Retire Right

In today’s episode, Glen and Martin unpack:

👉 how the Centrelink work bonus test works

👉🏼 member-directed super options like Choice Plus

👉🏾 their thoughts on DIY'ing your super investments

👉🏻 super strat…

The productivity commission roundtable was held last week in Canberra. To discuss what was on the table, Glen is joined by Allegra Spender, Independent Member for Wentworth, so you can stay up to dat…

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

👉🏻 should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained

👉 extra non-concessional contributions vs paying down the mortga…

In this 2-part mini series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In part 2, Glen and Justin d…

In this 2 part mini-series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In this episode Glen and Jus…

Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retiremen…

Your 60s are all about fine-tuning your retirement game plan. In today's episode Glen and Martin cover the key financial moves to make during this decade, from topping up your super to planning how a…

Your 50s are an exciting time to start laying the groundwork for a great retirement. In today’s episode, Glen and Martin cover:

👉 stopping extra mortgage repayments

👉🏼 topping up concessional contribut…

Worried about whether your super is safe? In this episode, Glen and Vince Scully from Life Sherpa dive into the structures behind super funds and financial advice, from industry funds and wrap accoun…

It’s the start of a new financial year and with that comes a bunch of changes that could impact your retirement planning. Glen and Martin unpack what’s changed from 1 July 2025 and what you need to w…

In today's community Q&A, Glen James and Martin McGrath unpack:

👉 what is spouse super splitting and who would this strategy suit

👉🏼 can/should anon open a new pension account for an inheritance?

👉🏽 whe…

If you’ve paid off the mortgage, the kids are grown, and retirement is on the horizon, you might be wondering... do I still need life insurance? In this episode, Glen and insurance adviser Phil Thomp…

Glen & Martin unpack how the proposed $3 million super tax (Division 296) actually works. They cover who’s likely to be affected, how the tax is calculated (including the controversial unrealised gai…

In this episode, Glen and Vince Scully break down WRAP accounts and how they can be used for wealth accumulation and retirement planning. They discuss their benefits, tax advantages and features, and…

Got a rental property you’re thinking of selling before retirement? In this episode, Glen and Martin break down how to use your super to reduce your capital gains tax. They touch on:

👉 how capital gai…

In this episode, Glen and Martin walk through a real case study where a couple in their early 70s boost their Centrelink age pension by upgrading their home and drawing down super. They break down ho…

In today's episode Glen and Martin answer a listener question about quitting a casual job at age 60 and what that means for accessing super. Plus, they dive deep into the behind-the-scenes super comp…

Retirement isn't a full stop anymore, it's a new rhythm. In this episode, Glen sits down with Kat McPhee from Aware Super to unpack how Aussies are redefining retirement, why so many feel anxious abo…

In today’s episode, Glen and financial adviser Martin McGrath tackle your retirement questions, including:

👉🏼 is there a death tax in Australia?

👉🏽 how can I use recontribution strategies to minimise t…

In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, sp…