『Own Your Home, Max Your Super: A Real Talk Guide to Financial Freedom』のカバーアート

Own Your Home, Max Your Super: A Real Talk Guide to Financial Freedom

Own Your Home, Max Your Super: A Real Talk Guide to Financial Freedom

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 If you’re navigating retirement planning in Australia, this episode is a must-listen. Financial adviser James Wrigley joins The Elephant in the Room to unpack the strategies that high-income earners, Gen X professionals, and aspiring retirees can use to build a more secure financial future, without falling into the usual traps. From maximising tax returns through superannuation to understanding why property may not be the most reliable retirement asset, James breaks down complex concepts into actionable steps. You’ll learn how super could grow from $300K to $2M, when and how to use catch-up contributions, and why liquidity and access might be more important than you think. This episode challenges the idea that you need to be “a property person” or “a shares person” and instead offers a mindset shift: invest based on outcomes, not identity. Whether you’re in your 40s and just starting to take your future seriously, or you’re closing in on retirement, this conversation will change the way you think about your money. Episode Highlights 00:00 – Welcome 04:00 – Why Your Super Isn't a Set-and-Forget Strategy 08:30 – Property vs Super: Which Is the Better Long-Term Play? 20:50 – How High-Income Earners Can Get Up to 50% Back Through Super 33:40 – Ditch the “Property Person” Mentality 41:15 – Catch-Up Contributions Explained 47:25 – $300K to $2M: The Power of Early Planning 52:00 – The Emotional Side of Financial Planning About the Guest James Wrigley is a Principal and Certified Financial Planner at First Financial, a leading Melbourne-based firm specializing in financial planning and superannuation management. With nearly two decades of industry experience, James has progressed from administrative roles to the highest levels of advisory leadership, serving clients ranging from young professionals building their wealth to retirees planning for aged care. Known for his dynamic approach and strong online presence, he is committed to understanding each client's motivations and delivering tailored strategies for lasting financial well-being. James is particularly recognized for fostering client relationships built on trust and clear communication, and he frequently shares his expertise through podcasts, social media channels, and public presentations to empower Australians with practical financial insights Connect with James Youtube: https://www.youtube.com/channel/UC6gLgLcVe_m8-Q9UWKvMObQInstagram: https://www.instagram.com/iamjameswrigley/?hl=enLinkedIn: https://www.linkedin.com/in/james-wrigleySpotify: https://open.spotify.com/show/1IQReBXcUdYnBeaXuFpHc1 Resources Visit our website: https://www.theelephantintheroom.com.auIf you have any questions or would like to be featured on our show, contact us at:The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.auWork with Veronica: https://www.veronicamorgan.com.auLooking for a Mortgage Broker? https://www.alcove.auWork with Chris: chrisbates@alcove.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcastSubscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 If you enjoyed today’s podcast, don’t forget to subscribe, rate, and share the show! There’s more to come, so we hope to have you along with us on this journey! See you on the inside, Veronica & ChrisSee omnystudio.com/listener for privacy information.
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