EPISODE · Oct 4, 2023 · 55 MIN
Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
from Wealth of Experience · host Firstlinks and Morningstar
Season 2, Episode 9Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care.Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle between Magellan and shareholder activist Nick Bolton.And Morningstar's Peter Warnes is back from a break to talk about the carnage in bond markets and what it might mean for Australian markets.
What this episode covers
Season 2, Episode 9 Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care. Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle ...
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Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
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