Australian Retirement Podcast

By Rask

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 ... more

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FAQs about Australian Retirement Podcast:

How many episodes does Australian Retirement Podcast have?

The podcast currently has 22 episodes available.

Australian Retirement Podcast episodes:

January 20, 2025Income from share investing, with fund manager Andrew Fraser
In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Fraser, from Merlon Capital, to talk about getting income from Australian shares within your retirement portfolio.

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:
Behavioural biases in share investing
How to invest in shares with focus
Where most income investors go wrong
What a 'quality' investment criteria looks like
Income and/or growth investing?
The investment case for JB Hi-Fi and why it fit the criteria
How retirees use fund managers like Merlon to invest

Episode resources:
Merlon Capital website: https://www.merloncapital.com.au/

~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00

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

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44min
January 16, 2025Your retirement q’s answered
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA.

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:
Should I switch my super fund?
Pensions with two separate super funds
Super fund returns versus ETFs
What order should you draw on wealth when you have super and investments?
Borrowing against the home to put in super
Transferring shares directly into your super
Drawing an allocated pension and recontributing to super at the same time
A personal wager on the CBA share price
Having enough cash to make pension payments
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
SPIVA comparison
Minimum Pension Payments from A60 onwards
ATO guidance on deductions for debts
Restaurants for Drew to consider when he takes James out to dinner

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51min
January 13, 2025Annuities - making sense of "guaranteed income" in retirement
In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Lowe, from Challenger, to talk about annuities within your retirement portfolio.

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Annuities topics covered today:
What are annuities?
What is guaranteed income?
Are annuities safe?
What are annuities backed by?
What are the common types of annuities?
Can annuities be used alongside centrelink?
Who is the ideal user of annuities?

Episode resources:
Challenger Annuities: https://bit.ly/r-annuity

~~ 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.

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...more
41min
January 09, 2025HELP! When a self-funded retirement seems impossible
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.
Remember that Drew and James have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Younger couple (45) with no free cashflow and relatively low super balances
Individual approaching retirement with a mortgage exceeding their super balance
Recently retired individual looking to self-fund throughout retirement
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
ENTER to WIN retirement advice
James’ Scenario 1 rundown
James’ Scenario 2 rundown
James’ Scenario 3 rundown

~~ 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.

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...more
36min
January 06, 2025Infrastructure investments with Ben McVicor from Magellan
In this Australian Retirement Podcast episode, your host James O’Reilly, from Northeast Weatlh, interviews Ben McVicor, from Magellan, to talk about the merits of Infrastructure investments within your retirement portfolio.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
What are infrastructure investments and how do they make money?
The major benefits of Infrastructure investments
Resilience in poor economic environments
Investing in the energy transition
How an Infrastructure fund inclusion may compliment your investment portfolio
Magellan’s investment style in the Infrastructure space
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
Magellan’s Infrastructure Fund: https://www.magellangroup.com.au/funds/magellan-infrastructure-fund/

~~ 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

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...more
39min
January 02, 202520 things pre-retirees can do to smash 2025
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.
They also have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Set up My Gov, link ATO
Getting clear on your retirement plan
Reviewing your current assets
The best super contributions to consider in 2025
Life Insurance, Private Health insurance and Estate Planning
Optimising your superannuation
Getting ahead on your mortgage and bank accounts
Dividend Reinvestment Plans
Some great financial calculators you can use now
Searching for lost super / lost money SRO
Organising a proactive meeting with your accountant / planner
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
Understanding the different types of super contributions
Mortgage repayment calculator with extra repayments
Finding unclaimed money
Finding lost super
ENTER to WIN retirement advice

~~ 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
39min
December 19, 2024Super tax increasing?
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the ever-topical Div 296 tax proposal and what it will mean for Australians.

Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Topics covered today:
A brief history of tax in the superannuation system
How does the proposed Div 296 tax work?
The massive financial impact of using non-indexed caps
Complexity around taxing unrealised gains
Is it still worth investing in superannuation?
What you should be doing right now
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

Transfer balance caps explained
Div296 explained
James’ post on the cost of non-indexation
Investing in super vs other entities

~~ 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
34min
December 12, 2024Making your retirement epic with Bec Wilson
In this Australian Retirement Podcast episode, Drew Meredith and Bec Wilson discuss the key steps to making your retirement epic, and why Australian’s need to start thinking about retirement earlier than ever.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
An introduction to Bec Wilson and the Epic Retirement movement
The first step every Australian should be taking ahead of their retirement journey
The six pillars to making your retirement epic
An underappreciated benefit of financial advice in retirement
The most important decision you will make involves your home
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
Bec Wilson’s Epic Retirement: https://www.epicretirement.com.au/
Prime Time podcast: https://www.epicretirement.com.au/podcast
Lifespan calculator: https://www.epicretirement.com.au/resources-and-tools

~~ 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

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
48min
December 05, 2024Your retirement questions answered
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Cash and fixed interest
Bond underperformance over the last 5 yrs
When should I see a financial advisor?
Taking full control of my super investments to eliminate CGT
How to fund retirement with multiple investments available
Should I still be contributing to super if I’m paying Div293?
The correct amount to draw down from my pension each year
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
Div 293 tax explained

~~ 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
36min
November 28, 2024Investing for retirement 101
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Cash and fixed interest
Australian shares and the ‘magic’ of franking credits
International shares
‘Real’ assets including property
Alternatives
Taking out a mortgage vs renting in your later years
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
Drew’s bond articles:
Franking credits explained
Vanguard asset class slide
Seven types of alternative investments everyone should know

~~ 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
44min

FAQs about Australian Retirement Podcast:

How many episodes does Australian Retirement Podcast have?

The podcast currently has 22 episodes available.