Retirement & Money Australia

Feb 10 2022

Retirement & Money Australia Podcast artwork

Retirement planning can be stressful, not knowing if you have done all the right things to make it a success. With our experience and information, hopefully, we can help you feel more comfortable. The purpose of this channel is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation, or needs. You should consider whether the advice is suitable for you and your personal circumstances. Speak to your financial adviser before making any financial decisions.

Subscribe on Podcast Addict

Retirement & Money 106 - Super Reforms 2022 Opportunities

Feb 10 2022 8 mins

Treasury Laws Amendment (Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021 has finally passed as at 10th February 2022. In this episode Rob discusses the changes and potential opportunities, particularly for older Australians. The purpose of this podcast is to provide general information only and the contents of this podca

Retirement & Money 105 - Death and Taxes

Feb 10 2022 14 mins

Is there a death tax in Australia? Well sort of. In this episode, Rob discusses superannuation death benefits and taxation for non-dependents. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to m

Retirement & Money 104 - Superannuation death benefit nominations

Feb 10 2022 9 mins

Who gets your superannuation when you die? A guide to death benefit nominations. The purpose of this podcast is to provide general information only and the contents of this podcast do not purport to provide personal financial advice. We strongly recommend that investors consult a financial adviser prior to making any investment decision. The contents of the podcast episode do not

Retirement & Money 103 - I need to boost my savings!

Jun 30 2021 7 mins

Retirement is a number, but it’s not an age. Going back to the last two episodes, know how much income you need for your lifestyle, then estimate the savings needed for your income. Now if there is a gap, and there often is, what can you do about it? *UPDATE* Since this episode was recorded the contribution caps increased on July 1 2021 for the first time since 2017. The in

Retirement & Money 102 - How much is enough?

Jun 29 2021 4 mins

There has been a bit of a myth getting around for years that you need a million dollars in your super fund to have a comfortable retirement. The million-dollar retirement myth.

Retirement & Money 101 - What is a comfortable retirement?

Jun 28 2021 4 mins

According to the Australian Superannuation Fund Association’s Retirement Standard, to enjoy a comfortable retirement, singles need $545,000 in savings at retirement (aged 65) to generate a yearly income of $43,901. Similarly, couples need $640,000 at retirement to generate $62,083 a year. These figures assume retirees own their own homes and don’t need to pay rent or make mortg

Retirement & Money - Trailer

Jun 22 2021 1 mins

Welcome to Retirement and Money! My name is Rob Laurie and I am the presenter, and a financial adviser and retirement expert by day, who helps pre-retirees navigate the bumpy waters of planning their retirements, and retirees to worry less about their money. In this weekly podcast, I will cover these sorts of topics in easy-to-understand terms, keeping jargon to a minimum. If