Recent Episodes
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322 understanding WRAP accounts for wealth accumulation & retirement
Jun 4, 2025 – 1:02:58 -
321 selling your investment property? how to slash your tax bill using super
May 28, 2025 – 38:51 -
320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (real case study)
May 21, 2025 – 38:02 -
319 resigning at 60 to access super early + nerd out on super components (preservation, taxable, non-taxable, ESPs)
May 14, 2025 – 40:38 -
318 rethinking retirement: structure, purpose and smart money moves
May 7, 2025 – 35:39 -
317 is there a death tax, recontribution strategy pitfalls & downsizer contributions
Apr 30, 2025 – 48:32 -
316 income streams & annuities in retirement
Apr 23, 2025 – 41:29 -
315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old
Apr 16, 2025 – 45:11 -
314 what to do when markets suddenly fall & you want to retire soon
Apr 6, 2025 – 1:04:12 -
313 how long will your retirement savings actually last?
Apr 2, 2025 – 36:40 -
2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup
Mar 26, 2025 – 1:02:45 -
312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more)
Mar 19, 2025 – 51:24 -
311 deep dive: aged care & changes from 1 July
Mar 12, 2025 – 51:23 -
310 making $500K last before accessing super, super tax deductions & shifting to defensive assets
Mar 5, 2025 – 56:30 -
309 deep dive: lifestyle villages vs retirement villages
Feb 26, 2025 – 1:04:30 -
308 retiring overseas, small business and super, selling land + more
Feb 19, 2025 – 45:12 -
307 here is a good way to F up money (family loans + estate planning case study)
Feb 12, 2025 – 26:42 -
306 superannuation investments & asset allocation either side of retirement (with an economist)
Feb 5, 2025 – 46:05 -
305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more
Jan 29, 2025 – 40:19 -
304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)
Jan 23, 2025 – 42:42 -
304 we packed up and hit the road: our caravan adventure across Australia
Jan 22, 2025 – 50:46 -
303 property strategies for retirement (downsizing, sidesizing, renting & investing)
Jan 15, 2025 – 44:29 -
302 retirement planning & strategies for singles + a $2M portfolio
Jan 8, 2025 – 31:23 -
301 retiring before 60, structuring property ownership, CGT strategies + more
Jan 1, 2025 – 40:53 -
245 money, retirement & investing risks + how to mitigate them
Dec 25, 2024 – 1:04:28 -
244 do I need a financial adviser, inheriting shares & tax + testamentary trusts
Dec 18, 2024 – 27:58 -
243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?
Dec 11, 2024 – 35:18 -
242 protecting your most valuable asset
Dec 4, 2024 – 36:12 -
241 super strategies to help women achieve financial security
Nov 27, 2024 – 44:02 -
240 life insurance (when to cancel, inside vs outside super, claiming + more)
Nov 20, 2024 – 47:01 -
239 mortgage broker Q&A (home loans for over 60, parental guarantees, knock-down rebuild loans + more)
Nov 13, 2024 – 40:25 -
238 tax inside superannuation & aged care changes
Nov 6, 2024 – 41:34 -
237 selling an investment property, renovating at age 60, younger spouse + cash out leave or not
Oct 30, 2024 – 35:08 -
236 elder abuse: what are the signs & what to do
Oct 23, 2024 – 52:28 -
235 a hitchhiker's guide to retirement
Oct 17, 2024 – 59:15 -
234 how much do you need to retire?
Oct 9, 2024 – 32:24 -
233 smart ways to help your kids financially or into their first home
Oct 2, 2024 – 55:30 -
232 pay off mortgage or put in super, tax-free retirement income, finding purpose in retirement + more
Sep 25, 2024 – 39:48 -
231 when to cancel life insurance, balanced vs. high growth super options, bring forward contributions + more
Sep 18, 2024 – 48:01 -
230 superannuation income & medicare levy, switching investments close to retirement, the best industry fund, sale of a property + more
Sep 11, 2024 – 41:38 -
229 wwgd: Jen's financial health check as she approaches retirement
Sep 4, 2024 – 48:47 -
228 centrelink for different spouse ages, tax on inheritance of shares & property, managing retirement income + more
Aug 28, 2024 – 41:08 -
227 economic update with Gemma Dale (inflation, investing, interest rates)
Aug 21, 2024 – 52:53 -
226 the cost of financial advice, mindset & psychology + retirement planning
Aug 14, 2024 – 59:03 -
225 when a spouse passes away in retirement
Aug 7, 2024 – 35:49 -
224 transition to retirement pension
Jul 31, 2024 – 33:12 -
223 key strategies to maximise your age pension benefit
Jul 24, 2024 – 38:39 -
222 inheritances & the intergenerational wealth transfer
Jul 17, 2024 – 56:15 -
221 receiving an inheritance later in life
Jul 10, 2024 – 32:51 -
220 is self-managed super right for you + the pros & cons of SMSF
Jul 3, 2024 – 39:33
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