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Retire Right

Retire Once, Retire Right


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  • 309 deep dive: lifestyle villages vs retirement villages

    01:04:30||Season 3
    Thinking about downsizing but confused by the options? Rachel Lane, Australiaโ€™s leading aged care expert, joins Glen to break down the differences between lifestyle villages and retirement villages. They cover on:๐Ÿ‘‰๐Ÿผ how contracts and fees differ๐Ÿ‘‰๐Ÿฝ whether you own the home, the land, or neither๐Ÿ‘‰๐Ÿพ the real deal with exit fees and capital gains๐Ÿ‘‰๐Ÿฟ what to check before signing the dotted line๐Ÿ‘‰ how to know if a village is the right fit for youDownsizing Made Simple by Rachel Lane & Noel Whittaker: https://amzn.to/41iUPjcCheck out the exercises and resources mentioned at https://downsizingmadesimple.com.au/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: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.

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  • 308 retiring overseas, small business and super, selling land + more

    45:12||Season 3
    In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on:๐Ÿ‘‰ tax and retiring overseas๐Ÿ‘‰๐Ÿผ how small business owners can access super in retirement๐Ÿ‘‰๐Ÿพ investing inside vs outside of super๐Ÿ‘‰๐Ÿฝ whether selling a block of land before retirement makes senseIf youโ€™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-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.
  • 307 here is a good way to F up money (family loans + estate planning case study)

    26:42||Season 3
    Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships. 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: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.
  • 306 superannuation investments & asset allocation either side of retirement (with an economist)

    46:05||Season 3
    What should you do with your super as you approach retirement? Economist Brian Parker from Australian Retirement Trust joins Glen to break it all down. They chat about:๐Ÿ‘‰๐Ÿผ the magic numbers of 60, 65, and 67๐Ÿ‘‰๐Ÿฝ how to invest super in your 50s and beyond๐Ÿ‘‰๐Ÿพ managing risk as you move into retirement๐Ÿ‘‰๐Ÿฟ why super is your money (and safer than you think)๐Ÿ‘‰ common mistakes to avoid in drawdown phaseIf you want more insights from Brian, check out his deep dive on the economy in episode 805 over on the money money money podcast!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: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.
  • 305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more

    40:19||Season 3
    In today's Q&A, Glen and Martin discuss your questions about:๐Ÿ‘‰ can you leapfrog investment properties to avoid capital gains tax?๐Ÿ‘‰๐Ÿผ can you access super at 60 while still working?๐Ÿ‘‰๐Ÿพ what circumstances define "ceasing employment?" to access your super๐Ÿ‘‰๐Ÿฝ what investment strategy should you have for your super as you near retirement?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: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the Retire Right facebook group: https://www.facebook.com/groups/retirerightTo 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.
  • 304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)

    42:42||Season 3
    In today's bonus episode Glen and Martin go deeper on your questions about planning a caravanning trip around Australia. They touch on:๐Ÿ‘‰ what to do with your home while travelling๐Ÿ‘‰๐Ÿผ strategic ways to use long service leave to fund your trip๐Ÿ‘‰๐Ÿฝ budgeting for fuel and other costs๐Ÿ‘‰๐Ÿฟ dealing with waste๐Ÿ‘‰๐Ÿพ managing the โ€˜holiday mindsetโ€™ on the road๐Ÿ‘‰๐Ÿป and the challenge of balancing flexibility and booking parks in advanceIf youโ€™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-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.
  • 304 we packed up and hit the road: our caravan adventure across Australia

    50:46||Season 3
    Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his family turned that dream into reality... twice! Plus, we play an audio clip from listener of the show Colin who shares his caravanning experience! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including:๐Ÿ‘‰๐Ÿพ the planning process: from gear to finances๐Ÿ‘‰๐Ÿป budgeting for the big trip (and cutting costs)๐Ÿ‘‰ how they handled work, school, and life on the road๐Ÿ‘‰๐Ÿฝ unexpected challenges (and funny moments!)๐Ÿ‘‰๐Ÿฟ the gear you actually need vs. what you donโ€™t๐Ÿ‘‰๐Ÿป insider tips for choosing the right caravan setup๐Ÿ‘‰๐Ÿฝ favourite stops and hidden gems along the journey๐Ÿ‘‰ managing kids and keeping them entertainedListen out for the bonus Q&A tomorrow!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: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/๐Ÿก Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo 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.