• 302 retirement planning & strategies for singles + a $2M portfolio

  • Jan 8 2025
  • Length: 31 mins
  • Podcast

302 retirement planning & strategies for singles + a $2M portfolio

  • Summary

  • In today's episode, financial advisers Martin McGrath and Wayne Terry tackle retirement planning strategies and considerations for singles and widows, focusing on how to make the most of your assets. They also dive into a scenario of retiring with a $2M portfolio - unpacking whether to set up a pension, live off a managed fund, or rely on cash income.


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    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.


    Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.


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