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.

Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover:

👉🏼 paying HELP debt on overseas income

👉🏽 repatriating after many years overseas (US citizens vs non-US)

👉🏾 managing tax obligations whilst overseas

👉🏿 managing super and international pensions

👉🏻 investing, contributing to super & holding life insurance as an expat

👉 setting up a new super account and TFN whilst abroad

👉🏼 retiring in another country and tax on account-based pensions

👉🏽 choosing which country to be a tax resident of

👉🏾 visa and money requirements for different countries

👉🏿 managing currency risk when moving retirement money between countries

Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt

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.

Divorce and separation can be challenging at any stage of life, but the financial impact can be even greater when retirement is on the horizon. In this episode, Glen is joined by financial adviser and certified divorce coach Dominique Bergel-Grant to unpack the realities of "grey divorce" and what it means for your retirement plans. They touch on:

👉 what is 'grey divorce'?

👉🏼 what certification/study is needed to become a divorce coach

👉🏾 what it looks like to engage Dominique if considering divorce

👉🏿 helping clients navigate conversations with their partner

👉🏻 the first step for engaging Dominique

👉🏽 how can parents protect the family wealth in the event of their child's relationship breakdown?

👉 what if my partner is part of a family trust?

👉🏼 navigating different financial personalities in marriage

👉🏾 navigating divorce & estate planning as a couple without kids

👉🏿 Glen and Dominique's biggest advice for someone separating near retirement

Learn more at https://www.navigateyourdivorce.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.

Since November 1, Australia's aged care system had a major overhaul. Glen sits down with Nathan Fradley from Fradley Advice to cut through the acronyms and break down what families with aging parents actually need to know. They cover:

👉 why aged care doesn't start with a nursing home and the first step families should take

👉🏼 what does RAD actually mean?

👉🏽 the new November 1 rules

👉🏾 other aged care fees explained

👉🏿 what if only one parent needs to enter care?

👉🏻 the importance of sorting your power of attorney before there's a crisis

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 Q&A Glen James and financial adviser Nathan Fradley chat about:

👉 catch up concessional contributions: how they work and the $500k super threshold

👉🏼 can you withdraw from super to get under $500k and put it back in?

👉🏽 term deposits inside super: are they safe?

👉🏾 does the government's $250k bank guarantee apply inside super?

👉🏿 how much to keep in super? $1M in super + $500k in shares at age 55

👉🏻 reportable super contributions and the Centrelink income test

👉🏽 how the ATI (adjusted taxable income) add-back impacts eligibility for Centrelink benefits

👉 is it a red flag if an investment fund is closed to new investors?

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.

Thanks for listening to our 2026 Federal Budget show! You can watch it on Youtube here: https://www.youtube.com/@RetireRightAus. All filmed on Wednesday 13 May 2026

2.38 - Jim Chalmers - Treasurer

13.40 - Glen James and Vince Scully budget breakdown

47.23 - Allegra Spender (Ind.)

53.25 - Larissa Waters (Australian Greens Leader)

1 hr 4mins - Jane Hume (Deputy Leader of the Opposition (Lib.))

1hr 12 mins - Phil Coorey (Australian Financial Review)

1hr 24 mins - Patricia Karvelas (ABC Afternoon Briefing & Party Room / Politics Now podcasts)

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.