Glen James is joined again by Justin Bott, Community Information Officer at Services Australia for a deep dive into:

👉 5 common misunderstandings about Centrelink & the age pension

👉🏼 the Home Equity Access Scheme (HEAS) and how it works

👉🏽 is my pension affected if my adult kids still live at home and pay board or rent?

👉🏾 Centrelink and international pensions

👉🏿 retiring overseas and age pension eligibility

👉🏻 coming home to retire in Australian and age pension eligibility

👉 applying for the age pension while closing a business

👉🏼 organising an aged care assessment for a parent or loved one

Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

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: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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

This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover:

👉🏿 the SpaceX IPO

👉🏻 a review of the ASX 200 and S&P 500

👉 a sector-by-sector breakdown of what's actually been happening under the hood

Learn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus

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: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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

In this "what would Glen do" episode, Glen sits down with Sue who is 54 for a retirement health check following her husband's sudden passing. They touch on:

👉 Sue's financial snapshot

👉🏼 Glen's sound financial house framework

👉🏽 savings, super & housing situation

👉🏾 car situation

👉🏿 Sue's share portfolio

👉🏻 considerations - helping kids & grandkids & should Sue get solar on the house?

👉 what would Glen do?

Need a system to manage your money? Check out the free Glen James Spending Plan

6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright

This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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