Retire Right

Glen James

Retire Right is an Australian Retirement podcast.You only retire once, so retire right.Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.

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Retire Right

Episodes (128)

Wednesday 414 Investment bonds: the 125% rule, tax-free access & when to use them
Mar 25th 413 TTR or not, timing contributions, JobSeeker rules & death benefit pensions
Mar 18th 412 Annuities explained: how they work, Centrelink boosts & retirement income

Retire Right

Apr 1, 2026
50 minutes
117 MB

In this episode, Glen James and financial adviser Martin McGrath go under the hood on investment bonds and unpack: 👉 what is an investment bond 👉🏼 how tax works 👉🏽 the rules 👉🏾 using investment bonds for kids and grandkids 👉🏿 the advantages 👉🏻 personal investing vs super vs investment bond 👉 high-income earner case study 👉🏼 using investment bonds for education purposes Subscribe to Retire Right on Youtube: https://www.youtube.com/@RetireRightAus If you’d like to chat with someone about your personal situation, reach out to our team so...

Retire Right

414 Investment bonds: the 125% rule, tax-free access & when to use them

Glen James

00:00 -50:00