Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023

Wealth of Experience

Season 2, Episode 9

Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care.
Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle between Magellan and shareholder activist Nick Bolton.
And Morningstar's Peter Warnes is back from a break to talk about the carnage in bond markets and what it might mean for Australian markets.

Chapters

1. Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023 (00:00:00)

2. Graham Hand - LICs closing (00:01:43)

3. Graham Hand - Magellan vs Nick Bolton (00:11:15)

4. Peter Warnes - bond rout (00:19:30)

5. Noel Whittaker - how he became a personal finance expert (00:31:21)

6. Noel Whittaker - why retirees are afraid of running out of money (00:35:05)

7. Noel Whittaker - making the most of money in retirement (00:38:41)

8. Noel Whittaker - aged pension (00:40:39)

9. Noel Whittaker - super as a vehicle for retirement (00:42:38)

10. Noel Whittaker - default super funds (00:43:56)

11. Noel Whittaker - recent super changes "vicious" and "crazy" (00:45:05)

12. Noel Whittaker - SMSFs a good option for some (00:45:29)

13. Noel Whittaker - estate planning "minefield" (00:46:34)

14. Noel Whittaker - death taxes (00:49:05)

15. Noel Whittaker - downsizing (00:50:40)

16. Noel Whittaker - age care traps (00:52:33)