All Episodes

419 The latest retirement figures unpacked

418 Can AI replace your financial adviser, how much do you need to retire + more

417 The three types of financial advice & why it costs what it does

416 What to ask to avoid bad financial products & why some funds collapsed

415 Super strategies at 65, moving back to Australia for the pension & borrowing to invest

414 Investment bonds: the 125% rule, tax-free access & when to use them

413 TTR or not, timing contributions, JobSeeker rules & death benefit pensions

412 Annuities explained: how they work, Centrelink boosts & retirement income

411 Smart or risky? Is this Uber driver's retirement plan genius or a disaster?

410b How to thrive in your 50's, 60's and beyond

410 Transition to retirement (TTR) pensions and strategies

409b War in the Middle East: what to do with your retirement savings

409 When to reduce life insurance, why price can't be the main driver, self-insuring, claims + more

408 Retiring before 65, super vs shares at 60, contribution decisions and buying a caravan

407 Bucket strategies, market crashes, super risk levels & does property beat super in retirement?

406 Centrelink assets, market volatility, comparing super funds, paying off the mortgage + more

405 Die with zero and the mental shift required from saving to spending

404 Investing in property after age 50: lending rules, risk, cash flow & super traps

403 Living, moving or want to retire overseas? investing, super and tax as an Aussie expat

402 Rent or buy during retirement (a real case study)

401 The ultimate pre-retirement checklist

351 private credit, investing for kids & moving shares into super (with Gemma Dale)

350 super: reversionary pensions, pay off mortage or salary sacrifice, downsizer vs non-concessional + more

349 bucket strategy explained: super drawdown & investment allocation

348 Centrelink traps to avoid in retirement (Q&A with Justin Bott from Services Australia)

347b dying well: planning, caregiving & facing death with dignity

347 age pension updates, deeming rises, concession cards & the work bonus explained

346 retiring with multiple properties (a real retirement case study)

345 retiring when you own a business: selling, tax, super and income strategy (a real case study)

344 we don’t need a financial adviser! (a real retirement case study)

343 retirement was never the goal, what Warren Buffet told him & navigating change (former CEO of 7-Eleven & Blockbuster)

342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more

341 changes coming to the $3m super tax + big super fund wait times (Glen and Vince live from Sydney SXSW)

340 money habits, marriage & making retirement work (with Joe Saul-Sehy live from Fincon)

339 aged care case study: costs, funding strategies & changes from 1 Nov 2025

338 how much do you need to retire in Australia?

337 granny flat provisions explained: Centrelink rules, risks & case study

336 timing the market, inheriting property & CGT, 6-year rule refresh & transfer balance caps

335 Centrelink work bonus test, member directed super options, partner that’s 7 years younger + more

334 productivity roundtable, tax, housing, intergenerational wealth + more with Allegra Spender

333 selling inherited shares, share brokerage terms, non-concessional contribution vs mortgage, downsizing property to super + more

332 age pension deep dive - living on the pension (part 2)

331 age pension deep dive - getting ready to claim (part 1)

330 money in your 70's: simplify, optimise, enjoy

329 money in your 60's

328 money in your 50's

327 is my money safe with a super fund or financial adviser?

326 the key changes from 1 July 2025 and how they impact you

325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more

324 when to cancel life insurance, do I still need it, how much do I need + more

323 how the $3m super tax works and when it may impact you

322 understanding WRAP accounts for wealth accumulation & retirement

321 selling your investment property? how to slash your tax bill using super

320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (real case study)

319 resigning at 60 to access super early + nerd out on super components (preservation, taxable, non-taxable, ESPs)

318 rethinking retirement: structure, purpose and smart money moves

317 is there a death tax, recontribution strategy pitfalls & downsizer contributions

316 income streams & annuities in retirement

315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old

314 what to do when markets suddenly fall & you want to retire soon

313 how long will your retirement savings actually last?

2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup

312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more)

311 deep dive: aged care & changes from 1 July

310 making $500K last before accessing super, super tax deductions & shifting to defensive assets

309 deep dive: lifestyle villages vs retirement villages

308 retiring overseas, small business and super, selling land + more

307 here is a good way to F up money (family loans + estate planning case study)

306 superannuation investments & asset allocation either side of retirement (with an economist)

305 avoiding CGT on property? accessing super while still working, growth or defensive in retirement + more

304b caravanning Q&A (what to do with your home, long service leave, budgeting for trip costs + more)

304 we packed up and hit the road: our caravan adventure across Australia

303 property strategies for retirement (downsizing, sidesizing, renting & investing)

302 retirement planning & strategies for singles + a $2M portfolio

301 retiring before 60, structuring property ownership, CGT strategies + more

245 money, retirement & investing risks + how to mitigate them

244 do I need a financial adviser, inheriting shares & tax + testamentary trusts

243 investment bonds, transfer balance cap, invest inside or outside of super + is super safe?

242 protecting your most valuable asset

241 super strategies to help women achieve financial security

240 life insurance (when to cancel, inside vs outside super, claiming + more)

239 mortgage broker Q&A (home loans for over 60, parental guarantees, knock-down rebuild loans + more)

238 tax inside superannuation & aged care changes

237 selling an investment property, renovating at age 60, younger spouse + cash out leave or not

236 elder abuse: what are the signs & what to do

235 a hitchhiker's guide to retirement

234 how much do you need to retire?

233 smart ways to help your kids financially or into their first home

232 pay off mortgage or put in super, tax-free retirement income, finding purpose in retirement + more

231 when to cancel life insurance, balanced vs. high growth super options, bring forward contributions + more

230 superannuation income & medicare levy, switching investments close to retirement, the best industry fund, sale of a property + more

229 wwgd: Jen's financial health check as she approaches retirement

228 centrelink for different spouse ages, tax on inheritance of shares & property, managing retirement income + more

227 economic update with Gemma Dale (inflation, investing, interest rates)

226 the cost of financial advice, mindset & psychology + retirement planning

225 when a spouse passes away in retirement

224 transition to retirement pension

223 key strategies to maximise your age pension benefit

222 inheritances & the intergenerational wealth transfer

221 receiving an inheritance later in life

220 is self-managed super right for you + the pros & cons of SMSF

219 the value of a financial adviser

218 couples with different ages

217 preparing to retire in 3-6 months (money, mindset and practical tips)

216 pay off mortgage vs top up super, long service leave, re-contribution strategies + more

215 estate planning essentials

214 downsizing the family home

213 tax in retirement

2024 federal budget & what it means for you

212b how to avoid financial scams online

212 defined benefit pensions

211b how to get cashback & how it works with Grow My Money

211 upcoming rule changes to super

210 what are annuities and when are they useful in retirement planning?

209 investing for grandkids (investment bonds)

208 aged care

207 insurance after the age of 50

206 the Centrelink age pension

205 superannuation deep dive

204 property in retirement

203 superannuation pension deep dive

202 key ages for those looking to retire

201 starting a business at age 63

growing your super, tax saving strategies + what you must know before age 67

how to retire right

superannuation beneficiaries & reversionary pensions

what is your retirement number?

drawn down strategy, changing asset allocation, maximising age pension benefits + more

the age pension and super in retirement 101

meeting with a financial adviser for the first time

creating new habits and changing before you have to

the psychological side of retirement planning (with Prof. Joanne Earl)

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