The SUPERmen Podcast

By: Lionel O'Mally & Matthew McCabe
  • Summary

  • 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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Episodes
  • Episode 21 - The 80 year old mother with a big problem
    Sep 19 2024
    In this episode of the Superman Podcast, co-hosts Matthew and Lionel discussed their recent experiences, strategies, and client cases. They explored various financial scenarios, including the challenges of maintaining a large family home as people age and the pros and cons of downsizing for retirees. They also discussed strategies to maximize pension benefits and protect assets for a client with a disabled son, considering options such as special disability trusts and testamentary trusts.

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

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    43 mins
  • Episode 20 - The importance of personal insurance
    Sep 18 2024
    Lionel and Marshall discussed the importance of personal insurance for Australian households, emphasizing the role of life insurance, total and permanent disability insurance, trauma or critical illness insurance, and income protection in providing financial security. They also highlighted the importance of reviewing insurance plans, understanding the differences between various types of insurance, and addressing the issue of underinsurance in Australia. The conversation concluded with a discussion on the claims process and the importance of honesty and transparency when making a claim.

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

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    53 mins
  • Episode 19 - Simplifying Business Risk - Making the Complex Seem Simple with Paul Milbourne
    Sep 3 2024

    Paul Milbourne, from Milbourne Insurance Solutions, shares his insights on business risk management, tax planning, and debt management, and the importance of understanding corporate structures. The team also discussed the potential implications of expanding your business partnership to include spouses, the importance of identifying key roles in a business, and the benefits of various insurance policies. Lastly, they touched on the changing trends in life insurance, the importance of collaboration between professionals, and shared real-life cases of unexpected losses due to the sudden death of a business partner.


    Should you need any support reach out to Paul via linkedin Paul Milbourne.

    Alternatively, please reach out to Matt or Lionel for any additional questions.


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

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    45 mins

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