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How to diversify your super the right way
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth explain the critical building blocks of a resilient retirement portfolio.
Whether you're just starting to think about retirement or already managing your super, understanding asset allocation is one of the most important investment concepts you'll ever learn. This isn't about picking the next hot stock or timing the market—it's about building a portfolio that can generate returns while managing risk over decades.
Drew and James break down what asset classes actually are, why diversification matters more in retirement than at any other life stage, and the practical tools you can use to implement a smart asset allocation strategy. They also explain Modern Portfolio Theory in plain English and show you how to think about combining different assets to maximise your potential returns while keeping volatility manageable.
If you like this Australian Retirement Podcast episode on asset allocation and diversification, 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 is an asset class and why does it matter?
- Breaking down the major asset classes: Cash, Fixed Interest, Shares, Real Assets, and Alternatives
- Understanding asset allocation and Modern Portfolio Theory
- Why diversification is critical when you have a finite pool of capital in retirement
- The tools available to implement your asset allocation strategy
- How different assets perform in different market conditions
- Building resilience through both growth and income assets
Resources for this episode
Ask a question (select the Retirement podcast)
Visit TermPlus to learn more
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): https://www.rask.com.au/fsg
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By RaskIn this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth explain the critical building blocks of a resilient retirement portfolio.
Whether you're just starting to think about retirement or already managing your super, understanding asset allocation is one of the most important investment concepts you'll ever learn. This isn't about picking the next hot stock or timing the market—it's about building a portfolio that can generate returns while managing risk over decades.
Drew and James break down what asset classes actually are, why diversification matters more in retirement than at any other life stage, and the practical tools you can use to implement a smart asset allocation strategy. They also explain Modern Portfolio Theory in plain English and show you how to think about combining different assets to maximise your potential returns while keeping volatility manageable.
If you like this Australian Retirement Podcast episode on asset allocation and diversification, 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 is an asset class and why does it matter?
- Breaking down the major asset classes: Cash, Fixed Interest, Shares, Real Assets, and Alternatives
- Understanding asset allocation and Modern Portfolio Theory
- Why diversification is critical when you have a finite pool of capital in retirement
- The tools available to implement your asset allocation strategy
- How different assets perform in different market conditions
- Building resilience through both growth and income assets
Resources for this episode
Ask a question (select the Retirement podcast)
Visit TermPlus to learn more
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): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices