So you’re retired, what now?

In this episode of the Friends with Money podcast, Money’s Michelle Baltazar is joined by Adam Nettheim, chief customer officer at Commonwealth Superannuation Corporation (CSC). They discuss the transition from traditional retirement planning to a more holistic approach, integrating both digital and human elements, early retirement coaching, and understanding the continuum of retirement.

They also explore the importance of financial and emotional preparedness, the role of super funds as retirement partners, and practical advice for current and future retirees.

00:56 Exploring global retirement trends

03:18 Retirement planning for Australians

06:21 Becoming a retirement partner

11:54 Practical tips for a successful retirement

Links: worldometers.info

#friendswithmoney #michellebaltazar #adamnettheim #retirement

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*Proudly brought to you by Commonwealth Superannuation Corporation (CSC)

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The current stock market is turbulent – what's the smartest way to safeguard your investments?

In this week's episode of the Friends With Money Podcast, Money Magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times.

They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold. They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt.

00:00 Friends with Money podcast open

00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners

01:23 Market uncertainty and volatility

02:15 Recession forecasts and portfolio rebalancing

06:37 Defensive assets and fixed income

09:37 Exploring private debt and credit strategies

11:04 Australian equities and property investments

14:47 Currency considerations and final advice

17:45 Recap and closing remarks

#friendswithmoney #michellebaltazar #julianarajkovic #stockmarket

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On this episode of the Friends With Money podcast, we tackle the confusing world of superannuation fees.

Money's Michelle Baltazar talks with Daniel Shrimski from Vanguard Australia about how a lack of transparency and awareness around these fees can hurt people’s retirement savings.

Shrimski shares practical tips and provides an example on how to potentially save $1,500 each year on fund fees.

00:00 Introduction

00:20 Understanding superannuation fees

00:58 Guest introduction: Daniel Shrimski

01:53 Vanguard Australia's role in superannuation

02:06 The fund with 50 million investors

03:08 The six types of super fees

06:57 Reading your superannuation statement

09:00 Pushing for transparency

11:51 Are you overpaying?

14:00 The average super fund fee

15:31 Conclusion and final thoughts

#friendswithmoney #michellebaltazar #danielshrimski #supersavings

Links:

YourSuper Comparison Tool

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Email Us: podcast@moneymag.com.au

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*Proudly brought to you by Vanguard Australia

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