The retirement move most people don’t know about
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Thinking about slowing down… but not ready to fully retire?
In this episode of The Winner's Playbook, Josh and Billy break down how a Transition to Retirement strategy actually works. From age 60, you can start accessing your super while still working, which can help you cut back your hours without cutting back your lifestyle.
They talk through real examples, how to replace lost income, why your investment mix needs to change as you move into drawdown mode, and the tax opportunities available in those early retirement years. They also explain what a TTR is not. It is not an ATM, and it needs to be structured properly.
If you are approaching 60 or just want to understand your options, this episode will help you make smarter decisions around super and retirement.
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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.