Retire Right

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Retire Right

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. 4 DAYS AGO

    308 retiring overseas, small business and super, selling land + more

    In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on: 👉 tax and retiring overseas 👉🏼 how small business owners can access super in retirement 👉🏾 investing inside vs outside of super 👉🏽 whether selling a block of land before retirement makes sense 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. Hosted on Acast. See acast.com/privacy for more information.

    45 min

  2. FEB 12

    307 here is a good way to F up money (family loans + estate planning case study)

    Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships. 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. Hosted on Acast. See acast.com/privacy for more information.

    27 min

  3. FEB 5

    306 superannuation investments & asset allocation either side of retirement (with an economist)

    What should you do with your super as you approach retirement? Economist Brian Parker from Australian Retirement Trust joins Glen to break it all down. They chat about: 👉🏼 the magic numbers of 60, 65, and 67 👉🏽 how to invest super in your 50s and beyond 👉🏾 managing risk as you move into retirement 👉🏿 why super is your money (and safer than you think) 👉 common mistakes to avoid in drawdown phase If you want more insights from Brian, check out his deep dive on the economy in episode 805 over on the money money money podcast! 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. Hosted on Acast. See acast.com/privacy for more information.

    46 min

  4. JAN 29

    305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more

    In today's Q&A, Glen and Martin discuss your questions about: 👉 can you leapfrog investment properties to avoid capital gains tax? 👉🏼 can you access super at 60 while still working? 👉🏾 what circumstances define "ceasing employment?" to access your super 👉🏽 what investment strategy should you have for your super as you near retirement? 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.

    40 min

  5. JAN 23 · BONUS

    304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)

    In today's bonus episode Glen and Martin go deeper on your questions about planning a caravanning trip around Australia. They touch on: 👉 what to do with your home while travelling 👉🏼 strategic ways to use long service leave to fund your trip 👉🏽 budgeting for fuel and other costs 👉🏿 dealing with waste 👉🏾 managing the ‘holiday mindset’ on the road 👉🏻 and the challenge of balancing flexibility and booking parks in advance 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

  6. JAN 22

    304 we packed up and hit the road: our caravan adventure across Australia

    Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his family turned that dream into reality... twice! Plus, we play an audio clip from listener of the show Colin who shares his caravanning experience! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including: 👉🏾 the planning process: from gear to finances 👉🏻 budgeting for the big trip (and cutting costs) 👉 how they handled work, school, and life on the road 👉🏽 unexpected challenges (and funny moments!) 👉🏿 the gear you actually need vs. what you don’t 👉🏻 insider tips for choosing the right caravan setup 👉🏽 favourite stops and hidden gems along the journey 👉 managing kids and keeping them entertained Listen out for the bonus Q&A tomorrow! 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.

    51 min

  7. JAN 15

    303 property strategies for retirement (downsizing, sidesizing, renting & investing)

    In this episode, Glen and John Pidgeon, cohost of this is property, unpack smart strategies for managing property as you approach retirement. They cover: 👉 how downsizing can free up cash 👉🏼 the growing trend of sidesizing 👉🏽 renovating with resale in mind 👉🏾 balancing lifestyle and property goals 👉🏿 tips for leveraging investment properties 👉🏻 and why planning ahead is key for a smooth transition Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com 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 45128 Hosted on Acast. See acast.com/privacy for more information.

    44 min

  8. JAN 8

    302 retirement planning & strategies for singles + a $2M portfolio

    In today's episode, financial advisers Martin McGrath and Wayne Terry tackle retirement planning strategies and considerations for singles and widows, focusing on how to make the most of your assets. They also dive into a scenario of retiring with a $2M portfolio - unpacking whether to set up a pension, live off a managed fund, or rely on cash income. 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. 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.

    31 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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