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Podcast: Australian Investors Podcast
Episode: A $2.3 million portfolio: How advisers Jamie & Drew manage a retirement
Description: Drew Meredith and Jamie Nemtsas, certified financial planners from Wattle Partners, join Owen Rask on The Australian Investors Podcast to walk us through how they would manage the $2.3 million retirement portfolio of a fictitious couple, Fiona and Craig.This episode is filled with great insights around portfolio construction, investment planning, investment property, retirement strategy, risk profiling, lifestyle goal setting, investment returns and more.The hypothetical couple: Craig & Fiona
The fictitious couple Jamie and Drew are working with are:
Craig (62). Earning $125,000 per year as an mechanical engineer, PAYG.
Super...