Best Deducting The Right Way Podcasts (2025)

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When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia 31:39

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10h ago31:39

31:39

Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity. Nick opens up about: Overcoming the fear o…

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345 retiring when you own a business: selling, tax, super and income strategy (a real case study) 56:13

2h ago56:13

56:13

In today’s episode, Glen and Martin unpack a real case study of a couple who recently sold their business, were ready to retire and sought financial advice. They had wealth tied up inside their company, money in super and some big decisions to make about how to create a reliable retirement income. They cover: 👉🏾 background of the couple and the bus…

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344 we don’t need a financial adviser! (a real retirement case study) 49:21

5h ago49:21

49:21

Glen and Martin break down a real retirement case study that started with a familiar line: “we don’t need an adviser, our affairs are simple!”. Upon changing their minds, the couple discovered thousands in tax savings, better investment structures and a bigger age pension. 👉 why some people think they don’t need financial advice 👉🏼 Charlie & Diane’…

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343 retirement was never the goal, what Warren Buffet told him & navigating change (former CEO of 7-Eleven & Blockbuster) 41:03

19d ago41:03

41:03

Former 7-Eleven and Blockbuster CEO Jim Keyes joins Glen live from SXSW to share stories from leading two of the world’s most recognisable companies, the lessons that came from collapse, and his “three C’s” for success - change, confidence and clarity. 👉🏾 what retirement means to Jim & why he thinks it’s outdated 👉🏿 the idea of education is freedom…

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Burnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up Call 37:38

9d ago37:38

37:38

What if protecting your health wasn’t just a personal priority but a professional strategy? In this powerful episode of Deduct This, CPA and podcast host Randy Crabtree opens up about his own health crisis and the wake-up call it delivered to his career, his firm, and his mindset. If you've ever worn burnout like a badge of honor or felt like stepp…

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342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more 44:06

15d ago44:06

44:06

In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group: 👉 gifting equity to your children to purchase a property 👉🏼 shifting investments to 100% cash 👉🏽 "Glen's guest is talking rubbish!" 👉🏾 can I open a second account-based pension? 🏡 Join the Retire Righ…

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Scaling Smarter: The Metrics That Actually Matter with Bob Wang 32:28

20d ago32:28

32:28

What should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to align pricing and compensation with outcomes, and what buyers look for when valuing firms. You’ll learn: • Why output-based compensation can outperform billabl…

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The Human Side of Advisory Tech with Yuri Kapilovich 29:18

21d ago29:18

29:18

Want to scale your firm without losing your sanity or your personal touch? In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he str…

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341 changes coming to the $3m super tax + big super fund wait times (Glen and Vince live from Sydney SXSW) 28:55

24d ago28:55

28:55

In today’s episode, Glen is joined by Vince Scully from LifeSherpa to unpack the latest shake up to the $3 million super tax proposal. They explain what’s changed and what it means for high and low-income Australians alike. 👉🏽 what’s actually changed in the $3m super tax 👉 why taxing unrealised gains was dropped 👉🏿 the LISTO increase and who benefi…

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340 money habits, marriage & making retirement work (with Joe Saul-Sehy live from Fincon) 34:49

1M ago34:49

34:49

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 success…

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Should You Switch in October? Why Now Might Be the Best Time for Tax Pros 20:35

1M ago20:35

20:35

Should You Switch in October? Why Now Might Be the Best Time for Tax Pros Still using tax tools that “mostly work”? You might be holding your firm back without realizing it. In this episode of Deduct This with Carrie and Lexi, tax professional and educator Kat Khalandach shares how small, strategic changes can lead to massive wins in efficiency and…

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Break the Grind: How to Scale Your Firm Without Burning Out 38:05

2M ago38:05

38:05

What if working less was actually the key to earning more? In this eye-opening episode, business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle, simplify their practice, and scale with less stress, without sacrificing profit. • Why billable hours are broken and what to replace them with • How to shift your mindse…

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339 aged care case study: costs, funding strategies & changes from 1 Nov 2025 50:58

2M ago50:58

50:58

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 & ad…

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338 how much do you need to retire in Australia? 1:00:16

2M ago1:00:16

1:00:16

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Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen 40:07

2M ago40:07

40:07

Are you curious how real tax pros are using AI in their firms today and where they're drawing the line? In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his pract…

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337 granny flat provisions explained: Centrelink rules, risks & case study 54:04

2M ago54:04

54:04

In this episode, Glen is joined by financial adviser Nathan Fradley to unpack the often-misunderstood “granny flat provision” also known as a granny flat interest or right. They chat about how Centrelink assesses these arrangements, when they can work well, a real case study, plus risks to watch out for. The cover: 👉 what a granny flat right actual…

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336 timing the market, inheriting property & CGT, 6-year rule refresh & transfer balance caps 1:08:04

2M ago1:08:04

1:08:04

In this episode Glen and Martin unpack your questions: 👉 should you change your super investment strategy when the markets are volatile 👉🏼 inheriting property and CGT rules after 2 years 👉🏽 strategies to reduce tax when selling inherited property 👉🏾 how the 6-year rule works if you rent out your PPOR 👉🏿 what the transfer balance cap means in retire…

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335 Centrelink work bonus test, member directed super options, partner that’s 7 years younger + more 43:35

2M ago43:35

43:35

In today’s episode, Glen and Martin unpack: 👉 how the Centrelink work bonus test works 👉🏼 member-directed super options like Choice Plus 👉🏾 their thoughts on DIY'ing your super investments 👉🏻 super strategies when one partner is 7 years younger 👉🏿 how much do you need to self fund in retirement? If you’d like to chat with someone about your persona…

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334 productivity roundtable, tax, housing, intergenerational wealth + more with Allegra Spender 38:52

3M ago38:52

38:52

The productivity commission roundtable was held last week in Canberra. To discuss what was on the table, Glen is joined by Allegra Spender, Independent Member for Wentworth, so you can stay up to date. They talk about: 👉 the context of the productivity commission roundtable 👉🏼 Allegra Spender's background and her current role 👉🏽 what the productivi…

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The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices 44:15

3M ago44:15

44:15

Discover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through: His pivot from hourly billing to a subscription model inspired by client feedback How predictable monthly revenue powers better ca…

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333 selling inherited shares, share brokerage terms, non-concessional contribution vs mortgage, downsizing property to super + more 43:58

3M ago43:58

43:58

In today's Q&A, Glen and Martin discuss: 👉🏻 should you sell inherited shares and buy ETFs? Plus SRN, HIN and CHESS sponsorship explained 👉 extra non-concessional contributions vs paying down the mortgage 👉🏼 can I still salary sacrifice up to the $30k cap even if my super balance is over $500k 👉🏽 retire with an IP or sell IP and put money in super? …

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332 age pension deep dive - living on the pension (part 2) 1:13:10

3M ago1:13:10

1:13:10

In this 2-part mini series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In part 2, Glen and Justin discuss what you need to know about living on the pension, touching on: 👉🏾 changes you must tell Centrelink within 14 days 👉🏿 how working affects your p…

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Running Your Practice from Paradise: Remote Success with Randy Hughes 33:52

3M ago33:52

33:52

Take Your Firm Anywhere: Remote Work Success with ProConnect Tax Join Randy Hughes, CPA, EA of Counting Pennies LLC, as he reveals how he’s run a thriving U.S. tax practice from Jamaica for nine years, no office required.In this episode, you’ll learn how to: Choose the right cloud technology to keep your team productive wherever you are Build disci…

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331 age pension deep dive - getting ready to claim (part 1) 1:04:51

3M ago1:04:51

1:04:51

In this 2 part mini-series, Glen is joined by Justin Bott, a Community Information Officer from Services Australia to unpack everything around the Centrelink age pension. In this episode Glen and Justin discuss preparing to claim. Stay tuned for next week where we cover living on the pension. In this episode they touch on: 👉 when to start preparing…

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Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez 25:30

4M ago25:30

25:30

Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tip…

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330 money in your 70's: simplify, optimise, enjoy 47:51

4M ago47:51

47:51

Your 70s are a time to enjoy life and set things up smoothly for the future. In this episode, Glen James and financial advisor Martin McGrath walk through what to consider in this decade of retirement. They talk about: 👉🏾 maximising age pension and seniors health card 👉🏿 considering funeral bonds and gifting strategies 👉🏻 managing pension income an…

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Make The Switch This Off-Season to ProConnect Tax 21:17

4M ago21:17

21:17

Thembi Mlalazi, founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her clients. In this episode, you’ll discover: Why off-season reflection matters: How Thembi gathers client feedback, re…

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329 money in your 60's 59:14

4M ago59:14

59:14

Your 60s are all about fine-tuning your retirement game plan. In today's episode Glen and Martin cover the key financial moves to make during this decade, from topping up your super to planning how and when you’ll retire. They touch on: 👉 how to use concessional and non-concessional super contributions 👉🏽 transition to retirement (TTR) pensions exp…

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328 money in your 50's 47:09

4M ago47:09

47:09

Your 50s are an exciting time to start laying the groundwork for a great retirement. In today’s episode, Glen and Martin cover: 👉 stopping extra mortgage repayments 👉🏼 topping up concessional contributions 👉🏽 checking that your investments align with your preferences 👉🏾 reviewing insurance as needs change 👉🏿 building your retirement vision 👉🏻 seein…

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327 is my money safe with a super fund or financial adviser? 1:13:30

4M ago1:13:30

1:13:30

Worried about whether your super is safe? In this episode, Glen and Vince Scully from Life Sherpa dive into the structures behind super funds and financial advice, from industry funds and wrap accounts to red flags and diversification. They answer Angela's question from the Facebook group and unpack what to look for (and what to avoid) when decidin…

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326 the key changes from 1 July 2025 and how they impact you 39:56

5M ago39:56

39:56

It’s the start of a new financial year and with that comes a bunch of changes that could impact your retirement planning. Glen and Martin unpack what’s changed from 1 July 2025 and what you need to watch out for before 30 June 2026. They cover: 👉🏽 super guarantee increase and how it affects your pay 👉🏾 transfer balance cap changes explained 👉🏼 new …

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325 spouse super splitting, pension accounts for inheritance, motorhomes & Centrelink + more 34:43

5M ago34:43

34:43

In today's community Q&A, Glen James and Martin McGrath unpack: 👉 what is spouse super splitting and who would this strategy suit 👉🏼 can/should anon open a new pension account for an inheritance? 👉🏽 when to fill out a notice of intent to claim for a super contribution 👉🏾 can my motorhome be deemed my primary residence for Centrelink purposes? If yo…

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What’s Next After Filing Season? One Firm’s Plan to Grow Smarter 31:05

5M ago31:05

31:05

Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she: • Specializes in creative industries (music, photography, film) to fuel referral growth • Packages services for year-round advisory, not just seasonal tax filings • Leverages ProConnect Tax and Intui…

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324 when to cancel life insurance, do I still need it, how much do I need + more 41:22

5M ago41:22

41:22

If you’ve paid off the mortgage, the kids are grown, and retirement is on the horizon, you might be wondering... do I still need life insurance? In this episode, Glen and insurance adviser Phil Thompson from Skye Wealth dig into how to know if you're overinsured, how to reduce premiums without going cold turkey, and the real reasons people hang ont…

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323 how the $3m super tax works and when it may impact you 56:01

5M ago56:01

56:01

Glen & Martin unpack how the proposed $3 million super tax (Division 296) actually works. They cover who’s likely to be affected, how the tax is calculated (including the controversial unrealised gains), and what options you might consider if you’re close to the threshold. Covered in the episode: 👉🏼 who the $3m tax applies to (and who it doesn’t) 👉…

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Train Fast, Grow Faster: How Top Firms Onboard for Scale 24:44

5M ago24:44

24:44

Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch. You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnec…

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322 understanding WRAP accounts for wealth accumulation & retirement 1:02:58

6M ago1:02:58

1:02:58

In this episode, Glen and Vince Scully break down WRAP accounts and how they can be used for wealth accumulation and retirement planning. They discuss their benefits, tax advantages and features, and how they provide greater control and flexibility compared to traditional superannuation funds. They also clear up common misconceptions and explain wh…

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Reset and Refocus After Tax Season 19:17

6M ago19:17

19:17

In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control. We talk about how to clean up c…

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How I Built My First Planning Package 29:00

6M ago29:00

29:00

Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory. She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that c…

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321 selling your investment property? how to slash your tax bill using super 38:51

6M ago38:51

38:51

Got a rental property you’re thinking of selling before retirement? In this episode, Glen and Martin break down how to use your super to reduce your capital gains tax. They touch on: 👉 how capital gains tax works when selling an investment property 👉🏼 using concessional contributions to reduce your tax bill 👉🏽 what carry-forward rules let you do (a…

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320 retirement sweet spot: upgrade home, draw down super & boost Centrelink pension (real case study) 38:02

6M ago38:02

38:02

In this episode, Glen and Martin walk through a real case study where a couple in their early 70s boost their Centrelink age pension by upgrading their home and drawing down super. They break down how the rules work and how strategic planning can improve cash flow without reducing lifestyle. To see the visuals head to our YouTube channel! Glen & Ma…

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319 resigning at 60 to access super early + nerd out on super components (preservation, taxable, non-taxable, ESPs) 40:38

6M ago40:38

40:38

In today's episode Glen and Martin answer a listener question about quitting a casual job at age 60 and what that means for accessing super. Plus, they dive deep into the behind-the-scenes super components that can affect tax, estate planning and insurance. They touch on: 👉🏻 when quitting a job at 60 lets you access super 👉 the difference between p…

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318 rethinking retirement: structure, purpose and smart money moves 35:39

6M ago35:39

35:39

Retirement isn't a full stop anymore, it's a new rhythm. In this episode, Glen sits down with Kat McPhee from Aware Super to unpack how Aussies are redefining retirement, why so many feel anxious about money, and how to plan for a future that's flexible, confident and uniquely yours. They discuss: 👉🏾 why retirement anxiety is on the rise 👉🏿 finding…

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317 is there a death tax, recontribution strategy pitfalls & downsizer contributions 48:32

7M ago48:32

48:32

In today’s episode, Glen and financial adviser Martin McGrath tackle your retirement questions, including: 👉🏼 is there a death tax in Australia? 👉🏽 how can I use recontribution strategies to minimise tax? 👉🏾 help! my downsizer contribution wasn't approved! If you’d like to chat with someone about your personal situation, reach out to our team so we…

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316 income streams & annuities in retirement 41:29

7M ago41:29

41:29

In today’s episode Glen James and financial adviser Martin McGrath discuss key points from a Grattan Institute report which details a simpler super system that would allow retirees to stress less, spend more, and enjoy their retirement years. Glen and Martin also explain what annuities are and how they can be used in your retirement strategy. For m…

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315 what to do right now, upfront & ongoing advice fees + financial advice for a 90 year old 45:11

7M ago45:11

45:11

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…

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314 what to do when markets suddenly fall & you want to retire soon 1:04:12

7M ago1:04:12

1:04:12

Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation. Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOO Perth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989 John's Property Masterclass in Per…

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313 how long will your retirement savings actually last? 36:40

8M ago36:40

36:40

How much super do you need for a comfortable retirement? Glen and financial adviser Nathan Fradley break it down with real life numbers, covering: 👉 how much the age pension pays & who qualifies 👉🏼 the impact of homeownership on retirement savings 👉🏽 super balances - will $500k, $1M, or $1.5M last? 👉🏾 why spending in retirement feels different (and…

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2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup 1:02:45

8M ago1:02:45

1:02:45

Michael Read is the Financial Review's economics correspondent, reporting from the federal press gallery at Parliament House. He was previously an economist at the Reserve Bank of Australia and at UBS. 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.retir…

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312 mortgage broker Q&A (cut-off age for a loan, parental guarantees, bridging finance + more) 51:24

8M ago51:24

51:24

Got mortgage questions in retirement? Mortgage broker Rachelle Kroon from Sphere Home Loans joins Glen in this episode to unpack your questions. The touch on: 👉 what’s the cut-off age for a new loan? 👉🏼 can you refinance in retirement? 👉🏾 how parental guarantees work if you're retired 👉🏻 bridging finance - is it still a thing and is it worth it? If…