Retirement Living Your Way

In this episode we have Brooke Riewoldt join Troy to discuss the concept of risk and how it influences the decisions people make.   Brooke shares her insights from dealing with those who have recently been divorced or widowed and puts the concept of risk into perspective.  Portfolio construction is discussed and the concept of ‘bucketing’ across different assets is explored.

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In this episode, we unpack what’s involved with the move to residential aged care — from recognising when it’s time, to understanding the assessment process, costs, and emotional impact.  Belinda Veriton, our RFS Advice expert explains how to navigate ACAT assessments, compare facilities, and manage fees like RADs and daily care charges.  We also discuss how to plan financially, support loved ones and ma...

In this episode, Belinda Veriton from RFS Advice explores how home care packages can help older Australians stay independent and supported at home for longer.  Belinda explains how to access a package, what the levels of care mean, and how to make the most of government funding. We also discuss common pitfalls, the “Support at Home” reforms introduced on 1 November 2025, and how personalised care can improve qualit...

The year in review and Troy in the hot seat!!

Troy talks through the key themes throughout 2025, how markets have performed and how clients have been feeling.  As the last episode before Christmas, Greg decided to put Troy in the ‘hot seat’ with several questions designed to see how Troy really thinks!!  Troy doesn’t disappoint and it’s easy to see why Troy is regarded as one of Australia’s l...

A financial checklist for ladies over 50

We’ve invited Brooke Riewoldt back into the conversation around Ladies Let’s Talk with a six-point checklist Brooke and Troy have developed. This checklist is designed to reduce the anxiety and empower ladies to live their best life.  We share real life stories and talk through the importance of understanding your current position, reviewing your income/expenses, managing de...

We have Peter Muller back with us to talk all things legal.  As a business who deals with retiree clients, we thought it would be good to talk with Peter about some of the issues facing retirees and when a lawyer could come in handy.  Peter shares his insights on things to think about when buying a property, retirement living, buying a car, and even going guarantor for family members.  Peter has a lot of information ...

In this episode, we have Peter Muller, Partner at QBM Lawyers join us for a discussion on Wills.  As we are often amazed at the number of people without Wills, we thought it would be great to have Peter talk us through the concept of a Will and things to think about.  Peter talks through the parts of a Will, the importance of getting it right and the issues it can cause when it isn’t done right.  Troy shares hi...