Retire Right

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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. 18 HR AGO

    407 bucket strategies, market crashes, super risk levels & does property beat super in retirement?

    Glen and Martin unpack questions from the Retire Right Facebook community touching on: 👉 how a bucket strategy works 👉🏼 bucket strategy with a defined benefit pension 👉🏽 is investing in super or property safer in retirement? 👉🏾 market crash, correction and bear market terms explained 👉🏿 moving from accumulation to pension phase & tax 👉🏻 selling an investment property in retirement & a tax strategy Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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.

    43 min

  2. 4 FEB

    406 Centrelink assets, market volatility, comparing super funds, paying off the mortgage + more

    In this community Q&A, Glen and Martin chat about: 👉 selling investment property in retirement & putting in super 👉🏼 Centrelink assets and exemptions 👉🏽 market volatility and switching to low risk 👉🏾 mortgage repayments vs super in your 50s 👉🏿 how to compare super fund performance 👉🏻 long service leave - lump sum vs taking leave over time Note: Glen mentions the RBA cash rate in this episode which was recorded before the Feb 2026 RBA rate rise. Buy tickets to the Auckland show here: https://bit.ly/4a8v4a2 Read Long Service Leave at Retirement, Lump Sum or Regular Payments: https://www.financialedgegroup.com.au/blog/long-service-leave-at-retirement-lump-sum-or-regular-payments Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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.

    52 min

  3. 28 JAN

    405 die with zero and the mental shift required from saving to spending

    You can save for decades and still struggle to spend. Glen James and Vince Scully break down the concept of "dying with zero", the mental shift required in retirement and why advice fees often feel harder than they should. 👉🏼 you can save for decades and still struggle to spend 👉🏽 why switching from saving to spending feels so hard 👉🏾 real retiree case study: mindset blocks 👉🏿 why advice fees feel harder than they should 👉🏻 monthly costs vs total wealth thinking 👉 what the die with zero concept actually means Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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 min

  4. 21 JAN

    404 investing in property after age 50: lending rules, risk, cash flow & super traps

    Thinking about buying property in your 50s or 60s? In this episode Glen is joined by buyer’s advocate John Pidgeon to break down what actually matters when buying property later in life. They touch on: 👉 an introduction to John Pidgeon 👉🏼 can you still buy property after 50? 👉🏽 lending for older folk 👉🏾 case study: securing an IP loan against your PPOR using equity 👉🏿 time in the market vs timing the market 👉🏻 what are your risk levels & pursuing a yield vs growth strategy 👉 should I buy property with my super? 👉🏼 John’s final tips John's book, Sort Your Property Out & Build Your Future: https://www.sortyourpropertyout.com/ this is property podcast: https://www.youtube.com/@thisisproperty John's property coaching website: https://www.solverewealth.com.au/ John's buyer's agent service: https://www.envisageproperty.com.au/ Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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.

    48 min

  5. 14 JAN

    403 living, moving or want to retire overseas? investing, super and tax as an Aussie expat

    Brett Evans, founder of Atlas Wealth, joins Glen to chat about all things expat! They touch on: 👉🏼 a little about Brett, his work in the expat space 👉🏽 how does tax work while living and working overseas? 👉🏾 moving to Malta - how does this affect my age pension + tax? 👉🏿 if moving overseas for retirement, do you need to keep an Aussie bank account? 👉🏻 living in Singapore but repatriating - sell my investment properties in Australia? 👉 returning to Australia after 25 years, what do I prepare? 👉🏼 how to prepare a will while living overseas 👉🏽 will you lose Centrelink benefits if you move overseas? 👉🏾 they address a quick listener case study 👉🏿 some quick rapid fire expat questions Check out Brett's book, The Expats Handbook: https://amzn.to/4pGmrsZ Check out Atlas Wealth: https://atlaswealth.com/au/ Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus 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 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.

    53 min

  6. 7 JAN

    402 rent or buy during retirement (a real case study)

    In today's episode Glen and financial adviser Nathan Fradley unpack a real and confronting retirement case study about 69 year old Anne*, a recently widowed retiree whose financial and housing security was devastated through elder financial abuse by a family member. She now faces the question: rent, buy or another solution? *Name changed for privacy 👉🏾 the case study & backstory to Anne’s current circumstances 👉🏻 challenges, goals & questions 👉 Centrelink asset rules & pension impacts 👉🏼 considerations for complex situations 👉🏽 the renting scenario & numbers 👉🏾 the buying scenario & numbers 👉🏿 retirement village scenario 👉 granny flat arrangement scenario 👉🏻 projections for aged care costs at age 80 for each scenario Watch Retire Right on Youtube: https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&si=zIMg1Vow9SOhug_Z 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.

    1h 10m

  7. 31/12/2025

    401 the ultimate pre-retirement checklist

    Glen and Martin discuss the essential ways to prepare 10 years out from retirement. 👉🏾 review and pay down debt 👉🏿 know your numbers 👉🏻 living arrangements 👉 start thinking about lifestyle goals 👉🏼 super investment options 👉🏽 review super beneficiaries & estate planning 👉🏾 mortgage strategy 👉🏿 gifting considerations Download the free ebook, 10 things to master 10 years before retirement: https://www.retireright.com.au/download Watch Retire Right on Youtube: https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&si=zIMg1Vow9SOhug_Z 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.

    50 min

  8. 24/12/2025

    351 private credit, investing for kids & moving shares into super (with Gemma Dale)

    Glen & Gemma Dale answer investing questions from the Retire Right Facebook group, touching on: 👉 should I invest in listed private credit ETF for income in retirement  👉🏼 investing for kids for minimum 10 year timeframe 👉🏽 are there any tax benefits for selling shares before age 60 and putting in super? 👉🏾 is one vanguard international fund and one vanguard Australian fund enough? Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store 6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids Check out Gemma's podcast Your Wealth wherever you listen to podcasts. Watch Retire Right on Youtube: https://youtube.com/playlist?list=PLQW_VRWNC0jR1KQDXi5pcXwREjc0pde9L&si=zIMg1Vow9SOhug_Z 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.

    50 min
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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.

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