Retire Right

Oct 30 2024 51 ep. 39 mins 97
Retire Right Podcast artwork

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.

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237 selling an investment property, renovating at age 60, younger spouse + cash out leave or not

Oct 30 2024 35 mins  
In today's episode Glen and Martin discuss community questions around:👉 selling an investment property, CGT implications and putting the money in super👉🏽 finance options for renovating to sell at age 60👉🏾 couples with different ages applying for the age pension👉🏿 using unused annual leave to drop back to 4 days or cashing it out insteadIf you’d like to chat w

236 elder abuse: what are the signs & what to do

Oct 23 2024 52 mins  
In today's episode Glen chats with MaryAnn de Mestre, a lawyer and academic who specialises in elder law and estate planning. Glen and MaryAnn dive into the topic of elder abuse including what it looks like, how to spot the signs, and what steps you can take if you suspect someone is a victim. MaryAnn offers practical advice for keeping an eye on your aging loved ones and what you

235 a hitchhiker's guide to retirement

Oct 16 2024 59 mins  
If you're 10 years or less away from wanting to put down the tools and retire, today's episode is for you. Glen chats with financial adviser and host of the Financially Fierce podcast, Jess Brady about some of the practical things, both money and non-money related, that you'll need to think about and get in order as you approach retirement - such as your lifestyle, super and assets

234 how much do you need to retire?

Oct 09 2024 32 mins  
How much money do you need in retirement? This is one of the most common questions we hear in the Retire Right community! In today's episode Glen and financial adviser Matt Hawkins break down the steps for working out your retirement number. 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://w

233 smart ways to help your kids financially or into their first home

Oct 02 2024 55 mins  
Looking for ways to help your adult kids get into their first home or get ahead financially? In this episode, Glen talks through heaps of different ideas such as:👉 gifts & loans👉🏼 paying the stamp duty👉🏽 paying for LMI👉🏾 considering a parental guarantee👉🏿 paying for financial advice👉🏻 matching a savings goal👉 paying for the grandkid's childca

232 pay off mortgage or put in super, tax-free retirement income, finding purpose in retirement + more

Sep 25 2024 39 mins  
In today's episode Glen and Martin dive into a big question: should you pay off your mortgage or contribute more to your superannuation as you approach retirement? They also touch on:👉 balancing mortgage payments and super contributions👉🏼 tax strategies for superannuation👉🏽 how to use a transition to retirement pension👉🏾 using an offset account to manage cash f

231 when to cancel life insurance, balanced vs. high growth super options, bring forward contributions + more

Sep 18 2024 48 mins  
In today's episode Glen and financial adviser Martin McGrath discuss your questions around:👉 what to do with your life insurance as you age👉🏼 balanced vs high growth asset allocation in super👉🏽 non concessional contribution limits for super👉🏾 is my super growing appropriately or am I being too conservative?Read Glen's article on private health insurance here: h

230 superannuation income & medicare levy, switching investments close to retirement, the best industry fund, sale of a property + more

Sep 11 2024 41 mins  
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's Q&A, Glen and Martin answer questions from the community, touching on:👉🏼 is the income you get from Super taken into consideration for the medicare levy?👉🏽 comparing super fund performance👉🏾 what's the best industry super fund for returns

229 wwgd: Jen's financial health check as she approaches retirement

Sep 04 2024 48 mins  
Jen is approaching retirement as a single mum of 2 adopted kids and is worried about her financial position. Her biggest concern is not being able support herself and her kids after she stops working so in this 'what would Glen do' episode, Glen runs Jen through a financial health check and shares some of his thoughts on her situation.'The Quick Start-Guide to Investing' by Glen Ja

228 centrelink for different spouse ages, tax on inheritance of shares & property, managing retirement income + more

Aug 28 2024 41 mins  
In today's episode Glen and Martin answer some questions from the Retire Right community. They touch on:👉 super and the age pension for couples with an age gap👉🏼 capital gains tax & inheriting shares or property👉🏾 budgeting in retirement'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIf you’d like