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Episode Description:
In this episode of The Wealth Guide Podcast, our senior financial planner, Dean Desoukey, shares a client case study about how he helped a mature couple catch up on their retirement savings after years of low superannuation contributions.
Dean talks about assessing the couple’s cash flow to find capacity for additional super contributions, utilising salary sacrifice contributions to maximise tax savings, and reviewing insurance coverages to ensure appropriate coverage at reasonable costs.
He also discusses tailoring a savings strategy to set the couple up for a comfortable retirement, educating them on the value of super even with a part-age pension, and providing them peace of mind through expert advice.
If you want to learn how to strategically enhance your retirement savings, even if you’ve started late, then make sure to listen to this episode!