If you’re like many Aussies in their 50s, 60s or beyond, you might’ve found yourself holding onto a few old company shares, shares like Telstra or IAG, passed down from your parents or picked up in the early 2000s float craze. They might not be worth a fortune, but they can still create a bit of confusion or paperwork. What should you do with them? Keep them for nostalgia’s sake, or tidy things up? Let’s unpack this a bit.

I’ve always lived by this philosophy when it comes to money: give some, spend some, save some. All three of these matter equally, and today I want to touch on the first one: giving.

I’m passionate about educating anyone and everyone on the topic of investing, so today I want to unpack what the CHESS and custodian models are.

Let’s chat about the last episode in our ‘money by age’ series, and talk about money in your 70s!

Your 60s are when some big decisions hit the road. Here’s a quick summary of our top tips for this decade.

If your 40s were about establishing your financial base, your 50s are all about fine-tuning the plan to ensure a smooth glide into retirement. Here’s a quick summary of our top tips for this decade.

Super splitting is a powerful way to balance super balances between partners, but not many people know about it! Let’s talk through how it works and when it might be appropriate for you and your partner.

No doubt you’ve heard about the $3million super tax, let’s unpack it.

There’s been some chatter in the Facebook group about WRAP accounts, so I sat down with Vince Scully to unpack them: what they are, who they’re for, and whether they’re worth the extra cost.

Let’s chat about what happens with your superannuation when you pass away.

I want to talk about something that comes up a lot in the Retire Right Facebook group — the cost of financial advice.

A couple in their fifties are pulling the pin on work mid-year and reckon they’ll walk away with $500k after selling an investment property. They’ll need that cash to live on until they can touch their super, about 7 to 9 years away. So, the big question is: how do they make that money last until they can access their superannuation?

I’ve seen some chatter in the Facebook group recently about credit cards. I have 2 thoughts I want to share, let’s chat about it.

I’ve been seeing a few nervous posts in the community lately: people worried about their super and investments, wondering if they should pull their money out and sit in cash ‘just until things settle down.’ Let’s chat.

A question was asked in the Facebook group recently about the pros and cons of moving into an investment property bought by your kids - let’s talk about it!

I’ve noticed a lot of chatter in the Facebook group lately about the so-called big bad wolf—Capital Gains Tax (CGT)—especially when it comes to investment properties. Let’s set the record straight: CGT isn’t the enemy.

I have zero doubt that someone has given you some truly terrible money advice. I asked our community what are the worst pieces of advice they’ve been given and shared my candid thoughts.

A member of our community recently raised an important question about superannuation management for those approaching or in retirement, specifically concerning the benefits of keeping an accumulation fund open. Let’s talk about it!

I recently received a great question from a listener who’s sitting on a mountain of annual leave—around 32 weeks’ worth! It’s a situation some of you might find yourselves in after years in the workforce, so I’m going to dive into the benefits, risks, and some options for using or cashing out your leave as retirement approaches.

Well the cost of living has been ever-present this year, and now we come to an even more expensive time of year—Christmas! Some of you might be ready and raring to go, others may be starting to sweat a bit 🥵 let’s take some time to get prepared.