This week on the SUPERmen Podcast, Lionel and Matt break down the latest SMSF borrowing changes, discuss when buying property through super may or may not make sense, and explain why getting the right financial advice matters.

They also share real client stories, practical retirement strategies, and lessons from Die With Zero—exploring how to make the most of your retirement while you're still able to enjoy it.

In this episode:

• The latest SMSF borrowing changes
• Property investing through super
• Transition to Retirement strategies
• Real client conversations and retirement insights
• Why retirement is about more than just building wealth

🎙️ Listen now to the latest episode of the SUPERmen Podcast.

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 of the SUPERmen Podcast, Lionel and Matt dive into some of the most common questions Australians ask when planning for retirement.

Using real client conversations and practical examples, they explore how the right superannuation strategy can create clarity, confidence, and greater financial freedom. The discussion covers the power of compound interest, investment performance, retirement timing, contribution strategies, and the decisions that can have a lasting impact on retirement outcomes.

The episode also looks at some of the challenges people face when transitioning into retirement, from balancing work and lifestyle choices to understanding the opportunities available within the superannuation system.

Whether you're years away from retirement or actively planning your next chapter, this episode offers valuable insights into building confidence around your financial future.

🎙️ Topics discussed:

• The power of compound interest and long-term wealth creation

• How investment performance can influence retirement outcomes

• Common retirement planning questions and decisions

• Super contribution opportunities and strategies

• Real client conversations that changed retirement outlooks

• Why financial confidence starts with understanding your options

Listen now to the latest episode of the SUPERmen Podcast.

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 of the SUPERmen Podcast, Lionel and Matt discuss some of the biggest developments currently shaping Australia's superannuation and retirement landscape.

The conversation covers the growing trend of Australians moving money out of industry super funds, the opportunities and responsibilities that come with SMSFs, and the costly mistakes people can make when managing their own retirement savings. They also explore the importance of insurance inside super, common traps that can leave Australians underinsured, and why having a clear investment strategy matters.

The episode also dives into Age Pension and Centrelink strategies, including ways retirees can maximise their entitlements and gain greater confidence heading into retirement.

Most importantly, Lionel and Matt share why retirement planning is about more than just building wealth. They discuss the concept of "memory dividends", making the most of your healthy years, and why creating meaningful experiences with family and loved ones can be just as important as growing your super balance.

Whether you're building your retirement savings, considering an SMSF, approaching retirement, or already retired, this episode is packed with practical insights and real-world lessons from the front line of financial advice.

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.