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Retire Right - Podcast

Retire Right

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.

Investing Money Business
Update frequency
every 6 days
Average duration
43 minutes
Episodes
95
Years Active
2022 - 2025
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315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old

315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old

In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you fr…

00:45:11  |   Wed 16 Apr 2025
314 what to do when markets suddenly fall & you want to retire soon

314 what to do when markets suddenly fall & you want to retire soon

Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.


Episode on YouTube with presentation: https://youtu.be/xHNAhZrtB…

01:04:12  |   Sun 06 Apr 2025
313 how long will your retirement savings actually last?

313 how long will your retirement savings actually last?

How much super do you need for a comfortable retirement? Glen and financial adviser Nathan Fradley break it down with real life numbers, covering:


👉 how much the age pension pays & who qualifies

👉🏼 the…

00:36:40  |   Wed 02 Apr 2025
2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup

2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup

Michael Read is the Financial Review's economics correspondent, reporting from the federal press gallery at Parliament House. He was previously an economist at the Reserve Bank of Australia and at UB…

01:02:45  |   Wed 26 Mar 2025
312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more)

312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more)

Got mortgage questions in retirement? Mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen in this episode to unpack your questions. The touch on:


👉 what’s the cut-off age for a new loan?

👉…

00:51:24  |   Wed 19 Mar 2025
311 deep dive: aged care & changes from 1 July

311 deep dive: aged care & changes from 1 July

Big changes are coming to aged care from 1 July, and we've got aged care expert Rachel Lane back to break it all down. Glen and Rachel dive into what’s changing, how it affects costs and care, and wh…

00:51:23  |   Wed 12 Mar 2025
310 making $500K last before accessing super, super tax deductions & shifting to defensive assets

310 making $500K last before accessing super, super tax deductions & shifting to defensive assets

Today's Q&A is packed with great questions from the Retire Right community and Glen is joined by financial adviser Nathan Fradley to unpack them:


👉 what to do with a $500k property sale before retirem…

00:56:30  |   Wed 05 Mar 2025
309 deep dive: lifestyle villages vs retirement villages

309 deep dive: lifestyle villages vs retirement villages

Thinking about downsizing but confused by the options? Rachel Lane, Australia’s leading aged care expert, joins Glen to break down the differences between lifestyle villages and retirement villages. …

01:04:30  |   Wed 26 Feb 2025
308 retiring overseas, small business and super, selling land + more

308 retiring overseas, small business and super, selling land + more

In today's Q&A episode, Glen and financial adviser Vince Scully from Life Sherpa discuss community questions, touching on:


👉 tax and retiring overseas

👉🏼 how small business owners can access super in r…

00:45:12  |   Wed 19 Feb 2025
307 here is a good way to F up money (family loans + estate planning case study)

307 here is a good way to F up money (family loans + estate planning case study)

Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what …

00:26:42  |   Wed 12 Feb 2025
306 superannuation investments & asset allocation either side of retirement (with an economist)

306 superannuation investments & asset allocation either side of retirement (with an economist)

What should you do with your super as you approach retirement? Economist Brian Parker from Australian Retirement Trust joins Glen to break it all down. They chat about:


👉🏼 the magic numbers of 60, 65,…

00:46:05  |   Wed 05 Feb 2025
305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more

305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more

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 circumstance…

00:40:19  |   Wed 29 Jan 2025
304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)

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

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…

00:42:42  |   Thu 23 Jan 2025
304 we packed up and hit the road: our caravan adventure across Australia

304 we packed up and hit the road: our caravan adventure across Australia

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... twi…

00:50:46  |   Wed 22 Jan 2025
303 property strategies for retirement (downsizing, sidesizing, renting & investing)

303 property strategies for retirement (downsizing, sidesizing, renting & investing)

In this episode, Glen and John Pidgeon, cohost of this is property, unpack smart strategies for managing property as you approach retirement. They cover:


👉 how downsizing can free up cash

👉🏼 the growin…

00:44:29  |   Wed 15 Jan 2025
302 retirement planning & strategies for singles + a $2M portfolio

302 retirement planning & strategies for singles + a $2M portfolio

In today's episode, financial advisers Martin McGrath and Wayne Terry tackle retirement planning strategies and considerations for singles and widows, focusing on how to make the most of your assets.…

00:31:23  |   Wed 08 Jan 2025
301 retiring before 60, structuring property ownership, CGT strategies + more

301 retiring before 60, structuring property ownership, CGT strategies + more

To kick off the new year financial advisers, Martin McGrath and Wayne Terry answer your questions about:


👉 funding your pre-super years if retiring before 60

👉🏽 best way to structure joint investment p…

00:40:53  |   Wed 01 Jan 2025
245 money, retirement & investing risks + how to mitigate them

245 money, retirement & investing risks + how to mitigate them

Retirement comes with its fair share of uncertainties, but understanding the risks can help you retire confidently.  In this episode, Glen chats with Ben Marshan—former financial adviser and head of …

01:04:28  |   Wed 25 Dec 2024
244 do I need a financial adviser, inheriting shares & tax + testamentary trusts

244 do I need a financial adviser, inheriting shares & tax + testamentary trusts

In one of our final community Q&As for the year, Glen and Martin chat about:


👉 why you may or may not need a financial adviser

👉🏼 tax implications for inheriting shares and holding vs selling

👉🏽 and usi…

00:27:58  |   Wed 18 Dec 2024
243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?

243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?

In today's episode Glen and financial adviser Martin McGrath answer your questions about:


👉 the transfer balance cap

👉🏼 investment and education bonds for kids

👉🏽 is super really as safe as everyone thi…

00:35:18  |   Wed 11 Dec 2024
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