Retirement & Money Australia

Rob Laurie
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Retirement & Money Australia

Retirement planning can be stressful, not knowing if you have done all the right things to make it a success. With our experience and information, hopefully, we can help you feel more comfortable. The purpose of this channel is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation, or needs. You should consider whether the advice is suitable for you and your personal circumstances. Speak to your financial adviser before making any financial decisions.

Episodes

  1. 02/11/2022

    Retirement & Money 106 - Super Reforms 2022 Opportunities

    Treasury Laws Amendment (Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021 has finally passed as at 10th February 2022.  In this episode Rob discusses the changes and potential opportunities, particularly for older Australians. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the podcast episode do not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this podcast is given in good faith and is believed to be accurate at the time of compilation.

    9 min

  2. 02/11/2022

    Retirement & Money 105 - Death and Taxes

    Is there a death tax in Australia?  Well sort of.  In this episode, Rob discusses superannuation death benefits and taxation for non-dependents. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the podcast episode do not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this podcast is given in good faith and is believed to be accurate at the time of compilation.

    14 min

  3. 02/11/2022

    Retirement & Money 104 - Superannuation death benefit nominations

    Who gets your superannuation when you die? A guide to death benefit nominations. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the podcast episode do not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this podcast is given in good faith and is believed to be accurate at the time of compilation.

    10 min

  4. 06/30/2021

    Retirement & Money 103 - I need to boost my savings!

    Retirement is a number, but it’s not an age. Going back to the last two episodes, know how much income you need for your lifestyle, then estimate the savings needed for your income. Now if there is a gap, and there often is, what can you do about it? *UPDATE* Since this episode was recorded the contribution caps increased on July 1 2021 for the first time since 2017.  The indexation of the contribution caps will see the standard concessional cap increase to $27,500 and the general non-concessional cap increase to $110,000, with the potential for some clients to bring forward up to three years worth of NCCs ($330,000).

    7 min

  5. 06/29/2021

    Retirement & Money 102 - How much is enough?

    There has been a bit of a myth getting around for years that you need a million dollars in your super fund to have a comfortable retirement. The million-dollar retirement myth.

    5 min

  6. 06/28/2021

    Retirement & Money 101 - What is a comfortable retirement?

    According to the Australian Superannuation Fund Association’s Retirement Standard, to enjoy a comfortable retirement, singles need $545,000 in savings at retirement (aged 65) to generate a yearly income of $43,901. Similarly, couples need $640,000 at retirement to generate $62,083 a year. These figures assume retirees own their own homes and don’t need to pay rent or make mortgage payments.

    4 min

  7. SEASON 1 TRAILER

    Retirement & Money - Trailer

    Welcome to Retirement and Money! My name is Rob Laurie and I am the presenter, and a financial adviser and retirement expert by day, who helps pre-retirees navigate the bumpy waters of planning their retirements, and retirees to worry less about their money. In this weekly podcast, I will cover these sorts of topics in easy-to-understand terms, keeping jargon to a minimum.  If I can help one person feel more in control of their money and retirement, I will feel content that this podcast was worth doing. I want to help more people take control of their money, and ensure they live the retirement of their dreams, whatever that looks like to them. To end on a quote as old as me “You can’t go back and make a new start, but you can start right now and make a brand new ending.”

    2 min

Trailer

About

Retirement planning can be stressful, not knowing if you have done all the right things to make it a success. With our experience and information, hopefully, we can help you feel more comfortable. The purpose of this channel is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation, or needs. You should consider whether the advice is suitable for you and your personal circumstances. Speak to your financial adviser before making any financial decisions.

Information

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