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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.

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All Episodes

44:02

241 super strategies to help women achieve financial...

Retire Right ·

2024/11/27

In today's episode, special guest Pascale Helyar-Moray OAM joins Glen to unpack her new book Rich Woman, Poor Woman, which aims to help women maximise their superannuation and have financial security in retirement. Glen and Pascale dive into the gender super gap, the hidden costs of unpaid work, and actionable strategies to help women build wealth and retire right. They touch on:👉 the alarming statistics that show that women are at greater risk of poverty in retirement👉🏼 practical tips to grow

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47:01

240 life insurance (when to cancel, inside vs outside...

Retire Right ·

2024/11/20

In today's episode financial adviser Phil Thompson from Skye Wealth joins Glen on the show to answer your questions about life insurance. They touch on:👉 the 4 types: death cover, income protection, TPD and trauma👉🏼 the 3 ways to obtain insurance👉🏽 insurance inside super explained👉 why use a financial adviser?👉🏾 how financial adviser commissions work👉🏿 is claiming easier inside or outside of super?👉🏻 do you need life insurance and when to cancel itTo chat with an adviser about getting

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40:25

239 mortgage broker Q&A (home loans for over 60,...

Retire Right ·

2024/11/13

In today's chat, mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen on the show to answer your questions about:👉 home loans for over 60👉🏼 financing a knock-down rebuild without super👉🏽 going guarantor for your kids👉🏾 steps for your child who wants to buy 👉🏿 mortgage broker vs direct to bank👉🏻 how mortgage brokers get paidThanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team hereIf you’d like to chat with someone about your

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41:34

238 tax inside superannuation & aged care changes

Retire Right ·

2024/11/06

In today's episode Glen and retirement specialist Martin McGrath answer your questions around tax in super and preparing for aged care. They touch on:👉 tax implications in pension vs. accumulation phases of super👉🏻 what is contributions tax👉🏿 what happens if you exceed the super contributions cap👉🏼 making the most of your transition to retirement (TTR) account👉🏽 planning around new aged care rules taking effect in July 2025👉🏾 strategies for covering aged care costs without selling

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35:08

237 selling an investment property, renovating at age...

Retire Right ·

2024/10/30

In today's episode Glen and Martin discuss community questions around:👉 selling an investment property, CGT implications and putting the money in super👉🏽 finance options for renovating to sell at age 60👉🏾 couples with different ages applying for the age pension👉🏿 using unused annual leave to drop back to 4 days or cashing it out insteadIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional:

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52:28

236 elder abuse: what are the signs & what to do

Retire Right ·

2024/10/23

In today's episode Glen chats with MaryAnn de Mestre, a lawyer and academic who specialises in elder law and estate planning. Glen and MaryAnn dive into the topic of elder abuse including what it looks like, how to spot the signs, and what steps you can take if you suspect someone is a victim. MaryAnn offers practical advice for keeping an eye on your aging loved ones and what you can do if things seem off as well as some things to know around estate planning. The touch on:👉 common forms of elder

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59:15

235 a hitchhiker's guide to retirement

Retire Right ·

2024/10/17

If you're 10 years or less away from wanting to put down the tools and retire, today's episode is for you. Glen chats with financial adviser and host of the Financially Fierce podcast, Jess Brady about some of the practical things, both money and non-money related, that you'll need to think about and get in order as you approach retirement - such as your lifestyle, super and assets, housing and long term plans.Resources mentioned in the episode 👇Click here to download the FREE Glen James Spending

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32:24

234 how much do you need to retire?

Retire Right ·

2024/10/09

How much money do you need in retirement? This is one of the most common questions we hear in the Retire Right community! In today's episode Glen and financial adviser Matt Hawkins break down the steps for working out your retirement number. 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: https://email.retireright.com.au/🏡 Join the

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55:30

233 smart ways to help your kids financially or into...

Retire Right ·

2024/10/02

Looking for ways to help your adult kids get into their first home or get ahead financially? In this episode, Glen talks through heaps of different ideas such as:👉 gifts & loans👉🏼 paying the stamp duty👉🏽 paying for LMI👉🏾 considering a parental guarantee👉🏿 paying for financial advice👉🏻 matching a savings goal👉 paying for the grandkid's childcare or extra-curricular activity👉🏼 seeding their super👉🏽 clearing their HELP debtGlen's video on how a parental guarantee works:

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39:48

232 pay off mortgage or put in super, tax-free...

Retire Right ·

2024/09/25

In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on:👉 balancing mortgage payments and super contributions👉🏼 tax strategies for superannuation👉🏽 how to use a transition to retirement pension👉🏾 using an offset account to manage cash flow👉🏿 putting money in super when there is a dip in the share market👉🏻 planning for life after retirementIf you’d like to chat

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48:01

231 when to cancel life insurance, balanced vs. high...

Retire Right ·

2024/09/18

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/4dx7K5MSign up to the Retire Right newsletter here: https://email.retireright.com.au/If you’d like to chat with someone

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41:38

230 superannuation income & medicare levy, switching...

Retire Right ·

2024/09/11

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn 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 contributionsGlen's book, Sort Your Money Out & Get Invested:

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48:47

229 wwgd: Jen's financial health check as she...

Retire Right ·

2024/09/04

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/3QNNrbvSort Your Money Out and Get Invested by Glen James:

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41:08

228 centrelink for different spouse ages, tax on...

Retire Right ·

2024/08/28

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/3QNNrbvIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional:

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52:53

227 economic update with Gemma Dale (inflation,...

Retire Right ·

2024/08/21

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/3QNNrbvYou 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

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59:03

226 the cost of financial advice, mindset &...

Retire Right ·

2024/08/14

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/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers

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35:49

225 when a spouse passes away in retirement

Retire Right ·

2024/08/07

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

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33:12

224 transition to retirement pension

Retire Right ·

2024/07/31

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 moreIf 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:

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38:39

223 key strategies to maximise your age pension benefit

Retire Right ·

2024/07/24

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 & moreIf you’d like to

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56:15

222 inheritances & the intergenerational wealth transfer

Retire Right ·

2024/07/17

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

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115 results

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