Episodes

  • Episode 7 - Superannuation Contributions
    May 7 2024
    Matt and Lionel discussed strategies to reduce tax burdens and boost retirement savings, with a focus on maximizing superannuation contributions and leveraging tax deductions. They also shared their thoughts on the stage 3 tax cuts. Lastly, they touched on the importance of balancing super contributions with personal cash flow needs, and the increasing demand for financial planning advice.

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

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    33 mins
  • Episode 6 - Q&A Superannuation
    Apr 22 2024

    Lionel and Matt discuss a few questions that Lionel was asked at the Caravan & Camping show at Rosehill Gardens.

    Lionel & Purpose Planning had a stall at the show, looking to impart some of his knowledge to attendees to support them on their journey.


    In the podcast, the boys discuss the financial benefits of superannuation, including strategies for maximizing concessional contributions, accessing super at retirement age, and the tax implications of different income sources. They also explored the complexities of retirement planning, the potential of superannuation as a tax-effective investment structure, and the importance of strategic financial planning for families. Lastly, they addressed the tax implications of superannuation benefits for dependent children and the use of the 'downsizer' contribution rule to contribute large sums of money into superannuation tax-free.


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

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    31 mins
  • Episode 5 - The importance of strategic debt management
    Apr 2 2024

    After listening to your feedback, Lionel & Matt discuss a topic for the younger generations specifically debt and property.

    The lads emphasize the importance of strategic debt management and the benefits of using an offset account compared to a savings account.

    They explore the potential tax benefits of different strategies and the importance of considering future life stages when managing finances and property.


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

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    29 mins
  • Episode 4 - Retirement Planning w/ Barry "Nooka" James Harris
    Mar 13 2024

    The boys are coming to you from The Northy Bourke Pub with special guest Barry "Nooka" Harris.


    Lionel and Matthew discussed their Superman podcast, where they aim to provide financial advice for people of all backgrounds.


    They shared their personal stories and experiences with money, as well as their experiences assisting individuals. Including their special guest Barry "Nooka" Harris and his road to retirement.


    They highlighted the benefits of seeking financial advice early on and the potential of generating extra income streams through a pension account.


    They wrapped up the discussion by encouraging people to take control of their finances by seeking help from a financial planner.


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

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    40 mins
  • Episode 3 - The SUPERmen chat Super
    Mar 6 2024

    This week, your financial planners, Matt & Lionel, discuss all things superannuation and how you can leverage superannuation to support yourself in retirement.


    They explore the most googled terms of superannuation, provide valuable insights and education around one of your largest assets (outside your home).


    Matt thought this would be a dry and boring topic, however Lionel wanted to tackle superannuation and provide further education and awareness, as to why we love superannuation and how it has significantly added value to many of our clients financial situations.


    They finish off the podcast talking all things rugby league, exploring the contenders & pretenders.


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

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    56 mins
  • Episode 2 - Six Horror Stories in Retirement
    Feb 26 2024

    In this podcast you are in for a treat.

    The two financial planners, Lionel O'Mally & Matt McCabe, discuss how they came up with the name 'The SUPERmen Podcast’.

    Before taking a look at some recent financial articles that pricked their ears and they discuss how they would approach each situation with their clients.

    They explore the article 'six horror stories in retirement' in more detail, linking some of these issues faced in retirement to several of their clients that they have supported over the years, exploring their experiences, mistakes, and learnings.

    Then they finish the podcast with a segment talking about Lionel & Matt's favourite wines.

    Tune in to see if the boys have improved in their second episode.


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

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    36 mins
  • The Supermen Podcast - Teaser
    Feb 19 2024

    The Supermen Podcast is a dynamic and insightful show hosted by two seasoned financial planners from Australia, who bring a wealth of knowledge and experience to the table.


    In this episode Lionel O'Mally & Matt McCabe introduce themselves to the listener and discuss what to expect on the new podcast.


    Whether you're a seasoned investor or just starting to think about your financial future, the Supermen Podcast offers something for everyone. 


    Tune in and come along for the ride.


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

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    29 mins