Dr Adrian Raftery

speaker

215 appearances 1 recordings 1 series first heard Jul 2026 last heard 23 Jul

Dr Adrian Raftery’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Money Puzzle · Your retirement plan’s CGT shock (with Adrian Raftery) · 23 Jul 2026 podcast

You want to have comfortable retirements.

And so this is the dollars you need for you to have a comfortable retirement.

What it will mean is when you do your calculations or your financial plan does your calculations, you're shifting it down the road by another one or two years.

You've got to work for another one or two years before you can retire.

Yeah.

and then sell to cover for whatever taxes you may have.

Now, it's very much a case-by-case basis.

So some people are holding $5,000 worth of shares.

For them, it's important to them, but it's totally different from someone who has $500,000 worth of shares of which they only bought for $1,000.

You've had $500,000 worth of shares and you bought for $499,000, it's not going to make much of a difference at all.

So it's each particular circumstance, you need to run the numbers.

You need to talk to your professional advisors.

Hey, what is this going to do?

How does it affect me?

And you've got to have a listable as well.

So we don't know what the share price is going to do in the future.

We don't know what the properties are going to do.

We think we know, but we honestly, we don't know.

Yeah, it sure is.

Look, one of my tax tips is don't purely spend for a tax deduction because of the A, B, C rule.

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