<p>In today's episode Glen is joined by financial adviser Nathan Fradley to unpack what a transition to retirement pension is and how it works. They cover:</p><br><p>πŸ‘‰ what a TTR is and what it's used for</p><p>πŸ‘‰πŸΌ examples of how it works in practice</p><p>πŸ‘‰πŸ½ some TTR strategies - maxing super contributions, property settlement &amp; more</p><p>πŸ‘‰πŸΎ using a TTR pension with a wrap account</p><p>πŸ‘‰πŸΏ can you add to a TTR?</p><p>πŸ‘‰πŸ» some things to consider when using a TTR</p><br><p>Nathan's website: <a href="https://www.nathanfradley.com.au/" rel="noopener noreferrer" target="_blank">https://www.nathanfradley.com.au/</a></p><br><p>Subscribe to Retire Right on Youtube:<a href="https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&amp;si=zIMg1Vow9SOhug_Z" rel="noopener noreferrer" target="_blank"> </a><a href="https://www.youtube.com/@RetireRightAus" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@RetireRightAus</a></p><br><p>If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional:<a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank"> https://www.retireright.com.au/get-help</a></p><br><p>Sign up to the Retire Right newsletter here:<a href="https://email.retireright.com.au/" rel="noopener noreferrer" target="_blank"> https://email.retireright.com.au/</a></p><br><p>🏑 Join the Retire Right facebook group:<a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank"> https://www.facebook.com/groups/retireright</a></p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose</p><p>&nbsp;to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.</p><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>

Retire Right

Glen James

410 Transition to retirement (TTR) pensions and strategies

MAR 4, 202641 MIN
Retire Right

410 Transition to retirement (TTR) pensions and strategies

MAR 4, 202641 MIN

Description

<p>In today's episode Glen is joined by financial adviser Nathan Fradley to unpack what a transition to retirement pension is and how it works. They cover:</p><br><p>πŸ‘‰ what a TTR is and what it's used for</p><p>πŸ‘‰πŸΌ examples of how it works in practice</p><p>πŸ‘‰πŸ½ some TTR strategies - maxing super contributions, property settlement &amp; more</p><p>πŸ‘‰πŸΎ using a TTR pension with a wrap account</p><p>πŸ‘‰πŸΏ can you add to a TTR?</p><p>πŸ‘‰πŸ» some things to consider when using a TTR</p><br><p>Nathan's website: <a href="https://www.nathanfradley.com.au/" rel="noopener noreferrer" target="_blank">https://www.nathanfradley.com.au/</a></p><br><p>Subscribe to Retire Right on Youtube:<a href="https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&amp;si=zIMg1Vow9SOhug_Z" rel="noopener noreferrer" target="_blank"> </a><a href="https://www.youtube.com/@RetireRightAus" rel="noopener noreferrer" target="_blank">https://www.youtube.com/@RetireRightAus</a></p><br><p>If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional:<a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank"> https://www.retireright.com.au/get-help</a></p><br><p>Sign up to the Retire Right newsletter here:<a href="https://email.retireright.com.au/" rel="noopener noreferrer" target="_blank"> https://email.retireright.com.au/</a></p><br><p>🏑 Join the Retire Right facebook group:<a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank"> https://www.facebook.com/groups/retireright</a></p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose</p><p>&nbsp;to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.</p><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>