Retire Right

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:👉 when should you start changing your investing strategy and asset allocation in super as you approach retirement?👉🏼 managing sequencing risk👉🏽 when's the right time to start drawing down on your investments?👉🏾 how much money do you need to live on? 👉🏿 managing money when entering a new relationship later in life👉🏻 wrap accounts, master trusts and having your super managed by a financial adviser👉 FAQ - how can I maximise the age pension benefits?👉🏼 changing your retirement mindsetIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Let's chat about super and the age pension as you approach retirement! Glen and Martin McGrath from Financial Edge Group unpack:👉 when can you access the age pension and super👉🏼 considerations for having a mortgage👉🏽 income thresholds👉 how much can you put in super👉🏾 concessional vs non concessional contributions👉🏿 accumulation and pension phase explained👉🏻 who receives your super after death👉 common fears around "I don't trust super"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.🏡 Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Thinking about chatting to a financial adviser about your retirement planning? Martin McGrath is a retirement adviser and in this episode he shares the ins and outs of what you might expect when you book that first meeting through to what happens after. Want to start the process of speaking with an adviser? Head to: https://www.retireright.com.au/get-help🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money. Hosted on Acast. See acast.com/privacy for more information.

How can you start to retire today? Today's episode touches on retirement planning and getting a head start on the things you want to do in retirement. Financial planner Eric Brotman and author Emily Guy Birken join Glen on this episode of retire right which touches on: 👉 the history of retirement as a concept and redefining it in a modern age 👉🏾 the psychology behind having a 'retirement age' - is it a fallacy?👉🏻 having an abundance vs scarcity money mindset👉🏽 starting to change your habits, behaviours and mindset before you reach retirement👉🏿 creating a satisfying life no matter where you’re at in life📘 The 5 Years Before You Retire: Retirement Planning When You Need It the Most by Emily Guy BirkenGet it on Amazon: https://amzn.to/3DWfE8t📘 Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age by Eric BrotmanGet it on Amazon: https://amzn.to/3G4afPx🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money. Hosted on Acast. See acast.com/privacy for more information.

Welcome to Retire Right! In our very first episode Glen James sits down with Professor Jo Earl who's a Professor in the Psychology Department at Macquarie University and an Executive Member of the Centre for Ageing, Cognition and Wellbeing. Glen and Jo chat about some of her research which focuses on pre and post retirement planning and helping people transition and adjust to retirement. The episode touches on:👉 how the retirement landscape in Australia has evolved👉🏼 common fears that people have when it comes to retiring👉🏽 6 important areas for a holistic retirement plan👉🏾 goal setting👉🏿 preparing to transition during your working life👉🏻 downsizing and changing accomodation👉 supporting aging parentsLearn more about Prof. Jo's research HERE.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money. Hosted on Acast. See acast.com/privacy for more information.

November 2022 Hosted on Acast. See acast.com/privacy for more information.