Australian Retirement Podcast

By Rask

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Subscribers: 19
Reviews: 0
Episodes: 114

Description

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:  A link to work with us and our expert teams A link to the free Rask community - join the conversation, it's free.  A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and Extra resources for each episode Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG

Episode Date
FY27 planning: trust changes, Div 296 and what retirees should do next
Jul 09, 2026
The retirement tax reset: Budget backdowns, pensions and SMSFs explained
Jul 02, 2026
Estate planning myths, probate and DIY wills with Caite Brewer
Jun 25, 2026
Ready to quit work? The 4 retirement types and SMSF traps to know
Jun 18, 2026
Why advice takes ten weeks, and how to test-drive your retirement budget
Jun 11, 2026
Tax myths, age pension wipeouts, and the $14,000-a-year super loophole
Jun 04, 2026
Senator Andrew Bragg on housing, tax and Australia’s productivity problem
Jun 01, 2026
Retirement modelling: where AI gets it wrong, plus EOFY traps every retiree should avoid
May 28, 2026
Should you pay off the mortgage or boost super first in your 50s?
May 21, 2026
Super cooling-off double hit & what's really happening to property values
May 14, 2026
Budget Bombshell: Negative gearing axed, CGT torn up
May 13, 2026
Recession with higher inflation - should retirees panic? Plus the key to retirement
May 07, 2026
Div 296 changes, July super payments & worst retirement advice ever heard
Apr 30, 2026
Are industry super funds safe? Plus your retirement questions!
Apr 23, 2026
Private credit dangers every retiree needs to know + $1M super red flags
Apr 16, 2026
Trump geopolitics: Missing 10 best days cuts returns in HALF
Apr 09, 2026
Planning for aged care explosion, balanced fund myth & skipping generations in wills
Apr 02, 2026
Div 296 passed, CGT discount cut & why Australia's pension system is falling
Mar 26, 2026
Age Pension vs super tax breaks debate & can ETFs deliver 6% without capital loss?
Mar 19, 2026
Iran conflict threatens portfolios & retirement costs hit all-time high
Mar 12, 2026
Bank of Mum & Dad guide, ASIC targets lead generators & SMSF boom explained
Mar 05, 2026
$2M retirement paralysis, franking credits explained & geared ETF reality check
Feb 26, 2026
Proposed CGT shake-up & de facto relationship pension trap explained
Feb 19, 2026
Timing your first adviser meeting, AustralianSuper outflows & First Guardian deal
Feb 12, 2026
CBA bet backfires, super fund anxiety & dodging $130k CGT
Feb 05, 2026
How to build multiple income streams in retirement
Jan 29, 2026
How to diversify your super the right way
Jan 22, 2026
2026 stock game: Owen & Navarre's $100,000 stock game portfolio
Jan 20, 2026
Super fund options explained: fees, control & flexibility
Jan 15, 2026
Super withdrawals explained: Preservation, pensions & tax
Jan 08, 2026
Back to basics: How to maximize your super contributions
Jan 01, 2026
Best retirement moments of 2025 - Our top highlights
Dec 25, 2025
The Epic Retirement Tick - Assessing your retirement readiness
Dec 18, 2025
Breaking down Australia's 20 superannuation tax rates
Dec 11, 2025
The new monetary order, with PIMCO's Tony Crescenzi
Dec 04, 2025
ATO trust crackdown & managing drawdowns in volatility
Nov 27, 2025
Making sense of retirement: Super & retirement myths, top tips and Rask’s Retirement Academy
Nov 26, 2025
The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
Nov 20, 2025
Why global REITs may be the most overlooked opportunity with Chris Bedingfield
Nov 16, 2025
Breaking down the Division 296 super tax changes
Nov 13, 2025
David Gardner, 6 traits to beat the market, rule breakers & legacy
Nov 06, 2025
Halloween Special: Finance horror stories from the frontlines
Oct 30, 2025
$1.2 BILLION super scandal: Are your funds safe?
Oct 23, 2025
1st birthday special: Lessons, markets & your questions
Oct 16, 2025
How to retire on $3,000 per week - the property playbook
Oct 13, 2025
Bec Wilson & why retirement isn’t the end goal
Oct 09, 2025
Bank hybrids are dead: here's where to invest next
Oct 06, 2025
From estates to guarantors: Helping the next generation
Oct 02, 2025
What do bond fund managers actually do? With Aaditya Thakur from PIMCO
Sep 29, 2025
Age Pension Changes, Dixon Collapse and Choosing an Adviser
Sep 25, 2025
How to boost your Age Pension: top Centrelink strategies
Sep 22, 2025
Age Pension - eligibility, applications, exemptions and gifting
Sep 18, 2025
Do you need financial advice + AustralianSuper performance analysis
Sep 11, 2025
Super scams & secret fees: First guardian case + cost analysis
Sep 04, 2025
The money reset you need before you retire
Aug 28, 2025
Why active fixed income may beat passive: Kanish Chugh (PIMCO) [Part 1/2]
Aug 25, 2025
Death & taxes: What happens to your family trust when you die? (+ NVIDIA $4T!)
Aug 21, 2025
How important is money when it comes to retirement happiness?
Aug 14, 2025
Super splitting, don’t mention crypto, retirement forecasts
Aug 07, 2025
Managing expensive insurance cover, why long-term thinking always wins, making sure kids pay no tax on your super death benefit
Jul 31, 2025
Should I give my money to the kids? Where are we at with the $3M super tax?
Jul 24, 2025
EOFY mistakes, how to build (and review) your investment philosophy, saying ‘No’ to ideal clients
Jul 17, 2025
Optimising Debt for Retirement: Strategies That Work
Jul 10, 2025
Estate Planning, Property Development and CGT
Jul 03, 2025
Don’t delay travel in retirement - here’s why
Jun 26, 2025
Retirement portfolios are changing, are you ready?
Jun 24, 2025
Retirement needs growth: Small caps & smarter investing
Jun 12, 2025
How downsizing could boost your super
Jun 05, 2025
Navigating the complexities of Aged Care for you or a parent
May 29, 2025
Are you ready for an inheritance shock?
May 22, 2025
EOFY super strategies: What’s changing and what isn’t
May 19, 2025
5 retirement money mistakes
May 15, 2025
How to make your money matter
May 08, 2025
Navigating rapidly rising personal insurance premiums
May 01, 2025
Drew and James answering your hardest retirement q’s
Apr 24, 2025
Will your money last? The truth about retirement spending?
Apr 17, 2025
Surviving (and profiting from) market freefalls
Apr 09, 2025
🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL]
Apr 07, 2025
PIMCO’s Mark Kiesel: Why This Is a Rare Moment for Bond Investors
Apr 03, 2025
What the latest super changes mean for your retirement
Mar 27, 2025
Building Better Portfolios with Fixed Income & ETFs – PIMCO’s Kanish Chugh
Mar 20, 2025
Your curly retirement questions resolved by Drew and James
Mar 13, 2025
Death in retirement - what happens when your partner dies?
Mar 06, 2025
What do I do about my private health insurance?
Feb 27, 2025
The 5 health issues which can ruin your retirement
Feb 20, 2025
7 ways to grow your Super in retirement
Feb 13, 2025
Using ETFs for passive income (step by step, with ETF examples)
Feb 10, 2025
Is your super fund a dud?
Feb 06, 2025
Real property expert: How to invest in commercial property in Australia
Feb 03, 2025
The five red flags of financial scams with Wadzi Nenzou
Jan 30, 2025
Private credit income investing for retirement, with Nicole Kidd from Schroders RF
Jan 27, 2025
Optimising your wellbeing into retirement with Jon Glass
Jan 23, 2025
Income from share investing, with fund manager Andrew Fraser
Jan 20, 2025
Your retirement q’s answered
Jan 16, 2025
Annuities - making sense of "guaranteed income" in retirement
Jan 13, 2025
HELP! When a self-funded retirement seems impossible
Jan 09, 2025
Infrastructure investments with Ben McVicor from Magellan
Jan 06, 2025
20 things pre-retirees can do to smash 2025
Jan 02, 2025
Super tax increasing?
Dec 19, 2024
Making your retirement epic with Bec Wilson
Dec 12, 2024
Your retirement questions answered
Dec 05, 2024
Investing for retirement 101
Nov 28, 2024
Answering your retirement questions
Nov 21, 2024
Risky business!
Nov 14, 2024
Are you ready to let go? Retirement tips for business owners
Nov 07, 2024
I’m done! How can I retire early, or very early?
Oct 31, 2024
Transition to retirement - when, how and how much?
Oct 24, 2024
10 behavioural finance mistakes in retirement planning
Oct 17, 2024
Estate planning and supporting your loved ones in retirement
Oct 10, 2024
So you are ready to retire?
Oct 03, 2024
Tips and traps to avoid before retirement
Sep 26, 2024
Building wealth in the lead up to retirement
Sep 19, 2024
How to start planning for retirement
Sep 12, 2024
Australia's retirement problem, and a bit about us
Sep 06, 2024