Money Over 50

This episode has Dallas ranting to Michael about why the answer "no" is more than enough reasoning to decline something. This topic focuses on why it is important for someone saving up for retirement to say no and not feel the need to explain themselves all the time. You have a goal and saying "no" will help you reach that goal.

For all listener questions/feedback, please contact the team at [email protected]

For all listener questions/feedback, please contact the team at [email protected]

This episode looks at a case study for a stereotypical client couple of Dallas'. Using their example to highlight the importance of having a viable retirement plan and taking the steps needed to achieve it.

If you are married or in a long-term relationship, then your money is all in ‘one bucket’. According to family law (and Centrelink), you and your partner don’t have separate money – regardless of who earns more.

However, there are ways that you can benefit from paying less tax based on how you treat certain assets and whose super you put more money into. Don’t worry – it’s all legal! In this episode, Dallas and Michael explore how to keep as much of your taxable income as possible, and why your money is really all in one bucket.

Michael & Dallas discuss the benefits of discipline when investing for the long term. When it comes to building wealth, delayed gratification tends to play a huge role.

When you retire, your superannuation balance can become a 0% taxed super income stream. This is essentially the same as a tax-free trust fund. Australia has one of the highest income tax rates in the world; however, it is also one of the most generous when it comes to your retirement.

In this episode, Michael and Ali discuss your super income stream, and the eligibility criteria you need to meet in order to receive it!

For more information, please visit www.mo50.com.au