Listen and Enjoy Now
Episode 139: New Aged Care Rules 2025
On 12 September 2024 the Government responded to the Aged Care Taskforce and introduced the Aged Care Bill 2024 into Parliament.
The aged care reforms will make significant changes to the cost of residential aged care and home care from 1 July 2025.
Shaun Ganguly is the founder of Aged Care Financial Planning specialising in Aged Care Financial Advice.
Episode 138: Gen Z - Start them strong with Super
Do you have a Gen Z child (or adult)?
It is likely that Superannuation will be a vital and large component of their wealth in 30,40,50 years' time. However, there is a very large segment of Gen Z that haven't engaged with their Super at all.
Episode 131: Investment Risk & Economic Seasons
'Successful investing is about managing risk, not avoiding it'
The world is going through a huge phase of adjustment right now. It might feel like a dangerous time and you might feel unsafe being exposed to any perceived or real 'risk'.
Episode 130: Guiding the ‘Sandwich Generation - 50’s & 60’s
The Sandwich Generation refers to those in their 50's and 60's who are 'sandwiched' between their young adult children on one side and their ageing parents on the other.
Just when they thought life might have been getting easier, they find themselves with a lot to think about - including their own retirement!
Episode 129: Retirement & Ethical Investing
"I am interested in Ethical Investing but it's too late for me".
As a financial adviser, I have heard this comment made many times. As you approach retirement you might wonder if its a reckless move to realign your investment values in the latter stages of your working career (or perhaps even once retired).
Episode 128: Superannuation Strategies
This episode is week 2 of two episodes discussing Superannuation fundamentals and strategies.
Award-winning financial adviser Sacha Burchgart joins Tim and this week they explore some of the great strategies available within Superannuation.
Episode 127: Superannuation Fundamentals
This episode is week 1 of two episodes discussing Superannuation fundamentals and strategies.
Award-winning financial adviser Sacha Burchgart joins Tim and this week they do a "crash course" in some of the fundamentals of Superannuation.
Episode 56: Superannuation Spring Clean
Only 40% of people actually engage regularly with their Super. It is likely that you have just received or about to receive your annual Super Statement. Did you look at the statement?
Episode 51: Death, Super and creating Certainty
Most of us have Superannuation. In fact for many it is one of our largest liquid assets.
But how is this asset paid out when you die?
Have you even made a nomination with your fund and is it valid?
Peter Treseder is the Education Manager with one of Australia's largest super funds - Australian Super.
Episode 26: Ditch the FOMO
FOMO - "anxiety that an exciting or interesting event may currently be happening, often aroused by (social) media"
Last year was a rollercoaster of emotions and a very volatile time. Panic was common. For many, the repair of their businesses or their lives is still a work in progress.
Episode 25: Superannuation - Its your system
The Superannuation system in Australia is not perfect, but it is still better than most.
Yet there are still many of us that don't make the most of OUR system. And some are not on a "level playing field" when it comes to accessing OUR system.