In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement. 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 ....
May 15, 2024•45 min
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....
May 12, 2024•1 hr 1 min
In this episode KP and Martin from Financial Edge Group unpack what a defined benefit pension plan is and how it works. 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...
May 08, 2024•38 min
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: 👉🏾 why Grow My Money was created 👉🏻 how it works 👉 some of the 1000+ retailers you can shop with to get money back 👉🏼 how safe and secure is your data and the program? 👉🏽 how soon can you get your cash back? 👉🏿 how...
May 05, 2024•49 min
In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on: 👉 the super guarantee 👉🏼 what this means for concessional contributions caps 👉🏽 salary sacrificing 👉🏾 carry forward contribution caps 👉🏿 and the Stage 3 tax cuts 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 fac...
May 01, 2024•30 min
In today's episode Martin and special guest James Spiridon from Challenger 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, ...
Apr 24, 2024•43 min
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 he...
Apr 17, 2024•40 min
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 gro...
Apr 10, 2024•56 min
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 downloa...
Apr 03, 2024•28 min
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 ...
Mar 27, 2024•32 min
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 ...
Mar 20, 2024•41 min
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 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 ...
Mar 13, 2024•40 min
In today's episode financial adviser Martin and KP from Financial Edge Group explain the superannuation pension, touching on: 👉🏼 the difference between the Government pension (Centrelink) and the super pension 👉🏾 tax and the pension 👉🏿 conditions for moving your super to pension phase 👉 what happens to your pension upon death 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 ...
Mar 06, 2024•19 min
In today's episode financial adviser Martin McGrath and KP from Financial Edge Group explain 4 important ages to be mindful of in retirement: 👉 age 60 and accessing super 👉🏼 age 65 and adding to and withdrawing super 👉🏽 age 67 and the Goverment age pension 👉🏾 age 75 and restrictions to adding to super 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 Any advice is gener...
Feb 28, 2024•24 min
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 drea...
Feb 21, 2024•47 min
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: 👉 concessional & non concessional contributions 👉🏼 the work test 👉🏽 the carry forward rule 👉🏾 spouse splitting 👉🏿 the div 293 tax 👉🏻 making a downsizer contribution 👉 spouse contributions 👉🏼 the government co-contribution 👉🏽 moving assets like shares into super 👉🏾 and some real life case stud...
Sep 19, 2023•49 min
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. 📘 The Joy of Money by Kate McCallum 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 Any advice is general financial advice only which does not take into account your objectives, financial situation or...
Sep 06, 2023•39 min
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 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 Any advice is general financial advice only which does not take into account your objectives, financial situation o...
Jul 27, 2023•39 min
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 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 Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because...
Jun 25, 2023•32 min
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: 👉 when should you start changing your investing strategy and asset allocation in super as you approach retirement? ...
Jun 18, 2023•38 min
Let's chat about super and the age pension as you approach retirement! Glen and Martin McGrath from Financial Edge Group unpack: 👉 when can you access the age pension and super 👉🏼 considerations for having a mortgage 👉🏽 income thresholds 👉 how much can you put in super 👉🏾 concessional vs non concessional contributions 👉🏿 accumulation and pension phase explained 👉🏻 who receives your super after death 👉 common fears around "I don't trust super" If you’d like to chat with someone about...
Jun 11, 2023•42 min
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 🛑 Please read our disclaimer + warnings before listening to this episode 🏡 Join the retire right facebook group retire right is produced by ...
Jun 04, 2023•49 min
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: 👉 the history of retirement as a concept and redefining it in a modern age 👉🏾 the psychology behind having a 'retirement age' - is it a fallacy? 👉🏻 having an abundance vs scarcity money mindset 👉🏽 starting to change your ha...
Nov 13, 2022•44 min
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: 👉 how the retirement landscape in Australia has evolved 👉🏼 common fears that peopl...
Nov 08, 2022•49 min
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Oct 11, 2022•1 min
