Prime Time with Bec Wilson

About 40 % of Aussie super funds are handing out cash bonuses at retirement, but each fund is handling it differently and it's important to understand HOW.  In this episode I chat to Anne Fuchs, Executive General Manager of Advice, Guidance and Education at The Australian Retirement Trust (or ART) to find out exactly how they're doing it.   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work. See omnystudio.com/listener for privacy information.

It’s the beginning of the new financial year, a clean slate for investors, funds and the economy. What really matters to Prime Timers is how they are going to hit their income and growth targets this year, and whether that’s possible. So joining me for the first week of the new financial year is one of Australia’s most well-known and well-respected economists, Shane Oliver Chief Economist at AMP, to talk us through his read on the year just ended and his outlook for 2024/25 and beyond. Highlights of the conversation: Unexpected positives and one thing to watch The past financial year turned out better than most economists expected. Shane explains why. The one area of concern that investors should keep an eye on. The outlook for Australian equities is strong: Shane shares his insights into where growth is expected and where slowdowns might occur over the next 1-5 years. Geo-political impact. What to expect with inflation and interest rates and how to protect your savings and investments.  Balancing income and growth. Tips on how to grow your wealth by taking calculated risks. Legislation and policy changes. Australian housing market: How the housing market is faring, and what changes to immigration, construction and the housing economy means for Prime Timers considering downsizing or using home equity release schemes. Travel and the Aussie dollar: Predictions for the Australian dollar and the best travel destinations to get more bang for your buck. Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work.   See omnystudio.com/listener for privacy information.

Giving or loaning money to your kids may make a lot of sense financially, BUT there can be hidden costs.  In this episode, I speak to Brian Herd, partner of the Estates and Succession team at HopgoodGanim Lawyers, about the pitfalls of WILLS and ESTATE planning, especially when it comes to working out what's best for your OWN retirement, and ensuring your kids' future. See omnystudio.com/listener for privacy information.

Exchange Traded Funds, or ETF's, have been the investment BUZZWORD for a while now - especially in the world of financial influencers on social media. But ETF's aren't just for Gen Z and the FinFluencers on TikTok.  In this episode I chat to Senior Financial Advisor David Lane to find out exactly what an ‘ETF’ is, how the use of ETFs has revolutionised investing and HOW those in their Prime Time, or already in retirement, can use ETFs to their advantage. See omnystudio.com/listener for privacy information.

A special episode for the ladies. I chat to leading female health and menopause expert Dr. Ginni Mansberg to dispel the myths around Hormone Replacement Therapy.  We break down the latest science in the area, who can benefit from the treatment and how it could change your life for the better.  Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work. See omnystudio.com/listener for privacy information.

In this episode, I chat to financial planner and expert in retirement wealth management Jamie Nemtsas, to uncover his essential and PRACTICAL rules of investment.  Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work.   See omnystudio.com/listener for privacy information.

Mike Chesworth is a truly epic retiree. He's had a full and rewarding career, but the fun really started when he stepped down from his 9-5 and started exploring other things in life. In this episode, Mike Chesworth shares some of his more epic adventure stories, how he ended up following his passion at University, how he embraces this new phase of life and practical tips on how to get there.  Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work. See omnystudio.com/listener for privacy information.

The End of Financial Year is just around the corner, so I catch up with Financial Planner Paul Benson to find out everything you need to know before June 30th.  We discuss:  The most common mistakes people make at this time of year, and how to avoid them Catch up contributions What property investors need to know  How to maximise tax savings  Super contributions Explaining the stage three tax cuts   Concessional caps The bring forward rule Changes & updates that people need to be aware of before the financial year closes Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work. See omnystudio.com/listener for privacy information.

I've waded through the Federal Budget and made a summary of everything that will impact you. None of the noise, none of the nonsense, just the facts. Joined by program producer Genevieve Rule.   See omnystudio.com/listener for privacy information.

In this episode, I speak to Jo Peck, author of the candid memoir, 'Suddenly Single at Sixty'. Not long after Jo's 60th birthday, her husband drops a bombshell—he’s leaving her for a (much) younger woman. Jo is shocked and heartbroken that the life she’d worked towards, has gone up in smoke. In this interview, Jo details the journey of personal growth which led to her rebuilding her life, making it clear that life does NOT end at 60.   Follow us on social media and via email Get in touch with Bec here: Bec@primetimers.net You can find the podcast:  @Primetimepod on Instagram @Primetime_podcast on Facebook Sign up for the Primetimers Newsletter at www.primetimers.net  - Get our newsletter with detailed podcast notes sent directly to your inbox every week plus all our helpful articles and updates.  Or follow and learn more about Bec Wilson @becwilsonepic on Facebook @epicretirement on Instagram  Or read her syndicated column in Nine Newspapers (The Sydney Morning Herald and The Age) each week here Nearing retirement?  Join the Retirement Dreaming: Epic Retirement Facebook Group Sign up for the Epic Retirement weekly newsletter at epicretirement.net  Get Bec Wilson’s bestselling book How to Have an Epic Retirement to learn about the six pillars of an epic retirement as you approach and prepare for your future retirement years. Now available - order here Visit Bec’s website at epicretirement.com.au to learn more about her work.   See omnystudio.com/listener for privacy information.