Retire Right

A great intergenerational wealth transfer is expected to see trillions of dollars pass down from older generations to their heirs over the coming decades so let's chat about what to know around givin…

In today's episode Martin and Anthony from Financial Edge Group chat about some considerations if you receive an inheritance close to or in retirement and are deciding what to do with it!

If you’d lik…

In today's episode Martin and guest financial adviser Hamish Landreth unpack the ins and outs of how self-managed super funds (SMSF) work. They touch on:

👉 the difference between an industry fund and …

A question we often get in our community is whether or not financial advice is worth its cost, so in today's episode our guest Neil Rogan from Russell Investments joins Martin on the show to unpack t…

Age differences in relationships are very common so in today's episode advisers Martin McGrath and Wayne Terry from Financial Edge Group chat about what to consider (both financially and lifestyle wi…

In today's episode financial advisers Martin McGrath and Jesse Field from Financial Edge Group cover some of the essential things to consider leading into retirement. They touch on:

👉 mindset and fin…

In today's Q&A episode, Martin and KP from Financial Edge Group discuss:

👉 what to consider with long service leave prior to retirement

👉🏼 pay off mortgage or top up super?

👉🏽 if I go back to work shoul…

Today on the show we're unpacking the essentials of estate planning. Martin is joined by wills & estate planning lawyer, Fiona Wicks from Aubrey Brown Lawyers who explains:

👉 what does estate planning…

If you're over the age of 55 and selling your home, you might be eligible to make a superannuation downsizer contribution. In today's episode Martin and KP from Financial Edge Group explain the benef…

Do you need to pay tax when you're retired? Martin and KP from Financial Edge Group discuss whether you need to pay tax on the age pension, the money you take out of super, investment income, financi…

In today's bonus episode Glen and Martin unpack what you need to know from last night's Federal Budget announcement.

If you’d like to chat with someone about your personal situation, reach out to our…

Financial scams are far too common in Australia and it's easy to fall victim to one. Today's guest, Tracy Hall had over $300,000 in life savings stolen by her partner, she had no idea he was a serial…

In this episode KP and Martin from Financial Edge Group unpack what a defined benefit pension plan is and how it works.

If you’d like to chat with someone about your personal situation, reach out to o…

In today's episode we share how you can earn cashback to pay down your mortgage faster or boost your super by simply shopping at your everyday retailers. Glen chats with Pascale Helyar-Moray, founder…

In today's episode Martin and Jesse from Financial Edge Group explain the changes that are coming to superannuation, touching on:

👉 the super guarantee

👉🏼 what this means for concessional contributions…

In today's episode Martin and special guest James Spiridon from Challenger unpack the ins and outs of what annuities are, how they work, different types of annuities and why you might consider them a…

Financial adviser Anthony Fowler from Financial Edge Group joins Martin on the show to talk about the various ways to invest for children under 18 and the best way to pass on wealth to the next gener…

In today's episode we're chatting about aged care with special guest Louise Biti from Aged Care Steps. Martin and Louise discuss:

👉 who should consider it

👉🏼 how it works

👉🏾 the costs

👉🏻 and where to go …

Insurance adviser Phil Thompson from Skye Wealth joins Martin on the podcast to unpack the various types of life insurance and what to consider as you approach retirement.

Want to chat to Phil and th…

On today's episode Martin and KP unpack the Government age pension (or commonly known as the Centrelink age pension). What's the eligibility criteria, how much do you get and what's the process invol…