31 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'.

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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.

    217 preparing to retire in 3-6 months (money, mindset and practical tips)

    217 preparing to retire in 3-6 months (money, mindset and practical tips)

    In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading into retirement. They touch on:
    👉 mindset and finding new purpose
    👉🏼 budgeting and figuring out if you are financially ready to retire
    👉🏽 your ideal home
    👉🏾 setting up superannuation (industry funds, wrap accounts & SMSFs)
    👉🏿 dealing with debt
    👉🏻 applying for the Centrelink age pension if you are eligible
    👉 taking leave (annual or long service)
    👉🏽 and tax returns
    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.

    • 44 min
    216 pay off mortgage vs top up super, long service leave, re-contribution strategies + more

    216 pay off mortgage vs top up super, long service leave, re-contribution strategies + more

    In today's Q&A episode, Martin and KP from Financial Edge Group discuss:
    👉 what to consider with long service leave prior to retirement
    👉🏼 pay off mortgage or top up super?
    👉🏽 if I go back to work should I change my super from pension to accumulation phase?
    👉🏾 do I need to report money I receive from my super pension to the ATO?
    👉🏿 are super funds covered by the $250,000 government guarantee?
    👉 should I put the proceeds from the sale of an investment property into super?
    👉🏼 re-contribution strategies
    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.

    • 34 min
    215 estate planning essentials

    215 estate planning essentials

    Today on the show we're unpacking the essentials of estate planning. Martin is joined by wills & estate planning lawyer, Fiona Wicks from Aubrey Brown Lawyers who explains:
    👉 what does estate planning cover?
    👉🏼 what assets are included in a will vs what is excluded
    👉🏽 how to distribute your superannuation after you pass away
    👉🏾 what are the responsibilities of an executor?
    👉🏿 what is an enduring power of attorney / enduring guardianship?
    👉🏻 what is a beneficiary?
    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.

    • 52 min
    214 downsizing the family home

    214 downsizing the family home

    If you're over the age of 55 and selling your home, you might be eligible to make a superannuation downsizer contribution. In today's episode Martin and KP from Financial Edge Group explain the benefits of the downsizer contribution, how it works and who can make one.
    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.

    • 15 min
    213 tax in retirement

    213 tax in retirement

    Do you need to pay tax when you're retired? Martin and KP from Financial Edge Group discuss whether you need to pay tax on the age pension, the money you take out of super, investment income, financial gifts, a house sale + more.
    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
    2024 federal budget & what it means for you

    2024 federal budget & what it means for you

    In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement.
    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. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.

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

    • 45 min

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