x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

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

business places & travel

All Episodes

35:42

The money reset you need before you retire

Australian Retirement Podcast ·

2025/08/28

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 when handled with intention. They break down why mindset matters just as much as the money moves, and

en

37:12

Why active fixed income may beat passive: Kanish...

Australian Retirement Podcast ·

2025/08/25

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 income strategies If you love learning about fixed income, bonds and investing strategies,

en

39:25

Death & taxes: What happens to your family trust when...

Australian Retirement Podcast ·

2025/08/21

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) (00:00) Introduction (03:01) James' Interesting Shirt (05:20) NVIDIA's Huge Valuation (10:27)

en

41:20

How important is money when it comes to retirement...

Australian Retirement Podcast ·

2025/08/14

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 their lives. Chapters (approximate) (00:00) Introduction (5:16) Happiness Index Overview (10:50)

en

35:41

Super splitting, don’t mention crypto, retirement...

Australian Retirement Podcast ·

2025/08/07

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 forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your

en

38:46

Managing expensive insurance cover, why long-term...

Australian Retirement Podcast ·

2025/07/31

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 Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows

en

33:53

Should I give my money to the kids? Where are we at...

Australian Retirement Podcast ·

2025/07/24

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 series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your

en

38:13

EOFY mistakes, how to build (and review) your...

Australian Retirement Podcast ·

2025/07/17

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 to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics

en

41:07

Optimising Debt for Retirement: Strategies That Work

Australian Retirement Podcast ·

2025/07/10

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 – Common pitfalls with property in SMSFs – How retirees can use debt to stay flexible and avoid

en

35:22

Estate Planning, Property Development and CGT

Australian Retirement Podcast ·

2025/07/03

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 shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: – Drew’s

en

38:46

Don’t delay travel in retirement - here’s why

Australian Retirement Podcast ·

2025/06/26

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 travel costs over the past five years, strategies for saving money without sacrificing the experience,

en

37:38

Retirement portfolios are changing, are you ready?

Australian Retirement Podcast ·

2025/06/24

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 subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered

en

35:08

Retirement needs growth: Small caps & smarter investing

Australian Retirement Podcast ·

2025/06/12

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.If you like this Australian Retirement Podcast episode on investing for growth in retirement, you'll

en

36:25

How downsizing could boost your super

Australian Retirement Podcast ·

2025/06/05

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 powerful super strategy that allows eligible Australians over 55 to contribute up to $300,000 each from the

en

41:50

Navigating the complexities of Aged Care for you or a...

Australian Retirement Podcast ·

2025/05/29

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, YouTube or wherever you get your podcasts. Topics covered today: - An introduction to Nathan - What

en

42:15

Are you ready for an inheritance shock?

Australian Retirement Podcast ·

2025/05/22

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 Apple, Spotify, YouTube, or wherever you get your podcasts. Topics covered today: How inheritances

en

20:41

EOFY super strategies: What’s changing and what isn’t

Australian Retirement Podcast ·

2025/05/19

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. If you like this Australian Retirement Podcast episode on boosting your retirement, you'll love the

en

43:13

5 retirement money mistakes

Australian Retirement Podcast ·

2025/05/15

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 long-term security. In this episode of the Australian Retirement Podcast, Owen and Tahli take you

en

35:58

How to make your money matter

Australian Retirement Podcast ·

2025/05/08

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 wealth, purpose, and generosity!Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube

en

39:31

Navigating rapidly rising personal insurance premiums

Australian Retirement Podcast ·

2025/05/01

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 you get your podcasts. Topics covered today: The different types of personal insurance The enormous

en

85 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...