Retire Right
Episodes
217 preparing to retire in 3-6 months (money, mindset and practical tips)
12 Jun 2024
Contributed by Lukas
In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading ...
216 pay off mortgage vs top up super, long service leave, re-contribution strategies + more
05 Jun 2024
Contributed by Lukas
In today's Q&A episode, Martin and KP from Financial Edge Group discuss:👉 what to consider with long service leave prior to retirement👉🏼 ...
215 estate planning essentials
29 May 2024
Contributed by Lukas
Today on the show we're unpacking the essentials of estate planning. Martin is joined by wills & estate planning lawyer, Fiona Wicks from Aubrey B...
214 downsizing the family home
22 May 2024
Contributed by Lukas
If you're over the age of 55 and selling your home, you might be eligible to make a superannuation downsizer contribution. In today's episode Martin a...
213 tax in retirement
15 May 2024
Contributed by Lukas
Do you need to pay tax when you're retired? Martin and KP from Financial Edge Group discuss whether you need to pay tax on the age pension, the money ...
2024 federal budget & what it means for you
15 May 2024
Contributed by Lukas
In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement. If you’d like to chat with some...
212b how to avoid financial scams online
12 May 2024
Contributed by Lukas
Financial scams are far too common in Australia and it's easy to fall victim to one. Today's guest, Tracy Hall had over $300,000 in life savings stole...
212 defined benefit pensions
08 May 2024
Contributed by Lukas
In this episode KP and Martin from Financial Edge Group unpack what a defined benefit pension plan is and how it works.If you’d like to chat with so...
211b how to get cashback & how it works with Grow My Money
05 May 2024
Contributed by Lukas
In today's episode we share how you can earn cashback to pay down your mortgage faster or boost your super by simply shopping at your everyday retaile...
211 upcoming rule changes to super
01 May 2024
Contributed by Lukas
In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on:👉 the super guaran...
210 what are annuities and when are they useful in retirement planning?
24 Apr 2024
Contributed by Lukas
In today's episode Martin and special guest James Spiridon from Challenger unpack the ins and outs of what annuities are, how they work, different typ...
209 investing for grandkids (investment bonds)
17 Apr 2024
Contributed by Lukas
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...
208 aged care
10 Apr 2024
Contributed by Lukas
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 consi...
207 insurance after the age of 50
03 Apr 2024
Contributed by Lukas
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...
206 the Centrelink age pension
27 Mar 2024
Contributed by Lukas
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,...
205 superannuation deep dive
20 Mar 2024
Contributed by Lukas
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 f...
204 property in retirement
13 Mar 2024
Contributed by Lukas
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...
203 superannuation pension deep dive
06 Mar 2024
Contributed by Lukas
In today's episode financial adviser Martin and KP from Financial Edge Group explain the superannuation pension, touching on:👉🏼 the difference b...
202 key ages for those looking to retire
28 Feb 2024
Contributed by Lukas
In today's episode financial adviser Martin McGrath and KP from Financial Edge Group explain 4 important ages to be mindful of in retirement:👉 age ...
201 starting a business at age 63
21 Feb 2024
Contributed by Lukas
We're back for another season of Retire Right with new weekly episodes! In today's chat Glen interviews Chris who owns a drive thru coffee shop on the...
growing your super, tax saving strategies + what you must know before age 67
19 Sep 2023
Contributed by Lukas
In today's episode we're unpacking the various ways you can grow your superannuation through contributions. Glen and financial adviser Wayne Terry fro...
how to retire right
06 Sep 2023
Contributed by Lukas
In this episode financial adviser and author Kate McCallum chats with Glen about the steps you can take to begin planning mentally, practically and fi...
superannuation beneficiaries & reversionary pensions
27 Jul 2023
Contributed by Lukas
Let's chat what happens to your super and pension when you pass away and what to consider if you have a blended family. In this episode Glen chats wit...
what is your retirement number?
25 Jun 2023
Contributed by Lukas
What does your ideal retired lifestyle look like? Financial adviser Matt Hawkins from Elevate Wealth is back with Glen to break down the steps for wor...
drawn down strategy, changing asset allocation, maximising age pension benefits + more
18 Jun 2023
Contributed by Lukas
We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and r...
the age pension and super in retirement 101
11 Jun 2023
Contributed by Lukas
Let's chat about super and the age pension as you approach retirement! Glen and Martin McGrath from Financial Edge Group unpack:👉 when can you acce...
meeting with a financial adviser for the first time
04 Jun 2023
Contributed by Lukas
Thinking about chatting to a financial adviser about your retirement planning? Martin McGrath is a retirement adviser and in this episode he shares th...
creating new habits and changing before you have to
13 Nov 2022
Contributed by Lukas
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....
the psychological side of retirement planning (with Prof. Joanne Earl)
08 Nov 2022
Contributed by Lukas
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 Macqu...
Hello from Retire Right 👋
11 Oct 2022
Contributed by Lukas
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