We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and retirement specialist Matthew Hawkins from Elevate Wealth Solutions. Matt has over 15 years experience in financial services and specialises in retirement planning, wealth accumulation strategies and aged care. Glen and Matt discuss:


drawn down strategy, changing asset allocation, maximising age pension benefits + more

You only retire once, so retire right.
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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:


215 estate planning essentials

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 benefits of the downsizer contribution, how it works and who can make one. 
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


214 downsizing the family home

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, financial gifts, a house sale + more. 
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


213 tax in retirement

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 team so we can connect you with a professional: https://www.retireright.com.au/get-help


2024 federal budget & what it means for you

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 con-man. In today's episode Tracy shares some of the ways to spot a financial or romantic scam and how to protect yourself.
To hear more of Tracy's story, listen to episode 719b on the this is money podcast.
For more resources to protect yourself from scams, go to the Scamwatch website: https://www.scamwatch.gov.au/


drawn down strategy, changing asset allocation, maximising age pension benefits + more

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