In this episode of the SUPERmen Podcast, Lionel O'Mally and Matt McCabe share real client stories that highlight the power of strategic financial advice and smart superannuation planning.

From superannuation and tax planning to retirement income, Centrelink considerations, and real client experiences, they unpack practical ways to make smarter financial decisions and get more out of the opportunities available.

The conversation also explores why personalised advice matters, how small adjustments can create significant long-term outcomes, and the importance of having a plan before retirement arrives.

🎙️ Whether you're years away from retirement or already thinking about your next chapter, this episode is packed with insights to help you make more informed financial decisions.

Lionel O'Mally

https://www.purposeplanning.com.au/

https://bunniesmonies.com.au/

Matthew McCabe

https://newcastleadvisors.com.au/

https://newcastleadvisors.com.au/downsizers-australia/

https://newcastleadvisors.com.au/claim-strong/

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

Welcome back to the Superman Podcast with Lionel O’Mally and Matt McCabe. In this episode, the boys unpack new ASIC research exposing Australia’s growing retirement readiness crisis and what it reveals about the way Australians are planning — or avoiding planning — for retirement.

They dive into the key findings from ASIC’s survey of 2,065 Australians aged 45–75, including the alarming gap between people who know when they want to retire and those who actually have a strategy in place. Lionel and Matt discuss why your 50s are such a critical stage for retirement planning, the importance of having a “10-year runway,” and why so many Australians still feel financially unprepared for retirement.

As always, Lionel and Matt keep it real — sharing honest opinions, practical strategies, and conversations based on real client experiences from the frontlines of retirement advice in Australia.

If retirement is on your horizon, or you simply want more confidence around your financial future, this episode is packed with insights to help you start planning smarter.

Lionel O'Mally

https://www.purposeplanning.com.au/

https://bunniesmonies.com.au/

Matthew McCabe

https://newcastleadvisors.com.au/

https://newcastleadvisors.com.au/downsizers-australia/

https://newcastleadvisors.com.au/claim-strong/

Lionel O'Mally

https://www.purposeplanning.com.au/

https://bunniesmonies.com.au/

Matthew McCabe

https://newcastleadvisors.com.au/

https://newcastleadvisors.com.au/downsizers-australia/

https://newcastleadvisors.com.au/claim-strong/

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

In this episode, Lionel & matt unpack a series of proposed government changes impacting superannuation, housing affordability, capital gains tax and negative gearing, and explain why many Australians may not realise the real consequences until it is too late.

The boys dive deep into concerns around proposals to automatically move superannuation accounts into pension phase at age 65, highlighting how this could unintentionally hurt retirees, disabled Australians, and people strategically using accumulation accounts to protect Centrelink benefits and long term financial flexibility.

Lionel and Matt also tackle the housing affordability debate, questioning whether politicians truly understand the real world impact of their policy decisions. From taxing empty rooms, immigration pressures, downsizing incentives and negative gearing changes, to rising interest rates crushing borrowing capacity, the conversation gets honest very quickly.

The episode also includes real client examples showing how strategic financial planning can legally reduce capital gains tax, including one case study that saved a client approximately $40,000 in tax through careful use of super contributions and tax planning strategies.

This is a raw and practical conversation about policy, politics, retirement and money, without the political spin.

Lionel O'Mally

https://www.purposeplanning.com.au/

https://bunniesmonies.com.au/

Matthew McCabe

https://newcastleadvisors.com.au/

https://newcastleadvisors.com.au/downsizers-australia/

https://newcastleadvisors.com.au/claim-strong/

Lionel O'Mally

https://www.purposeplanning.com.au/

https://bunniesmonies.com.au/

Matthew McCabe

https://newcastleadvisors.com.au/

https://newcastleadvisors.com.au/downsizers-australia/

https://newcastleadvisors.com.au/claim-strong/

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