Australian Retirement Podcast

How does your spending really change in retirement? In this episode of the Australian Retirement Podcast, featuring financial adviser, Jamie Nemtsas, we break down the three key phases of retirement spending—Golden, Silver, and Legacy years. Learn how to plan, budget, and make your money last! If you like this Australian Retirement Podcast episode on spending in retirement, you'll love the series....

In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks about how you can optimally manage your falling portfolio balance, outlines who needs to panic (hint - it’s less of you than you think!) and provides clear guidance on the actions needed for those in or near retirement. If you like this Australian Retirement Podcast episode on Surviving (and profit...

The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer...

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 ho...

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 seri...

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...

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 yo...

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...

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 su...

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 sho...

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 s...

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:...

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...

Tom Barwon is a commercial property investing expert and a partner at Barwon Investment Partners, a leading Australian commercial property investment group. Tom specialises in healthcare properties and has invested hundreds of millions of dollars, across hundreds of properties throughout Australia. Barwon's Tom Patrick talking points Barwon's Tom Patrick walks us through the following topics: 1. I...

In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks to financial scam expert Wadzi Nenzou about the critical things we all need to do to protect ourselves against financial scams. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: History of investment scamming...

In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: What is private credit?...

In this Australian Retirement Podcast episode, your host James O’Reilly, from Northeast Weatlh, interviews Jon Glass, from 64Plus, to talk about the non-financial elements of retirement. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: Jon’s background as a retirement coach The personal challenges people fac...

In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Fraser, from Merlon Capital, to talk about getting income from Australian shares within your retirement portfolio. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: Behavioural biase...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: Should I switch my supe...

In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Lowe, from Challenger, to talk about annuities within your retirement portfolio. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Annuities topics covered today: What are annuities? What is guaranteed in...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.  Remember that Drew and James have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE! Get retirement advice Ask a question (select the Retirement podca...

In this Australian Retirement Podcast episode, your host James O’Reilly, from Northeast Weatlh, interviews Ben McVicor, from Magellan, to talk about the merits of Infrastructure investments within your retirement portfolio. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: What are infrastructure investments...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.  They also have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE! Get retirement advice Ask a question (select the Retirement podcast) Topics covered...

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the ever-topical Div 296 tax proposal and what it will mean for Australians. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: A brief history of tax in the supe...

In this Australian Retirement Podcast episode, Drew Meredith and Bec Wilson discuss the key steps to making your retirement epic, and why Australian’s need to start thinking about retirement earlier than ever.  Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: An introduction to Bec Wilson and the Epic Retireme...