Retire Right

Glen and Martin unpack questions from the Retire Right Facebook community touching on:

👉 how a bucket strategy works
👉🏼 bucket strategy with a defined benefit pension
👉🏽 is investing in super or property safer in retirement?
👉🏾 market crash, correction and bear market terms explained
👉🏿 moving from accumulation to pension phase & tax
👉🏻 selling an investment property in retirement & a tax strategy

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

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 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.

In this community Q&A, Glen and Martin chat about:

👉 selling investment property in retirement & putting in super
👉🏼 Centrelink assets and exemptions
👉🏽 market volatility and switching to low risk
👉🏾 mortgage repayments vs super in your 50s
👉🏿 how to compare super fund performance
👉🏻 long service leave - lump sum vs taking leave over time

Note: Glen mentions the RBA cash rate in this episode which was recorded before the Feb 2026 RBA rate rise.

Buy tickets to the Auckland show here: https://bit.ly/4a8v4a2

Read Long Service Leave at Retirement, Lump Sum or Regular Payments: https://www.financialedgegroup.com.au/blog/long-service-leave-at-retirement-lump-sum-or-regular-payments

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

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 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.

You can save for decades and still struggle to spend. Glen James and Vince Scully break down the concept of "dying with zero", the mental shift required in retirement and why advice fees often feel harder than they should.

👉🏼 you can save for decades and still struggle to spend
👉🏽 why switching from saving to spending feels so hard
👉🏾 real retiree case study: mindset blocks
👉🏿 why advice fees feel harder than they should
👉🏻 monthly costs vs total wealth thinking
👉 what the die with zero concept actually means

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

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 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.

Thinking about buying property in your 50s or 60s? In this episode Glen is joined by buyer’s advocate John Pidgeon to break down what actually matters when buying property later in life. They touch on:

👉 an introduction to John Pidgeon
👉🏼 can you still buy property after 50?
👉🏽 lending for older folk
👉🏾 case study: securing an IP loan against your PPOR using equity
👉🏿 time in the market vs timing the market
👉🏻 what are your risk levels & pursuing a yield vs growth strategy
👉 should I buy property with my super?
👉🏼 John’s final tips

John's book, Sort Your Property Out & Build Your Future: https://www.sortyourpropertyout.com/
this is property podcast: https://www.youtube.com/@thisisproperty
John's property coaching website: https://www.solverewealth.com.au/
John's buyer's agent service: https://www.envisageproperty.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

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 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.

Brett Evans, founder of Atlas Wealth, joins Glen to chat about all things expat! They touch on:

👉🏼 a little about Brett, his work in the expat space
👉🏽 how does tax work while living and working overseas?
👉🏾 moving to Malta - how does this affect my age pension + tax?
👉🏿 if moving overseas for retirement, do you need to keep an Aussie bank account?
👉🏻 living in Singapore but repatriating - sell my investment properties in Australia?
👉 returning to Australia after 25 years, what do I prepare?
👉🏼 how to prepare a will while living overseas
👉🏽 will you lose Centrelink benefits if you move overseas?
👉🏾 they address a quick listener case study
👉🏿 some quick rapid fire expat questions

Check out Brett's book, The Expats Handbook: https://amzn.to/4pGmrsZ
Check out Atlas Wealth: https://atlaswealth.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

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.