Share

Retire Right

Retire Once, Retire Right


Latest episode

  • 201 starting a business at age 63

    46:50
    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 youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.

More episodes

View all episodes

  • growing your super, tax saving strategies + what you must know before age 67

    48:37
    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:๐Ÿ‘‰ concessional & non concessional contributions๐Ÿ‘‰๐Ÿผ the work test๐Ÿ‘‰๐Ÿฝ the carry forward rule๐Ÿ‘‰๐Ÿพ spouse splitting๐Ÿ‘‰๐Ÿฟ the div 293 tax๐Ÿ‘‰๐Ÿป making a downsizer contribution๐Ÿ‘‰ spouse contributions๐Ÿ‘‰๐Ÿผ the government co-contribution๐Ÿ‘‰๐Ÿฝ moving assets like shares into super๐Ÿ‘‰๐Ÿพ and some real life case studies!If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.
  • how to retire right

    39:21
    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. ๐Ÿ“˜ The Joy of Money by Kate McCallumIf youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.
  • superannuation beneficiaries & reversionary pensions

    38:59
    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 youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.
  • what is your retirement number?

    31:44
    What does your ideal retired lifestyle look like? Financial adviser Matt Hawkins from Elevate Wealth is back with Glen to break down the steps for working out how much money you'll need to fund it. If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.
  • drawn down strategy, changing asset allocation, maximising age pension benefits + more

    37:35
    We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and retirement specialist Matthew Hawkins from Elevate Wealth Solutions. Matt has over 15 years experience in financial services and specialises in retirement planning, wealth accumulation strategies and aged care. Glen and Matt discuss:๐Ÿ‘‰ when should you start changing your investing strategy and asset allocation in super as you approach retirement?๐Ÿ‘‰๐Ÿผ managing sequencing risk๐Ÿ‘‰๐Ÿฝ when's the right time to start drawing down on your investments?๐Ÿ‘‰๐Ÿพ how much money do you need to live on? ๐Ÿ‘‰๐Ÿฟ managing money when entering a new relationship later in life๐Ÿ‘‰๐Ÿป wrap accounts, master trusts and having your super managed by a financial adviser๐Ÿ‘‰ FAQ - how can I maximise the age pension benefits?๐Ÿ‘‰๐Ÿผ changing your retirement mindsetIf youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupAny 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.
  • the age pension and super in retirement 101

    42:17
    Let's chat about super and the age pension as you approach retirement! Glen and Martin McGrath from Financial Edge Group unpack:๐Ÿ‘‰ when can you access the age pension and super๐Ÿ‘‰๐Ÿผ considerations for having a mortgage๐Ÿ‘‰๐Ÿฝ income thresholds๐Ÿ‘‰ how much can you put in super๐Ÿ‘‰๐Ÿพ concessional vs non concessional contributions๐Ÿ‘‰๐Ÿฟ accumulation and pension phase explained๐Ÿ‘‰๐Ÿป who receives your super after death๐Ÿ‘‰ common fears around "I don't trust super"If youโ€™d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐Ÿก Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money.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.