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315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old

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Manage episode 477443783 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you from making huge money mistakes in retirement. They also discuss one listener's question about her 90yo grandad.


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.

  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 477443783 series 3530837
Content provided by Glen James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Glen James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In today's episode Glen and financial adviser Martin McGrath chat about what to do with your money during this uncertain economic climate, how much financial advice costs and why it could save you from making huge money mistakes in retirement. They also discuss one listener's question about her 90yo grandad.


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.

  continue reading

77 episodes

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