Mar 05 2025 31 mins 24
In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner. From managing assets and debts to estate planning and benefits, this episode guides you through securing your financial future during a difficult time.
If you like this Australian Retirement Podcast episode on dealing with death in retirement you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
- Your partner has passed, what you need to do first
- Estate and inheritance planning, how to manage the transition
- What happens to your assets on death
- What role does an adviser play during this period
- How does super work on death?
Resources for this episode
- Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources - these are included by default
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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