Navigated to 342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more

342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more

October 22
44 mins

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Episode Description

In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group:


👉 gifting equity to your children to purchase a property

👉🏼 shifting investments to 100% cash

👉🏽 "Glen's guest is talking rubbish!"

👉🏾 can I open a second account-based pension?


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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. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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