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Retirement made simple : everything you need to know

Whittaker, Noel, 1940-2024

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Summary

The fastest growing demographic in Australia are retirees, with the number of people over 75 expected to double within 10 years. Retirement is often touted as a worry-free time - but it's also a time full of unique challenges. Retirement can be a jungle of decision-making. What sort of assets will you invest in? How long will your money last? Are you eligible for any age pension? Is downsizing right for you? How much should you spend now, and how much would you like to leave to your kids? Add the challenges of finding the right advice, understanding new products that keep evolving, estate planning, volatile markets, unexpected events such as the global financial crisis and COVID-19, and continual changes to our tax, superannuation, age pension and aged care regulations... Above all, how do you value and nurture your greatest assets - your health and your relationships? These are just a few of the major issues covered in Retirement Made Simple - by acclaimed financial expert Noel Whittaker, who has been writing about these issues for more than 35 years. This updated edition of Retirement Made Simple includes the major superannuation and pension changes for 2024/2025 and this book will be your guide for the rest of your life. In the simple style for which Noel is renowned, the book covers all the above topics and many more. It will become your indispensable guide on what we hope will be a happy, healthy and prosperous retirement.