エピソード
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In today's episode Glen and financial adviser Martin McGrath discuss your questions around:
👉 what to do with your life insurance as you age
👉🏼 balanced vs high growth asset allocation in super
👉🏽 non concessional contribution limits for super
👉🏾 is my super growing appropriately or am I being too conservative?
Read Glen's article on private health insurance here: https://bit.ly/4dx7K5M
Sign up to the Retire Right newsletter here: https://email.retireright.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: 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.
Hosted on Acast. See acast.com/privacy for more information.
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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv
In today's Q&A, Glen and Martin answer questions from the community, touching on:
👉🏼 is the income you get from Super taken into consideration for the medicare levy?
👉🏽 comparing super fund performance
👉🏾 what's the best industry super fund for returns and insurance?
👉🏿 making non concessional super contributions
Glen's book, Sort Your Money Out & Get Invested: https://amzn.to/3z6aW9X
Learn more about Skye Wealth here: 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: 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 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.
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エピソードを見逃しましたか？
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Jen is approaching retirement as a single mum of 2 adopted kids and is worried about her financial position. Her biggest concern is not being able support herself and her kids after she stops working so in this 'what would Glen do' episode, Glen runs Jen through a financial health check and shares some of his thoughts on her situation.
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley: https://amzn.to/3QNNrbv
Sort Your Money Out and Get Invested by Glen James: https://amzn.to/3XmSuDt
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 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.
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In today's episode Glen and Martin answer some questions from the Retire Right community. They touch on:
👉 super and the age pension for couples with an age gap
👉🏼 capital gains tax & inheriting shares or property
👉🏾 budgeting in retirement
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv
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 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.
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In today's episode Glen and special guest Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade discuss the current state of the economy and what it means for Australian retirees and younger generations.
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv
You can listen to Gemma's podcast, Your Wealth wherever you're listening to this 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
🏡 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.
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Glen and Vince Scully chat about the cost of getting financial advice, some common myths and the value of seeking advice in your retirement planning.
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 money money 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.
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When a partner passes away, it can feel overwhelming to handle their affairs during such a difficult and emotional time. Financial advisers Martin & Anthony from Financial Edge Group unpack where to start with the key lifestyle and financial practicalities that need addressing as well as some considerations around super, tax and the age pension. They touch on:
👉🏼 which tasks to tackle first and which can be navigated over time
👉 relevant parties to notify
👉🏼 some of the costs you may need to pay for
👉🏽 implications to superannuation
👉🏾 implications to receiving the age pension
👉🏿 tax
👉🏻 reassessing your living situation & cashflow
👉 updating or planning your own will & estate
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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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In today's chat financial advisers Martin & Wayne from Financial Edge Group unpack the transition to retirement (TTR) pension, touching on:
👉 what it is and how they work
👉🏼 eligibility
👉🏽 impact on tax
👉🏾 practical case studies
👉🏿 and 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: 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode, financial advisers Martin and Jesse reveal key strategies to help you maximize any Centrelink Age Pension benefits you may qualify for, ensuring you get the most from your entitlements. The touch on:
👉 renovating your home
👉🏼 paying down debt
👉🏽 gifting assets
👉🏾 using funeral bonds & prepaid expenses
👉🏿 super sheltering
👉🏻 annuities
👉 casual/part time work
👉🏼 updating the value of your personal assets
👉🏽 seeking advice around inheritances & 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: 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 money money 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.
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A great intergenerational wealth transfer is expected to see trillions of dollars pass down from older generations to their heirs over the coming decades so let's chat about what to know around giving and receiving inheritances. Glen James, Martin McGrath and James Millard touch on:
👉 ways to help adult children
👉🏼 gifting rules if you receive the age pension or part pension
👉🏽 is there an inheritance tax?
👉🏾 being the recipient of an inheritance
🎧 Glen's podcast: Listen on Apple here | Listen on Spotify here
📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv
📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iq
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.
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In today's episode Martin and Anthony from Financial Edge Group chat about some considerations if you receive an inheritance close to or in retirement and are deciding what to do with 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: 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode Martin and guest financial adviser Hamish Landreth unpack the ins and outs of how self-managed super funds (SMSF) work. They touch on:
👉 the difference between an industry fund and SMSF
👉🏼 who should consider it
👉🏽 common myths
👉🏾 what you can and can't invest in
👉🏿 can you borrow within a SMSF?
👉🏻 advantages & drawbacks
👉 managing tax
👉🏼 costs and responsibilities
👉🏽 and how professionals can assist
You can connect with Hamish and the team at Prosperity Advisers here: https://www.prosperityadvisers.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: 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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A question we often get in our community is whether or not financial advice is worth its cost, so in today's episode our guest Neil Rogan from Russell Investments joins Martin on the show to unpack the full value of an adviser’s services including:
👉 appropriate asset allocation
👉🏼 behavioural coaching
👉🏽 navigating choices and trade-offs
👉🏾 expertise
👉🏿 and tax-savvy planning and investing
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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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:
👉 mindset and finding new purpose
👉🏼 budgeting and figuring out if you are financially ready to retire
👉🏽 your ideal home
👉🏾 setting up superannuation (industry funds, wrap accounts & SMSFs)
👉🏿 dealing with debt
👉🏻 applying for the Centrelink age pension if you are eligible
👉 taking leave (annual or long service)
👉🏽 and tax returns
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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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In today's Q&A episode, Martin and KP from Financial Edge Group discuss:
👉 what to consider with long service leave prior to retirement
👉🏼 pay off mortgage or top up super?
👉🏽 if I go back to work should I change my super from pension to accumulation phase?
👉🏾 do I need to report money I receive from my super pension to the ATO?
👉🏿 are super funds covered by the $250,000 government guarantee?
👉 should I put the proceeds from the sale of an investment property into super?
👉🏼 re-contribution strategies
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. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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:
👉 what does estate planning cover?
👉🏼 what assets are included in a will vs what is excluded
👉🏽 how to distribute your superannuation after you pass away
👉🏾 what are the responsibilities of an executor?
👉🏿 what is an enduring power of attorney / enduring guardianship?
👉🏻 what is a beneficiary?
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. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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 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. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
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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.
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.
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