How to retire on $650k as a non-home owner couple

2024-10-29

In this episode of the Investment Motivation podcast, Rob Goudie and Amy Lehmann break down retirement planning for a non-homeowner couple with $650,000 in savings. They explore spending strategies, tax structures, and essential planning steps to ensure both partners’ financial security. Also included is pension eligibility, strategies for optimising the assets test, and ways to maximise super contributions and income. Join Rob & Amy as they guide you through practical options to make $650,000 s...

In this episode of the Investment Motivation podcast, Rob Goudie and Amy Lehmann break down retirement planning for a non-homeowner couple with $650,000 in savings.

They explore spending strategies, tax structures, and essential planning steps to ensure both partners’ financial security. Also included is pension eligibility, strategies for optimising the assets test, and ways to maximise super contributions and income.

Join Rob & Amy as they guide you through practical options to make $650,000 stretch further in retirement.

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.

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