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 you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

209 investing for grandkids (investment bonds)

In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss: 👉 who should consider it👉🏼 how it works👉🏾 the costs👉🏻 and where to go for advice and help with organising aged care Helpful Links:<a href="https://www.myagedcare.gov.au/" rel="noopener noreferrer" target="_blank">https://www.myagedcare.gov.au/</a><a href="https://agedcaresteps.com.au/" rel="noopener noreferrer" target="_blank">https://agedcaresteps.com.au/</a> If you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

208 aged care

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 <a href="https://www.skye.com.au" rel="noopener noreferrer" target="_blank">https://www.skye.com.au</a> If you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

207 insurance after the age of 50

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 you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

206 the Centrelink age pension

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 you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

205 superannuation deep dive

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: <a href="https://www.envisageproperty.com.au/" rel="noopener noreferrer" target="_blank">https://www.envisageproperty.com.au</a> If you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.thisis.money/timshownotes" rel="noopener noreferrer" target="_blank">click here</a>. 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

204 property in retirement

In today's episode financial adviser Martin and KP from <a href="https://www.financialedgegroup.com.au/" rel="noopener noreferrer" target="_blank">Financial Edge Group</a> explain the superannuation pension, touching on: 👉🏼 the difference between the Government pension (Centrelink) and the super pension&nbsp;👉🏾 tax and the pension👉🏿 conditions for moving your super to pension phase👉 what happens to your pension upon death If you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

203 superannuation pension deep dive

In today's episode financial adviser Martin McGrath and KP from <a href="https://www.financialedgegroup.com.au/" rel="noopener noreferrer" target="_blank">Financial Edge Group</a> explain 4 important ages to be mindful of in retirement: 👉 age 60 and accessing super👉🏼 age 65 and adding to and withdrawing super👉🏽 age 67 and the Goverment age pension👉🏾 age 75 and restrictions to adding to super If you’d like to chat with someone about your personal situation, <a href="https://www.retireright.com.au/get-help" rel="noopener noreferrer" target="_blank">reach out to our team</a> so we can connect you with a professional. 🏡 <a href="https://www.facebook.com/groups/retireright" rel="noopener noreferrer" target="_blank">Join the retire right facebook group</a> 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 &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

202 key ages for those looking to retire

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