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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

1:10:33

409 when to reduce life insurance, why price can't be...

Retire Right ·

2026/02/25

In today's life insurance Q&A, Glen James is joined by Phil Thompson from Skye Wealth to answer questions from the Retire Right Facebook group. They touch on:👉🏼 what to ask at your insurance review👉🏽 when does life insurance become unnecessary?👉🏾 affordability vs need, should you dial down or cancel?👉🏿 what's the role of a broker/adviser at claim time?👉🏻 when does income protection stop and TPD start?👉 how to protect yourself if you’re uninsurable or self-insuring👉🏼 premium rises

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48:19

408 retiring before 65, super vs shares at 60,...

Retire Right ·

2026/02/18

In this episode Glen James and Martin McGrath discuss questions from the community about:👉🏼 why we don't have financial modelling for retiring pre-65👉🏽 borrow money to buy caravan or wait 4 years until access to super👉🏾 super and share strategy advice at age 60Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAusIf 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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43:03

407 bucket strategies, market crashes, super risk...

Retire Right ·

2026/02/11

Glen and Martin unpack questions from the Retire Right Facebook community touching on:👉 how a bucket strategy works👉🏼 bucket strategy with a defined benefit pension👉🏽 is investing in super or property safer in retirement?👉🏾 market crash, correction and bear market terms explained👉🏿 moving from accumulation to pension phase & tax👉🏻 selling an investment property in retirement & a tax strategySubscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAusIf you’d like

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51:40

406 Centrelink assets, market volatility, comparing...

Retire Right ·

2026/02/04

In this community Q&A, Glen and Martin chat about:👉 selling investment property in retirement & putting in super👉🏼 Centrelink assets and exemptions👉🏽 market volatility and switching to low risk👉🏾 mortgage repayments vs super in your 50s👉🏿 how to compare super fund performance👉🏻 long service leave - lump sum vs taking leave over timeNote: Glen mentions the RBA cash rate in this episode which was recorded before the Feb 2026 RBA rate rise.Buy tickets to the Auckland show here:

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41:30

405 die with zero and the mental shift required from...

Retire Right ·

2026/01/28

You can save for decades and still struggle to spend. Glen James and Vince Scully break down the concept of "dying with zero", the mental shift required in retirement and why advice fees often feel harder than they should.👉🏼 you can save for decades and still struggle to spend👉🏽 why switching from saving to spending feels so hard👉🏾 real retiree case study: mindset blocks👉🏿 why advice fees feel harder than they should👉🏻 monthly costs vs total wealth thinking👉 what the die with zero concept

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47:51

404 investing in property after age 50: lending...

Retire Right ·

2026/01/21

Thinking about buying property in your 50s or 60s? In this episode Glen is joined by buyer’s advocate John Pidgeon to break down what actually matters when buying property later in life. They touch on:👉 an introduction to John Pidgeon👉🏼 can you still buy property after 50?👉🏽 lending for older folk👉🏾 case study: securing an IP loan against your PPOR using equity👉🏿 time in the market vs timing the market👉🏻 what are your risk levels & pursuing a yield vs growth strategy👉 should I buy

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53:24

403 living, moving or want to retire overseas?...

Retire Right ·

2026/01/14

Brett Evans, founder of Atlas Wealth, joins Glen to chat about all things expat! They touch on:👉🏼 a little about Brett, his work in the expat space👉🏽 how does tax work while living and working overseas?👉🏾 moving to Malta - how does this affect my age pension + tax?👉🏿 if moving overseas for retirement, do you need to keep an Aussie bank account?👉🏻 living in Singapore but repatriating - sell my investment properties in Australia?👉 returning to Australia after 25 years, what do I

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1:09:41

402 rent or buy during retirement (a real case study)

Retire Right ·

2026/01/07

In today's episode Glen and financial adviser Nathan Fradley unpack a real and confronting retirement case study about 69 year old Anne*, a recently widowed retiree whose financial and housing security was devastated through elder financial abuse by a family member. She now faces the question: rent, buy or another solution?*Name changed for privacy👉🏾 the case study & backstory to Anne’s current circumstances👉🏻 challenges, goals & questions👉 Centrelink asset rules & pension

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49:43

401 the ultimate pre-retirement checklist

Retire Right ·

2025/12/31

Glen and Martin discuss the essential ways to prepare 10 years out from retirement. 👉🏾 review and pay down debt👉🏿 know your numbers👉🏻 living arrangements 👉 start thinking about lifestyle goals👉🏼 super investment options👉🏽 review super beneficiaries & estate planning👉🏾 mortgage strategy👉🏿 gifting considerationsDownload the free ebook, 10 things to master 10 years before retirement: https://www.retireright.com.au/downloadWatch Retire Right on Youtube:

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50:09

351 private credit, investing for kids & moving...

Retire Right ·

2025/12/24

Glen & Gemma Dale answer investing questions from the Retire Right Facebook group, touching on:👉 should I invest in listed private credit ETF for income in retirement👉🏼 investing for kids for minimum 10 year timeframe👉🏽 are there any tax benefits for selling shares before age 60 and putting in super?👉🏾 is one vanguard international fund and one vanguard Australian fund enough?Learn how to be a better investor with 'The Quick-Start Guide to Investing' book:

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51:14

350 super: reversionary pensions, pay off mortage or...

Retire Right ·

2025/12/17

In today's episode Glen James, Martin McGrath and Nathan Fradley answer your questions about super in retirement covering:👉🏾 accessing super to help children buy a property👉🏿 if I don’t spend all my compulsory pension drawdown, can I put the money back into super?👉🏻 types of super beneficiaries explained & reversionary pension explained👉 what actually happens to your super pension when your spouse dies?👉🏽 can inheriting a pension push you over the transfer balance cap?👉🏼 should you

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51:50

349 bucket strategy explained: super drawdown &...

Retire Right ·

2025/12/10

Glen James, Martin McGrath and Nathan Fradley break down bucket strategies for retirement - how to build them, how to draw down from them and how your investment allocation should shift before and after you stop working.👉🏾 bucket strategy - two different approaches to setting one up👉🏿 rebalancing for income in pension mode using a bucket strategy👉🏻 if you have money outside of super, do you still need cash inside super?👉 the optimal time to setup a bucket strategy👉🏼 asset allocation leading

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59:38

348 Centrelink traps to avoid in retirement (Q&A with...

Retire Right ·

2025/12/03

Justin Bott from Services Australia returns to the show to answer your Centrelink questions:👉🏾 can you setup work reporting online?👉🏿 how does Centrelink assess real estate bigger than 2 hectare👉🏻 closing a business and applying for the age pension 👉 the assets test: how to price assets like jewellery and artwork👉🏼 paying off the mortgage vs keeping funds in account based pension👉🏽 inherited money from mum who wants $50k shared between grandkids. How does this impact Centrelink gifting

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55:15

347b dying well: planning, caregiving & facing death...

Retire Right ·

2025/11/30

Casey Beros is a health journalist and author of Next of Kin: What to Expect When You're Expecting to Care for Someone You Love. In this chat Casey sits down with Glen and shares her personal story caring for her dad through terminal illness, the emotional and practical realities families face and how early conversations can protect your loved ones during one of life’s hardest chapters.👉 what makes for a "good death"?👉🏼 why Casey wrote Next of Kin👉🏽 her experience becoming the primary caregiver

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56:41

347 age pension updates, deeming rises, concession...

Retire Right ·

2025/11/26

Due to popular demand, Justin Bott from Services Australia returns to the show to chat with Glen about the major Centrelink changes, a 101 on concession cards + the work bonus. They talk about:👉 indexation changes to pensions - what increased👉🏼 how the assets test and income test actually work👉🏽 what is deeming 👉🏾 the new deeming rates👉🏿 benefits of deeming👉🏻 Commonwealth Seniors Health Card - who’s eligible + the benefits 👉 Medicare safety net tips👉🏼 applying for a commonwealth

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41:58

346 retiring with multiple properties (a real...

Retire Right ·

2025/11/19

Glen and Martin break down a real case study of a couple in their mid-50s with eight investment properties, $3M in debt and tight month-to-month cashflow. They unpack how selling strategically, using super effectively and reducing debt can turn a high-complexity portfolio into a clear plan toward retiring earlier with less stress and more income.👉 the couple's situation👉🏼 some considerations👉🏽 Martin's advice strategies👉🏾 tangible outcomes from the advice👉🏿 cost of the adviceWatch Retire

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56:13

345 retiring when you own a business: selling, tax,...

Retire Right ·

2025/11/12

In today’s episode, Glen and Martin unpack a real case study of a couple who recently sold their business, were ready to retire and sought financial advice. They had wealth tied up inside their company, money in super and some big decisions to make about how to create a reliable retirement income. They cover:👉🏾 background of the couple and the business they sold👉🏿 why business sale proceeds often remain inside the company👉🏻 reviewing structure: company vs trust ownership👉 the strategies

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49:21

344 we don’t need a financial adviser! (a real...

Retire Right ·

2025/11/06

Glen and Martin break down a real retirement case study that started with a familiar line: “we don’t need an adviser, our affairs are simple!”. Upon changing their minds, the couple discovered thousands in tax savings, better investment structures and a bigger age pension.👉 why some people think they don’t need financial advice👉🏼 Charlie & Diane’s situation: 66 and 64, planning retirement soon👉🏽 the advice strategies implemented👉🏾 the advice outcomes ($8.5k net tax savings + $20k extra

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41:03

343 retirement was never the goal, what Warren Buffet...

Retire Right ·

2025/10/29

Former 7-Eleven and Blockbuster CEO Jim Keyes joins Glen live from SXSW to share stories from leading two of the world’s most recognisable companies, the lessons that came from collapse, and his “three C’s” for success - change, confidence and clarity.👉🏾 what retirement means to Jim & why he thinks it’s outdated👉🏿 the idea of education is freedom and learning as compounding interest👉🏻 leaving 7-Eleven, identity crisis & going to art school in Florence👉 why he took on the CEO role at

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44:06

342 moving investments to cash, Glen’s guest has ‘no...

Retire Right ·

2025/10/22

In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group:👉 gifting equity to your children to purchase a property👉🏼 shifting investments to 100% cash👉🏽 "Glen's guest is talking rubbish!"👉🏾 can I open a second account-based pension?🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retirerightIf you’d like to chat with someone about your personal situation, reach out to our team so

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122 results

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