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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

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All Episodes

43:07

ATO trust crackdown & managing drawdowns in volatility

Australian Retirement Podcast ·

2025/11/27

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, China stabilizes, and tariff wars end? They also discuss the potential impacts of Australian

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44:13

Making sense of retirement: Super & retirement myths,...

Australian Retirement Podcast ·

2025/11/26

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 intimidated by the jargon. And almost everyone worries they’ve “left it too late”. This conversation cuts

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29:14

The best opportunity in 20 years? PIMCO's Rob Mead on...

Australian Retirement Podcast ·

2025/11/20

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 a bond's return is the starting point - How to understand the 'yield curve' and maturities -

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53:11

Why global REITs may be the most overlooked...

Australian Retirement Podcast ·

2025/11/16

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, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or

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43:03

Breaking down the Division 296 super tax changes

Australian Retirement Podcast ·

2025/11/13

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, and retirees. The most significant change? The removal of tax on unrealised capital gains - a

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83:20

David Gardner, 6 traits to beat the market, rule...

Australian Retirement Podcast ·

2025/11/06

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 finding outliers, subscribe to the Australian Retirement Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠

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42:29

Halloween Special: Finance horror stories from the...

Australian Retirement Podcast ·

2025/10/30

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. From presenting the wrong portfolios to clients, to $50K call option disasters, property agreements

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41:19

$1.2 BILLION super scandal: Are your funds safe?

Australian Retirement Podcast ·

2025/10/23

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 sent shockwaves through the industry. Drew and James break down what happened, from aggressive 10-15%

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34:25

1st birthday special: Lessons, markets & your questions

Australian Retirement Podcast ·

2025/10/16

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 eligibility, what late starters can do to catch up on super, and whether to invest inside or outside

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57:10

How to retire on $3,000 per week - the property playbook

Australian Retirement Podcast ·

2025/10/13

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 simplifying property investing for everyday Australians. They’re also the co-authors of best-selling titles

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60:46

Bec Wilson & why retirement isn’t the end goal

Australian Retirement Podcast ·

2025/10/09

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 planning for those thinking about retirement.Topics covered today: – Prime Time – what it is, and how

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41:37

Bank hybrids are dead: here's where to invest next

Australian Retirement Podcast ·

2025/10/06

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 post-hybrids Topics Covered – What are hybrid securities and why APRA is shutting them down by

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36:12

From estates to guarantors: Helping the next generation

Australian Retirement Podcast ·

2025/10/02

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 plans. Plus, they cover key retirement questions, including how to get tax back before starting an

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26:39

What do bond fund managers actually do? With Aaditya...

Australian Retirement Podcast ·

2025/09/29

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. bottom-up bond analysis – How PIMCO runs global investment strategy sessions – Why bonds offer

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38:19

Age Pension Changes, Dixon Collapse and Choosing an...

Australian Retirement Podcast ·

2025/09/25

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 it says about conflicts of interest in financial advice, and the cancellation of the government’s

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52:23

How to boost your Age Pension: top Centrelink strategies

Australian Retirement Podcast ·

2025/09/22

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

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43:09

Age Pension - eligibility, applications, exemptions...

Australian Retirement Podcast ·

2025/09/18

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 weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. ~~Topics covered today~~ -

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39:54

Do you need financial advice + AustralianSuper...

Australian Retirement Podcast ·

2025/09/11

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: - Oasis concert vs Disney cruise decisions and not asking for the bill before the end - Is CBA

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43:18

Super scams & secret fees: First guardian case + cost...

Australian Retirement Podcast ·

2025/09/04

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

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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

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