Retire Right

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Retire Right

Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.

  1. 1時間前

    244 do I need a financial adviser, inheriting shares & tax + testamentary trusts

    In one of our final community Q&As for the year, Glen and Martin chat about: 👉 why you may or may not need a financial adviser 👉🏼 tax implications for inheriting shares and holding vs selling 👉🏽 and using testamentary trusts in estate planning 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.

    28分

  2. 12月11日

    243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?

    In today's episode Glen and financial adviser Martin McGrath answer your questions about: 👉 the transfer balance cap 👉🏼 investment and education bonds for kids 👉🏽 is super really as safe as everyone thinks? 👉🏾 investing in ETFs inside vs outside of super 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.

    35分

  3. 12月4日

    242 protecting your most valuable asset

    With Aussies losing $2.7 billion to scams last year, protecting your personal information is essential. In today's episode cybersecurity expert Fraser Jack shares some practical tips to protect your identity, secure your online accounts, and keep your retirement savings safe from digital threats. 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & 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.

    36分

  4. 11月27日

    241 super strategies to help women achieve financial security

    In today's episode, special guest Pascale Helyar-Moray OAM joins Glen to unpack her new book Rich Woman, Poor Woman, which aims to help women maximise their superannuation and have financial security in retirement. Glen and Pascale dive into the gender super gap, the hidden costs of unpaid work, and actionable strategies to help women build wealth and retire right. They touch on: 👉 the alarming statistics that show that women are at greater risk of poverty in retirement 👉🏼 practical tips to grow your super balance 👉🏽 why the knowledge gap is the most dangerous factor in retirement planning 👉🏾 defining the meaning of a 'rich woman' 👉🏿 factors contributing to the super gap and affecting women’s financial security 📘 Get Pascale's book, Rich Woman, Poor Woman here: https://amzn.to/4g4YGWT 📘 Get Glen's book, The Quick-Start Guide to Investing here: https://amzn.to/3QNNrbv 🎧 Listen to our other episode with Pascale, 211b how to get cashback & how it works with Grow My Money - Listen on Apple Podcast here | Listen on Spotify here 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & 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.

    44分

  5. 11月20日

    240 life insurance (when to cancel, inside vs outside super, claiming + more)

    In today's episode financial adviser Phil Thompson from Skye Wealth joins Glen on the show to answer your questions about life insurance. They touch on: 👉 the 4 types: death cover, income protection, TPD and trauma 👉🏼 the 3 ways to obtain insurance 👉🏽 insurance inside super explained 👉 why use a financial adviser? 👉🏾 how financial adviser commissions work 👉🏿 is claiming easier inside or outside of super? 👉🏻 do you need life insurance and when to cancel it To chat with an adviser about getting personalised life insurance advice check out: 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: https://www.retireright.com.au/get-help Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & 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.

    47分

  6. 11月13日

    239 mortgage broker Q&A (home loans for over 60, parental guarantees, knock-down rebuild loans + more)

    In today's chat, mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen on the show to answer your questions about: 👉 home loans for over 60 👉🏼 financing a knock-down rebuild without super 👉🏽 going guarantor for your kids 👉🏾 steps for your child who wants to buy 👉🏿 mortgage broker vs direct to bank 👉🏻 how mortgage brokers get paid Thanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team here 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & 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.

    40分

  7. 11月6日

    238 tax inside superannuation & aged care changes

    In today's episode Glen and retirement specialist Martin McGrath answer your questions around tax in super and preparing for aged care. They touch on: 👉 tax implications in pension vs. accumulation phases of super 👉🏻 what is contributions tax 👉🏿 what happens if you exceed the super contributions cap 👉🏼 making the most of your transition to retirement (TTR) account 👉🏽 planning around new aged care rules taking effect in July 2025 👉🏾 strategies for covering aged care costs without selling assets 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.

    42分

  8. 10月30日

    237 selling an investment property, renovating at age 60, younger spouse + cash out leave or not

    In today's episode Glen and Martin discuss community questions around: 👉 selling an investment property, CGT implications and putting the money in super 👉🏽 finance options for renovating to sell at age 60 👉🏾 couples with different ages applying for the age pension 👉🏿 using unused annual leave to drop back to 4 days or cashing it out instead 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 Sign up to the Retire Right newsletter here: https://email.retireright.com.au/ 🏡 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 Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.

    35分
すべて見る（57）

番組について

Retire Right is an Australian Retirement podcast. You only retire once, so retire right. Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.

情報

  • チャンネル
    money money money
  • クリエイター
    Glen James
  • 配信期間
    21年 - 24年
  • エピソード
    57
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © Glen James
  • 番組のWebサイト
    Retire Right

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