x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

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.

business investing

All Episodes

38:52

334 productivity roundtable, tax, housing,...

Retire Right ·

2025/08/27

The productivity commission roundtable was held last week in Canberra. To discuss what was on the table, Glen is joined by Allegra Spender, Independent Member for Wentworth, so you can stay up to date. They talk about:👉 the context of the productivity commission roundtable👉🏼 Allegra Spender's background and her current role👉🏽 what the productivity commission roundtable was focused on👉🏾 the training levy topic brought to the table👉🏿 the building and construction code discussion👉🏻 the topic

en

43:58

333 selling inherited shares, share brokerage terms,...

Retire Right ·

2025/08/20

In today's Q&A, Glen and Martin discuss:👉🏻 should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained👉 extra non-concessional contributions vs paying down the mortgage👉🏼 can I still salary sacrifice up to the $30k cap even if my super balance is over $500k👉🏽 retire with an IP or sell IP and put money in super?Watch the 'money by age' mini-series here: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCszSubscribe to

en

1:13:10

332 age pension deep dive - living on the pension...

Retire Right ·

2025/08/13

In this 2-part mini series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In part 2, Glen and Justin discuss what you need to know about living on the pension, touching on:👉🏾 changes you must tell Centrelink within 14 days👉🏿 how working affects your pension and tax👉🏻 gifting limits and their impact on payments👉 what deeming is and how it’s calculated👉🏼 travelling overseas and the portability

en

1:04:51

331 age pension deep dive - getting ready to claim...

Retire Right ·

2025/08/06

In this 2 part mini-series, Glen is joined by Justin Bott, aCommunity Information Officer from Services Australia to unpack everything around the Centrelink age pension. In this episode Glen and Justin discuss preparing to claim. Stay tuned for next week where we cover living on the pension. In this episode they touch on:👉 when to start preparing to claim👉🏼 the benefits of chatting with a financial information service officer👉🏽 assets and income eligibility👉🏾 who's eligible for the

en

47:51

330 money in your 70's: simplify, optimise, enjoy

Retire Right ·

2025/07/30

Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retirement. They talk about:👉🏾 maximising age pension and seniors health card👉🏿 considering funeral bonds and gifting strategies👉🏻 managing pension income and super withdrawals👉 simplifying finances and assets👉🏼 re-contribution and downsizer strategies👉🏽 updating your estate plan👉🏾 giving with

en

59:14

329 money in your 60's

Retire Right ·

2025/07/23

Your 60s are all about fine-tuning your retirement game plan. In today's episode Glen and Martin cover the key financial moves to make during this decade, from topping up your super to planning how and when you’ll retire.They touch on:👉 how to use concessional and non-concessional super contributions👉🏽 transition to retirement (TTR) pensions explained👉🏾 when to access super and pay off your mortgage👉🏿 preparing for Centrelink and the age pension👉🏻 gifting, travel and smart use of

en

47:09

328 money in your 50's

Retire Right ·

2025/07/16

Your 50s are an exciting time to start laying the groundwork for a great retirement. In today’s episode, Glen and Martin cover:👉 stopping extra mortgage repayments👉🏼 topping up concessional contributions👉🏽 checking that your investments align with your preferences👉🏾 reviewing insurance as needs change👉🏿 building your retirement vision👉🏻 seeing your GP and doing health checks👉 considering your aging parentsCheck out all episodes in this money by age series on YouTube:

en

1:13:30

327 is my money safe with a super fund or financial...

Retire Right ·

2025/07/09

Worried about whether your super is safe? In this episode, Glen and Vince Scully from Life Sherpa dive into the structures behind super funds and financial advice, from industry funds and wrap accounts to red flags and diversification. They answer Angela's question from the Facebook group and unpack what to look for (and what to avoid) when deciding where to put your retirement savings. They talk about:👉🏽 how super fund structures actually work👉🏾 why diversification matters more than returns👉🏼

en

39:56

326 the key changes from 1 July 2025 and how they...

Retire Right ·

2025/07/02

It’s the start of a new financial year and with that comes a bunch of changes that could impact your retirement planning. Glen and Martin unpack what’s changed from 1 July 2025 and what you need to watch out for before 30 June 2026. They cover:👉🏽 super guarantee increase and how it affects your pay👉🏾 transfer balance cap changes explained👉🏼 new Medicare levy and HELP thresholds👉🏿 why your 30 June super balance really matters👉🏻 what to check before making super contributions or starting a

en

34:43

325 spouse super splitting, pension accounts for...

Retire Right ·

2025/06/25

In today's community Q&A, Glen James and Martin McGrath unpack:👉 what is spouse super splitting and who would this strategy suit👉🏼 can/should anon open a new pension account for an inheritance?👉🏽 when to fill out a notice of intent to claim for a super contribution👉🏾 can my motorhome be deemed my primary residence for Centrelink purposes?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:

en

41:22

324 when to cancel life insurance, do I still need...

Retire Right ·

2025/06/18

If you’ve paid off the mortgage, the kids are grown, and retirement is on the horizon, you might be wondering... do I still need life insurance? In this episode, Glen and insurance adviser Phil Thompson from Skye Wealth dig into how to know if you're overinsured, how to reduce premiums without going cold turkey, and the real reasons people hang onto cover (even when they might not need to). Plus, when income protection and disability cover might still be worth it in your 50s and 60s.Considering

en

56:01

323 how the $3m super tax works and when it may...

Retire Right ·

2025/06/11

Glen & Martin unpack how the proposed $3 million super tax (Division 296) actually works. They cover who’s likely to be affected, how the tax is calculated (including the controversial unrealised gains), and what options you might consider if you’re close to the threshold. Covered in the episode: 👉🏼 who the $3m tax applies to (and who it doesn’t) 👉🏽 how the tax is calculated—including unrealised gains 👉🏾 when this could start and why the date might shift 👉🏿 tax planning options: keep it

en

1:02:58

322 understanding WRAP accounts for wealth...

Retire Right ·

2025/06/04

In this episode, Glen and Vince Scully break down WRAP accounts and how they can be used for wealth accumulation and retirement planning. They discuss their benefits, tax advantages and features, and how they provide greater control and flexibility compared to traditional superannuation funds. They also clear up common misconceptions and explain when a WRAP account may be beneficial based on your financial situation and retirement goals. Glen and Vince cover:👉 what exactly is a WRAP account?👉🏼

en

38:51

321 selling your investment property? how to slash...

Retire Right ·

2025/05/28

Got a rental property you’re thinking of selling before retirement? In this episode, Glen and Martin break down how to use your super to reduce your capital gains tax. They touch on:👉 how capital gains tax works when selling an investment property👉🏼 using concessional contributions to reduce your tax bill👉🏽 what carry-forward rules let you do (and who qualifies)👉🏾 the bring-forward rule and using non-concessional contributions👉🏿 when it makes sense to prioritise super over mortgage

en

38:02

320 retirement sweet spot: upgrade home, draw down...

Retire Right ·

2025/05/21

In this episode, Glen and Martin walk through a real case study where a couple in their early 70s boost their Centrelink age pension by upgrading their home and drawing down super. They break down how the rules work and how strategic planning can improve cash flow without reducing lifestyle. To see the visuals head to our YouTube channel! Glen & Martin discuss:👉 upgrading the home to reduce assessable assets👉🏼 using super drawdowns to access more age pension👉🏽 case study: before and after

en

40:38

319 resigning at 60 to access super early + nerd out...

Retire Right ·

2025/05/14

In today's episode Glen and Martin answer a listener question about quitting a casual job at age 60 and what that means for accessing super. Plus, they dive deep into the behind-the-scenes super components that can affect tax, estate planning and insurance. They touch on:👉🏻 when quitting a job at 60 lets you access super👉 the difference between preservation age and conditions of release👉🏼 how “taxable” vs “non-taxable” super components actually work👉🏽 why eligible service dates (ESDs) matter

en

35:39

318 rethinking retirement: structure, purpose and...

Retire Right ·

2025/05/07

Retirement isn't a full stop anymore, it's a new rhythm. In this episode, Glen sits down with Kat McPhee from Aware Super to unpack how Aussies are redefining retirement, why so many feel anxious about money, and how to plan for a future that's flexible, confident and uniquely yours. They discuss:👉🏾 why retirement anxiety is on the rise👉🏿 finding structure and purpose after full-time work👉🏻 how to 'un-retire' or ease into part-time👉 key watchouts when drawing from super👉🏼 tools to help you

en

48:32

317 is there a death tax, recontribution strategy...

Retire Right ·

2025/04/30

In today’s episode, Glen and financial adviser Martin McGrath tackle your retirement questions, including:👉🏼 is there a death tax in Australia?👉🏽 how can I use recontribution strategies to minimise tax?👉🏾 help! my downsizer contribution wasn't approved!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-helpSign up to the Retire Right newsletter here:

en

41:29

316 income streams & annuities in retirement

Retire Right ·

2025/04/23

In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For more on annuities check out the episode below.Read the Simpler Super report here: https://grattan.edu.au/report/simpler-super/🎧 Listen to the annuity deep

en

45:11

315 what to do right now, upfront & ongoing advice...

Retire Right ·

2025/04/16

In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you from making huge money mistakes in retirement. They also discuss one listener's question about her 90yo grandad. 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-helpSign up to the Retire

en

115 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...