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Retire Right
creating new habits and changing before you have to
How can you start to retire today? Today's episode touches on retirement planning and getting a head start on the things you want to do in retirement. Financial planner Eric Brotman and author Emily Guy Birken join Glen on this episode of retire right which touches on:
๐ the history of retirement as a concept and redefining it in a modern age
๐๐พ the psychology behind having a 'retirement age' - is it a fallacy?
๐๐ป having an abundance vs scarcity money mindset
๐๐ฝ starting to change your habits, behaviours and mindset before you reach retirement
๐๐ฟ creating a satisfying life no matter where youโre at in life
๐ The 5 Years Before You Retire: Retirement Planning When You Need It the Most by Emily Guy Birken
Get it on Amazon: https://amzn.to/3DWfE8t
๐ Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age by Eric Brotman
Get it on Amazon: https://amzn.to/3G4afPx
๐ Please read our disclaimer + warnings before listening to this episode
๐ก Join the retire right facebook group
retire right is produced by SYMO interactive, home of my millennial money.
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209 investing for grandkids (investment bonds)
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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
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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.Welcome to Retire Right
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