News & Resources
Federal budget 2025 – what’s in it for you
Federal budget 2025 – what’s in it for youI have been analysing and explaining benefits and drawbacks of federal budgets on this channel since 2020, therefore this is 5th budget we are talking about. Let’s go over recommendations that are impacting pre-and post-...
Generation X” – welcome to retirement
“Generation X” – welcome to retirementAs you know, on this channel there are lots of videos about retirement, most of them directed to Baby Boomers, so people born between 1945 and 1964. Most of the baby boomers have retired, therefore all my videos about optimizing...
Retirement and Unused Leave
Retirement and Unused LeaveWhen approaching retirement, one of the key considerations for many employees is how to handle unused leave entitlements, such as annual leave and long service leave. Whether you’re ready to retire immediately or want to delay your...
Transitioning to Retirement in 2025
Transitioning to Retirement in 2025Back in 2022 the ABS reported there were 130,000 Australians who retired, with an average retirement age of 64. And for many Australians’ approaching their final working years in 2025, there are a number of key considerations to...
How to make a complaint against super fund
And which super has the highest complaints numbers Today’s topic will be of interest to almost anyone, and we will get to it in a minute. I have been running this YouTube channel for few years now, so I think most listeners got to know me a little. Most likely you...
Offset vs. Redraw: Understanding the Impact on Retirement and Centrelink Payments
Navigating the financial complexities of retirement is a challenge faced by many Australians. For retirees who still hold a mortgage, the choice between offset accounts and redraw facilities can have significant implications for their Age Pension, Disability Support...
7 best suggestions to apply to your 2025 investing
7 best suggestions to apply to your 2025 investingIt’s hard to believe that we are already in 2025. It feels like just yesterday when the world was gripped by the fear of New Year’s Eve 2000, anticipating catastrophic technology crashes that would plunge us into...
Selling your home in retirement
Selling your home in retirementSelling your home in retirement is a significant decision, and it’s important to unpack some of the key considerations around superannuation, Centrelink, and broader retirement planning. Common Reasons for Selling Your Home in Retirement...