• 221 receiving an inheritance later in life

  • Jul 10 2024
  • Duración: 33 m
  • Podcast

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221 receiving an inheritance later in life

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  • In today's episode Martin and Anthony from Financial Edge Group chat about some considerations if you receive an inheritance close to or in retirement and are deciding what to do with it!


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.


    Hosted on Acast. See acast.com/privacy for more information.
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