Luke Smith joined Richard Perno on Radio Station 2CC Talking Canberra 1206AM. The Money Show aired on Friday 16 March 2018. The topic was a Transition to Retirement – a financial planning strategy that’s been around for a short while. A transition to retirement strategy allows you to draw an income from your superannuation and still work, perhaps part-time.
Once you retire, your transition to retirement turns into an account based pension. A transition to retirement strategy is worth considering as you approach life after work.
If you missed the discussion click here to listen to the podcast now.
The topical discussion of Franking credits is also touched on and how it is likely to impact self-funded retirees.
The acronym of the week is DPS – Dividend Per Share. It’s the income you earn from shares like ANZ or Commonwealth Bank. A high DPS will mean you have more income for your retirement and it’s something we consider when constructing retirement income streams for clients.
Contact Luke on 02 6260 4749 or use our contact us form to make an appointment for a confidential discussion about your situation.
Envision 2CC offer – Your first appointment is at our cost, so make an appointment to confidentially discuss your financial situation and retirement goals.
Luke will be back on 2CC Friday 13 April – 2CC 1206AM, at 4.30pm.