In this episode financial adviser and author Kate McCallum chats with Glen about the steps you can take to begin planning mentally, practically and financially for retirement. 


how to retire right

You only retire once, so retire right.
Brought to you by the podcast, 'this is money'. Look for the little m at the top of the cover art.
You may also enjoy the podcast, 'Financially Fierce'. Hosted on Acast. See acast.com/privacy for more information.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

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/


how to retire right

Download our free app to listen on your phone