<p>Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.</p><br><p>We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode. </p><br><p>Want to follow along as we go? Dylan has prepared <a href="https://drive.google.com/file/d/1wNMS2gYUknPiXm4KSgBdGtBTRni2Hudp/view?usp=sharing" rel="noopener noreferrer" target="_blank">this presentation</a> that outlines the three scenarios. </p><br><p>—------</p><br><p>If you would like to speak to Dylan, fill out <a href="https://equitymates.com/advice/" rel="noopener noreferrer" target="_blank">the form on our website</a> and we'll put you in touch.</p><br><p>Want to get involved?&nbsp;</p><ul><li>Have a question? Ask via<a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank"> our website</a> and we'll answer it on the podcast.</li><li>Join the conversation in the<a href="https://www.facebook.com/groups/equitymates" rel="noopener noreferrer" target="_blank"> Facebook Discussion Group</a></li></ul><p><br></p><p>—------</p><br><p>Want more Equity Mates:</p><ul><li><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our email</a> to keep up with business news&nbsp;</li><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch Equity Mates <a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank">on YouTube</a></li><li>Pick up our books: <a href="https://www.amazon.com.au/Get-Started-Investing-easier-invest/dp/1760879924" rel="noopener noreferrer" target="_blank">Get Started Investing</a> and <a href="https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469" rel="noopener noreferrer" target="_blank">Don’t Stress, Just Invest</a></li><li>Follow us on social media: <a href="https://www.instagram.com/equitymates/" rel="noopener noreferrer" target="_blank">Instagram</a>, <a href="https://www.tiktok.com/@equitymates?lang=en" rel="noopener noreferrer" target="_blank">TikTok</a>, and <a href="https://www.linkedin.com/company/69347060/" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

Equity Mates Investing Podcast

Equity Mates Media

Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top?

OCT 28, 202443 MIN
Equity Mates Investing Podcast

Ask an Adviser: Offset v Superannuation v Debt Recycling - Who comes out on top?

OCT 28, 202443 MIN

Description

<p>Dylan Pargiter-Green is a Director and Financial Advisor at Bold Wealth. He specialises in helping older Australians prepare for retirement.</p><br><p>We wanted to get specific in today's episode and so today we work through a case study of Mr Equity and Mrs Mates. In particular, they want to know if they'll be better off in retirement if they maximise the use of their offset, their superannuation or use debt recycling. So Dylan has crunched the numbers and is presenting the scenarios back to Mr Equity and Mrs Mates in today's episode. </p><br><p>Want to follow along as we go? Dylan has prepared <a href="https://drive.google.com/file/d/1wNMS2gYUknPiXm4KSgBdGtBTRni2Hudp/view?usp=sharing" rel="noopener noreferrer" target="_blank">this presentation</a> that outlines the three scenarios. </p><br><p>—------</p><br><p>If you would like to speak to Dylan, fill out <a href="https://equitymates.com/advice/" rel="noopener noreferrer" target="_blank">the form on our website</a> and we'll put you in touch.</p><br><p>Want to get involved?&nbsp;</p><ul><li>Have a question? Ask via<a href="https://equitymates.com/get-in-touch/" rel="noopener noreferrer" target="_blank"> our website</a> and we'll answer it on the podcast.</li><li>Join the conversation in the<a href="https://www.facebook.com/groups/equitymates" rel="noopener noreferrer" target="_blank"> Facebook Discussion Group</a></li></ul><p><br></p><p>—------</p><br><p>Want more Equity Mates:</p><ul><li><a href="https://equitymates.beehiiv.com/" rel="noopener noreferrer" target="_blank">Sign up to our email</a> to keep up with business news&nbsp;</li><li>Listen to our basics-of-investing podcast: Get Started Investing (<a href="https://podcasts.apple.com/au/podcast/get-started-investing/id1484760064" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://open.spotify.com/show/0HckzceL2rzplaJ22LMooN" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch Equity Mates <a href="https://www.youtube.com/equitymates" rel="noopener noreferrer" target="_blank">on YouTube</a></li><li>Pick up our books: <a href="https://www.amazon.com.au/Get-Started-Investing-easier-invest/dp/1760879924" rel="noopener noreferrer" target="_blank">Get Started Investing</a> and <a href="https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469" rel="noopener noreferrer" target="_blank">Don’t Stress, Just Invest</a></li><li>Follow us on social media: <a href="https://www.instagram.com/equitymates/" rel="noopener noreferrer" target="_blank">Instagram</a>, <a href="https://www.tiktok.com/@equitymates?lang=en" rel="noopener noreferrer" target="_blank">TikTok</a>, and <a href="https://www.linkedin.com/company/69347060/" rel="noopener noreferrer" target="_blank">LinkedIn</a></li></ul><p><br></p><p>—------</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>—------</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>