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.

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.

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

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

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.