• Retire Right

  • 著者: Glen James
  • ポッドキャスト

Retire Right

著者: Glen James
  • サマリー

  • 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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あらすじ・解説

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
エピソード
  • 240 life insurance (when to cancel, inside vs outside super, claiming + more)
    2024/11/20

    In today's episode financial adviser Phil Thompson from Skye Wealth joins Glen on the show to answer your questions about life insurance. They touch on:


    👉 the 4 types: death cover, income protection, TPD and trauma

    👉🏼 the 3 ways to obtain insurance

    👉🏽 insurance inside super explained

    👉 why use a financial adviser?

    👉🏾 how financial adviser commissions work

    👉🏿 is claiming easier inside or outside of super?

    👉🏻 do you need life insurance and when to cancel it


    To chat with an adviser about getting personalised life insurance advice check out: https://www.skye.com.au


    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.

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    47 分
  • 239 mortgage broker Q&A (home loans for over 60, parental guarantees, knock-down rebuild loans + more)
    2024/11/13

    In today's chat, mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen on the show to answer your questions about:


    👉 home loans for over 60

    👉🏼 financing a knock-down rebuild without super

    👉🏽 going guarantor for your kids

    👉🏾 steps for your child who wants to buy

    👉🏿 mortgage broker vs direct to bank

    👉🏻 how mortgage brokers get paid


    Thanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team here


    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.

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    40 分
  • 238 tax inside superannuation & aged care changes
    2024/11/06

    In today's episode Glen and retirement specialist Martin McGrath answer your questions around tax in super and preparing for aged care. They touch on:


    👉 tax implications in pension vs. accumulation phases of super

    👉🏻 what is contributions tax

    👉🏿 what happens if you exceed the super contributions cap

    👉🏼 making the most of your transition to retirement (TTR) account

    👉🏽 planning around new aged care rules taking effect in July 2025

    👉🏾 strategies for covering aged care costs without selling assets


    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.

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    42 分

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