Australian Retirement Podcast

In this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks again with Centrelink guru, Justin Bott from Services Australia. Together they cover the clever steps that can mean a heap more Age Pension, as well as the critical mistakes that Aussies make which reduce - and sometimes completely eliminate - their entitlement. If you like this Australian Reti...

In this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks with Centrelink guru, Justin Bott from Services Australia.  Together they tackle the complex realm that is Age Pension, and outline ways that you can get the highest benefit possible. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for w...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth debate whether everyone needs financial advice, tackle catch-up concessional contributions strategies, and compare AustralianSuper's performance against industry fund peers. Plus, Oasis vs Disney cruise decisions and learning to say 'no'! Topics covered today: -...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth tackle a heartbreaking listener story about potentially losing $94,000 in the First Guardian collapse. Plus, the Boomer Briefing on transaction fees, platform strategies, and knowing when to quit competitive sport! HINT - the time is now If you like this Australi...

In this episode of the Australian Retirement Podcast, James O'Reilly, from Northeast Wealth is joined by RASK Superstar Gemma Mitchell- co-host on the Australian Finance Podcast, financial adviser and now author of the Money Reset. Retirement is one of the biggest money resets Aussies will face – and in this episode, Gemma and James show how life’s disruptions can become powerful turning points wh...

This episode was originally featured on the Australian Investors Podcast. Your hosts Owen Rask and Kanish Chugh from PIMCO discuss part 1/2 on active income vs passive income: – Why passive bond ETFs may underperform in volatile markets – What active fixed income managers do differently – How PIMCO builds its bond portfolios and manages risk – Why Aussie investors are shifting towards active fixed...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss investing through bucket companies, estate planning with complex entity structures, and answer listener questions about investment bonds vs company investing for children's education and offset account strategies in retirement! Chapters (approximate) (00:...

In this episode, James O’Reilly sits with Challenger’s Chief Executive, Mandy Manniz, to discuss the findings of Australia’s biggest study on happiness for people aged over 60. They talk about the surprising findings and how you can get more certainty to achieve a better - and happier - retirement. This is a must-listen for any pre-retiree or retiree wanting to get the most from the money and thei...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including using super splitting rules to boost your wealth, why most advisors don’t help with crypto, and how to make accurate retirement forecasts. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forg...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including  the CBA share price, why pre-retirees still need to think long-term, how to deal with crazy insurance premiums, and how the cashout-and-recontribution strategy can help your kids pay a truckload less tax. If you like this Austra...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including when to get EOFY financial advice, how to avoid gifting too much money in retirement, and whether one listener can get a tax refund from AustralianSuper. If you like this Australian Retirement Podcast episode, you'll love the ser...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including  the need to keep reviewing your investment philosophy, how to avoid the mistakes in 2025, and why James said ‘No’ to an ideal client. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget t...

In this Australian Retirement Podcast episode, James O’Reilly sits down with Chris Bates, co-host of the Australian Property Podcast and strategic mortgage broker, to discuss how debt plays a role in retirement planning. They explore: – What makes debt “good” or “bad” as you approach retirement – When to pay down your mortgage vs boost your super – Using equity smartly to build retirement wealth –...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth cover a range of topics including Underquoting, Property Development in retirement, CGT on your holiday home and reviewing your Estate Planning. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly s...

In this episode of the Australian Retirement Podcast, Drew Meredith and James O’Reilly dive into one of the biggest goals for retirees — travel. From road-tripping around Australia to extended overseas holidays, they discuss how to budget for travel, how to keep costs under control, and why more retirees are choosing to bring their big trips forward rather than wait. They unpack the 33% jump in tr...

Over 90% of global companies are private. Are your retirement investments keeping up? Christian Ryan of Fincap joins the Australian Retirement Podcast to break down why alternative assets like private equity, credit, and real estate matter more than ever. If you like this Australian Retirement Podcast episode on diversifying your retirement savings, you'll love the series. Don't forget to subscrib...

Does growth still matter in retirement? In this episode of the Australian Retirement Podcast, Drew Meredith and Luke Laretive (Seneca Financial Solutions) explore why retirees can’t ignore growth assets, the role of small-cap stocks, and how to balance risk and income as you age. We cover inflation, the pitfalls of term deposits, and why small companies might just be your retirement secret weapon....

Is now the right time to downsize? In this episode, Drew Meredith and James O’Reilly explore the reality of selling the family home in retirement. They walk through what it means emotionally, how it works practically, and the financial considerations that often get missed — including stamp duty, commissions, and unexpected renovation savings. They also explain the downsizer contribution, a powerfu...

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, YouTub...

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 Appl...

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. I...

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 lo...

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 w...

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 y...

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...