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Retire Right
the psychological side of retirement planning (with Prof. Joanne Earl)
Welcome to Retire Right! In our very first episode Glen James sits down with Professor Jo Earl who's a Professor in the Psychology Department at Macquarie University and an Executive Member of the Centre for Ageing, Cognition and Wellbeing. Glen and Jo chat about some of her research which focuses on pre and post retirement planning and helping people transition and adjust to retirement. The episode touches on:
๐ how the retirement landscape in Australia has evolved
๐๐ผ common fears that people have when it comes to retiring
๐๐ฝ 6 important areas for a holistic retirement plan
๐๐พ goal setting
๐๐ฟ preparing to transition during your working life
๐๐ป downsizing and changing accomodation
๐ supporting aging parents
Learn more about Prof. Jo's research HERE.
๐ Please read our disclaimer + warnings before listening to this episode
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retire right is produced by SYMO interactive, home of my millennial money.
More episodes
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210 what are annuities and when are they useful in retirement planning?
43:03In today's episode Martin and special guest James Spiridon unpack the ins and outs of what annuities are, how they work, different types of annuities and why you might consider them as part of your retirement plan.If youโd 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-help๐ก 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.209 investing for grandkids (investment bonds)
39:34Financial 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 youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.208 aged care
55:30In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss:๐ who should consider it๐๐ผ how it works๐๐พ the costs๐๐ป and where to go for advice and help with organising aged careHelpful Links:https://www.myagedcare.gov.au/https://agedcaresteps.com.au/If youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.207 insurance after the age of 50
27:53Insurance 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 https://www.skye.com.auIf youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.206 the Centrelink age pension
32:07On 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 youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.205 superannuation deep dive
41:20In 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 youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.204 property in retirement
39:43In 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: https://www.envisageproperty.com.auIf youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก Join the retire right facebook groupTo 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 this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.203 superannuation pension deep dive
18:46In today's episode financial adviser Martin and KP from Financial Edge Group explain the superannuation pension, touching on:๐๐ผ the difference between the Government pension (Centrelink) and the super pensionย ๐๐พ tax and the pension๐๐ฟ conditions for moving your super to pension phase๐ what happens to your pension upon deathIf youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก 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 451289.202 key ages for those looking to retire
24:03In today's episode financial adviser Martin McGrath and KP from Financial Edge Group explain 4 important ages to be mindful of in retirement:๐ age 60 and accessing super๐๐ผ age 65 and adding to and withdrawing super๐๐ฝ age 67 and the Goverment age pension๐๐พ age 75 and restrictions to adding to superIf youโd like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.๐ก 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.