Retire Right

1. 446 Inherited shares, an SMSF and the push to simplify (financial advice case study)

   11.11.202630 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   In this episode financial adviser Nathan Fradley takes over with a client case study. Rupert (75) and Anne-Marie (72) have been retired for about 15 years. They came to Nathan worried about receiving a big capital gains tax bill when selling $900k in shares that Anne-Marie inherited from one of her parents. As they talked, a bigger priority came up: with an SMSF and $2.5m family home, they wanted to simplify their affairs so it would be easier to manage as they got older, and easier for their daughter if she ever had to step in.

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   
   

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

2. 445 Cash vs super at 63, private credit risk & exiting a property portfolio

   04.11.202656 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   In this Q&A Glen and financial adviser Nathan Fradley discuss:

   
   

   👉 retiring at 63 with a younger spouse still working: should we live off our cash or top up super?

   👉🏼 valuation risk in super: what to know about private credit, private equity and unlisted assets

   👉🏽 why would a private credit fund get frozen?

   👉🏾 would you keep a small home loan as protection against scammers?

   👉🏿 exiting a large property portfolio at retirement

   👉🏻 can a market crash help you get more into pension phase under the transfer balance cap?

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

3. 444 Retiring single at 60 after a divorce: can he clear a $620k mortgage in time? (case study)

   28.10.202648 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   Mick, a listener of the show wrote in about his situation so Glen and Vince Scully, co-author of 12 Months to Retire Right decide to unpack it: Mick who is 52 has recently come out of a divorce with $600k in super and a $620k mortgage. Due to the nature of his work Mick will be retiring at 60 and his goal is to be debt-free and financially self-sufficient. Glen and Vince discuss:

   
   

   👉 Mick's circumstances

   👉🏼 is avoiding the Age Pension the right goal?

   👉🏽 Glen's advice for people doing life solo

   👉🏾 how can Mick achieve his retirement goal?

   👉🏿 a rough snapshot of Mick's situation at 60 if nothing changes

   👉🏻 what to do with the home in retirement

   👉 what Mick could consider between now and 60

   👉🏼 5 options to boost income in retirement using your home

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   
   

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

4. 12 Months to Retire Right is out now! A look inside the book & what to expect

   27.10.202636 Min.Staffel 4BonusAls Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right, out now! https://link.amazon/B07u9ZQgE

   
   

   For most Aussies, retirement raises two big questions: what will I do with my time and will my money last? In today's episode Glen and co-author Vince Scully unpack their step-by-step guide, 12 Months to Retire Right which is officially available online and in stores today. They touch on:

   
   

   👉🏼 the 12 chapters in the book

   👉🏽 the retirement myth Vince says he sees the damage of every single day

   👉🏾 what super actually is, and why it's worth understanding at any age

   👉🏿 how to get the right advice, from the right place, at the right time

   👉🏻 mortgage, super, or invest?

   👉 what to know before you trust an online retirement calculator

   👉🏼 why property is great for building wealth but gets clunky in retirement

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   
   

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   
   

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

5. 443 The super sweet spot: is less super actually better?

   21.10.202647 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   Are you better off having less in super to maximise the Age Pension? You may have remembered our earlier episode on this topic - well we're back to cover it again! In this episode Glen and financial adviser Martin McGrath tackle two case studies to see how the numbers (and lifestyle factors) stack up. They touch on:

   
   

   👉 the sweet spot concept explained and challenged

   👉🏼 case study one - a couple who upgrades their home

   👉🏽 case study one - a couple who downsizes their home

   👉🏾 the case for a lifetime annuity

   👉🏿 Glen and Martin's final thoughts

   
   

   Related episode:

   320 retirement sweet spot: Apple Podcasts | Spotify | Youtube

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

6. 442 Super contributions over $500k, selling the IP, the bucket strategy debate + more

   14.10.202660 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   In this Q&A, Glen and Martin discuss:

   
   

   👉 concessional vs non concessional contribution limits explained

   👉🏼 can you make a downsizer contribution if your balance is over $500k?

   👉🏽 should we sell the investment property or keep it as supplementary income?

   👉🏾 do you need a bucket strategy? how does it work, flaws and when would you set one up?

   👉🏿 can you change super funds after age 75?

   👉🏻 can you move personal assets like shares and managed funds into super?

   👉 does money sitting in pension phase dwindle from fees or tax?

   👉🏼 should I move money from accumulation into my TTR or pension phase?

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

7. 441 Transition to retirement, death tax, recontribution strategy, sell house to travel + more

   07.10.20261 Std. 7 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   In this Q&A episode Glen James and Martin McGrath discuss:

   
   

   👉 do I need to disclose what I spend TTR money on?

   👉🏼 setting up a transition to retirement strategy

   👉🏽 will my kids have to pay tax when they receive my super and how is this calculated?

   👉🏾 strategies to reduce tax for super beneficiaries

   👉🏿 is Scott's retirement strategy sound?

   👉🏻 what to do with my house and savings when I travel extensively in retirement

   👉 I won't spend the minimum pension drawdown, should I keep my super in accumulation?

   👉🏼 what this 83yo did wrong when they wrapped up their SMSF

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   
   

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

8. 440 Centrelink Q&A: bereavement, gifting, super recontribution, carer payment + more

   30.09.20261 Std. 10 Min.Staffel 4Als Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   Justin Bott returns to the show for another Centrelink Q&A, and as a Community Information Officer at Services Australia, he's the perfect person to answer your burning questions. In this episode, Glen and Justin touch on:

   
   

   👉 bereavement payments - what happens to your pension when a partner dies

   👉🏼 self-funded retirees - are there any other cards or benefits you can access?

   👉🏽 what is the Financial Information Service and who can access it

   👉🏾 can I do a super recontribution strategy before claiming the age pension

   👉🏿 pension & aged care fees

   👉🏻 carer payment vs carer allowance vs age pension

   👉 pension residency rules

   👉🏼 what is considered gifting?

   👉🏽 reverse mortgage vs home reversion scheme and the trap to be aware of

   
   

   Watch: Age Pension increase + other changes you need to know with Justin Bott from Services Australia - https://youtu.be/0kYGWUm93VE

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   
   

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

9. Age Pension increase + other changes you need to know with Justin Bott from Services Australia

   24.09.202653 Min.Staffel 4BonusAls Nächstes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

   Shownotes

   Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

   
   

   Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

   
   

   Justin Bott from Services Australia joins Glen James to unpack the changes that took effect on 20 September and what it means for your pension. They touch on:

   
   

   👉 12 Months to Retire Right is now on sale and available for pre-order!

   👉🏼 the new increased age pension rates

   👉🏽 living and travelling overseas & the pension

   👉🏾 the new income and assets limits

   👉🏿 key dates to review your pension eligibility if you don't currently qualify

   👉🏻 new Commonwealth Seniors Health Card income limits

   👉 the new deeming rates and what deeming is

   👉🏼 investment properties & the pension

   👉🏽 the updated value of shares

   
   

   Learn more at servicesaustralia.gov.au

   
   

   Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

   
   

   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

   
   

   Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

   
   

   🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

   Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

   Hosted on Acast. See acast.com/privacy for more information.

10. 439 Property Q&A: how CGT will work, investment property after age 50, best time to sell + more

    23.09.20261 Std. 6 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/

    
    

    Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

    
    

    In today's episode Glen is joined by John Pidgeon, buyer's advocate, host of This Is Property and author of Sort Your Property Out and Build Your Future for a property deep dive and Q&A. They touch on:

    
    

    👉 how capital gains tax will be calculated under the new changes pre and post July 2027

    👉🏼 negative gearing isn't gone - this is how it will work moving forward!

    👉🏽 turning a PPOR that was bought before the May budget into an investment property

    👉🏾 holding an investment property after 50 - what to consider

    👉🏿 when's the best time to sell a property?

    👉🏻 should I move into my investment property or sell it?

    👉 should I help my kids by purchasing and renting an investment property to them?

    👉🏼 can you avoid CGT by turning an investment property into your PPOR for 1-2 years?

    👉🏾 sell IP now in mid 50s and pay off the home or wait until no longer working for tax efficiency?

    
    

    Resources mentioned in the chat:

    Watch this episode on Youtube here: https://youtu.be/nCQD9RDebuw

    12 Months to Retire Right by Glen James and Vince Scully: https://link.amazon/B07u9ZQgE

    Sort Your Property Out: And Build Your Future by Glen James and John Pidgeon: https://link.amazon/B045jKvnD

    The Quick-Start Guide to Your First Property by Glen James and Rachelle Kroon: https://link.amazon/B09oz5Fal

    Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/

    Need help selling a property? Envisage Property Vendor's Advocate service: https://www.envisageproperty.com.au/vendors-advocate-service

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

11. 438 Money in your 70s: optimising and protecting

    16.09.20261 Std. 6 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

    
    

    Retirement planning doesn’t just happen once, it’s an ongoing process that changes as you move through your 50s, 60s and 70s. In this episode, Glen and financial adviser Martin McGrath discuss why your 70s are the decade to optimise and protect your wealth. They cover:

    
    

    👉 reviewing your Government entitlements regularly

    👉🏼 key things to review

    👉🏽 reviewing pension draw down each year

    👉🏾 the minimum pension payment by age

    👉🏿 simplifying your affairs

    👉🏻 recontribution and final contribution strategies

    👉 the Downsizer contribution explained

    👉🏼 planning age cared needs early

    👉🏽 reviewing your estate plan

    👉🏾 spending with confidence

    👉🏿 leaving a legacy and helping adult kids

    👉🏻 action steps

    
    

    Money in your 60s: Apple | Spotify

    Money in your 50s: Apple | Spotify

    Aged Care planning case study: Apple | Spotify | Youtube

    
    

    Download the episode slides here: https://www.retireright.com.au/decades

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

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    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

12. 437 WWGD: 50, widowed & what to do with a large life insurance payout

    09.09.20261 Std. 3 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    In this episode of 'What Would Glen Do', Glen chats with Louise, a 50 year old education assistant in Perth who needs help deciding what to do with the $1.4M sitting in her savings account two years on from losing her husband to a terminal illness. Louise wants to know: What should I do with it? Do I have permission to spend it? And do I need income protection?

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

13. 436 Money in your 60s: the decision decade

    02.09.20261 Std. 5 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    Retirement planning doesn’t just happen once, it’s an ongoing process that changes as you move through your 50s, 60s and 70s. In this episode, Glen James and Martin McGrath unpack why your 60s are the most opportunity-rich decade for wealth planning. They cover:

    
    

    👉 why your 60s are the decision decade

    👉🏼 maximising your final contribution opportunities

    👉🏽 knowing your pension options before you start one

    👉🏾 building your retirement timeline

    👉🏿 being debt free or having a strategy to get there

    👉🏻 preparing for Government entitlements before you apply

    👉 planning for big ticket expenses

    👉🏽 building your work-optional plan

    👉🏿 deciding what to do with your investment property

    👉🏼 action steps

    
    

    Listen to 434 Money in your 50s: Apple Podcast | Spotify

    Listen to 429 The non-financial side of retirement with Dr Joanne Earl: Apple Podcast | Spotify

    
    

    Download the episode slides here: https://www.retireright.com.au/decades

    
    

    Get your copy of Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B0bIef7Wp

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

14. 435 Aged care planning: the $585k decision nobody was ready for (a real case study)

    26.08.202639 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    In today's episode, Nathan Fradley from Fradley Advice presents a full aged care case study with a live visual walkthrough of the numbers that a real couple faced when one spouse needed to unexpectedly and urgently enter care. He touches on:

    
    

    👉 an introduction to the case study

    👉🏼 what is a RAD and DAP

    👉🏽 how means testing works for the age pension vs aged care

    👉🏾 their aged care fees

    👉🏿 what they did after seeing Nathan about their situation

    👉🏻 how they got into a better financial position

    👉 what would Nathan have done in their situation?

    👉🏽 key takeaways from this case study

    
    

    *Names in this case study have been changed for privacy

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

15. 434 Money in your 50s: 6 things to do before retirement sneaks up on you

    19.08.202654 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    Your 50s are the decade when retirement stops being abstract and starts being real. If you've been drifting, it's time to get serious! Glen James is joined by financial adviser Martin McGrath from Financial Edge Group. They touch on:

    
    

    👉 mortgage vs super?

    👉🏼 a salary sacrifice strategy that Martin models live

    👉🏽 super contribution strategies for couples

    👉🏾 reviewing your super investment option

    👉🏿 reviewing your insurance needs

    👉🏽 deciding how the family home fits into your retirement plan

    
    

    Download the episode slides: https://www.retireright.com.au/decades

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

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    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

16. 433 Couples age gap & Age Pension, inheriting a home, the retirement sweet spot + more

    12.08.202647 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    In today's episode Glen and financial adviser Nathan Fradley talk about:

    
    

    👉 Wendy's questions around an older spouse applying for the age pension:

    - how will Centrelink assess my income when my husband applies?

    - if he doesn't qualify, what seniors health cards are available?

    - should I consider reducing my work hours before he applies?

    - if he uses his super to pay off the mortgage, how will his assets be assessed?

    - is a car on novated lease assessed by Centrelink?

    👉🏼 Ignatius - I'm inheriting my parent's home. Can I make it my PPOR to pay no tax when I sell?

    👉🏽 Richard - my defined benefit must be cashed out upon retirement. Should I roll the money into my retail super or use the cash to invest?

    👉🏾 Col - how can I calculate the retirement sweet spot in 10 years time?

    
    

    Glen's favourite tea: link.amazon/B0bziQ7s5

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

17. 432 Downsizer rules, super contributions, investing for teens & can AI do your retirement planning?

    05.08.20261 Std. 12 Min.Staffel 4Als Nächstes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting …

    Shownotes

    Retire Right is brought to you by Tallowwood Wealth Advice. Specialist retirement financial advisers. You can book a complimentary appointment wherever you are in Australia by visiting https://www.tallowwoodwealth.com.au/ 

    
    

    In this episode Glen is joined by return guest Gemma Dale, Head of Investor Behaviour and SMSF at nabtrade and host of the Your Wealth podcast. They discuss your questions touching on:

    
    

    👉 is there a program that can put together a financial plan?

    👉🏼 DIY vs paying for financial advice

    👉🏽 how effective is AI for financial advice?

    👉🏾 when do you need to submit a notice of intent to claim form to your super fund?

    👉🏿 what is a downsizer contribution and how does it work?

    👉🏻 investing for an 18yo - choosing index funds, tax implications & paying off HECs

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

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    Glen James has a financial interest in Tallowwood Wealth Advice. This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

18. 431 Retiring overseas, age gaps & super drawdown, returning to work after age 60 + more

    29.07.202643 Min.Staffel 4Als Nächstes

    In this Q&A Glen and Nathan Fradley discuss your questions around:👉 retiring overseas and how should Rob invest?👉🏼 seeing an adviser from your super fund👉🏽 age gaps and drawing down super balances in …

    Shownotes

    In this Q&A Glen and Nathan Fradley discuss your questions around:

    
    

    👉 retiring overseas and how should Rob invest?

    👉🏼 seeing an adviser from your super fund

    👉🏽 age gaps and drawing down super balances in retirement

    👉🏾 TTR and accessing super from age 60

    👉🏿 is it possible to retire at 60 and then return to work?

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

19. 430 Mortgage Q&A: getting a loan after age 50, refinancing, helping your kids buy + more

    22.07.202650 Min.Staffel 4Als Nächstes

    In this episode Genevieve Lyons and Joe Carroll from Sphere Home Loans join Glen to answer your questions about:👉 is it harder to refinance a smaller loan?👉🏼 how to help my daughter who is a single mum to buy a …

    Shownotes

    In this episode Genevieve Lyons and Joe Carroll from Sphere Home Loans join Glen to answer your questions about:

    
    

    👉 is it harder to refinance a smaller loan?

    👉🏼 how to help my daughter who is a single mum to buy a home

    👉🏽 banks won't lend to me because I'm retired

    👉🏾 getting loans after ago 50

    👉🏿 getting a loan for a downsizer instead of using bridging

    👉🏻 helping children in their 20s to buy their first home

    👉 what is a parental guarantee and how does it work?

    👉🏼 how often should I review my mortgage rate?

    👉🏽 structuring my IP loan

    👉🏾 low doc loans

    👉🏿 Joe & Genevieve discuss the current lending landscape

    
    

    The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH 

    
    

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

20. 429 The non-financial side of retirement: identity, purpose & what the research actually says with Dr Joanne Earl

    15.07.202649 Min.Staffel 4Als Nächstes

    In this episode Glen and Vince Scully are joined by Dr Joanne Earl, organisational psychologist, retirement researcher of 20 years and as of recently, a retiree herself. She's now putting her own research into …

    Shownotes

    In this episode Glen and Vince Scully are joined by Dr Joanne Earl, organisational psychologist, retirement researcher of 20 years and as of recently, a retiree herself. She's now putting her own research into practice in real time. The episode touches on:

    
    

    👉 what the research actually says about a happy and successful retirement

    👉🏼 the three reasons people leave earlier than planned

    👉🏽 Jo's retirement transition experience

    👉🏿 is 'retirement' dead?

    👉🏾 when's the best time to retire & the four enoughs framework

    👉🏻 when's the best time to plan your retirement

    👉🏽 navigating identity shifts in retirement

    👉🏿 how do I find my thing?

    👉 how do I prevent cognition decline?

    👉🏼 how do I deal with relaxation guilt?

    
    

    Websites mentioned in the chat:

    https://www.liveup.org.au/

    https://retirementdr.com.au/

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

21. 428 Centrelink Q&A: Jobseeker, hobby farms, deeming rates & defined benefits with Justin Bott from Services Australia

    08.07.20261 Std. 1 Min.Staffel 4Als Nächstes

    Joining Glen for another Q&A is Justin Bott from Services Australia! In this episode they touch on: 👉 does Centrelink look back at your bank accounts and assets from the five years before you turn 67?👉🏼 what …

    Shownotes

    Joining Glen for another Q&A is Justin Bott from Services Australia! In this episode they touch on:

    
    

    👉 does Centrelink look back at your bank accounts and assets from the five years before you turn 67?

    👉🏼 what happens to your Jobseeker payment if you access super between age 60 and 67

    👉🏽 can older Australians who've never owned a home access the Help to Buy scheme?

    👉🏾 will my 25-acre hobby farm affect my age pension eligibility?

    👉🏿 DSP vs age pension at 67 - do you have to transfer and should you?

    👉🏻 what is deeming?

    👉 how does Services Australia assess defined benefit pension income

    👉🏼 what happens to my defined benefit pension if I die?

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

22. 427 Defence force retirement planning: defined benefit schemes & the mistakes that cost thousands

    01.07.20261 Std. 2 Min.Staffel 4Als Nächstes

    In this episode Glen sits down with independent financial adviser, Andrew Saikal-Skea to answer your questions about money & retirement and the military. They talk about:👉🏻 the compulsory retirement age👉 …

    Shownotes

    In this episode Glen sits down with independent financial adviser, Andrew Saikal-Skea to answer your questions about money & retirement and the military. They talk about:

    
    

    👉🏻 the compulsory retirement age

    👉 defined benefit schemes & how they differ from super

    👉🏼 the MSBS (Military Superannuation and Benefits Scheme)

    👉🏽 the DFRDB (Defence Force Retirement and Death Benefits Scheme)

    👉🏾 ADF cover & super

    👉🏿 retirement planning if you continue working after 60

    👉🏻 common MSBS money mistakes

    👉🏾 the $1000 financial advice allowance

    👉🏽 tax on MSBS

    👉 reversionary pensions

    👉🏼 how does a defined benefit scheme affect your transfer balance cap

    👉🏿 how does it work if you receive 2 defined benefit pensions

    👉🏻 structuring your defined benefit pension with a civilian super pension

    👉 a question about meeting the super condition of release

    
    

    Andrew's website: https://www.saikal-skea.com.au/

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

23. 426 Centrelink myths, pension rules & home equity scheme with Justin Bott from Services Australia

    24.06.20261 Std. 5 Min.Staffel 4Als Nächstes

    Glen James is joined again by Justin Bott, Community Information Officer at Services Australia for a deep dive into:👉 5 common misunderstandings about Centrelink & the age pension👉🏼 the Home Equity Access …

    Shownotes

    Glen James is joined again by Justin Bott, Community Information Officer at Services Australia for a deep dive into:

    
    

    👉 5 common misunderstandings about Centrelink & the age pension

    👉🏼 the Home Equity Access Scheme (HEAS) and how it works

    👉🏽 is my pension affected if my adult kids still live at home and pay board or rent?

    👉🏾 Centrelink and international pensions

    👉🏿 retiring overseas and age pension eligibility

    👉🏻 coming home to retire in Australian and age pension eligibility

    👉 applying for the age pension while closing a business

    👉🏼 organising an aged care assessment for a parent or loved one

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

24. June markets: SpaceX, ASX, S&P, sector performance + more

    18.06.202653 Min.Staffel 4BonusAls Nächstes

    This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover:👉🏿 the SpaceX IPO👉🏻 a …

    Shownotes

    This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover:

    
    

    👉🏿 the SpaceX IPO

    👉🏻 a review of the ASX 200 and S&P 500

    👉 a sector-by-sector breakdown of what's actually been happening under the hood

    
    

    Learn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

25. 425 WWGD: Recently widowed, $400K term deposit & planning for retirement

    17.06.20261 Std. 5 Min.Staffel 4Als Nächstes

    In this "what would Glen do" episode, Glen sits down with Sue who is 54 for a retirement health check following her husband's sudden passing. They touch on:👉 Sue's financial snapshot👉🏼 Glen's sound financial …

    Shownotes

    In this "what would Glen do" episode, Glen sits down with Sue who is 54 for a retirement health check following her husband's sudden passing. They touch on:

    
    

    👉 Sue's financial snapshot

    👉🏼 Glen's sound financial house framework

    👉🏽 savings, super & housing situation

    👉🏾 car situation

    👉🏿 Sue's share portfolio

    👉🏻 considerations - helping kids & grandkids & should Sue get solar on the house?

    👉 what would Glen do?

    
    

    Need a system to manage your money? Check out the free Glen James Spending Plan

    6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

26. 424 The expat's handbook: super, shares, tax & coming home with Brett Evans

    10.06.20261 Std. 8 Min.Staffel 4Als Nächstes

    Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life …

    Shownotes

    Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover:

    
    

    👉🏼 paying HELP debt on overseas income

    👉🏽 repatriating after many years overseas (US citizens vs non-US)

    👉🏾 managing tax obligations whilst overseas

    👉🏿 managing super and international pensions

    👉🏻 investing, contributing to super & holding life insurance as an expat

    👉 setting up a new super account and TFN whilst abroad

    👉🏼 retiring in another country and tax on account-based pensions

    👉🏽 choosing which country to be a tax resident of

    👉🏾 visa and money requirements for different countries

    👉🏿 managing currency risk when moving retirement money between countries

    
    

    Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

27. 423 Grey divorce: what separation can cost you in retirement

    03.06.202657 Min.Staffel 4Als Nächstes

    Divorce and separation can be challenging at any stage of life, but the financial impact can be even greater when retirement is on the horizon. In this episode, Glen is joined by financial adviser and certified …

    Shownotes

    Divorce and separation can be challenging at any stage of life, but the financial impact can be even greater when retirement is on the horizon. In this episode, Glen is joined by financial adviser and certified divorce coach Dominique Bergel-Grant to unpack the realities of "grey divorce" and what it means for your retirement plans. They touch on:

    
    

    👉 what is 'grey divorce'?

    👉🏼 what certification/study is needed to become a divorce coach

    👉🏾 what it looks like to engage Dominique if considering divorce

    👉🏿 helping clients navigate conversations with their partner

    👉🏻 the first step for engaging Dominique

    👉🏽 how can parents protect the family wealth in the event of their child's relationship breakdown?

    👉 what if my partner is part of a family trust?

    👉🏼 navigating different financial personalities in marriage

    👉🏾 navigating divorce & estate planning as a couple without kids

    👉🏿 Glen and Dominique's biggest advice for someone separating near retirement

    
    

    Learn more at https://www.navigateyourdivorce.com.au/

    
    

    Subscribe to Retire Right on YouTube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

28. 422 To RAD or not to RAD: navigating the new aged care rules

    27.05.202650 Min.Staffel 4Als Nächstes

    Since November 1, Australia's aged care system had a major overhaul. Glen sits down with Nathan Fradley from Fradley Advice to cut through the acronyms and break down what families with aging parents actually …

    Shownotes

    Since November 1, Australia's aged care system had a major overhaul. Glen sits down with Nathan Fradley from Fradley Advice to cut through the acronyms and break down what families with aging parents actually need to know. They cover:

    
    

    👉 why aged care doesn't start with a nursing home and the first step families should take

    👉🏼 what does RAD actually mean?

    👉🏽 the new November 1 rules

    👉🏾 other aged care fees explained

    👉🏿 what if only one parent needs to enter care?

    👉🏻 the importance of sorting your power of attorney before there's a crisis

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

29. 421 Catch-up contributions, term deposits in super, Centrelink income trap + more

    20.05.202651 Min.Staffel 4Als Nächstes

    In this Q&A Glen James and financial adviser Nathan Fradley chat about:👉 catch up concessional contributions: how they work and the $500k super threshold👉🏼 can you withdraw from super to get under $500k and put …

    Shownotes

    In this Q&A Glen James and financial adviser Nathan Fradley chat about:

    
    

    👉 catch up concessional contributions: how they work and the $500k super threshold

    👉🏼 can you withdraw from super to get under $500k and put it back in?

    👉🏽 term deposits inside super: are they safe?

    👉🏾 does the government's $250k bank guarantee apply inside super?

    👉🏿 how much to keep in super? $1M in super + $500k in shares at age 55

    👉🏻 reportable super contributions and the Centrelink income test

    👉🏽 how the ATI (adjusted taxable income) add-back impacts eligibility for Centrelink benefits 

    👉 is it a red flag if an investment fund is closed to new investors?

    
    

    Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

    
    

    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

30. 420 The 2026 Federal Budget: Glen James & Vince Scully with Jim Chalmers, MPs, insiders & what it all means for you

    13.05.20261 Std. 32 Min.Staffel 4Als Nächstes

    Thanks for listening to our 2026 Federal Budget show! You can watch it on Youtube here: https://www.youtube.com/@RetireRightAus. All filmed on Wednesday 13 May 20262.38 - Jim Chalmers - Treasurer13.40 - Glen …

    Shownotes

    Thanks for listening to our 2026 Federal Budget show! You can watch it on Youtube here: https://www.youtube.com/@RetireRightAus. All filmed on Wednesday 13 May 2026

    
    

    2.38 - Jim Chalmers - Treasurer

    13.40 - Glen James and Vince Scully budget breakdown

    47.23 - Allegra Spender (Ind.)

    53.25 - Larissa Waters (Australian Greens Leader)

    1 hr 4mins - Jane Hume (Deputy Leader of the Opposition (Lib.))

    1hr 12 mins - Phil Coorey (Australian Financial Review)

    1hr 24 mins - Patricia Karvelas (ABC Afternoon Briefing & Party Room / Politics Now podcasts)

    
    

    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

    
    

    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

    
    

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    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

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