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. 1 day ago

    428 Centrelink Q&A: Jobseeker, hobby farms, deeming rates & defined benefits with Justin Bott from Services Australia

    Joining Glen for another Q&A is Justin Bott from Services Australia! In this episode they touch on: 👉 does Centrelink look back at your bank accounts and assets from the five years before you turn 67? 👉🏼 what happens to your Jobseeker payment if you access super between age 60 and 67 👉🏽 can older Australians who've never owned a home access the Help to Buy scheme? 👉🏾 will my 25-acre hobby farm affect my age pension eligibility? 👉🏿 DSP vs age pension at 67 - do you have to transfer and should you? 👉🏻 what is deeming? 👉 how does Services Australia assess defined benefit pension income 👉🏼 what happens to my defined benefit pension if I die? 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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    1hr 1min

  2. 1 Jul

    427 Defence force retirement planning: defined benefit schemes & the mistakes that cost thousands

    In this episode Glen sits down with independent financial adviser, Andrew Saikal-Skea to answer your questions about money & retirement and the military. They talk about: 👉🏻 the compulsory retirement age 👉 defined benefit schemes & how they differ from super 👉🏼 the MSBS (Military Superannuation and Benefits Scheme) 👉🏽 the DFRDB (Defence Force Retirement and Death Benefits Scheme) 👉🏾 ADF cover & super 👉🏿 retirement planning if you continue working after 60 👉🏻 common MSBS money mistakes 👉🏾 the $1000 financial advice allowance 👉🏽 tax on MSBS 👉 reversionary pensions 👉🏼 how does a defined benefit scheme affect your transfer balance cap 👉🏿 how does it work if you receive 2 defined benefit pensions 👉🏻 structuring your defined benefit pension with a civilian super pension 👉 a question about meeting the super condition of release Andrew's website: https://www.saikal-skea.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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    1hr 2min

  3. 24 Jun

    426 Centrelink myths, pension rules & home equity scheme with Justin Bott from Services Australia

    Glen James is joined again by Justin Bott, Community Information Officer at Services Australia for a deep dive into: 👉 5 common misunderstandings about Centrelink & the age pension 👉🏼 the Home Equity Access Scheme (HEAS) and how it works 👉🏽 is my pension affected if my adult kids still live at home and pay board or rent? 👉🏾 Centrelink and international pensions 👉🏿 retiring overseas and age pension eligibility 👉🏻 coming home to retire in Australian and age pension eligibility 👉 applying for the age pension while closing a business 👉🏼 organising an aged care assessment for a parent or loved one 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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    1hr 5min

  4. 18 Jun ·  Bonus

    June markets: SpaceX, ASX, S&P, sector performance + more

    This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover: 👉🏿 the SpaceX IPO 👉🏻 a review of the ASX 200 and S&P 500 👉 a sector-by-sector breakdown of what's actually been happening under the hood Learn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    53 min

  5. 17 Jun

    425 WWGD: Recently widowed, $400K term deposit & planning for retirement

    In this "what would Glen do" episode, Glen sits down with Sue who is 54 for a retirement health check following her husband's sudden passing. They touch on: 👉 Sue's financial snapshot 👉🏼 Glen's sound financial house framework 👉🏽 savings, super & housing situation 👉🏾 car situation 👉🏿 Sue's share portfolio 👉🏻 considerations - helping kids & grandkids & should Sue get solar on the house? 👉 what would Glen do? Need a system to manage your money? Check out the free Glen James Spending Plan 6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids 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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    1hr 5min

  6. 10 Jun

    424 The expat's handbook: super, shares, tax & coming home with Brett Evans

    Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover: 👉🏼 paying HELP debt on overseas income 👉🏽 repatriating after many years overseas (US citizens vs non-US) 👉🏾 managing tax obligations whilst overseas 👉🏿 managing super and international pensions 👉🏻 investing, contributing to super & holding life insurance as an expat 👉 setting up a new super account and TFN whilst abroad 👉🏼 retiring in another country and tax on account-based pensions 👉🏽 choosing which country to be a tax resident of 👉🏾 visa and money requirements for different countries 👉🏿 managing currency risk when moving retirement money between countries Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt 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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    1hr 8min

  7. 3 Jun

    423 Grey divorce: what separation can cost you in retirement

    Divorce and separation can be challenging at any stage of life, but the financial impact can be even greater when retirement is on the horizon. In this episode, Glen is joined by financial adviser and certified divorce coach Dominique Bergel-Grant to unpack the realities of "grey divorce" and what it means for your retirement plans. They touch on: 👉 what is 'grey divorce'? 👉🏼 what certification/study is needed to become a divorce coach 👉🏾 what it looks like to engage Dominique if considering divorce 👉🏿 helping clients navigate conversations with their partner 👉🏻 the first step for engaging Dominique 👉🏽 how can parents protect the family wealth in the event of their child's relationship breakdown? 👉 what if my partner is part of a family trust? 👉🏼 navigating different financial personalities in marriage 👉🏾 navigating divorce & estate planning as a couple without kids 👉🏿 Glen and Dominique's biggest advice for someone separating near retirement Learn more at https://www.navigateyourdivorce.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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

    57 min

  8. 27 May

    422 To RAD or not to RAD: navigating the new aged care rules

    Since November 1, Australia's aged care system had a major overhaul. Glen sits down with Nathan Fradley from Fradley Advice to cut through the acronyms and break down what families with aging parents actually need to know. They cover: 👉 why aged care doesn't start with a nursing home and the first step families should take 👉🏼 what does RAD actually mean? 👉🏽 the new November 1 rules 👉🏾 other aged care fees explained 👉🏿 what if only one parent needs to enter care? 👉🏻 the importance of sorting your power of attorney before there's a crisis 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 This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. 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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