Crellin Walters Financial Planning Podcast
In today's fast-evolving financial landscape, this podcast series is designed to help educate clients and the broader community on navigating retirement planning and safeguarding their finances. Season one focused on various scams that people might fall prey to, offering valuable insights on how to protect themselves.
In season two, the spotlight shifts to financial planning strategies specifically tailored for retirement, helping listeners prepare for their financial future with confidence.
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
- Update frequency
- every 15 days
- Average duration
- 21 minutes
- Episodes
- 14
- Years Active
- 2023 - 2024
Estate Planning (Wills & POAs)
Season 2, Episode 6 – Join David and Aaron as they sit down with John Keating, Director and Solicitor at Keating Law, to discuss the crucial topic of Estate Planning. In this episode, they break down…
Superannuation – Part 2: Tax Consequences for Your Adult Children
Season 2, Episode 5 – If you don’t want your adult kids to pay tax when they inherit your superannuation, this episode is a must-listen!
Not many people realise that there are hidden tax and tax-free…
Superannuation – Part 1: Contributions Types
Season 2, Episode 4 – Tune in with David and Aaron as they break down the complexities of Superannuation contributions and make it easy to understand.
Superannuation is a crucial part of any retireme…
Centrelink Explained – Before & After Retirement
Season 2, Episode 3 – Join David and Aaron as they discuss common Centrelink entitlements and benefits that their clients receive when planning for retirement. They also provide examples of how their…
Annuities (Fixed Term and Lifetime)
Season 2, Episode 2 – Join David and Aaron, along with India Smitham from Challenger, as they discuss how annuities work.
After listening, you will have a deeper understanding of this type of retirem…
Account Based Pensions / Allocated Pensions
Season 2, Episode 1 – Join David and Aaron as they break down how Account-Based Pensions, also known as Allocated Pensions, work. By the end of this episode, you’ll gain a deeper understanding of thi…
Season 2 – What to Expect
Season 2, Episode 0 – Join David and Aaron as they provide an overview of what’s in store for season 2. They’ll introduce the upcoming topics and episodes, giving you a preview of what to expect.
Top…
SCAMS – How do we Protect our Computers and Phones (Part 2)
Episode 7 – Join David and Aaron as they continue their discussion with Ross, the owner of ‘Affordable Geeks.’
We continue with the second part of our discussion with Ross about computer safety and h…
SCAMS – How do we Protect our Computers and Phones (Part 1)
Episode 6 – Join David and Aaron as they talk to Ross, the owner of ‘Affordable Geeks.’
Ross is a computer expert who shares with us some awesome hints and tips to keep your Computers, Phones and Dev…
SCAMS – Real Life Crypto Currency Scam VICTIM Speaks Out!
Episode 5 – Join David and Aaron as they talk to Gary, a victim of a Crypto Currency Scam as he shares his story of how it happened and what he did after he realised it was a scam.
Gary was tricked t…
SCAMS – IDENTITY THEFT: What it is and what to do if it happens to you!
Episode 4 – Join David and Aaron as they cover a client requested and loaded topic of what is Identity Theft? They breakdown exactly what it is, tips on how you can prevent it and they also give you …
SCAMS – BANKS: What Are They Doing To Keep Your Money SAFE?
Episode 3 – Join David and Aaron as they peel back the layers of the BIG4 Banks to see what they are doing for their customers / you, so that our listeners can be educated on what precautions their b…
SCAMS – Real Life Scam VICTIM Speaks Out!
Episode 2 – Join David and Aaron as they talk to Bev, a victim of a phone-based scam as she shares her story of how it happened and what she did after she realised it was a scam. We thank her for her…
SCAMS – How Can We Be Safe?
Episode 1 – Scams have become a part of our everyday life. Join David and Aaron as they talk about the current scams that are common today and how you identify and deal with a potential scammer. They…