Retire Right: Recent Episodes
SYMO interactive
Age differences in relationships are very common so in today's episode advisers Martin McGrath and Wayne Terry from Financial Edge Group chat about what to consider (both financially and lifestyle wise) as you approach retirement if you and your partner have an age gap.
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading into retirement. They touch on:
π mindset and finding new purpose
ππΌ budgeting and figuring out if you are financially ready to retire
ππ½ your ideal home
ππΎ setting up superannuation (industry funds, wrap accounts & SMSFs)
ππΏ dealing with debt
ππ» applying for the Centrelink age pension if you are eligible
π taking leave (annual or long service)
ππ½ and tax returns
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
In today's Q&A episode, Martin and KP from Financial Edge Group discuss:
π what to consider with long service leave prior to retirement
ππΌ pay off mortgage or top up super?
ππ½ if I go back to work should I change my super from pension to accumulation phase?
ππΎ do I need to report money I receive from my super pension to the ATO?
ππΏ are super funds covered by the $250,000 government guarantee?
π should I put the proceeds from the sale of an investment property into super?
ππΌ re-contribution strategies
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
Today on the show we're unpacking the essentials of estate planning. Martin is joined by wills & estate planning lawyer, Fiona Wicks from Aubrey Brown Lawyers who explains:
π what does estate planning cover?
ππΌ what assets are included in a will vs what is excluded
ππ½ how to distribute your superannuation after you pass away
ππΎ what are the responsibilities of an executor?
ππΏ what is an enduring power of attorney / enduring guardianship?
ππ» what is a beneficiary?
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
If you're over the age of 55 and selling your home, you might be eligible to make a superannuation downsizer contribution. In today's episode Martin and KP from Financial Edge Group explain the benefits of the downsizer contribution, how it works and who can make one.
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
Do you need to pay tax when you're retired? Martin and KP from Financial Edge Group discuss whether you need to pay tax on the age pension, the money you take out of super, investment income, financial gifts, a house sale + more.
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement.
If youβd 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
π‘ 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. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
Financial scams are far too common in Australia and it's easy to fall victim to one. Today's guest, Tracy Hall had over $300,000 in life savings stolen by her partner, she had no idea he was a serial con-man. In today's episode Tracy shares some of the ways to spot a financial or romantic scam and how to protect yourself.
To hear more of Tracy's story, listen to episode 719b on the this is money podcast.
For more resources to protect yourself from scams, go to the Scamwatch website: https://www.scamwatch.gov.au/
π Grab Tracy's new book, The Last Victim π
Booktopia: https://booktopia.kh4ffx.net/xkMqmO
Amazon: https://amzn.to/3y3lPIC
If youβd 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
π‘ 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.
In this episode KP and Martin from Financial Edge Group unpack what a defined benefit pension plan is and how it works.
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
In today's episode we share how you can earn cashback to pay down your mortgage faster or boost your super by simply shopping at your everyday retailers. Glen chats with Pascale Helyar-Moray, founder of the cashback rewards program, Grow My Money. Glen and Pascale touch on:
ππΎ why Grow My Money was created
ππ» how it works
π some of the 1000+ retailers you can shop with to get money back
ππΌ how safe and secure is your data and the program?
ππ½ how soon can you get your cash back?
ππΏ how to get started
To learn more, visit the Grow My Money website: https://growmymoney.com.au/
This is a sponsored episode.
If youβd 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
π‘ 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.
In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on:
π the super guarantee
ππΌ what this means for concessional contributions caps
ππ½ salary sacrificing
ππΎ carry forward contribution caps
ππΏ and the Stage 3 tax cuts
If youβd 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
π‘ 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 are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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 youβd 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
π‘ 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 youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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:
π who should consider it
ππΌ how it works
ππΎ the costs
ππ» and where to go for advice and help with organising aged care
Helpful Links:
https://www.myagedcare.gov.au/
https://agedcaresteps.com.au/
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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 youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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 youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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 youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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 chat Martin speaks with John Pidgeon from this is property about the ins and outs of owning and selling property as you approach retirement and during retirement.
Learn more about John's buyer's agent service here: https://www.envisageproperty.com.au
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ 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 financial adviser Martin and KP from Financial Edge Group explain the superannuation pension, touching on:
ππΌ the difference between the Government pension (Centrelink) and the super pension
ππΎ tax and the pension
ππΏ conditions for moving your super to pension phase
π what happens to your pension upon death
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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 financial adviser Martin McGrath and KP from Financial Edge Group explain 4 important ages to be mindful of in retirement:
π age 60 and accessing super
ππΌ age 65 and adding to and withdrawing super
ππ½ age 67 and the Goverment age pension
ππΎ age 75 and restrictions to adding to super
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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.
We're back for another season of Retire Right with new weekly episodes! In today's chat Glen interviews Chris who owns a drive thru coffee shop on the Central Coast of NSW. The financial stress of the Global Financial Crisis and a desire to move away from their teaching careers led Chris and his wife Charm to start the business in their 60s. Now 7 years into the journey, Chris shares what his life looks like as a "practically retired" business owner and what he would describe as "living the dream".
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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 unpacking the various ways you can grow your superannuation through contributions. Glen and financial adviser Wayne Terry from Financial Edge Group chat about:
π concessional & non concessional contributions
ππΌ the work test
ππ½ the carry forward rule
ππΎ spouse splitting
ππΏ the div 293 tax
ππ» making a downsizer contribution
π spouse contributions
ππΌ the government co-contribution
ππ½ moving assets like shares into super
ππΎ and some real life case studies!
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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 this episode financial adviser and author Kate McCallum chats with Glen about the steps you can take to begin planning mentally, practically and financially for retirement.
π The Joy of Money by Kate McCallum
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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.
Let's chat what happens to your super and pension when you pass away and what to consider if you have a blended family. In this episode Glen chats with financial adviser, Martin McGrath from Financial Edge Group.
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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.
What does your ideal retired lifestyle look like? Financial adviser Matt Hawkins from Elevate Wealth is back with Glen to break down the steps for working out how much money you'll need to fund it.
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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.
We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and retirement specialist Matthew Hawkins from Elevate Wealth Solutions. Matt has over 15 years experience in financial services and specialises in retirement planning, wealth accumulation strategies and aged care. Glen and Matt discuss:
π when should you start changing your investing strategy and asset allocation in super as you approach retirement?
ππΌ managing sequencing risk
ππ½ when's the right time to start drawing down on your investments?
ππΎ how much money do you need to live on?
ππΏ managing money when entering a new relationship later in life
ππ» wrap accounts, master trusts and having your super managed by a financial adviser
π FAQ - how can I maximise the age pension benefits?
ππΌ changing your retirement mindset
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
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 & 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.
Let's chat about super and the age pension as you approach retirement! Glen and Martin McGrath from Financial Edge Group unpack:
π when can you access the age pension and super
ππΌ considerations for having a mortgage
ππ½ income thresholds
π how much can you put in super
ππΎ concessional vs non concessional contributions
ππΏ accumulation and pension phase explained
ππ» who receives your super after death
π common fears around "I don't trust super"
If youβd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
π‘ Join the retire right facebook group
retire right is produced by SYMO interactive, home of my millennial money.
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 & 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.
Thinking about chatting to a financial adviser about your retirement planning? Martin McGrath is a retirement adviser and in this episode he shares the ins and outs of what you might expect when you book that first meeting through to what happens after.
Want to start the process of speaking with an adviser? Head to: https://www.retireright.com.au/get-help
π Please read our disclaimer + warnings before listening to this episode
π‘ Join the retire right facebook group
retire right is produced by SYMO interactive, home of my millennial money.
Hosted on Acast. See acast.com/privacy for more information.
How can you start to retire today? Today's episode touches on retirement planning and getting a head start on the things you want to do in retirement. Financial planner Eric Brotman and author Emily Guy Birken join Glen on this episode of retire right which touches on:
π the history of retirement as a concept and redefining it in a modern age
ππΎ the psychology behind having a 'retirement age' - is it a fallacy?
ππ» having an abundance vs scarcity money mindset
ππ½ starting to change your habits, behaviours and mindset before you reach retirement
ππΏ creating a satisfying life no matter where youβre at in life
π The 5 Years Before You Retire: Retirement Planning When You Need It the Most by Emily Guy Birken
Get it on Amazon: https://amzn.to/3DWfE8t
π Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age by Eric Brotman
Get it on Amazon: https://amzn.to/3G4afPx
π Please read our disclaimer + warnings before listening to this episode
π‘ Join the retire right facebook group
retire right is produced by SYMO interactive, home of my millennial money.
Hosted on Acast. See acast.com/privacy for more information.
Welcome to Retire Right! In our very first episode Glen James sits down with Professor Jo Earl who's a Professor in the Psychology Department at Macquarie University and an Executive Member of the Centre for Ageing, Cognition and Wellbeing. Glen and Jo chat about some of her research which focuses on pre and post retirement planning and helping people transition and adjust to retirement. The episode touches on:
π how the retirement landscape in Australia has evolved
ππΌ common fears that people have when it comes to retiring
ππ½ 6 important areas for a holistic retirement plan
ππΎ goal setting
ππΏ preparing to transition during your working life
ππ» downsizing and changing accomodation
π supporting aging parents
Learn more about Prof. Jo's research HERE.
π Please read our disclaimer + warnings before listening to this episode
π‘ Join the retire right facebook group
retire right is produced by SYMO interactive, home of my millennial money.
Hosted on Acast. See acast.com/privacy for more information.
Coming soon
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