エピソード

  • Episode 31 Retirement Village Exit fees impacting your aged care choices
    2025/04/30

    We explain in simple terms, why you need to consider the financial arrangements surrounding retirement villages and aged care costs. The bottom line here is that retirement Village homes are NOT a property investment and I am yet meet someone who exited a traditional retirement village setup who didn't lose a lot of money.

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    8 分
  • Episode 30 The issue with unlisted assets in super.
    2025/04/16

    Heavily used by Industry super funds, we explain the potential pitfalls for someone approaching retirement with a super fund, heavily exposed to unlisted assets. In the current market turmoil, there's a risk the amount you think you have in super, is actually less. How to avoid a "correction" just when you're about to retire.

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    10 分
  • Episode 29 Comprehensive overview of Aged Care and the major changes to apply from July 1, 2025.
    2025/04/09

    This meaty episode provides an overview of how the system works and how you can get better bang for your buck if you're using a Government funded home care package.

    We also explain how for some, the estate they leave to their loved ones could be considerably sell under the new rules and why putting Mum or Dad into aged care before June 30 (if they are ready) could be a very sound financial decision.

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    19 分
  • Episode 28 ABC Nightlife Finance with Nick Bruining & Phillip Clark
    2025/04/02

    In this episode we chat about markets, Super, Tax, Death Benefits, Centrelink and answer questions from callers all over Australia.,

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    50 分
  • Episode 27 Federal Budget Analysis with ABC Radio's Nadia Mitsopoulos
    2025/03/26

    Live radio on the ABC Mornings Statewide program, after the budget, where we explain what's happened and take listener's calls.

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    26 分
  • Episode 26 Market Turmoil ! What NOT to do and why you might get more from Centrelink.
    2025/03/19

    With some share-markets now in "correction" territory, we explain what you shouldn't do in times like this. We provide some solid reasons why you should still sleep tonight and what to do later, when things improve.

    For seniors, a special trick that could see you getting more money form Centrelink, thanks to the drop ! Incredible, but true. We explain why and what to do.

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    11 分
  • Episode 25 Centrelink March '25 Rate Increases- many more now qualify
    2025/03/12

    Centrelink payment rates increase on March 20 with a spin off effect in that many more senior Aussies will now qualify for a part-pension for the first time. That's because the upper means test cut-off thresholds increase. A must listen for those in or contemplating retirement in the next few years.

    https://www.netplan.com.au/articles/centrelink-benefits-increase-from-march-20-2025


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    11 分
  • Episode 24 UK State Pensions for Aussies
    2025/03/05

    If you ever worked in the UK, this is a must listen. The UK State Pension is a non mean-tested benefit which really is, money for jam. Backed by His Majesty's Government, learn how a modest outlay generates an effective return of at least 38 percent for life. A must for those who worked there - or your British mates.

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    12 分