In this episode, Troy and Greg discuss a recent Retirement Living Your Way talkback segment on 4CRB, where Troy helps put retirement into perspective during periods of market uncertainty. The conversation is aimed at those nearing retirement who are worried about market fluctuations and whether it is the right time to step away from work. Drawing on real experience, Troy shares practical insights on how planning and structure, not luck, are what separate a stressful retirement from a confident one.  This one is very relevant given the current state of play in the world.

See omnystudio.com/listener for privacy information.

In this episode, we introduce Darko Zigic, Director and Shareholder of RFS Advice, to discuss the nuances of advising professional and business clients. Darko and Troy explore the common characteristics of these clients, the financial issues they often face, and the key areas they may need to consider as their careers and businesses evolve.
The conversation also touches on the importance of collaborating with other professionals, such as accountants and lawyers, and practical ways to work effectively with clients who are busy and time poor. The focus is on clear communication, structured planning and helping clients make steady, informed decisions alongside their day-to-day commitments.

See omnystudio.com/listener for privacy information.

With a recent 4CRB show devoted to these hot topics, Troy was keen to delve a little deeper and talk through how these issues affect clients.  Brooke Riewoldt joins the team again to share insights into how she feels about the property market and options available for those wanting to help children get into the market.  Troy shares his experience in dealing families and how he often the voice of reason when it comes to helping children and keeping things equitable

See omnystudio.com/listener for privacy information.

With Troy recently receiving two National Awards within the financial planning profession, the Financial Standard Power50 and the Barron’s Top 150 most influential advisers (ranked 27th), we thought listeners would like to hear how Troy thinks when it comes to portfolio construction. Troy provides some greatly learnings around diversification, discipline, liquidity, what to avoid and why, plus a general conversation on all thing’s investment

See omnystudio.com/listener for privacy information.

In this episode we have Brooke Riewoldt join Troy to discuss the concept of risk and how it influences the decisions people make.   Brooke shares her insights from dealing with those who have recently been divorced or widowed and puts the concept of risk into perspective.  Portfolio construction is discussed and the concept of ‘bucketing’ across different assets is explored.

See omnystudio.com/listener for privacy information.

In this episode, we unpack what’s involved with the move to residential aged care — from recognising when it’s time, to understanding the assessment process, costs, and emotional impact.  Belinda Veriton, our RFS Advice expert explains how to navigate ACAT assessments, compare facilities, and manage fees like RADs and daily care charges.  We also discuss how to plan financially, support loved ones and make informed decisions with confidence.

See omnystudio.com/listener for privacy information.

In this episode, Belinda Veriton from RFS Advice explores how home care packages can help older Australians stay independent and supported at home for longer.  Belinda explains how to access a package, what the levels of care mean, and how to make the most of government funding. We also discuss common pitfalls, the “Support at Home” reforms introduced on 1 November 2025, and how personalised care can improve quality of life.

See omnystudio.com/listener for privacy information.

In this episode we look at the changes to Home and Residential Aged Care coming into effect on the 1st November 2025.  To help unpack the changes we speak with Belinda Veriton, our Aged Care Specialist and Adviser at RFS Advice.

See omnystudio.com/listener for privacy information.

The year in review and Troy in the hot seat!!

Troy talks through the key themes throughout 2025, how markets have performed and how clients have been feeling.  As the last episode before Christmas, Greg decided to put Troy in the ‘hot seat’ with several questions designed to see how Troy really thinks!!  Troy doesn’t disappoint and it’s easy to see why Troy is regarded as one of Australia’s leading advisers. 

See omnystudio.com/listener for privacy information.

A financial checklist for ladies over 50

We’ve invited Brooke Riewoldt back into the conversation around Ladies Let’s Talk with a six-point checklist Brooke and Troy have developed. This checklist is designed to reduce the anxiety and empower ladies to live their best life.  We share real life stories and talk through the importance of understanding your current position, reviewing your income/expenses, managing debts, estate planning and much more.   There is also a great conversation about the differences between male and females and why RFS Advice has the ability to offer an all-female advice team.

See omnystudio.com/listener for privacy information.