Afleveringen
-
Do you need to pay tax when you're retired? Martin and KP from Financial Edge Group discuss whether you need to pay tax on the age pension, the money you take out of super, investment income, financial gifts, a house sale + more.
If youโd 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
๐ก 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
-
In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement.
If youโd 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
๐ก 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
-
Zijn er afleveringen die ontbreken?
-
Financial scams are far too common in Australia and it's easy to fall victim to one. Today's guest, Tracy Hall had over $300,000 in life savings stolen by her partner, she had no idea he was a serial con-man. In today's episode Tracy shares some of the ways to spot a financial or romantic scam and how to protect yourself.
To hear more of Tracy's story, listen to episode 719b on the this is money podcast.
For more resources to protect yourself from scams, go to the Scamwatch website: https://www.scamwatch.gov.au/
๐ Grab Tracy's new book, The Last Victim ๐
Booktopia: https://booktopia.kh4ffx.net/xkMqmO
Amazon: https://amzn.to/3y3lPIC
If youโd 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
๐ก 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 this is money & 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.
-
In this episode KP and Martin from Financial Edge Group unpack what a defined benefit pension plan is and how it works.
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
-
In today's episode we share how you can earn cashback to pay down your mortgage faster or boost your super by simply shopping at your everyday retailers. Glen chats with Pascale Helyar-Moray, founder of the cashback rewards program, Grow My Money. Glen and Pascale touch on:
๐๐พ why Grow My Money was created
๐๐ป how it works
๐ some of the 1000+ retailers you can shop with to get money back
๐๐ผ how safe and secure is your data and the program?
๐๐ฝ how soon can you get your cash back?
๐๐ฟ how to get started
To learn more, visit the Grow My Money website: https://growmymoney.com.au/
This is a sponsored episode.
If youโd 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
๐ก 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 this is money & 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.
-
In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on:
๐ the super guarantee
๐๐ผ what this means for concessional contributions caps
๐๐ฝ salary sacrificing
๐๐พ carry forward contribution caps
๐๐ฟ and the Stage 3 tax cuts
If youโd 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
๐ก 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.
Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.
Hosted on Acast. See acast.com/privacy for more information.
-
In today's episode Martin and special guest James Spiridon unpack the ins and outs of what annuities are, how they work, different types of annuities and why you might consider them as part of your retirement plan.
If youโd 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
๐ก 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 this is money & 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.
-
Financial adviser Anthony Fowler from Financial Edge Group joins Martin on the show to talk about the various ways to invest for children under 18 and the best way to pass on wealth to the next generation.
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss:
๐ who should consider it
๐๐ผ how it works
๐๐พ the costs
๐๐ป and where to go for advice and help with organising aged care
Helpful Links:
https://www.myagedcare.gov.au/
https://agedcaresteps.com.au/
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
Insurance adviser Phil Thompson from Skye Wealth joins Martin on the podcast to unpack the various types of life insurance and what to consider as you approach retirement.
Want to chat to Phil and the Skye Wealth team? Head to https://www.skye.com.au
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
On today's episode Martin and KP unpack the Government age pension (or commonly known as the Centrelink age pension). What's the eligibility criteria, how much do you get and what's the process involved? Tune in to find out.
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
In today's episode Martin and Wayne Terry from Financial Edge Group unpack all things superannuation - what it is, the rules around super, how super funds and the investments within them work plus more.
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
In today's chat Martin speaks with John Pidgeon from this is property about the ins and outs of owning and selling property as you approach retirement and during retirement.
Learn more about John's buyer's agent service here: https://www.envisageproperty.com.au
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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 this is money & 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.
-
In today's episode financial adviser Martin and KP from Financial Edge Group explain the superannuation pension, touching on:
๐๐ผ the difference between the Government pension (Centrelink) and the super pension
๐๐พ tax and the pension
๐๐ฟ conditions for moving your super to pension phase
๐ what happens to your pension upon death
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
-
In today's episode financial adviser Martin McGrath and KP from Financial Edge Group explain 4 important ages to be mindful of in retirement:
๐ age 60 and accessing super
๐๐ผ age 65 and adding to and withdrawing super
๐๐ฝ age 67 and the Goverment age pension
๐๐พ age 75 and restrictions to adding to super
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
-
Hosted on Acast. See acast.com/privacy for more information.
-
We're back for another season of Retire Right with new weekly episodes! In today's chat Glen interviews Chris who owns a drive thru coffee shop on the Central Coast of NSW. The financial stress of the Global Financial Crisis and a desire to move away from their teaching careers led Chris and his wife Charm to start the business in their 60s. Now 7 years into the journey, Chris shares what his life looks like as a "practically retired" business owner and what he would describe as "living the dream".
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
-
In today's episode we're unpacking the various ways you can grow your superannuation through contributions. Glen and financial adviser Wayne Terry from Financial Edge Group chat about:
๐ concessional & non concessional contributions
๐๐ผ the work test
๐๐ฝ the carry forward rule
๐๐พ spouse splitting
๐๐ฟ the div 293 tax
๐๐ป making a downsizer contribution
๐ spouse contributions
๐๐ผ the government co-contribution
๐๐ฝ moving assets like shares into super
๐๐พ and some real life case studies!
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
-
In this episode financial adviser and author Kate McCallum chats with Glen about the steps you can take to begin planning mentally, practically and financially for retirement.
๐ The Joy of Money by Kate McCallum
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
-
Let's chat what happens to your super and pension when you pass away and what to consider if you have a blended family. In this episode Glen chats with financial adviser, Martin McGrath from Financial Edge Group.
If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.
๐ก Join the retire right facebook group
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.
- Laat meer zien
