Superannuation Health with William Ezzy, Financial Planner

WE DIVE INTO the topic of Superannuation Health. WE GO DEEP with Financial Planner, William Ezzy. Will OPENS UP about all things Superannuation – that is the money you accumulate for your retirement when you are working. We discuss: The importance of financial education. The earlier in life, the better. What is superannuation? What is Super Choice? What are the different types of super funds? How do you choose the right one for you? Australia has superannuation. What do other countries have? Using superannuation to pay for medical expenses such as IVF and weight loss surgery. How do you do this? Has this been more common over COVID? Why can’t we ignore superannuation? Ethical, environmental, social or governance investment (ESG) principles. What are they? Should we care? Insurances through Superannuation. What are the types? Death only; Death/ Total Permanent Disability and income protection. Do you know about those? Does your super fund invest in companies such as tobacco, arms, nuclear energy, gambling, alcohol, fossil fuels, adult entertainment- should you care if companies source a significant proportion of their revenue from these? How do you find out how your Super fund invests your money? When should you see a financial planner regarding your Superannuation? Binding beneficiaries. A they a big deal? Super fund fees. A THEY big deal? By retirement age in Australia, what is the average a woman has in her superannuation compared to a man? And why? General Advice disclaimer Please remember that the information discussed here is of a general nature and is not intended to serve as personal advice.  DPM Financial Services recommends you obtain advice concerning specific matters before making a decision.  William Ezzy Contact Details Email [email protected] Phone (03) 9621 7067 LinkedIn https://www.linkedin.com/in/willezzy/?originalSubdomain=au DPM Financial Services Webpage https://www.dpm.com.au/our-services/private-wealth/ He has written numerous articles for DPM on various financial planning topics -https://www.dpm.com.au/knowledge-centre/article-author/william-ezzy/ Connect with The Fanny Mechanic: Email : [email protected] Website: www.drandreadis.com.au Website: www.thefannymechanic.com Instagram: dr_tash_the_fanny_mechanic Facebook: Dr Tash Facebook group : The Fanny Mechanic Podcast Group Facebook : Dr Tash Book Club  Support the show: https://www.thefannymechanic.com/See omnystudio.com/listener for privacy information.