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.
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.
The Treasurer’s done a U-turn and it’s shaking up Australia’s super system.
Back in May, Jim Chalmers announced plans to tax unrealised gains on super balances over $3 million.
Fast forward to October, and he’s walking it all back.
No tax on unrealised gains. The $3 million cap is now indexed.
But the damage to public trust? That’s another story.
In this episode, Matt McCabe breaks down:
💥 What’s changed and why it matters
💥 The new 30% and 40% tax tiers
💥 How younger Aussies were almost dragged into the “rich list”
💥 Why this backflip proves the super system is political football
💥 What smart investors and retirees should do next
🎧 Listen now to hear why this “win” for common sense might have come too late for everyday Australians.
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Connect with Phil Thompson
Website:
https://www.skye.com.au/team
Instagram:
https://www.instagram.com/skye.wealth/
Linkedin:
https://www.linkedin.com/company/skyewealth/about/
Connect with Lionel O'Mally
Website:
https://www.purposeplanning.com.au/
Instagram:
https://www.instagram.com/purposeplanningaus
Linkedin:
https://www.linkedin.com/in/lionelomally/
Connect with Matt McCabe
Website:
https://www.newcastleadvisors.com.au/
Instagram:
https://www.instagram.com/newcastleadvisors
Linkedin:
https://www.linkedin.com/in/m-mccabe/
Phil Thompson’s story isn’t your typical finance career.
He started out flipping through the air as a world-class acrobat… before pivoting into the world of insurance. Now, as the founder of Sky Wealth, Phil has carved out a bold niche: a business dedicated to risk-only advice.
In this episode, Phil shares:
It’s equal parts entertaining and eye-opening — perfect for anyone curious about careers, risk, and the mindset it takes to reinvent yourself.
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What do chess, fitness, and financial planning have in common?
For Victor Idoko from CFV Advisory, they’re all about thinking ahead, making smart moves, and playing for the win.
In this episode, Victor takes us from his childhood in Nigeria — where his parents had very different ideas about money — to building a life and career in Australia. He opens up about the cultural shocks, the lessons that stuck, and how those early money conversations shaped the way he helps clients today.
We chat about his personal investing philosophy, why financial literacy should be non-negotiable, and how focusing on the human side of advice has helped his clients achieve more than they thought possible.
Whether you’re planning your next financial move, curious about the journey of a global Aussie, or just love hearing how life experiences shape great advice, this one’s a cracking listen.
Connect with Victor Idoko
Linkedin: www.linkedin.com/in/victor-idoko-cfa-cfp
Instagram: www.instagram.com/iamvictoridoko
Website: cfvservices.com.au/
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Matthew and Lionel have just landed back from the MDRT conference in Miami, and … their minds are buzzing.
In this episode they spill the beans on what’s shaking up the financial advice world – including how AI is changing the game.
But they don’t stop there. The boys dive head‑first into Canberra’s latest grab for your super – proposed tax changes that could sting Aussie retirees.
They’re fired up, calling out the pollies and asking the big question: why aren’t we teaching people how to manage money instead of moving the goalposts?
It all wraps up with a bold look at the future of superannuation – trust, education, personal responsibility… and whether the system’s really set up for you to win.
🎧 If you’ve got super, if you care about your financial future, or if you just love hearing two straight‑talkers tell it how it is – this one’s for you.
👉 Hit play and have a listen – you won’t think about your super the same way again.
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TPD Claims: When the System Breaks You Twice
How Australia’s safety nets are failing the people who need them most.
In this confronting episode, Matt and Lionel dive into the world of Total and Permanent Disablement (TPD) claims—where money meets trauma and red tape can cost lives. From the frontline of financial advice, they unpack the emotional and financial minefield of navigating TPD, workers comp, Centrelink and superannuation.
They reveal how mental health-related TPD claims are on the rise, yet the system meant to protect vulnerable Australians is slow, confusing, and often unfair. Matt shares the real reason he became a TPD expert (spoiler: it wasn’t by choice), and they challenge the industry to step up with better, fairer, more human solutions.
If you’ve ever wondered what happens after someone’s life is turned upside down—physically, mentally, and financially—this episode will shake you. It’s not just about payouts. It’s about dignity, documentation, and doing what’s right.
This one’s for the people no one’s listening to. Until now.
Contact the Supermen
https://www.instagram.com/supermenpodcast
Direct
Lionel - www.purposeplanning.com.au
Matt - www.newcastleadvisors.com.au
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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.
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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
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🎧 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/
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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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Hosted on Acast. See acast.com/privacy for more information.
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
Hosted on Acast. See acast.com/privacy for more information.
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Lionel and Matty discussed their return and the plan for the podcast this year.
They also shared their personal experiences over the break and their plans for future episodes, with the next episode focusing on Matt's office purchase.
Lastly, they discussed their business growth, with Lionel's business having its biggest month ever in December and Matt expressing his excitement about building his team to have the capacity to help more people.
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Welcome to Episode 27 - Tackling Life's Challenges with Nathan Stapleton.
"really good things happen, and really bad things happen. But no matter what, you gotta wake up the next day, put your f#cking boots on and go back to work."
In this episode of the Supermen Podcast, Lionel and Matthew sit down with former NRL player Nathan Stapleton to explore his remarkable life story. Growing up in a small town in the northern tablelands, Nathan followed his passion for rugby league, rising to play for the Cronulla Sharks and later the London Broncos. League opened doors to incredible opportunities for Nathan and his family, but in 2022, the sport took a devastating turn when a spinal cord injury left him a quadriplegic.
Nathan recounts the harrowing details of his injury, including being pronounced dead for 16 minutes. He shares how this life-altering event reshaped his perspective, leading him to advocate for mental health awareness through podcasts and public speaking.
The conversation also delves into the financial side of Nathan's journey, from the high-pressure nature of professional sports to navigating rugby insurance and transitioning to his current employment with a smart spending rewards platform - 2Ezi. Nathan’s story is a testament to resilience and reinvention, and his role as an upcoming keynote speaker at a Mental Health Conference highlights his dedication to inspiring others. This episode is a powerful blend of sports, struggle, and hope—don’t miss it!
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Sign-up to the rewards program 2Ezi
The Supermen Podcast
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In this episode, Lionel and Matt are joined by Simon Rinne, founder of Mindful Men, to discuss the growing mental health crisis in Australia, particularly among men, and the profound impact of financial stress on mental well-being. They highlight the importance of openly addressing financial mental health and the power of sharing personal stories to challenge societal norms. The conversation also explores the difficulties men face in talking about mental health, the crucial role of professionals in offering support, and practical tips for managing stress.
If you want to reach out to Simon and his team, he can be found at https://mindfulmen.com.au/
And jump on to your podcast platform and search for Simon's podcast "The Mindful Men Podcast" or use the link below.
https://open.spotify.com/show/6LhecvPA5UUBAt7fS73Dto?si=ee5d690c86c14558
Remember, help is available 24/7 through the Men's Helpline for free advice, therapy, and support at 1300 789 978.
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Matthew and Lionel, co-hosts of the Superman Podcast, discussed their podcasting journey, the importance of consistency, and their plans to upgrade their podcast experience. They also discussed the importance of planning for retirement, the tax implications of property ownership, and the potential benefits of annuities and income layering. Lastly, they emphasized the importance of strategy and execution when managing one's retirement plans, the mindset shift in retirement when they see retirees go from budgeting to spending plans, and strategies for property investment and tax minimization.
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Lionel and Matt discussed the current state of their respective businesses. However, in this episode the boys focus on the challenges faced by grandparents who want to support their grandchildren financially. They also explored alternative investment options for grandchildren, such as superannuation, investment bonds and education bonds, which offer tax benefits and flexibility. Lastly, Matt emphasised the importance of understanding one's financial goals, whilst considering the highest and best use of capital, and encouraged listeners to reach out for professional advice if they are considering retiring early or creating a legacy for their grandchildren.
*Apologises about the sound quality of this episode.
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On this episode Matt & Lionel discuss how you can use superannuation to make it possible to pay no income tax.
They explore contribution strategies, different phases of superannuation, and the overall tax structures.
The supermen explore some recent cases and experiences to further explain how this can be used in specific circumstances.
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In this episode of the Supermen Podcast, Matthew and Lionel discuss the complexities and unknowns of the superannuation system in Australia.
They highlight the history of superannuation, and how it has evolved over the years. They also discuss the tax traps that retirees need to avoid and the hidden rules that some super funds impose on their members.
A particular focus is on the minimum balance requirement of $50,000 to access tax-free pension phase, which leaves many Australians paying 15% tax on their superannuation earnings. The conversation also touches on the issue of big super funds cornering smaller superannuation balances and the unfairness of the system, which seems to favours richer Australians.
In addition, they discussed the importance of education, guidance, and seeking the right advice to make informed financial decisions for future generations.
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