Financial stress doesn't always come from making mistakes. Sometimes life changes, rising costs, family responsibilities, or unexpected events can leave us feeling like we're no longer moving forward. This week, Tim sits down with financial adviser, educator, and author Gemma Mitchell to discuss her book The Money Reset and why getting back to basics can be the key to regaining confidence and control over your money.

The Federal Budget has sparked plenty of discussion about capital gains tax and small business. In this episode, Tim steps away from the headlines and focuses on the rules that exist today, including the four Small Business CGT Concessions and why they matter for business owners planning their eventual exit or retirement.

Financial adviser and author James Wrigley joins Tim to discuss why retirement planning is about more than money. From life goals and purpose to superannuation, investing and navigating uncertainty, this conversation explores what it really means to become “Retire Life Ready.”

In this episode, Tim breaks down the major proposed measures from the latest Federal Budget and explains what they could mean for everyday Australians, investors, business owners and families — while reinforcing one critical point: these are proposals only and not yet law.

In this episode, we unpack why a properly set up myGov account is far more than just another government login — it’s a vital tool for managing tax, Medicare, Centrelink, security, and major life events. Joined by Justin Bott (Community Information Officer Services Australia), we explore how Australians can use myGov to stay organised, protect themselves from scams, support ageing parents, and simplify everyday life admin before it becomes urgent.

In this episode of The Grass is Greener, Tim welcomes Evguenia Rutkowski, a passionate financial adviser specialising in retirement and pre-retirement planning.

Evguenia shares her insights on superannuation strategies, especially for women navigating financial transitions like divorce or late-career planning.

In this short but powerful episode, we dive into the critical topic of Binding Death Nominations (BDBN) and why they matter for your superannuation. Unlike your will, your super doesn’t automatically go to your chosen beneficiaries unless you’ve completed a valid BDBN.

In this episode, we sit down with Lucy Percy, estate planning lawyer and founder of Head and Heart Estate Planning, to explore the powerful benefits of a Testamentary Trust Will and how it differs from a standard Will.

Join Tim (The Grass is Greener) and Gen (The Reality Cheque) as they come together with financial tips, tricks, and ideas to Kickstart your 2022.

Did you know that only 25% of people in Australia have a valid and up-to-date Will?

Implementing a Will and Powers of Attorney is your opportunity to ensure that the wishes you have for your family are put into writing.

Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.

Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.

Whilst an Estate Plan is made up of legal documents such as a Wills and Powers of Attorney, you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries.

This document is called a Letter of Wishes.

Lucy Percy is a lawyer and is the owner of Head and Heart Estate Planning. Lucy explains the importance of the Letter of Wishes to better assist those that you are relying upon.