Wealth of Experience

Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023

October 04, 2023 Firstlinks and Morningstar Season 2 Episode 9
Wealth of Experience
Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
Show Notes Chapter Markers

Season 2, Episode 9

Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care.

Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle between Magellan and shareholder activist Nick Bolton.

And Morningstar's Peter Warnes is back from a break to talk about the carnage in bond markets and what it might mean for Australian markets.


Graham Hand - LICs closing
Graham Hand - Magellan vs Nick Bolton
Peter Warnes - bond rout
Noel Whittaker - how he became a personal finance expert
Noel Whittaker - why retirees are afraid of running out of money
Noel Whittaker - making the most of money in retirement
Noel Whittaker - aged pension
Noel Whittaker - super as a vehicle for retirement
Noel Whittaker - default super funds
Noel Whittaker - recent super changes "vicious" and "crazy"
Noel Whittaker - SMSFs a good option for some
Noel Whittaker - estate planning "minefield"
Noel Whittaker - death taxes
Noel Whittaker - downsizing
Noel Whittaker - age care traps