Australian Retirement Podcast

Rask
  • 4.8 (61)
  • BUSINESS
  • UPDATED WEEKLY
Australian Retirement Podcast

The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips.  Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 In every episode of the podcast, in the description provided, you will find our key resources, including:  A link to work with us and our expert teams A link to the free Rask community - join the conversation, it's free.  A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and Extra resources for each episode Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG

Episodes

  1. 5 DAYS AGO

    Are you ready to let go? Retirement tips for business owners

    In this Australian retirement podcast episode Drew Meredith and James O’Reilly discuss the big questions any self employed person or business owner should be asking to ensure the best possible retirement. 1 How to start planning for retirement if you’re a business owner or self employed 2 The biggest mistakes to avoid as retirement nears 3 The steps to take to get the most from your business 4 Which entities are best for retiring and the huge tax benefits available 5 Why superannuation should be your priority in the lead up to retirement Resources for this episode: https://www.ato.gov.au/businesses-and-organisations/income-deductions-and-concessions/income-and-deductions-for-business/concessions-offsets-and-rebates/concessions ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    34 min

  2. 31 OCT

    I’m done! How can I retire early, or very early?

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss how people can retire well before Age Pension age (currently 67yo). Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: - Getting clear on your retirement goals before you retire - How your investment composition may differ if looking to retire in your 50s or early 60s - Building wealth aggressively to stop working earlier - Can investment properties support your retirement plans? - Finding a better work/life balance as your near retirement Resources for this episode: Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au Types of Investment Structures explained: https://www.australianshareholders.com.au/learn-connect/investor-resources/understanding-investments/types-of-investment-structures/ Geared investing in your Super*: https://www.betashares.com.au/insights/gearing-in-super/ * But note the risks! ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    34 min

  3. 24 OCT

    Transition to retirement - when, how and how much?

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth unpack the big questions for those starting to think about retirement, including super, pensions and getting your timing right.  Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: How and when to access your super Why 60 is the magic number for retirees What’s a super pension and why you could be missing out Property versus share investment in retirement What to do with your mortgage if you’re ready to retire Resources for this episode: Drew on LinkedIn James on LinkedIn Age Pension Accessing your super ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    38 min

  4. 17 OCT

    10 behavioural finance mistakes in retirement planning

    In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, is joined by Owen Rask, Chief Investment Officer of Rask, to talk about the 10 common behavioural finance mistakes people making for retirement planning. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: - Immediacy and recency bias - Loss aversion bias - Familiarity Bias - Anchoring - And many more James will be back next week to finish off episodes 1 thru 10 with Drew Meredith. ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    40 min

  5. 10 OCT

    Estate planning and supporting your loved ones in retirement

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: Why having a will matters more than ever The difference between estate and non-estate assets What happens to super when you die How to give your kids a leg up when you pass Testamentary trusts are the most powerful tool Resources for this episode: Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    37 min

  6. 3 OCT

    So you are ready to retire?

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss everything you need to know and think about as you begin transitioning into retirement. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: How to use super pensions to your benefit When is the best time to flick the switch? Age pension eligibility and accessibility  The worst decisions people make in retirement Building your transition to retirement checklist Resources for this episode: Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    37 min

  7. 26 SEPT

    Tips and traps to avoid before retirement

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth offer their insights into what you should and shouldn't be doing in the lead up to retirement.  Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Tips and traps for industry super funds 2 Everything you need to know about SMSFs 3 How to make sure your adviser is right for you 4 The best way to step into retirement 5 Does your investment mix need to change when you retire? Resources for this episode: • Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  • James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Book recommendations: Psychology of Money - Morgan Housel Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    37 min

  8. 19 SEPT

    Building wealth in the lead up to retirement

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss all things superannuation and how to accelerate your savings in the lead up to retirement. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Everything you need to know about super 2 What to do with your cash flow surplus in your 40s, 50s and 60s 3 Clear your mortgage or boost your super? 4 Most effective strategies to build wealth quickly 5 Which super fund is right for you? Resources for this episode: • Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  • James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Answer the big super questions: https://superguide.com.au Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    44 min

  9. 12 SEPT

    How to start planning for retirement

    In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss the most important questions of all, when is time to start planning for retirement? And how do you get started? Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 What you need to know about retiring in Australia 2 How much is enough to retire? 3 The biggest mistakes made by new retirees 4 The most common questions from those about to retire 5 Deciding on your retirement ‘number’ ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    35 min

  10. 6 SEPT

    Australia's retirement problem, and a bit about us

    In this starter episode of The Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth welcome you to the newest Rask podcast, The Australian Retirement Podcast, and dive deep into Australia's retirement problem. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  ~~ Topics covered in Australian Retirement Podcast episode ~~ An introduction to us (James and Drew) Why we love being financial advisers Why retirement is our focus, and a big responsibility to manage How The Australian Retirement Podcast can help you An overview of upcoming episodes ~~ Resources for this episode ~~ Connect with Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  Connect with James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ Resources for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Invest with Rask: https://bit.ly/R-invest Access all episodes: https://bit.ly/R-notes Mortgage Broking: https://bit.ly/broke-rask Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

    27 min
  • 10 Episodes

4.8
out of 5
61 Ratings

About

The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips.  Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 In every episode of the podcast, in the description provided, you will find our key resources, including:  A link to work with us and our expert teams A link to the free Rask community - join the conversation, it's free.  A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and Extra resources for each episode Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG

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