Retire Right

Glen James
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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. 20 HR AGO

    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 min

  2. 6 NOV

    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 min

  3. 30 OCT

    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 min

  4. 23 OCT

    236 elder abuse: what are the signs & what to do

    In today's episode Glen chats with MaryAnn de Mestre, a lawyer and academic who specialises in elder law and estate planning. Glen and MaryAnn dive into the topic of elder abuse including what it looks like, how to spot the signs, and what steps you can take if you suspect someone is a victim. MaryAnn offers practical advice for keeping an eye on your aging loved ones and what you can do if things seem off as well as some things to know around estate planning. The touch on: 👉 common forms of elder abuse (financial, psychological, physical, neglect) 👉🏼 common signs such as unexplained withdrawals, social isolation, neglect 👉🏽 what to do if you suspect elder abuse in your community 👉🏾 the role of power of attorney and how it can be abused 👉🏿 legal steps to remove or challenge a power of attorney 👉🏻 some key takeaways for estate planning and protecting vulnerable individuals M de Mestre Lawyers website: https://mdemestrelawyers.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.

    52 min

  5. 17 OCT

    235 a hitchhiker's guide to retirement

    If you're 10 years or less away from wanting to put down the tools and retire, today's episode is for you. Glen chats with financial adviser and host of the Financially Fierce podcast, Jess Brady about some of the practical things, both money and non-money related, that you'll need to think about and get in order as you approach retirement - such as your lifestyle, super and assets, housing and long term plans. Resources mentioned in the episode 👇 Click here to download the FREE Glen James Spending Plan Purchase Glen's book, The Quick Start-Guide to Investing here: https://amzn.to/3QNNrbv To check out Jess's Greenhouse Money Growing Program, click here. Find Jess's podcast, Financially Fierce wherever you're listening to this podcast! 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.

    59 min

  6. 9 OCT

    234 how much do you need to retire?

    How much money do you need in retirement? This is one of the most common questions we hear in the Retire Right community! In today's episode Glen and financial adviser Matt Hawkins break down the steps for working out your retirement number. 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.

    32 min

  7. 2 OCT

    233 smart ways to help your kids financially or into their first home

    Looking for ways to help your adult kids get into their first home or get ahead financially? In this episode, Glen talks through heaps of different ideas such as: 👉 gifts & loans 👉🏼 paying the stamp duty 👉🏽 paying for LMI 👉🏾 considering a parental guarantee 👉🏿 paying for financial advice 👉🏻 matching a savings goal 👉 paying for the grandkid's childcare or extra-curricular activity 👉🏼 seeding their super 👉🏽 clearing their HELP debt Glen's video on how a parental guarantee works: https://youtu.be/cmWOlvNhElk 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.

    56 min

  8. 25 SEPT

    232 pay off mortgage or put in super, tax-free retirement income, finding purpose in retirement + more

    In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on: 👉 balancing mortgage payments and super contributions 👉🏼 tax strategies for superannuation 👉🏽 how to use a transition to retirement pension 👉🏾 using an offset account to manage cash flow 👉🏿 putting money in super when there is a dip in the share market 👉🏻 planning for life after retirement 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.

    40 min
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About

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.

Information

  • Creator
    Glen James
  • Years Active
    2021 - 2024
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © Glen James
  • Show Website
    Retire Right

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