23 episodes

You only retire once, so retire right.
Brought to you by the podcast, 'this is money'. Look for the little m at the top of the cover art.
You may also enjoy the podcast, 'Financially Fierce'.

Hosted on Acast. See acast.com/privacy for more information.

Retire Right this is money

    • Business

You only retire once, so retire right.
Brought to you by the podcast, 'this is money'. Look for the little m at the top of the cover art.
You may also enjoy the podcast, 'Financially Fierce'.

Hosted on Acast. See acast.com/privacy for more information.

    211b how to get cashback & how it works with Grow My Money

    211b how to get cashback & how it works with Grow My Money

    In today's episode we share how you can earn cashback to pay down your mortgage faster or boost your super by simply shopping at your everyday retailers. Glen chats with Pascale Helyar-Moray, founder of the cashback rewards program, Grow My Money. Glen and Pascale touch on:
    👉🏾 why Grow My Money was created
    👉🏻 how it works
    👉 some of the 1000+ retailers you can shop with to get money back 
    👉🏼 how safe and secure is your data and the program?
    👉🏽 how soon can you get your cash back?
    👉🏿 how to get started
    To learn more, visit the Grow My Money website: https://growmymoney.com.au/
    This is a sponsored episode.
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

    • 49 min
    211 upcoming rule changes to super

    211 upcoming rule changes to super

    In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on:
    👉 the super guarantee
    👉🏼 what this means for concessional contributions caps
    👉🏽 salary sacrificing
    👉🏾 carry forward contribution caps
    👉🏿 and the Stage 3 tax cuts
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.

    Hosted on Acast. See acast.com/privacy for more information.

    • 29 min
    210 what are annuities and when are they useful in retirement planning?

    210 what are annuities and when are they useful in retirement planning?

    In today's episode Martin and special guest James Spiridon unpack the ins and outs of what annuities are, how they work, different types of annuities and why you might consider them as part of your retirement plan.
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help
    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

    • 43 min
    209 investing for grandkids (investment bonds)

    209 investing for grandkids (investment bonds)

    Financial adviser Anthony Fowler from Financial Edge Group joins Martin on the show to talk about the various ways to invest for children under 18 and the best way to pass on wealth to the next generation.
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
    🏡 Join the retire right facebook group
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

    • 39 min
    208 aged care

    208 aged care

    In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss:
    👉 who should consider it
    👉🏼 how it works
    👉🏾 the costs
    👉🏻 and where to go for advice and help with organising aged care
    Helpful Links:
    https://www.myagedcare.gov.au/
    https://agedcaresteps.com.au/
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
    🏡 Join the retire right facebook group
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

    • 55 min
    207 insurance after the age of 50

    207 insurance after the age of 50

    Insurance adviser Phil Thompson from Skye Wealth joins Martin on the podcast to unpack the various types of life insurance and what to consider as you approach retirement.
    Want to chat to Phil and the Skye Wealth team? Head to https://www.skye.com.au
    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
    🏡 Join the retire right facebook group
    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
    SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

    • 27 min

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