Financial Planning
Friends With Money #225: Estate planning essentials
From superannuation to digital assets, there's much more to think about with estate planning than just creating a will.
How to get free financial advice from your super fund
Want free financial advice but not sure where to turn? Your industry superannuation fund offers some form of free advice, so start there.
Ask Paul: Should we sell our investment properties?
"After fees and costs, together they return about $16,000 a year, where interest would potentially return more without the headache of tenants and repairs," Karen tells Paul Clitheroe.
‘No longer the only woman in the room’
When I completed the CFA program in 2001, I was told there were only two women in the Melbourne chapter before that year. When I went to my first investment briefing lunch in a fund manager boardroom, I was the only woman of around 30 attendees.
Is it worth paying a financial planner?
Aren't financial planners just for wealthy people? That's a myth, says David Sharpe, a certified financial planner and chair of the Financial Advice Association Australia.
Five ways to get your financial goals back on track in 2025
The holiday season could be the perfect time to consider new approaches to help you achieve your financial goals for 2025 and beyond.
10 things you should do before retirement
Two unmistakable trends in Australia - people retiring earlier but living longer - are creating funding headaches for hundreds of thousands of Australians.
Are Australians really better off with financial advice?
Working with financial advisers can drastically improve your quality of life, new research shows. But if that's the case, why is hardly anyone using them?
Ask Paul: Should I give $1 million to my kids so I can claim the pension?
Michael and his wife have $820,000 in super and $330,000 in shares. "Do I distribute my assets to my kids now so I can get a pension later?" he asks Paul Clitheroe.
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Friends With Money #162: Who pays for aged care?
Feeling overwhelmed when it comes to planning aged care for your loved ones? Aged care specialist Caroline Rees joins us this week on the podcast.
