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 46 episodes available.

Australian Retirement Podcast episodes:

April 03, 2025PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors
In this Australian Retirement Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered
Mark’s visit to Australia and on-the-ground insights
How PIMCO’s massive scale drives bond market advantage
His famous 2006 call to sell his home pre-GFC
Why inflation is likely to fall and bond markets may rally
The “slimming down” theory and macroeconomic signals
What airlines, autos and housing are telling us about sentiment
Mark’s contrarian outlook and long-term investing mindset
Resources for This Episode
📄 Learn More About Bond Investing & PIMCO’s Views:
Opportunity Amid the Noise - Interview with Dan Ivascyn
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds

~~ 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. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

##retirement #australia #Bonds #PIMCO #MarkKiesel

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40min
March 27, 2025What the latest super changes mean for your retirement
In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, welcomes Bec Wilson from Epic Retirement to discuss the latest government proposals about YOUR retirement income. We also get into why you may need to be planning for a longer retirement than you think

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:
How long you should expect to live in retirement
Why you need to be planning for at least 3o tears of income
Unpacking the latest round of government retirement proposals
The importance of flexibility and personal choice in retriement
How to make your super work for you
Resources for this episode
Bec Wilson website https://www.epicretirement.net/
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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37min
March 20, 2025Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh
Introduction
In this Australian Retirement Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:
The role of fixed income in a portfolio
How ETFs provide professional-grade access to bonds
PIMCO’s new range of fixed income ETFs
Why now might be the right time to allocate more to bonds
This is a sponsored episode

If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.

Topics Covered & Timestamps
0:00 – Welcome & Introduction
2:15 – Who is PIMCO? Understanding the Global Investment Giant
6:42 – Why Fixed Income ETFs Matter More Than Ever
12:30 – How Bonds Work & Their Role in a Portfolio
18:55 – PIMCO’s New Fixed Income ETF Range
27:10 – The Case for Bonds in 2025 & Market Outlook
35:40 – Final Thoughts & How to Learn More

Resources for This Episode
📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights:
PIMCO's Australian Website: https://bit.ly/3FyV7vb
See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo
~~ Rask Resources ~~

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

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

❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest

DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #ETFs #FixedIncome #AustralianInvestorsPodcast

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51min
March 13, 2025Your curly retirement questions resolved by Drew and James
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer the hard questions that our listenerest just can’t seem to get straight answers to.

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:
Life when you’re asset rich and cash poor
Putting an investment property into an SMSF
How Downsizer contributions work
Stamp duty issues for ‘love and affection’ transfers
Financial support for low super balance retirees
How can I set up a Pension for my SMSF including regular payments
Resources for this episode
ATO Tax variations
Stamp duty spouse or partner exemptions (VIC)
ATO Downsizer Contributions
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

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45min
March 06, 2025Death in retirement - what happens when your partner dies?
In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner. From managing assets and debts to estate planning and benefits, this episode guides you through securing your financial future during a difficult time.

If you like this Australian Retirement Podcast episode on dealing with death 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:
Your partner has passed, what you need to do first
Estate and inheritance planning, how to manage the transition
What happens to your assets on death
What role does an adviser play during this period
How does super work on death?
Resources for this episode
Ask a question (select the Retirement podcast): https://bit.ly/R-quest

Rask Resources - these are included by default

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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34min
February 27, 2025What do I do about my private health insurance?
In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how to get the best Private Health cover for you, the health issues where you’ll most need it, and the times you won’t.

If you like this Australian Retirement Podcast episode on navigating Private Health Insurance, 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:
The history of Private Health Insurance (PHI) in Australia
Why having PHI can significantly reduce your tax bill
When does PHI deliver good value for policy holders?
What are the major pitfalls of PHI?
Spending on disaster recovery, versus disaster prevention
How Australian Private Health Cover is changing today
Your options if not taking out PHI
How you can take action today
Resources for this episode
Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/
Ask a question (select the Finance 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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48min
February 20, 2025The 5 health issues which can ruin your retirement
In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how better understanding your health can help to maximise - and prolong - your retirement years.
If you like this Australian Retirement Podcast episode on maximising your health 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:
Steven’s background as a longevity expert
The consequences of being too focused on the money-side of retirement
The five major health issues for retirees and pre-retirees
How you can take action today
Resources for this episode
Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/
Aust Institute of Health and Welfare health expenditure report: https://www.aihw.gov.au/reports/health-welfare-expenditure/health-expenditure
Ask a question (select the Retirement podcast): https://bit.ly/R-quest

~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ 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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...more
47min
February 13, 20257 ways to grow your Super in retirement
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most pressing retirement questions, including the biggest question of all ‘how can you protect your super from a market crash?’.

If you like this Australian Retirement Podcast episode on protecting your super, 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:
How financial advisers are protecting portfolios from a market crash
What to think about when ‘upsizing’ in retirement
How to supercharge your super contributions
How super contributions can reduce your tax
The best way to split contributions with your partner
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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...more
49min
February 10, 2025Using ETFs for passive income (step by step, with ETF examples)
Topics covered in this market update
Cameron's first (and most recent) investment
LICs versus ETFs
How ETFs actually produce income
Risk levels of ETFs
ETFs featured:
AAA - cash ETF
MMKT - cash plus ETF
A200 - top 200 Aussie shares
QOZ - top Aussie shares, fundamentally weighted
YMAX - yield maximiser
QPON - bond ETF
HBRD - hybrid fund
BSUB - bond ETF

Resources
View all Betashares funds and ETFs: https://www.betashares.com.au/

✅ RESOURCES:
Access Show Notes: https://bit.ly/R-notes
Ask a Question: https://bit.ly/3QtiY00
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Track your portfolio with Navexa (save 20%): https://bit.ly/track-stocks
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

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
February 06, 2025Is your super fund a dud?
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth explain five key ways to review your industry super to make sure it is right for you. Super will likely be your second biggest asset, so making sure you get the most out of your fund is essential.

If you like this Australian Retirement Podcast episode on industry super funds, 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 industry super funds
What sort of fees should you be paying
Is performance all that matters?
Understanding your investment options
The most common traps that catch us out
Resources for this episode
The super funds we talked about
Australian Super
Host Plus
Ask a question (select the Retirement podcast)

Rask Resources - these are included by default
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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...more
48min

FAQs about Australian Retirement Podcast:

How many episodes does Australian Retirement Podcast have?

The podcast currently has 46 episodes available.