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  • Episode 36 - Real Advice, Real Aussies and the Power of Getting It Right
    2025/05/20

    This week on the Supermen Podcast, it's just Matthew and Lionel — no guests, no fluff — just two seasoned financial planners breaking down real client wins and real financial turning points.


    From strategic asset restructuring to maximising tax efficiency and reshaping retirement outcomes, this episode is packed with the kind of stories that make the numbers matter. Matt and Lionel peel back the curtain on the conversations, decisions, and strategies that have changed lives — not with products, but with smart thinking and technical know-how.


    They also reflect on how the podcast has become more than just a show — it’s now a catalyst for conversations around money, wellness, and confidence. Expect relatable stories, some laughs, and a whole lot of practical wisdom.


    If you’ve ever thought, “Maybe I should get some advice…” — this episode might be the nudge you need.

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

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    29 分
  • Episode 35 - Making the Complex Seem Simple — James Wrigley on TikTok, Trust, and Tackling the $3 Million Cap
    2025/05/15

    In this episode of the Supermen Podcast, we’re joined by James Wrigley — a seasoned financial planner with two decades of experience and a surprising knack for connecting with thousands on TikTok.


    We dig into James’ evolution as a trusted voice in financial advice, how he uses social media to build genuine connections (not followers), and the battle against fake accounts misusing his name. This isn’t just a conversation about content — we tackle real issues: the complexity of retirement planning, the controversial $3 million super cap, and the emotional toll of navigating these conversations with clients.


    James also opens up about life outside the spreadsheets — why sharing lawn tips, garden hacks, and the occasional bin reminder is actually part of a much bigger strategy: building trust through authenticity.


    If you're a professional wondering how to stay relevant, visible, and human in a digital world — don’t miss this one.


    Connect with James

    https://firstfinancial.com.au/james-wrigley/

    https://www.instagram.com/iamjameswrigley/

    https://www.facebook.com/jameswrigleyadviser




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

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    39 分
  • Episode 34 - Real Talk with John Paul Saab - Business, Balance & the Super Debate
    2025/03/27

    🎧 Episode Summary:

    In this raw and thought-provoking chat, Lionel and Matt sit down with Lionel’s brother-in-law, John Paul Saab—better known as JP—founder of ID Fitouts. From humble beginnings and first jobs to building a thriving fitout business, JP shares the real story behind his entrepreneurial journey, including the wins, the painful losses, and the lessons only experience can teach.

    JP opens up about his philosophy on success, the three pillars he lives by, and why—despite being a successful business owner—he's never been a fan of superannuation. In classic Supermen style, Matt and Lionel challenge that mindset with a playful, Taco-ad-style twist... “Why not both?”

    This episode is packed with insights for business owners, investors, and anyone trying to make sense of money, mindset, and meaning. You’ll hear about the fast-paced world of commercial fitouts, how JP recharges, and his no-nonsense advice for the next generation of investors.


    💡 A must-listen for anyone who’s ever built something from the ground up, questioned the system, or searched for balance in a high-pressure world.


    Get in contact with JP

    Website: https://idfitouts.com/

    Instagram: https://www.instagram.com/idfitouts/?hl=en

    Facebook: https://www.facebook.com/idfitouts.au

    Linkedin: https://www.linkedin.com/in/john-paul-saab-3b279965/


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

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    1 時間 11 分
  • Episode 33 - The Dirty Little Secrets Of Superannuation
    2025/03/19

    Super’s Dirty Little Secrets: Are You Walking Into a Trap?


    Think your super is working for you? Think again.


    In this explosive episode of The Supermen Podcast, Matt & Lionel expose the hidden landmines lurking in your superannuation—traps that could cost you (or your loved ones) tens, if not hundreds of thousands of dollars.


    🚨 The biggest super mistakes no one talks about:

    ❌ Why your super doesn’t automatically become tax-free when you retire

    ❌ The pension drawdown trap that could derail your retirement plans

    ❌ How moving super to pension phase at the wrong time can screw up your partner’s Age Pension

    ❌ The death benefits tax nightmare—your adult children could be slapped with a massive tax bill when you pass

    ❌ Div293 tax—what it is, how it works, and your best options to pay it


    Super isn’t as simple as you think. If you want to keep more money in your pocket (and out of the taxman’s hands), you need to hear this episode.


    🎧 Listen now—before it’s too late.


    Contact the Supermen

    Lionel - www.purposeplanning.com.au

    Matt - www.newcastleadvisors.com.au


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

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    29 分
  • Episode 32 - Money, Mental Health & Million-Dollar Decisions
    2025/03/12
    Lionel and Matthew dive deep into the emotional side of financial planning—how money and mental health are connected, and why treating clients with complex traumas requires more than just number-crunching. They break down real client scenarios, including a million-dollar workers' comp payout and the delicate balance between financial security and giving people permission to enjoy their wealth. Plus, smart strategies for managing and paying down debt. Know someone struggling with these decisions? This episode might just help.

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

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    38 分
  • Episode 31 - Market Update with Michael Smagin
    2025/03/12
    Lionel O'Mally and his friend and colleague, Michael Smagin, from Ags Financial Group, discussed their journeys into finance, the importance of understanding interrelationships between different markets, and the importance of considering one's life stage when determining investment risk. They also discussed the current economic climate, the manipulation of economic data, the value of gold as a monetary system, the impact of tariffs on the global economy, and their personal hobbies.

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

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    42 分
  • Episode 30 - Farming, Finance & The Future with Jack Cresswell
    2025/01/30

    Australia’s farmers are facing a perfect storm—rising costs, labour shortages, and the challenge of attracting the next generation to the land.


    In this episode of the Supermen Podcast, Lionel, Matthew, and special guest Jack Creswell—host of the Farms Advice Podcast—dive deep into the intersection of farming and finance.


    Jack shares his first-hand experience growing up on a sheep station, his transition to intensive farming, and the innovative strategies farmers are using to stay ahead. The conversation covers everything from land values and economies of scale to managing farm cash flow, superannuation for farmers, and the complexities of tax planning. They also explore the untapped potential of carbon credits and whether they could be a financial lifeline for Australian agriculture.


    But the real question remains—how do we inspire the next generation to take up the challenge of farming? Jack, Lionel, and Matthew discuss the importance of better living conditions, financial planning, and embracing innovation—not just in technology, but in smarter business and investment strategies.

    This is a must-listen for anyone interested in the future of Australian farming, the financial challenges of rural businesses, and how the next wave of farmers can build a more sustainable and profitable industry.


    Get in touch with Jack


    Farms Advice Podcast


    Instagram



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

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    1 時間 12 分
  • Episode 29 - Using a Self-Managed Super Fund to Secure Your Business's Future
    2025/01/21
    In this episode of the Supermen Podcast, Lionel and Matt dive into the strategy of using a self-managed super fund (SMSF) to purchase a commercial property, which Matt has recently done for his business, Newcastle Advisors. They explore the tax-effective benefits of having the business rent the premises from the SMSF, a concept Matt first encountered 15 years ago from a mentor. Lionel highlights recent government crackdowns on superannuation due to its tax advantages, but both agree this remains a viable and smart strategy when done right. Tune in to learn how SMSFs can play a pivotal role in your business strategy—and why it's essential to seek tailored financial advice before making any decisions.

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

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    21 分