In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with fellow advisor Nathan Fradley, to discuss how you can navigate the complexities of Aged Care to keep costs to a minimum.

If you like this Australian Retirement Podcast episode on Navigating Aged Care, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

- An introduction to Nathan

- What services does Aged Care include (think Home Care / Respite / Residential)?

- What Government Support is available, and what do you have to pay?

- How should people create an Aged Care Plan for themselves or parents?

- What should people be doing right now to prepare?

Resources for this episode

https://myagedcare.gov.au 

https://www.nathanfradley.com.au/blog 

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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

#retirement #australia

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Inheritances can be life-changing — or a financial disaster without the right planning. Drew Meredith and James O’Reilly unpack how inheritances work in Australia, why the fear of death taxes is rising, and the steps you can take now to protect your legacy.

If you liked this Australian Retirement Podcast episode on estate planning and protecting family wealth, subscribe for weekly episodes on Apple, Spotify, YouTube, or wherever you get your podcasts.

Topics covered today:

Resources for this episode

Ask a question (select the Retirement podcast): https://bit.ly/R-quest 

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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Welcome to a bonus episode of the Australian Retirement Podcast, hosted by Drew Meredith and James O’Reilly.

With the end of financial year fast approaching, confusion is everywhere — and not all of it is real. In this special update, we unpack the actual superannuation changes coming from 1 July 2025, and debunk a fake announcement that’s been spreading misinformation about a June 1 start date.

If you like this Australian Retirement Podcast episode on boosting your retirement, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

What’s actually changing from 1 July 2025

Why a fake June 1 announcement went viral

What retirees and pre-retirees need to do before 30 June

Key contribution strategies and pension reminders

The smart (and simple) moves to make this EOFY count

Resources for this episode

Ask a question (select the Retirement podcast): https://bit.ly/R-quest 

Rask Resources 

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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

#retirement #australia

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In this Australian Retirement Podcast episode, your host Owen Rask is joined by Tahli Cavagnino, Senior Financial Advisor from the Rask Advice team.

Retirement isn’t just about having enough money — it’s about making the right decisions with the money you’ve worked hard to save. But even the most financially prepared Australians can fall into subtle psychological traps that quietly derail their long-term security.

In this episode of the Australian Retirement Podcast, Owen and Tahli take you through five behavioural mistakes that many retirees make — often without even realising it. These aren’t dry textbook errors or investment jargon. They’re real, everyday habits and mindsets that can cost you thousands, shake your confidence, and limit the lifestyle you hoped to enjoy in retirement.

If you like this Australian Retirement Podcast episode on behavioural mistakes, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

An introduction to Tahli

How and why she came into Advice

What does a typical day look like for a Rask Advisor

Why behavioural finance matters

Why being too conservative with your money might actually increase your risk of running out

The dangers of trying to “catch up” by taking on too much investment risk

How emotional decisions during market downturns can lead to locking in permanent losses

Why pride or confusion can keep you from claiming government entitlements you’re legally entitled to

The surprising ways people underestimate how long they’ll live — and how much they'll need

Resources for this episode

The Vanguard Adviser Alpha research

Camplify

Ask a question (select the Retirement podcast)

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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

#retirement #australia

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Discover why giving money away can be the most rewarding part of retirement. In this episode of the Australian Retirement Podcast, Chris Cuffe shares expert insights on philanthropy, legacy planning, and how retirees can make a lasting impact. Learn smart strategies for giving, the benefits of private ancillary funds, and how to leave a meaningful legacy. Don’t miss this powerful conversation on wealth, purpose, and generosity!

Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Resources for this episode

Rask Resources 

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth, cover the best ways to stay on top of your insurance premiums.

If you like this Australian Retirement Podcast episode on reducing your insurance premiums, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Resources for this episode

• Ask a question (select the Retirement podcast)

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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

#retirement #australia

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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss when to downsize, tracking dollar cost averaging with Aust Super, and whether it’s still worth it to be minimising tax with an income of $45K (hint - it is!).

If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Resources for this episode

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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How does your spending really change in retirement? In this episode of the Australian Retirement Podcast, featuring financial adviser, Jamie Nemtsas, we break down the three key phases of retirement spending—Golden, Silver, and Legacy years. Learn how to plan, budget, and make your money last!

If you like this Australian Retirement Podcast episode on spending in retirement, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Resources for this episode

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks about how you can optimally manage your falling portfolio balance, outlines who needs to panic (hint - it’s less of you than you think!) and provides clear guidance on the actions needed for those in or near retirement.

If you like this Australian Retirement Podcast episode on Surviving (and profiting from) market freefalls, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Resources for this episode

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.

VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo

ASX 200 investors, what should you do in a market crash?!

If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.

✨ Resources ✨

Rask Invest portfolio: https://www.rask.com.au/rask-invest

Join our community: https://community.rask.com.au

Get financial advice: https://www.rask.com.au/advice

Special guest Claude Walker:

https://arichlife.com.au/

All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.

#investing #asx200

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