Australian Retirement Podcast

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth break down the complete landscape of retirement income in Australia. One of the most common questions financial advisers hear is: "Where will my income actually come from in retirement?" The answer isn't simple—and that's actually a good thing. The most successfu...

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. Thi...

The Rask 2026 stock market game is live - it's called Stock Genius. Available at stockgenius.com.au, in collaboration with Navexa, the Rask Stock Market is open for you to compete and enjoy with over 1,000 fellow investors. In this episode, we cover: - Is AI killing app investing in 2026? - Are you a stock market genius? Play our game to find out - How the game works - Smart tracking for portfolio...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth continue their back-to-basics summer miniseries by tackling one of the most important decisions in retirement planning: which type of super fund is right for you? While the super rules are the same for everyone, the differences between industry funds, SMSFs, plat...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth continue their summer miniseries by tackling the complex world of getting money OUT of your super. They break down the critical concepts of taxable vs tax-free components, preservation age, and the various conditions of release that allow you to access your super...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth kick off their summer miniseries by going back to basics on super contributions. They break down ALL the ways you can get money into super, including concessional contributions (employer, salary sacrifice, and personal deductible), non-concessional contributions,...

It's been an incredible year for the Australian Retirement Podcast! As we head into the Christmas break, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth look back at the biggest moments, most important lessons, and most-watched episodes of 2025. From market volatility and ethical investing debates to government policy changes and real-world retirement strateg...

In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, sits down with retirement expert and best-selling author Bec Wilson to explore the Epic Retirement Tick - a groundbreaking framework for assessing retirement readiness. Bec, author of How to Have an Epic Retirement and Prime Time, founder of Epic Retirement and educator, shares insights from her latest in...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle one of the most complex parts of Australian retirement planning: the superannuation tax system. How many different tax rates apply to super? The answer might shock you - it's around 20 different rates, depending on your situation! Drew and James break down...

In this Australian Retirement Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, f...

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth tackle a diverse range of retirement topics that matter right now. They kick off with market optimism - CBA is floating around $168, and the hosts ask the provocative question: What if everything goes right? What if Middle East tensions ease, Russia-Ukraine resolves...

This episode was originally featured on The Australian Finance Podcast. In this episode of The Australian Retirement Podcast, Gemma Mitchell is joined by Tahli — educator, retirement specialist and long-time member of the Rask team. After working with hundreds of Australians approaching retirement, Tahli has seen the same patterns over and over again. Most people feel unprepared. Many feel intimid...

In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of...

In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, g...

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth discuss the significant changes to Australia's proposed Division 296 superannuation tax legislation. The government has made substantial amendments to the controversial super tax policy, addressing many of the concerns raised by financial advisers, industry groups,...

In this Australian Retirement Podcast episode, your host Owen Rask sits down with David Gardner (co-founder of The Motley Fool and author of Rule Breaker Investing) to discuss: – Beating the market vs indexing – The “lose to win” philosophy and position sizing – The six traits of rule-breaker companies – Conscious capitalism, purpose and culture If you love learning about growth investing and find...

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....

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth expose one of Australia's biggest superannuation scandals and explain what it means for your retirement. With $1.2 billion locked up and nearly 12,000 investors affected, the Shield Master Fund (via Macquarie) and First Guardian (via Netwealth) collapses have sen...

It’s the Australian Retirement Podcast’s first birthday! Drew Meredith and James O’Reilly look back on a huge year of markets, headlines, and retirement conversations — from Div 296 and global tariffs to the AI investment boom, Japan ending negative rates, and what the return of Trump could mean for investors. They also answer your most-asked retirement questions: how age gaps affect Age Pension e...

In this episode, host Gemma Mitchell is joined by Ben Kingsley, one of Australia’s leading property investment advisers, founder of Empower Wealth, and Chair of the Property Investors Council of Australia (PICA). Ben, along with his long-time business partner Bryce Holdaway, has just released their third book, How to Retire on $3,000 a Week. Together, Ben and Bryce have built a reputation for simp...

In this Australian Retirement Podcast episode, Drew Meredith from Wattle Partners sits down with best-selling author Bec Wilson to talk about her new book Prime Time, why she wrote it, and the 27 lessons for living well in life’s next stage. They also cover how to think about super funds in retirement, the return of the “tick” test, and why lifestyle planning matters just as much as financial plan...

In this Australian Retirement Podcast episode, your host Owen Rask sits down with Kanish Chugh (from PIMCO) to discuss: - The hybrid securities market and why APRA is phasing out bank hybrids – What income investors (especially retirees) should consider in 2025 – The outlook for fixed income, bonds and private credit as interest rates fall – PIMCO’s research-backed strategy for income investors po...

In this episode of the Australian Retirement Podcast, Drew Meredith and James O’Reilly unpack the rise of the Bank of Mum and Dad and the tough decisions facing parents who want to help their kids buy a home. Should you gift cash, go guarantor, or use other strategies? They explore the risks and rewards of each approach, how guarantor loans work, and what it means for your retirement and estate pl...

In this Australian Retirement Podcast episode, your host Owen Rask sits down with Aaditya Thakur (PIMCO) to discuss: – What a bond fund manager actually does – The role of macroeconomic forecasting in fixed income – PIMCO’s multi-layered investment process – Why bonds still matter for investors in 2025 ~~Topics Covered~~ – What a bond portfolio manager actually does day to day – Top-down vs. botto...

In this episode of the Australian Retirement Podcast, Drew Meredith and James O’Reilly break down the latest retirement news and what it means for you. They discuss upcoming Age Pension changes, including updates to deeming rules and payment increases, and how these may affect retirees’ cash flow and eligibility. The conversation also tackles the fallout from the collapse of Dixon Advisory, what i...