Retire Right

By: Glen James
  • 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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Episodes
  • 305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more
    Jan 29 2025

    In today's Q&A, Glen and Martin discuss your questions about:


    👉 can you leapfrog investment properties to avoid capital gains tax?

    👉🏼 can you access super at 60 while still working?

    👉🏾 what circumstances define "ceasing employment?" to access your super

    👉🏽 what investment strategy should you have for your super as you near retirement?


    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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    40 mins
  • 304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)
    Jan 23 2025

    In today's bonus episode Glen and Martin go deeper on your questions about planning a caravanning trip around Australia. They touch on:


    👉 what to do with your home while travelling

    👉🏼 strategic ways to use long service leave to fund your trip

    👉🏽 budgeting for fuel and other costs

    👉🏿 dealing with waste

    👉🏾 managing the ‘holiday mindset’ on the road

    👉🏻 and the challenge of balancing flexibility and booking parks in advance


    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
    43 mins
  • 304 we packed up and hit the road: our caravan adventure across Australia
    Jan 22 2025

    Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his family turned that dream into reality... twice! Plus, we play an audio clip from listener of the show Colin who shares his caravanning experience! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including:


    👉🏾 the planning process: from gear to finances

    👉🏻 budgeting for the big trip (and cutting costs)

    👉 how they handled work, school, and life on the road

    👉🏽 unexpected challenges (and funny moments!)

    👉🏿 the gear you actually need vs. what you don’t

    👉🏻 insider tips for choosing the right caravan setup

    👉🏽 favourite stops and hidden gems along the journey

    👉 managing kids and keeping them entertained


    Listen out for the bonus Q&A tomorrow!


    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
    51 mins

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