401 The ultimate pre-retirement checklist

Glen and Martin discuss the essential ways to prepare 10 years out from retirement.

👉🏾 review and pay down debt

👉🏿 know your numbers

👉🏻 living arrangements

👉 start thinking about lifestyle goals

👉🏼 super investment options

👉🏽 review super beneficiaries & estate planning

👉🏾 mortgage strategy

👉🏿 gifting considerations

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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. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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