Retire Right

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 James & Nick Bradley: https://amzn.to/3QNNrbvSort Your Money Out and Get Invested by Glen James: https://amzn.to/3XmSuDtIf 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://www.retireright.com.au/get-help🏡 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.

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 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-help🏡 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.

In today's episode Glen and special guest Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade discuss the current state of the economy and what it means for Australian retirees and younger generations.'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvYou can listen to Gemma's podcast, Your Wealth wherever you're listening to this podcast.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://www.retireright.com.au/get-help🏡 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.

Glen and Vince Scully chat about the cost of getting financial advice, some common myths and the value of seeking advice in your retirement planning.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://www.retireright.com.au/get-help🏡 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 money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

When a partner passes away, it can feel overwhelming to handle their affairs during such a difficult and emotional time. Financial advisers Martin & Anthony from Financial Edge Group unpack where to start with the key lifestyle and financial practicalities that need addressing as well as some considerations around super, tax and the age pension. They touch on:👉🏼 which tasks to tackle first and which can be navigated over time👉 relevant parties to notify👉🏼 some of the costs you may need to pay for👉🏽 implications to superannuation👉🏾 implications to receiving the age pension👉🏿 tax 👉🏻 reassessing your living situation & cashflow👉 updating or planning your own will & estateIf 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://www.retireright.com.au/get-help🏡 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.Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.

In today's episode, financial advisers Martin and Jesse reveal key strategies to help you maximize any Centrelink Age Pension benefits you may qualify for, ensuring you get the most from your entitlements. The touch on:👉 renovating your home👉🏼 paying down debt👉🏽 gifting assets👉🏾 using funeral bonds & prepaid expenses👉🏿 super sheltering👉🏻 annuities👉 casual/part time work👉🏼 updating the value of your personal assets👉🏽 seeking advice around inheritances & moreIf 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://www.retireright.com.au/get-help🏡 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 money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

A great intergenerational wealth transfer is expected to see trillions of dollars pass down from older generations to their heirs over the coming decades so let's chat about what to know around giving and receiving inheritances. Glen James, Martin McGrath and James Millard touch on:👉 ways to help adult children👉🏼 gifting rules if you receive the age pension or part pension 👉🏽 is there an inheritance tax?👉🏾 being the recipient of an inheritance 🎧 Glen's podcast: Listen on Apple here | Listen on Spotify here 📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv 📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iqIf 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://www.retireright.com.au/get-help🏡 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. 

In today's episode Martin and Anthony from Financial Edge Group chat about some considerations if you receive an inheritance close to or in retirement and are deciding what to do with it!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://www.retireright.com.au/get-help🏡 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.Martin McGrath & Financial Edge Group are authorised representatives of Synchron Advice AFSL 243313.