcast episode, hear Drew and James talk about CBA shares, avoiding short-term thinking, dealing with crazy insurance premiums, and how the cashout-and-recontribution strategy can help your kids pay a truckload less tax.

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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 cover a range of topics including  the CBA share price, why pre-retirees still need to think long-term, how to deal with crazy insurance premiums, and how the cashout-and-recontribution strategy can help your kids pay a truckload less tax.

If you like this Australian Retirement Podcast episode, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today

  • James throws in the towel
  • Drew presents AI to his team
  • Pre-retirees not thinking long-term
  • What’s the point of insurance when you’re close to retirement?
  • The cashout and recontribution strategy explained

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