Retire Right this is money

In today's episode Martin and special guest James Spiridon unpack the ins and outs of what annuities are, how they work, different types of annuities and why you might consider them as part of your retirement plan.
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.

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

Financial adviser Anthony Fowler from Financial Edge Group joins Martin on the show to talk about the various ways to invest for children under 18 and the best way to pass on wealth to the next generation.
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.
🏡 Join the retire right facebook group
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.

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

In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss:
👉 who should consider it
👉🏼 how it works
👉🏾 the costs
👉🏻 and where to go for advice and help with organising aged care
Helpful Links:
https://www.myagedcare.gov.au/
https://agedcaresteps.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.
🏡 Join the retire right facebook group
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.

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

Insurance adviser Phil Thompson from Skye Wealth joins Martin on the podcast to unpack the various types of life insurance and what to consider as you approach retirement.
Want to chat to Phil and the Skye Wealth team? Head to https://www.skye.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.
🏡 Join the retire right facebook group
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.

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

On today's episode Martin and KP unpack the Government age pension (or commonly known as the Centrelink age pension). What's the eligibility criteria, how much do you get and what's the process involved? Tune in to find out.
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.
🏡 Join the retire right facebook group
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.

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

In today's episode Martin and Wayne Terry from Financial Edge Group unpack all things superannuation - what it is, the rules around super, how super funds and the investments within them work plus 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.
🏡 Join the retire right facebook group
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.

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