In this Friday Q&A episode of The Australian Finance Podcast, Gemma Mitchell is joined by Tahli Cavagnino, Senior Adviser at Rask Advice, to answer some of the most common and nuanced questions people face as they approach retirement.
This episode focuses on the decisions that sit right at the transition point, when work is winding down, structures start to matter more, and the tax and timing trade-offs can feel overwhelming.
If you found this episode helpful, hit follow on Apple, Spotify, YouTube, or wherever you listen to podcasts.
Got a retirement money question? Send it through here.
Topics Covered
- Should you draw down company-taxed assets before starting a super pension?
- Why pension timing can be more strategic than automatic
- What super fund mergers mean for you and if it signals poor performance
- How to spot red flags in your super fund every year
- When and how you can use super for medical or dental costs
- Pros and cons of paying health bills from super vs loans vs upfront
- How early health costs might affect your long-term retirement income
- Plus: how Tahli saved $800 on car repairs with one question
