Powered by RND
PodcastsBusinessRetire Right

Retire Right

Glen James
Retire Right
Latest episode

Available Episodes

5 of 78
  • 318 rethinking retirement: structure, purpose and smart money moves
    Retirement isn't a full stop anymore, it's a new rhythm. In this episode, Glen sits down with Kat McPhee from Aware Super to unpack how Aussies are redefining retirement, why so many feel anxious about money, and how to plan for a future that's flexible, confident and uniquely yours. They discuss:👉🏾 why retirement anxiety is on the rise👉🏿 finding structure and purpose after full-time work👉🏻 how to 'un-retire' or ease into part-time👉 key watchouts when drawing from super👉🏼 tools to help you feel more retirement-ready👉🏽 why a binding super nomination really matters👉🏾 how advice can protect you from costly mistakesThis is a sponsored episode.If you’d like to explore your options further, check out Aware Super’s My Retirement Planner, Super Resources, and Retirement Guide at aware.com.au.The report mentioned in the episode can be found here: https://aware.com.au/member/about-us/newsroom/march-2025/state-of-retirement-reportConsider if this is right for you and the PDS at aware.com.au Advice provided by Aware Financial Services Australia Limited, wholly owned by Aware Super. Members can get advice about their Aware Super accounts at no extra cost, or advice on their broader needs for a fee. Retirement income and investment earnings are not guaranteed. Payments will cease once the account balance is depleted. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, the trustee of Aware Super ABN 53 226 460 365. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here. Hosted on Acast. See acast.com/privacy for more information.
    --------  
    35:39
  • 317 is there a death tax, recontribution strategy pitfalls & downsizer contributions
    In today’s episode, Glen and financial adviser Martin McGrath tackle your retirement questions, including:👉🏼 is there a death tax in Australia?👉🏽 how can I use recontribution strategies to minimise tax?👉🏾 help! my downsizer contribution wasn't approved!If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
    --------  
    48:32
  • 316 income streams & annuities in retirement
    In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For more on annuities check out the episode below. Read the Simpler Super report here: https://grattan.edu.au/report/simpler-super/🎧 Listen to the annuity deep dive episode here: Apple Podcast | SpotifyIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
    --------  
    41:29
  • 315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old
    In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you from making huge money mistakes in retirement. They also discuss one listener's question about her 90yo grandad. If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
    --------  
    45:11
  • 314 what to do when markets suddenly fall & you want to retire soon
    Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOOPerth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989John's Property Masterclass in Perth: https://events.humanitix.com/perth-property-workshop-25The Quick-Start Guide to Investing (book): https://amzn.to/4iQ9qua=============================We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
    --------  
    1:04:12

More Business podcasts

About Retire Right

Retire Right is an Australian Retirement podcast.You only retire once, so retire right.Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
Podcast website

Listen to Retire Right, The Prof G Pod with Scott Galloway and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features

Retire Right: Podcasts in Family

Social
v7.17.1 | © 2007-2025 radio.de GmbH
Generated: 5/8/2025 - 1:22:40 AM