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Halloween Special: Finance horror stories from the frontlines
In this Australian Retirement Podcast Halloween special, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth share spine-chilling finance horror stories from their years as financial advisers.
Happy Halloween! 🎃 While most people are worried about ghosts and ghouls, Drew and James reveal the truly terrifying mistakes they've witnessed in retirement planning. From presenting the wrong portfolios to clients, to $50K call option disasters, property agreements that went wrong, and investors switching to defensive at the market bottom - these real-world horror stories will make you think twice about your own financial decisions.
They also tackle the Fed's rate cutting cycle and explain why interest rates are actually more volatile than share markets (spoiler: it's scarier than you think!).
Topics covered today
- Happy Halloween - it's time for finance horror stories!
- The Fed's rate cutting cycle explained
- Why interest rates are more volatile than share markets
- James’ biggest retirement hauntings
- Drew’s scariest retirement mistakes
Resources for this episode
- Ask a question (select the Retirement podcast)
Rask Resources
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
- We love feedback!
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. 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)
#retirement #australia
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By RaskIn this Australian Retirement Podcast Halloween special, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth share spine-chilling finance horror stories from their years as financial advisers.
Happy Halloween! 🎃 While most people are worried about ghosts and ghouls, Drew and James reveal the truly terrifying mistakes they've witnessed in retirement planning. From presenting the wrong portfolios to clients, to $50K call option disasters, property agreements that went wrong, and investors switching to defensive at the market bottom - these real-world horror stories will make you think twice about your own financial decisions.
They also tackle the Fed's rate cutting cycle and explain why interest rates are actually more volatile than share markets (spoiler: it's scarier than you think!).
Topics covered today
- Happy Halloween - it's time for finance horror stories!
- The Fed's rate cutting cycle explained
- Why interest rates are more volatile than share markets
- James’ biggest retirement hauntings
- Drew’s scariest retirement mistakes
Resources for this episode
- Ask a question (select the Retirement podcast)
Rask Resources
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
- We love feedback!
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. 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)
#retirement #australia
Learn more about your ad choices. Visit megaphone.fm/adchoices