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. -3 DIAS

    411 Smart or risky? Is this Uber driver's retirement plan genius or a disaster?

    Nathan's Uber driver has his retirement plan sorted! Is it a good one or does it have some holes? Glen and Nathan chat about this case study. 👉 the Uber driver's current situation 👉🏼 his retirement plan 👉🏽 questions that need clarifying 👉🏾 Nathan’s thoughts 👉🏿 projected financial situation & considerations at age 67 👉🏻 using an equity release or reverse mortgage 👉 what would Nathan's advice be 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.

    36 min

  2. -6 DIAS · BÓNUS

    410b How to thrive in your 50's, 60's and beyond

    In this episode Glen chats with career transition expert Robyn Greaves, author of Your Third Chapter, about why traditional retirement doesn't work for everyone and the other options available. They touch on: 👉 is retirement an outdated myth? 👉🏼 the concept of "unpacking before repacking" 👉🏽 living life on your own terms 👉🏾 why Robyn says traditional retirement is a health hazard 👉🏿 planning your transition to the third chapter 👉🏻 navigating the reality of financial pressure in later life 👉 the 5D framework from Robyn's book 👉🏼 Robyn's final thoughts on thriving later in life Robyn's book, Your Third Chapter: https://amzn.to/4rUZZhJ 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.

    50 min

  3. 4/03

    410 Transition to retirement (TTR) pensions and strategies

    In today's episode Glen is joined by financial adviser Nathan Fradley to unpack what a transition to retirement pension is and how it works. They cover: 👉 what a TTR is and what it's used for 👉🏼 examples of how it works in practice 👉🏽 some TTR strategies - maxing super contributions, property settlement & more 👉🏾 using a TTR pension with a wrap account 👉🏿 can you add to a TTR? 👉🏻 some things to consider when using a TTR Nathan's website: https://www.nathanfradley.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.

    42 min

  4. 2/03

    409b War in the Middle East: what to do with your retirement savings

    Share markets get choppy during global conflicts, pandemics and presidential tweets, and people with good intentions can make bad and irreversible decisions with their super. If you are thinking "should I move my super to cash?" to protect your nest egg and stay safe, this episode is for you. Glen and Vince Scully from Life Sherpa Invest unpack this important question. 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.

    41 min

  5. 25/02

    409 When to reduce life insurance, why price can't be the main driver, self-insuring, claims + more

    In today's life insurance Q&A, Glen James is joined by Phil Thompson from Skye Wealth to answer questions from the Retire Right Facebook group. They touch on: 👉🏼 what to ask at your insurance review 👉🏽 when does life insurance become unnecessary? 👉🏾 affordability vs need, should you dial down or cancel? 👉🏿 what's the role of a broker/adviser at claim time? 👉🏻 when does income protection stop and TPD start? 👉 how to protect yourself if you’re uninsurable or self-insuring 👉🏼 premium rises after age 60 - cancel or reduce cover? 👉🏽 what can I do to compare life insurance policies myself? 👉🏾 where to find claim acceptance rates by insurers This Q&A is continued in the Retire Right Facebook group: https://www.facebook.com/groups/retireright/posts/1239513388106943 Book a free 15min complimentary chat with the Skye Wealth team at https://skye.com.au Check out the episode with Phil on money money money here: https://youtu.be/xCD-STG8sKI 🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright 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/ 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.

    1 h 11 min

  6. 18/02

    408 Retiring before 65, super vs shares at 60, contribution decisions and buying a caravan

    In this episode Glen James and Martin McGrath discuss questions from the community about: 👉🏼 why we don't have financial modelling for retiring pre-65 👉🏽 borrow money to buy caravan or wait 4 years until access to super 👉🏾 super and share strategy advice at age 60 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

  7. 11/02

    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

  8. 4/02

    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
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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.

Informação

  • Canal
    money money money
  • Autoria
    Glen James
  • Anos em atividade
    2021 - 2026
  • Episódios
    125
  • Classificação
    Para todos
  • Copyright
    © Glen James
  • Site do programa
    Retire Right

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