Crellin Walters Financial Planning Podcast

Crellin Walters
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In today’s fast-evolving financial landscape, this podcast series is designed to help educate clients and the broader community on navigating retirement planning and safeguarding their finances. Season one focused on various scams that people might fall prey to, offering valuable insights on how to protect themselves. In season two, the spotlight shifts to financial planning strategies specifically tailored for retirement, helping listeners prepare for their financial future with confidence.

  1. 12/20/2024

    Estate Planning (Wills & POAs)

    Season 2, Episode 6 – Join David and Aaron as they sit down with John Keating, Director and Solicitor at Keating Law, to discuss the crucial topic of Estate Planning. In this episode, they break down why having an estate plan in place is essential for everyone. By the end of the conversation, you’ll have a clear understanding of what a comprehensive estate plan looks like, including a Will, Power of Attorney, and Superannuation death benefit nomination. They’ll also explore the potential consequences of not having an estate plan, such as your assets being distributed to unintended recipients. John Keating’s contact info: Keating Law - https://www.keatinglaw.com.au This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    34 min

  2. 12/04/2024

    Superannuation – Part 2: Tax Consequences for Your Adult Children

    Season 2, Episode 5 – If you don't want your adult kids to pay tax when they inherit your superannuation, this episode is a must-listen! Not many people realise that there are hidden tax and tax-free components within your superannuation or allocated pension. ‘Knowledge is power’ so the more you understand about the tax consequences, the better prepared you’ll be. Tune in to this episode for insights on ways to minimise or even avoid this tax altogether. Links to assist in the concepts mentioned in this episode: Superannuation Components - https://www.ato.gov.au/tax-and-super-professionals/for-superannuation-professionals/apra-regulated-funds/paying-benefits/calculating-components-of-a-super-benefit Paying Superannuation Death Benefits - https://www.ato.gov.au/tax-and-super-professionals/for-superannuation-professionals/apra-regulated-funds/paying-benefits/paying-superannuation-death-benefits Super Recontribution Strategy explained - https://www.superguide.com.au/how-super-works/super-re-contribution-strategy This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    17 min

  3. 11/19/2024

    Superannuation – Part 1: Contributions Types

    Season 2, Episode 4 - Tune in with David and Aaron as they break down the complexities of Superannuation contributions and make it easy to understand. Superannuation is a crucial part of any retirement plan and one of the most tax-efficient ways to build your income for later years. By the end of this episode, you'll have a clear understanding of the different types of contributions you can make, and how each can work to your advantage in boosting your retirement savings. You'll also gain valuable insights into how much income you might need to retire comfortably, without the fear of running out of money as you age. Links to assist in the concepts mentioned in this episode: Superannuation Concessional Contributions - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/caps-limits-and-tax-on-super-contributions/concessional-contributions-cap Superannuation Non-Concessional Contributions - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/caps-limits-and-tax-on-super-contributions/non-concessional-contributions-cap Downsizer Contribution Eligibility Requirements - https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/growing-and-keeping-track-of-your-super/how-to-save-more-in-your-super/downsizer-super-contributions AFSA Retirement Standard (Comfortable Income) - https://www.superannuation.asn.au/resources/retirement-standard/ Scam Preventions (Scam Watch News and Alerts) - https://www.scamwatch.gov.au/about-us/news-and-alerts This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    19 min

  4. 10/30/2024

    Centrelink Explained – Before & After Retirement

    Season 2, Episode 3 – Join David and Aaron as they discuss common Centrelink entitlements and benefits that their clients receive when planning for retirement. They also provide examples of how their clients maximise these entitlements, allowing them to live comfortably by utilising government support rather than relying solely on their own funds. Links to assist in understanding: Centrelink / A guide to Australian Government Payments - https://www.servicesaustralia.gov.au/sites/default/files/2024-09/co029-2409.pdf Scam Prevention - https://beconnected.esafety.gov.au/ To Register for the Podcast Challenge – 26th November presentation “Protect yourself against Scams” - https://register.gotowebinar.com/rt/7768000599874229855 This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    21 min

  5. 10/15/2024

    Annuities (Fixed Term and Lifetime)

    Season 2, Episode 2 – Join David and Aaron, along with India Smitham from Challenger, as they discuss how annuities work. After listening, you will have a deeper understanding of this type of retirement product, the intricacies of how they work, and the benefits they offer, especially for part Age Pension recipients. Links to assist in understanding the types of annuities and annuity strategies mentioned in this episode: Annuities – Turn your super or other savings into a guaranteed income when you retire: https://moneysmart.gov.au/retirement-income/annuities Challenger – Are you getting the Age Pension you’re entitled to? https://www.challenger.com.au/personal/retirement/insights/are-you-getting-the-age-pension-youre-entitled-to?pid=c_LFWC_399APCusarticlecontent_df_ Challenger - Statutory Fund explained + Video: https://www.challenger.com.au/personal/why-invest/about-the-guarantee Scam Prevention - Connecting to public Wi-Fi and hotspots: https://www.cyber.gov.au/protect-yourself/staying-secure-online/connecting-to-public-wi-fi This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. This means the information does not take into account your objectives, financial situation, or needs. Therefore, you should consider if the information is appropriate for you and your needs before acting on it. If you’re unsure about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    25 min

  6. 09/23/2024

    Account Based Pensions / Allocated Pensions

    Season 2, Episode 1 – Join David and Aaron as they break down how Account-Based Pensions, also known as Allocated Pensions, work. By the end of this episode, you'll gain a deeper understanding of this retirement product, its intricacies, and the benefits it offers. Helpful links mentioned in the episode: Account-Based Pension Calculator (Find out how long your retirement funds could last): https://moneysmart.gov.au/retirement-income/account-based-pension-calculator Australian Government Cyber Crime Quiz (Scroll to the bottom and click 'Start Quiz'): https://www.cyber.gov.au/learn-basics/explore-basics/recognise-and-report-scams This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    21 min

  7. Season 2 Trailer

    Season 2 – What to Expect

    Season 2, Episode 0 – Join David and Aaron as they provide an overview of what’s in store for season 2. They’ll introduce the upcoming topics and episodes, giving you a preview of what to expect. Topics will include: Account-Based Pensions Annuities Centrelink Tax and Estate Planning Superannuation Contributions Additionally, each episode will feature a scam prevention tip to help keep your finances secure. Enjoy season 2 of our podcast! This podcast series is proudly brought to you by Studio GC. Check out our sound ideas for you 👉 https://studiogc.com.au DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    4 min

  8. 10/25/2023

    SCAMS - How do we Protect our Computers and Phones (Part 2)

    Episode 7 - Join David and Aaron as they continue their discussion with Ross, the owner of 'Affordable Geeks.' We continue with the second part of our discussion with Ross about computer safety and hone in on the use of iPhones, iPads, Android or other handheld devices and how to keep them safe from the threat of Hackers and Scammers. Ross breaks down the technical jargon and explains in simple terms what we should and shouldn’t worry about when using our phones and tablets and also provides some crucial tips for protecting yourself and your devices. He also shares the devastating story about one of the largest scams that he has encountered which will leave you shocked. Affordable Geeks also have a great offer for our listeners that could see you get FREE Antivirus Software, however you have to listen to this episode to hear how to claim. Links mentioned in this episode: Affordable Geeks - https://affordablegeeks.com.au/ Trend Micro Antivirus - https://www.trendmicro.com/en_au/forHome.html Malwarebytes - https://www.malwarebytes.com/ AdBlock - https://getadblock.com/en/ DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.

    22 min
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About

In today’s fast-evolving financial landscape, this podcast series is designed to help educate clients and the broader community on navigating retirement planning and safeguarding their finances. Season one focused on various scams that people might fall prey to, offering valuable insights on how to protect themselves. In season two, the spotlight shifts to financial planning strategies specifically tailored for retirement, helping listeners prepare for their financial future with confidence.

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