Rask
Australian Retirement Podcast
The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips. Get retirement advice : https://bit.ly/R-plan Ask a question (select the Retirement podcast) : https://bit.ly/3QtiY00 In every episode of the podcast, in the description provided, you will find our key resources, including: ...
Where to listen?
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Episodes
Your retirement questions answered 05.12.2024 35:45
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio Get retirement advice Ask a question (select the Retirement podcast) Topics covered today: Cash and fixed interest Bond underperformance over the last 5 yrs When should I see...
Investing for retirement 101 28.11.2024 43:40
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio Get retirement advice Ask a question (select the Retirement podcast) Topics covered today: Cash and fixed interest Australian shares and the ‘magic’ of franking credits Inter...
Answering your retirement questions 21.11.2024 35:38
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. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: Optimal use of annual leave as you approach retirement How to pay your...
Risky business! 14.11.2024 43:59
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss how people can manage the numerous risks associated with retirement, and uncover the most important risk of all. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: Un...
Are you ready to let go? Retirement tips for business owners 07.11.2024 34:08
In this Australian retirement podcast episode Drew Meredith and James O’Reilly discuss the big questions any self employed person or business owner should be asking to ensure the best possible retirement. 1 How to start planning for retirement if you’re a business owner or self employed 2 The biggest mistakes to avoid as retirement nears 3 The steps to take to get the most from your business 4 Whi...
I’m done! How can I retire early, or very early? 31.10.2024 33:57
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss how people can retire well before Age Pension age (currently 67yo). Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: - Getting clear on your retirement goals before y...
Transition to retirement - when, how and how much? 24.10.2024 38:03
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth unpack the big questions for those starting to think about retirement, including super, pensions and getting your timing right. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered t...
10 behavioural finance mistakes in retirement planning 17.10.2024 39:36
In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, is joined by Owen Rask, Chief Investment Officer of Rask, to talk about the 10 common behavioural finance mistakes people making for retirement planning. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: - Immediacy an...
Estate planning and supporting your loved ones in retirement 10.10.2024 37:21
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: Why having a will matters more than ever The dif...
So you are ready to retire? 03.10.2024 37:02
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss everything you need to know and think about as you begin transitioning into retirement. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: How to use super pensions t...
Tips and traps to avoid before retirement 26.09.2024 36:48
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth offer their insights into what you should and shouldn't be doing in the lead up to retirement. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Tips and traps for industry...
Building wealth in the lead up to retirement 19.09.2024 44:03
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss all things superannuation and how to accelerate your savings in the lead up to retirement. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Everything you need to k...
How to start planning for retirement 12.09.2024 34:53
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss the most important questions of all, when is time to start planning for retirement? And how do you get started? Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Wh...
Australia's retirement problem, and a bit about us 06.09.2024 27:14
In this starter episode of The Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth welcome you to the newest Rask podcast, The Australian Retirement Podcast, and dive deep into Australia's retirement problem. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY...
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