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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

32:51

221 receiving an inheritance later in life

Retire Right ·

2024/07/10

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/retirerightTo get help, and to check out our online courses, books,

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39:33

220 is self-managed super right for you + the pros &...

Retire Right ·

2024/07/03

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 assistYou can connect with Hamish and the team at Prosperity Advisers here:

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41:33

219 the value of a financial adviser

Retire Right ·

2024/06/26

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 investingIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect

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41:01

218 couples with different ages

Retire Right ·

2024/06/19

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:

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44:54

217 preparing to retire in 3-6 months (money, mindset...

Retire Right ·

2024/06/12

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

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34:49

216 pay off mortgage vs top up super, long service...

Retire Right ·

2024/06/05

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

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52:57

215 estate planning essentials

Retire Right ·

2024/05/29

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 willvs 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

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15:11

214 downsizing the family home

Retire Right ·

2024/05/22

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:

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29:18

213 tax in retirement

Retire Right ·

2024/05/15

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/retirerightTo get help, and to

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45:16

2024 federal budget & what it means for you

Retire Right ·

2024/05/15

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/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any

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1:00:52

212b how to avoid financial scams online

Retire Right ·

2024/05/12

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:

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37:47

212 defined benefit pensions

Retire Right ·

2024/05/08

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 groupTo 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

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49:17

211b how to get cashback & how it works with Grow My...

Retire Right ·

2024/05/05

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 to get

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29:52

211 upcoming rule changes to super

Retire Right ·

2024/05/01

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 cutsIf 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

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43:03

210 what are annuities and when are they useful in...

Retire Right ·

2024/04/24

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 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

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39:34

209 investing for grandkids (investment bonds)

Retire Right ·

2024/04/17

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 groupTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any

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55:30

208 aged care

Retire Right ·

2024/04/10

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 careHelpful 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 groupTo get

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27:53

207 insurance after the age of 50

Retire Right ·

2024/04/03

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.auIf 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 groupTo get help, and to check out our online courses, books, resources and downloads (+

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32:07

206 the Centrelink age pension

Retire Right ·

2024/03/27

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

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41:20

205 superannuation deep dive

Retire Right ·

2024/03/20

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 groupTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any

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115 results

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