Retire Right

By: Glen James
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  • Summary

  • Retire Right is an Australian Retirement podcast.


    You only retire once, so retire right.


    Brought to you by the podcast, 'money money money'.


    Hosted on Acast. See acast.com/privacy for more information.
    Glen James
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Economics Personal Finance
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Episodes
  • 244 do I need a financial adviser, inheriting shares & tax + testamentary trusts

    244 do I need a financial adviser, inheriting shares & tax + testamentary trusts
    Dec 18 2024

    In one of our final community Q&As for the year, Glen and Martin chat about:


    👉 why you may or may not need a financial adviser

    👉🏼 tax implications for inheriting shares and holding vs selling

    👉🏽 and using testamentary trusts in estate 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


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To 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.


    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    28 mins
  • 243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?

    243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?
    Dec 11 2024

    In today's episode Glen and financial adviser Martin McGrath answer your questions about:


    👉 the transfer balance cap

    👉🏼 investment and education bonds for kids

    👉🏽 is super really as safe as everyone thinks?

    👉🏾 investing in ETFs inside vs outside of super


    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


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To 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.


    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    35 mins
  • 242 protecting your most valuable asset

    242 protecting your most valuable asset
    Dec 4 2024

    With Aussies losing $2.7 billion to scams last year, protecting your personal information is essential. In today's episode cybersecurity expert Fraser Jack shares some practical tips to protect your identity, secure your online accounts, and keep your retirement savings safe from digital threats.


    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


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To 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.


    Hosted on Acast. See acast.com/privacy for more information.
    Show More Show Less
    36 mins

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Profile Image for Andrew Little

Easy to understand and relate to former me

I found it easy to understand and made me think I should review this as a viable option being 62 it makes sense to maximise your set up and leverage the benefits of a TTR

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.