What does this mean for retirees? We’re posing two big questions today and they are very different propositions. Let’s start with first things first, by defining the concept of recession and what it means in a general sense. The International Monetary Fund (IMF)...
James Coyle
James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement.
He lives in regional Victoria surrounded by dogs and chooks.
How to apply for- and maximise – your Age Pension Essentials
How can you best manage the connection between Age Pension entitlements and income from superannuation?
Managing a self-funded retirement
Managing a self-funded retirement
Three things you need to know
There are many misconceptions about self-funded retirees. One of the main problems is that this income status tends to become conflated with the popular media myth of ‘greedy, rich baby boomers’. Not all retirees are baby boomers. Most are not ‘rich’. And like the rest of the human race, a tiny per cent may or may not be greedy.