Episodes

  • Episode 26 - Mental Health & Money: Breaking the Silence with Simon Rinne
    Oct 29 2024

    In this episode, Lionel and Matt are joined by Simon Rinne, founder of Mindful Men, to discuss the growing mental health crisis in Australia, particularly among men, and the profound impact of financial stress on mental well-being. They highlight the importance of openly addressing financial mental health and the power of sharing personal stories to challenge societal norms. The conversation also explores the difficulties men face in talking about mental health, the crucial role of professionals in offering support, and practical tips for managing stress.


    If you want to reach out to Simon and his team, he can be found at https://mindfulmen.com.au/

    And jump on to your podcast platform and search for Simon's podcast "The Mindful Men Podcast" or use the link below.

    https://open.spotify.com/show/6LhecvPA5UUBAt7fS73Dto?si=ee5d690c86c14558


    Remember, help is available 24/7 through the Men's Helpline for free advice, therapy, and support at 1300 789 978.




    Hosted on Acast. See acast.com/privacy for more information.

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    50 mins
  • Episode 25 - Retirement Success and Tax-Smart Investing
    Oct 22 2024

    Matthew and Lionel, co-hosts of the Superman Podcast, discussed their podcasting journey, the importance of consistency, and their plans to upgrade their podcast experience. They also discussed the importance of planning for retirement, the tax implications of property ownership, and the potential benefits of annuities and income layering. Lastly, they emphasized the importance of strategy and execution when managing one's retirement plans, the mindset shift in retirement when they see retirees go from budgeting to spending plans, and strategies for property investment and tax minimization.



    Hosted on Acast. See acast.com/privacy for more information.

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    39 mins
  • Episode 24 - Grandparents & Grand Plans: How to Build a Lasting Legacy for Your Grandkids
    Oct 17 2024

    Lionel and Matt discussed the current state of their respective businesses. However, in this episode the boys focus on the challenges faced by grandparents who want to support their grandchildren financially. They also explored alternative investment options for grandchildren, such as superannuation, investment bonds and education bonds, which offer tax benefits and flexibility. Lastly, Matt emphasised the importance of understanding one's financial goals, whilst considering the highest and best use of capital, and encouraged listeners to reach out for professional advice if they are considering retiring early or creating a legacy for their grandchildren.


    *Apologises about the sound quality of this episode.


    Hosted on Acast. See acast.com/privacy for more information.

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    36 mins
  • Episode 23 - Is it possible to pay no income tax
    Oct 8 2024

    On this episode Matt & Lionel discuss how you can use superannuation to make it possible to pay no income tax.

    They explore contribution strategies, different phases of superannuation, and the overall tax structures.


    The supermen explore some recent cases and experiences to further explain how this can be used in specific circumstances.


    Hosted on Acast. See acast.com/privacy for more information.

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    33 mins
  • Episode 22 - The Dirty Little Secret of Super Funds
    Oct 2 2024

    In this episode of the Supermen Podcast, Matthew and Lionel discuss the complexities and unknowns of the superannuation system in Australia.


    They highlight the history of superannuation, and how it has evolved over the years. They also discuss the tax traps that retirees need to avoid and the hidden rules that some super funds impose on their members.


    A particular focus is on the minimum balance requirement of $50,000 to access tax-free pension phase, which leaves many Australians paying 15% tax on their superannuation earnings. The conversation also touches on the issue of big super funds cornering smaller superannuation balances and the unfairness of the system, which seems to favours richer Australians.


    In addition, they discussed the importance of education, guidance, and seeking the right advice to make informed financial decisions for future generations.


    Hosted on Acast. See acast.com/privacy for more information.

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    30 mins
  • Episode 21 - The 80 year old mother with a big problem
    Sep 19 2024
    In this episode of the Superman Podcast, co-hosts Matthew and Lionel discussed their recent experiences, strategies, and client cases. They explored various financial scenarios, including the challenges of maintaining a large family home as people age and the pros and cons of downsizing for retirees. They also discussed strategies to maximize pension benefits and protect assets for a client with a disabled son, considering options such as special disability trusts and testamentary trusts.

    Hosted on Acast. See acast.com/privacy for more information.

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    43 mins
  • Episode 20 - The importance of personal insurance
    Sep 18 2024
    Lionel and Marshall discussed the importance of personal insurance for Australian households, emphasizing the role of life insurance, total and permanent disability insurance, trauma or critical illness insurance, and income protection in providing financial security. They also highlighted the importance of reviewing insurance plans, understanding the differences between various types of insurance, and addressing the issue of underinsurance in Australia. The conversation concluded with a discussion on the claims process and the importance of honesty and transparency when making a claim.

    Hosted on Acast. See acast.com/privacy for more information.

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    53 mins
  • Episode 19 - Simplifying Business Risk - Making the Complex Seem Simple with Paul Milbourne
    Sep 3 2024

    Paul Milbourne, from Milbourne Insurance Solutions, shares his insights on business risk management, tax planning, and debt management, and the importance of understanding corporate structures. The team also discussed the potential implications of expanding your business partnership to include spouses, the importance of identifying key roles in a business, and the benefits of various insurance policies. Lastly, they touched on the changing trends in life insurance, the importance of collaboration between professionals, and shared real-life cases of unexpected losses due to the sudden death of a business partner.


    Should you need any support reach out to Paul via linkedin Paul Milbourne.

    Alternatively, please reach out to Matt or Lionel for any additional questions.


    Hosted on Acast. See acast.com/privacy for more information.

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    45 mins