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Q&A: Answers to interesting listener questions
Manage episode 431329327 series 3363218
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart Wemyss shifts from case studies to an interactive Q&A format, addressing several listener inquiries. The episode kicks off with strategies for early retirement, where Stuart discusses balancing investment approaches, living expenses, and aggressive gearing techniques to achieve financial independence in your 40s. He also delves into superannuation contributions and managing the transfer balance cap.
Next, he explores investment structures, focusing on family trusts and corporate beneficiaries. Stuart highlights the tax implications and benefits of these entities, providing practical insights into capital gains tax considerations. An example calculation demonstrates the significant financial impact of working longer versus drawing on superannuation, offering valuable advice for those contemplating their retirement timeline.
Stuart also tackles the challenge of finding holistic financial advice and providing tailored investment recommendations based on current assets and income. He suggests focusing on super contributions over additional property investments for a more balanced financial plan.
Listeners are encouraged to submit their questions for future Q&A episodes, and Stuart announces plans for upcoming webinars and live events to discuss advisor fees and selection criteria further. This interactive episode promises to equip listeners with actionable insights and personalized advice for their financial journeys.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
355 episodes
Manage episode 431329327 series 3363218
Do you have a question? Email questions@investopoly.com.au and Stuart may answer it in the podcast.
In this case study episode, Stuart Wemyss shifts from case studies to an interactive Q&A format, addressing several listener inquiries. The episode kicks off with strategies for early retirement, where Stuart discusses balancing investment approaches, living expenses, and aggressive gearing techniques to achieve financial independence in your 40s. He also delves into superannuation contributions and managing the transfer balance cap.
Next, he explores investment structures, focusing on family trusts and corporate beneficiaries. Stuart highlights the tax implications and benefits of these entities, providing practical insights into capital gains tax considerations. An example calculation demonstrates the significant financial impact of working longer versus drawing on superannuation, offering valuable advice for those contemplating their retirement timeline.
Stuart also tackles the challenge of finding holistic financial advice and providing tailored investment recommendations based on current assets and income. He suggests focusing on super contributions over additional property investments for a more balanced financial plan.
Listeners are encouraged to submit their questions for future Q&A episodes, and Stuart announces plans for upcoming webinars and live events to discuss advisor fees and selection criteria further. This interactive episode promises to equip listeners with actionable insights and personalized advice for their financial journeys.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
355 episodes
Minden epizód
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