In this episode of the Healthy, Wealthy and Happy podcast, Directors Jeff and Marshall share expert advice on how to prepare financially for retirement, especially in the critical five years before you stop working or sell your business. They cover the key steps to take during this transition, common financial mistakes to avoid, and how to manage your assets as you move from the accumulation to the withdrawal phase. Jeff and Marshall also discuss strategies for creating a steady income stream during retirement, balancing lifestyle goals with long-term financial security. They dive into the role of real estate, especially for those with debt-free investment properties, and how these assets fit into a larger retirement plan.

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Retirement Ready: A 5 year roadmap
Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.
Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313 ABN 23 962 645 633 of Australian Advice Network AFS Licence 472901 ABN 13 602 917 297
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