Episodes

  • 343 retirement was never the goal, what Warren Buffet told him & navigating change (former CEO of 7-Eleven & Blockbuster)
    Oct 29 2025

    Former 7-Eleven and Blockbuster CEO Jim Keyes joins Glen live from SXSW to share stories from leading two of the world’s most recognisable companies, the lessons that came from collapse, and his “three C’s” for success - change, confidence and clarity.


    👉🏾 what retirement means to Jim & why he thinks it’s outdated

    👉🏿 the idea of education is freedom and learning as compounding interest

    👉🏻 leaving 7-Eleven, identity crisis & going to art school in Florence

    👉 why he took on the CEO role at Blockbuster

    👉🏼 myths about Blockbuster vs Netflix and what really caused the collapse

    👉🏽 Buffett’s advice that helped Jim re-frame failure as part of the game

    👉🏾 the meta skills (three C’s) that have fuelled Jim's success

    👉🏿 how fear limits potential and how to re-train your brain to embrace risk

    👉🏻 Jim shares his thoughts on writing Education Is Freedom


    Sorry for the sound quality after 36 minutes, the audio interface crashed :(


    Grab Jim’s book, Education Is Freedom: https://amzn.to/3JkwTaf

    Connect with Jim on Instagram: https://www.instagram.com/jkeyesauthor/


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    41 mins
  • 342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more
    Oct 22 2025

    In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group:


    👉 gifting equity to your children to purchase a property

    👉🏼 shifting investments to 100% cash

    👉🏽 "Glen's guest is talking rubbish!"

    👉🏾 can I open a second account-based pension?


    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    44 mins
  • 341 changes coming to the $3m super tax + big super fund wait times (Glen and Vince live from Sydney SXSW)
    Oct 15 2025

    In today’s episode, Glen is joined by Vince Scully from LifeSherpa to unpack the latest shake up to the $3 million super tax proposal. They explain what’s changed and what it means for high and low-income Australians alike.


    👉🏽 what’s actually changed in the $3m super tax

    👉 why taxing unrealised gains was dropped

    👉🏿 the LISTO increase and who benefits

    👉🏽 why super fund wait times vary so much

    👉🏼 what to look for in a good super fund

    👉🏾 intra-fund advice explained


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    29 mins
  • 340 money habits, marriage & making retirement work (with Joe Saul-Sehy live from Fincon)
    Oct 8 2025

    Glen sits down with Joe Saul-Sehy from Stacking Benjamins live at FinCon in Portland, Oregon. They chat about the money lessons Joe learned the hard way, how to have better money conversations with your partner and more, touching on:


    👉🏾 you can’t out-earn bad money habits

    👉🏿 who you surround yourself with shapes your success

    👉🏻 what makes a successful investor

    👉 Joe's investing strategy

    👉🏼 mindset around spending in retirement

    👉🏽 Joe & his wife Cheryl's money meeting habit

    👉🏾 important estate planning conversations to have with your partner

    👉🏻 doing nothing is sometimes the best investing move

    👉 Joe's advice for people who feel behind with their finances


    Check out Stacking Benjamins 👇

    Apple Podcast: https://podcasts.apple.com/au/podcast/the-stacking-benjamins-show/id650045209

    Spotify: https://open.spotify.com/show/05GoIBt7Ka4nobVWOBsqlD?si=ffbddfea7430436f


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    35 mins
  • 339 aged care case study: costs, funding strategies & changes from 1 Nov 2025
    Oct 1 2025

    Need to move a parent or loved one into residential aged care? Glen James and financial adviser Nathan Fradley explain the four types of fees, what changes from 1 November 2025 and different ways to pay for aged care. They cover:


    👉 the first steps in seeking aged care support

    👉🏼 four key fees: accommodation (RAD/DAP), basic daily, means-tested & additional services

    👉🏽 changes from 1 November 2025

    👉🏽 why you don’t have to sell the family home straight away

    👉🏾 updating Centrelink to avoid surprise bills

    👉🏿 why lending money to a parent can backfire

    👉🏻 case study: $1.6m home, $20k cash, $69k annual care costs

    👉 options & strategies for funding aged care

    👉🏼 strategies for couples when only one partner needs care


    Connect with Nathan: https://www.nathanfradley.com.au/


    Watch this episode on Youtube: https://youtu.be/Xg1tGdw8Y2s


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.


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

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    51 mins
  • 338 how much do you need to retire in Australia?
    Sep 24 2025

    Glen James is joined by independent financial adviser Nathan Fradley to cover the big question: how much money do you actually need to retire in Australia? They cover:


    👉 Centrelink income vs assets test

    👉🏼 super balances vs pension payments

    👉🏽 retirement psychology & fear of spending

    👉🏾 ASFA standards for comfortable vs modest lifestyles

    👉🏿 case studies: $500k, $1m and $2m portfolios

    👉🏻 modelling returns, inflation & drawdown rates

    👉 tips for the last 10 years before retirement


    Nathan's website: https://www.nathanfradley.com.au/


    Watch this episode on Youtube: https://youtu.be/qgsEdKGglOk


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    1 hr
  • 337 granny flat provisions explained: Centrelink rules, risks & case study
    Sep 17 2025

    In this episode, Glen is joined by financial adviser Nathan Fradley to unpack the often-misunderstood “granny flat provision” also known as a granny flat interest or right. They chat about how Centrelink assesses these arrangements, when they can work well, a real case study, plus risks to watch out for. The cover:


    👉 what a granny flat right actually is & how Centrelink assesses it

    👉🏼 homeowner vs non-homeowner rules explained

    👉🏽 the “reasonable test” and how much you can contribute

    👉🏾 gifting vs deprived assets

    👉🏿 real case study - Gail & Peter sell their home and move in with kids

    👉🏻 benefits when the arrangement works well

    👉 key risks - contracts, estate planning & family conflict

    👉🏼 tricky scenarios (multiple kids, new partners, family law issues)

    👉🏽 the five-year rule and what happens if arrangements end early

    👉🏾 when granny flat provisions may or may not be right for you


    Watch this episode on Youtube: https://youtu.be/9yMKFP4706s

    Nathan's website: https://www.nathanfradley.com.au/

    The case study: https://www.nathanfradley.com.au/post/an-introduction-to-using-granny-flat-rights


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    54 mins
  • 336 timing the market, inheriting property & CGT, 6-year rule refresh & transfer balance caps
    Sep 10 2025

    In this episode Glen and Martin unpack your questions:


    👉 should you change your super investment strategy when the markets are volatile

    👉🏼 inheriting property and CGT rules after 2 years

    👉🏽 strategies to reduce tax when selling inherited property

    👉🏾 how the 6-year rule works if you rent out your PPOR

    👉🏿 what the transfer balance cap means in retirement planning


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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

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    1 hr and 8 mins