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Matthew and Lionel have just landed back from the MDRT conference in Miami, and … their minds are buzzing.
In this episode they spill the beans on what’s shaking up the financial advice world – including how AI is changing the game.
But they don’t stop there. The boys dive head‑first into Canberra’s latest grab for your super – proposed tax changes that could sting Aussie retirees.
They’re fired up, calling out the pollies and asking the big question: why aren’t we teaching people how to manage money instead of moving the goalposts?
It all wraps up with a bold look at the future of superannuation – trust, education, personal responsibility… and whether the system’s really set up for you to win.
🎧 If you’ve got super, if you care about your financial future, or if you just love hearing two straight‑talkers tell it how it is – this one’s for you.
👉 Hit play and have a listen – you won’t think about your super the same way again.
Lionel O'Mally
https://www.purposeplanning.com.au/
https://bunniesmonies.com.au/
Matthew McCabe
https://newcastleadvisors.com.au/
https://newcastleadvisors.com.au/downsizers-australia/
https://newcastleadvisors.com.au/claim-strong/
Hosted on Acast. See acast.com/privacy for more information.
By Lionel O'Mally & Matthew McCabeMatthew and Lionel have just landed back from the MDRT conference in Miami, and … their minds are buzzing.
In this episode they spill the beans on what’s shaking up the financial advice world – including how AI is changing the game.
But they don’t stop there. The boys dive head‑first into Canberra’s latest grab for your super – proposed tax changes that could sting Aussie retirees.
They’re fired up, calling out the pollies and asking the big question: why aren’t we teaching people how to manage money instead of moving the goalposts?
It all wraps up with a bold look at the future of superannuation – trust, education, personal responsibility… and whether the system’s really set up for you to win.
🎧 If you’ve got super, if you care about your financial future, or if you just love hearing two straight‑talkers tell it how it is – this one’s for you.
👉 Hit play and have a listen – you won’t think about your super the same way again.
Lionel O'Mally
https://www.purposeplanning.com.au/
https://bunniesmonies.com.au/
Matthew McCabe
https://newcastleadvisors.com.au/
https://newcastleadvisors.com.au/downsizers-australia/
https://newcastleadvisors.com.au/claim-strong/
Hosted on Acast. See acast.com/privacy for more information.