The SUPERmen Podcast

De: Lionel O'Mally & Matthew McCabe
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  • Resumen

  • The SUPERmen Podcast hosted by two seasoned financial planners (Lionel O'Mally & Matthew McCabe) from Australia, who share their wealth of knowledge and experience.


    Each episode delves into a range of topics related to financial planning, including investing, superannuation, retirement planning, financial strategies, and more.


    The Listener can expect engaging discussions, practical advice, and expert insights that can help them navigate their own financial journey. Whether you're a seasoned investor or just starting to think about your financial future, the SUPERmen Podcast offers something for everyone.


    Hosted on Acast. See acast.com/privacy for more information.
    Lionel O'Mally & Matthew McCabe
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Episodios
  • Episode 18 - The SMSF Coach

    Episode 18 - The SMSF Coach
    Aug 7 2024

    Episode 18 - The SMSF Coach.

    Matt & Lionel had the pleasure of being joined by Liam Shorte, the SMSF coach from Sonas Wealth.

    In this podcast the boys discussed the benefits and considerations of setting up a self-managed super fund (SMSF), including the importance of understanding the associated responsibilities, seeking professional advice, and the potential risks of mismanagement.

    They also explored the financial implications of purchasing properties through SMSFs, the potential of using SMSFs to purchase commercial properties, and the importance of financial planning and tax minimization. Lastly, they discussed retirement strategies for couples, the roles of financial and investment advisors, and the value of intergenerational wealth transfer.


    Thank you to Liam Shorte of Sonas Wealth for his team.

    If you loved Liam's insights, make sure you jump onto Facebook and into Liam's SMSF group "SMSF Coaching and Strategies" or search the SMSF Coach.


    Hosted on Acast. See acast.com/privacy for more information.
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    1 h y 10 m
  • Episode 17 - Navigating Individual Tax Returns

    Episode 17 - Navigating Individual Tax Returns
    Jul 31 2024
    Lionel and Matt from FMC Accountants discussed various aspects of individual tax returns, including deductions, claims, and changes in tax brackets. They emphasised the importance of seeking professional financial advice, maintaining accurate records, and working with registered tax agents to navigate the system. They also highlighted the benefits of contributing to superannuation as a strategy to reduce taxable income and introduced Matt as a resource for listeners needing assistance.

    Hosted on Acast. See acast.com/privacy for more information.
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    39 m
  • Episode 16 - Client Feedback - The Impact of Financial Advice

    Episode 16 - Client Feedback - The Impact of Financial Advice
    Jul 30 2024

    Matthew and Lionel, hosts of the Superman Podcast, discussed their approach to financial planning, client education, and the value of their services in providing financial guidance and easing clients' worries.


    They also highlighted the challenges and benefits of providing financial advice to clients, particularly those with disabilities, and looking to retire.

    And the importance of building long-term relationships with clients.


    Lastly, the boys shared client feedback that highlighted the impact of financial advice.


    Tune in to learn more about financial advice to see if it would benefit you.


    Hosted on Acast. See acast.com/privacy for more information.
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    33 m
Economía Finanzas Personales
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