The Strategy Stacker - Luke Talks Money

By Luke Smith

Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks do... more

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FAQs about The Strategy Stacker - Luke Talks Money:

How many episodes does The Strategy Stacker - Luke Talks Money have?

The podcast currently has 534 episodes available.

The Strategy Stacker - Luke Talks Money episodes:

July 13, 2026Luke on 2CC – Notice of Intent Form: The Tax Deduction Trap!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 10 July 2026 with 2CC’s Leon Delaney. The topic is: Personal Super Contributions and the Notice of Intent Form. In this episode Luke takes a look at the trap many fail to miss as people commence their tax returns by themselves or with an accountant – it’s the trap of missing the Notice of Intent form!
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
We’ve talked recently about maximising super contributions and the tax deductions you can get.
This financial year features an increased concessional super contribution cap of $32,500.
Superannuation contributions needed to be made to your fund before 30 June 2026.
The Notice of Intent form – What is it?
Who do you lodge your Notice of Intent form with?
What does the Super fund do once they’ve processed your form?
What should I give to my accountant when getting my tax done?
If you intend to take money out, roll it over, or transition your account into a pension after retiring, there are rules. Your Notice of Intent form must be lodged and processed before any money leaves the account.
There is no requirement to lodge a separate Notice of Intent form for every single transaction. You can make multiple personal contributions over the year and submit a single, combined form at the end.
The absolute deadline to submit the Notice on Intent form is either the end of the financial year following the year the contributions were made or when the super fund lodges its tax return—whichever comes first.
If you choose not to claim a tax deduction, personal contributions fall under non-concessional rules. Non-concessional contributions are capped at $130,000 annually or up to $390,000 over a rolling three-year period.
Luke shares his thoughts on the Notice of Intent and where to get more information.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/07/The-Strategy-Stacker-Luke-Talks-Money-10072026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Are you making the most your financial planning options?
It’s important to remember your Notice of Intent form. Even if you made a personal contribution to your super, the ATO will not give you a tax deduction for it, unless you lodge this form with your super fund. If you need Super or Retirement help, meet with Luke. You don’t need to figure it out by yourself!
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
16min
July 06, 2026Luke on 2CC – New Financial Year Priorities: Luke’s Top Tips!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 3 July 2026 with 2CC’s Leon Delaney. The topic is: Setting new financial year priorities. In this episode Luke takes a deep dive into setting some goals now that 30 June is behind us. What could you be thinking about right now to take another step forward?
But before they dive into this week’s topic, they have a quick chat about the end of financial year working in financial planning.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
The new financial year has arrived.
You’ve completed last financial years tasks? What could be you be doing?
A good starting point is looking at your outgoings – expenses. There are some key things to look at.
Don’t forget about discretionary spending – small consistent costs DO add up.
Unclutter your life – sell unused items in your preferred online platform if you’re not using it.
Start something saving and investing if you haven’t – it doesn’t need to be big to start.
From 1 July 2026 the super contribution limit has increased – it’s now $32,500, will you salary sacrifice?
Take action with your partner, be a role model with for your kids.
Don’t forget to be realistic, set short term goals, and reward yourself for achieving them.
Automation helps too – it stops you from forgetting to do something.
Did you know an investing account be opened for as little as $200. Momentum and time make a difference.
Luke shares his thoughts on making the most of the new financial year.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/07/The-Strategy-Stacker-Luke-Talks-Money-03072026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

What are your financial new year resolutions? Can we help kick your goals?
What goals will you kick in the new financial year? Grow your super? Save and invest? Start planning for retirement? Remember you don’t need to do it alone. Make an appointment to meet with Luke if you need personal financial planning advice.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
17min
June 29, 2026Luke on 2CC – Superannuation Changes from 1 July 2026
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 26 June 2026 with 2CC’s Leon Delaney. The topic is: Superannuation Changes from 1 July 2026. In this episode Luke takes a deep dive into the changes to super starting in the new financial year which is just around the corner. By understand the changes, you can assess what your own financial opportunities are and set goals to make the most of them.
But before they dive into this week’s topic, they have a quick chat about the Socceroos vs Paraguay, and Australia advancing to the next stage.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
A new financial year is just around the corner, do you know about the changes?
Should SMSF’s be allowed to borrow money to buy residential property? You can’t anymore.
Council red tape removal might be a better way to help supply!
From 1 July 2026 you can make a concessional contribution of $32,500 (a tax-deductible contribution), it was previously $30,000.
From 1 July 2026 you can make a non-concessional contribution of $130,000 (no tax deduction), it was previously $120,000.
If you use the non-concessional bring forward rules, it means you can now get $390,000 into super in one go.
The Transfer Balance cap for those starting a pension becomes $2.1 million, previously $2 million. This gives you to have more money in a tax-free environment at retirement.
The Total Super Balance becomes $2.1 million, previously $2 million. This deals with how much money you can get into super.
Employee superannuation contributions now must be paid by employers every fortnight – so check your employer is meeting their obligations if you’re an employee.
Division 296 tax is an additional tax imposed on superannuation earnings for individuals with total super balances exceeding$3 million. This tax will come into effect on 1 July 2026 and applies to earnings earned during the 2026–2027 financial year and subsequent years.
Government co-contribution arranges into super are slightly rising too, check your eligibility if you’re earn less than $64,000 and meet the requirements, which include making a non-concessional contribution to your super.
The Small Business CGT Cap is increasing, which might be advantageous to small business owners who sell a business. It is complicated and there are rules, so seek advice. For the 2026-2027 financial year, the lifetime cap will be $1,935,000.
Luke shares his thoughts on making the most of your super –
https://www.envisionfinancial.com.au/wp-content/uploads/2026/06/The-Strategy-Stacker-Luke-Talks-Money-26062026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need advice to grow your super or start planning for your retirement?
Superannuation changes start from 1 July 2026. If you’re thinking about doing more with super, explore the changes in regard to your own situation. Remember you can seek advice if you need help with super and retirement planning. Start by making an appointment to meet with Luke.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
18min
June 22, 2026Luke on 2CC – Testamentary Trust: Prepare and protect for the next generation.
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 19 June 2026 with 2CC’s Leon Delaney. The topic is: What is a testamentary trust and how does it benefit the next generation if something was to happen to you. In this episode Luke takes a deep dive into this estate planning consideration. It’s a must listen if you have children.
But before they dive into this week’s topic, they talk about the amendments that are now being made from the Federal Budget announcements. Are these back flips? It’s definitely good news for all those that will benefit from the changes. The testamentary trust backflip is also a great outcome, and a great topic for this week’s podcast.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
What is a testamentary trust?
When do they come into effect?
What are the benefits of this trust for your beneficiaries?
There is a specific benefit for minors from a tax perspective.
What about blended families?
You must consult with experts, an estate planning lawyer is an essential party to use.
The deed of the trust is especially important.
Don’t dismiss the importance of a well written Will.
Luke shares his thoughts on setting up a testamentary trust.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/06/The-Strategy-Stacker-Luke-Talks-Money-19062026-1.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need advice to help your money grow and estate planning matters?
Have you considered using a testamentary trust in your Will? There are several benefits to using one and it can provide you with additional peace of mind that your loved ones will be looked after. If you need financial planning advice, make an appointment to meet with Luke.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). He can also talk to you about testamentary trusts and refer you to an estate planning expert if you need one. Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
16min
June 15, 2026Luke on 2CC – Exchange Traded Fund Explained: Is an ETF Right for You?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 12 June 2026. The topic is: Exchange Traded Fund (ETF) – Why could it be right investment for your portfolio? After you’ve set your goals and determined your risk profile, the next decision to make is what will you invest in? An ETF might be a suitable option for you. But as always, there’s a bit to consider before you buy any investment. In this episode Luke takes a deep dive into ETFs.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
What is an Exchange Traded Fund (ETF)?
What are the characteristics of an ETF?
What does an ETF cost?
What are the benefits of buying an ETF?
How do you buy an ETF?
How do you earn money from an ETF?
Are ETF’s good investment options for kids?
Liquidity and Exchange Traded Funds
How ETFs work in practice – they’re not all built the same!
Some super funds offer ETFs, some do not – you can buy them outside of your super too.
Luke shares his thoughts on ETFs as part of a diversified investment portfolio.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/06/The-Strategy-Stacker-Luke-Talks-Money-12062026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need advice to help your investments and super grow?
Are you looking at new investments or reviewing existing ones? An ETF might be part of your diversified portfolio. Make an appointment to meet with Luke if you need help with investment decision making to help you achieve your financial planning goals.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
20min
June 08, 2026Luke on 2CC – Buying an investment property: Is it still a good decision post budget 2026?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 5 June 2026. The topic is: Buying an investment property: Is it still a good decision? Last we spoke about the tax changes from the Federal Budget, and this episode continues that conversation from the perspective of a property investor.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
What’s the capital position that you can afford – depending on the type of property?
How much can or will you borrow when buying an investment property?
Banks are changing the way they look at loans for real estate.
Negative gearing may change your ability to pay back a loan.
What’s happening with interest rates right now and are you factoring in future rate rises?
How will you borrow – for a home or an investment and how it is structured to pay it off?
Do you have an offset account or a re-draw facility – they are not the same thing!
House or unit – there are differences when you start dealing with body corporates in a unit/apartment.
Don’t forget about land tax – it’s a big issue especially in the ACT.
There are stamp duty considerations too regardless of your state or territory.
If property was a good decision for you before the tax changes, is it still a good decision now?
Who is going to own it? You as an individual or couple or a structure like a trust or company?
Are there entry level properties? Perhaps you’re after a family home? Understand why are you buying it?
Can you afford it? Importantly, can you afford it under duress?
Luke shares his thoughts on buying a property in the post budget environment there’s a lot to consider.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/06/The-Strategy-Stacker-Luke-Talks-Money-05062026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need advice to help you consider your goals and investments?
Buying an investment simply for tax reasons is never the right investment decision. There’s a lot more to consider and it’s important you weigh up more than just tax implications. Seek financial planning advice and make an appointment with Luke if you need help. Without considering all aspects, you might end up regretting your investment.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
18min
June 01, 2026Luke on 2CC – Budget Tax Changes: What does it mean for you?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 29 May 2026. The topic is: Tax Budget changes – What does it mean for your situation? As promised in previous episodes, Luke is joined by Rhys Kyburz to talk about tax matters. Rhys is a Partner and Accountant at RSM Australia in Canberra. They specialise in tax and accounting matters, and Rhys is ideally placed to provide tax and accounting advice.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
The changes are proposed at this stage, not yet law.
Understanding how the changes will affect you is essential BEFORE you make important decisions.
Will the changes actually help young people to own to own a home?
What are the issues for existing investment property owners? The good news is you can still negatively gear these investments.
What are the issues for people who own shares and other assets outside of super? The new rules will apply to you too.
What are the issues for people with trusts? There might be a move to company structures.
Testamentary trusts are also caught up in the budget proposals. The government may not proceed with this, it’s deeply unpopular as it affects minors. It affects your estate planning and your Will if you have one included within it.
Capital Gains Tax rates – how would it work going forward? While there is an opportunity to change structures to avoid negative outcomes, stamp duty may still apply to real estate during the transfer if it’s charged by your state or territory government.
Luke shares his thoughts on these changes and what should you do.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/06/The-Strategy-Stacker-Luke-Talks-Money-29052026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Are you going to need advice to manage the budget and tax changes once they become law?
The proposed budget tax changes aren’t law yet, but they are causing concern in some quarters, especially those with investments including rental property. Make sure you understand the facts before making important decisions and seek advice if you need help to understand your options.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
You can also reach out to Rhys Kyburz at RSM Australia on 6217 0300 for your tax and accounting advice questions and needs.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
20min
May 25, 2026Luke on 2CC – Why having an adviser may SAVE you a fortune!
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 22 May 2026. The topic is: Why having an adviser may save you a fortune! We’re closing in on the end of May, the new financial year is just around the corner. In in this episode, Luke and Leon talk about the value of seeking expert financial advice to navigate complex issues like end-of-financial-year financial planning, tax deductions and estate management. Listeners are encouraged to avoid do-it-yourself mistakes and protect their long-term wealth with professional advice.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
The end of financial year is past approaching.
The value of professional advice – fundamentally helps you avoid do it yourself mistakes
Navigating budget proposals – there are things we know and things we don’t know – most people don’t have the time to dig deeply like an adviser does.
There are accounting and estate planning complexities too. Spending time with those professionals is as equally beneficial.
A financial planner can help you make the most of your opportunities.
Getting a professional team around you makes you more capable and more protected.
Why would you want to deal with Centrelink at retirement? A financial planner can help with that too.
Are you really going to compare super funds yourself? Most people don’t dig deep into how hard their retirement savings vehicle is working for them or compare other options.
Can you improve the way you do something with professional advice and good professionals around you?
Luke shares his thoughts about what to expect when working with professionals – it’s about making your life easier.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/05/The-Strategy-Stacker-Luke-Tallks-Money-22052026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need professional financial advice?
Financial planning is complex. Most people don’t deal with it every day, but an adviser does. Their knowledge and support can make a world of difference your own peace of mind. Make an appointment to meet with Luke if you need help.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
18min
May 18, 2026Luke on 2CC – The People You Have Around You
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 15 May 2026. The topic is: The people that you have around you. The company you keep matters and after this show you might pause and reflect on your own situation, what’s working well and what’s not.
You might have been expected the show this week to be about the Federal Budget. We promise those shows are coming, with insights and experts who can break down the issues in detail to help you assess how it might impact your own situation. Luke will also talk about financial planning opportunities and responses to changes.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
Life is complex, and at some point, you realise you can’t do everything by yourself.
Stick to your strengths, outsource the things you’re not good at.
Can you work with others to achieve your goals?
The problem with negativity and what it can do to you.
The power of positivity and what it can do for you.
The value of professional advice as part of the people around you.
It’s your choice, who will you take advice from?
The right mentality for success.
Luke shares his thoughts about the company you keep.
https://www.envisionfinancial.com.au/wp-content/uploads/2026/05/The-Strategy-Stacker-Luke-Talks-Money-15052026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need help to move forward positively with your financial future?
The company you keep matters. It isn’t just about the professionals you hire to help you move forward; it’s also about your social group too. More can be achieved through positivity. Negativity will slow you down and distract you from your goals – whatever they are! If you need financial advice make an appointment to meet with Luke.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
18min
May 11, 2026Luke on 2CC – Should I go back to work after I retire? What are my options?
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 8 May 2026. The topic is: Should I go back to work after I retire? What are my options?
It’s not uncommon for many early-stage retirees to rattle around the house and decide they’d like to go back to work – just a couple or a few days per week. It’s a conversation that Luke has with many of his clients after they’ve willingly given up full-time work. They are often bored, missing social interaction, want to stay mentally sharp and want to fund a few extra activities while they still have a capacity to earn.
Thank you for joining us live on 2CC, YouTube, Spotify or your favourite podcast streaming service for ‘The Strategy Stacker – Luke Talks Money’.
Key topics covered include:
What is a plan really?
Rattling around after retirement – Can you go back to work?
What are your retirement goals? Even golf may get to be hard work if you were doing it 5 days a week.
Want more money in your retirement? Is working 2 days a week (25k a year) easier than saving 500k?
There’s a misconception that you’ll pay too much tax if you go back to work after retirement – Luke gives an example.
Going back to work offers several benefits beyond income as well. Don’t dismiss the opportunity without exploring it.
Understanding what age 65 actually means in terms of super.
What is a recontribution strategy? Can I add money to super after I retire?
Live listener question: If you are on the Centrelink aged pension, can you go back to work?
Luke shares the key things to think about when asking should I go back to work after I retire?
https://www.envisionfinancial.com.au/wp-content/uploads/2026/05/The-Strategy-Stacker-Luke-Talks-Money-08052026.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need help to maximise your retirement or return to work plan in 2026?
Retirement plans can include a range of goals, including working to supplement your Centrelink Aged Pension or Your Pension from Super. If you need help to explore your options, make an appointment with Luke.
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your own goals and situation.
Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.
We look forward to your company again. Luke’s book Smart Money Strategy is out now.
...more
17min

FAQs about The Strategy Stacker - Luke Talks Money:

How many episodes does The Strategy Stacker - Luke Talks Money have?

The podcast currently has 534 episodes available.

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