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:
- 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
1
Super scams & secret fees: First guardian case ...
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.
40 min
2
The money reset you need before you retire
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.
33 min
3
Why active fixed income may beat passive: Kanis...
PIMCO’s Kanish Chugh joins Owen Rask to explore the performance gap between active and passive fixed income, how active managers like PIMCO construct their portfolios, and why Aussie investors are rethinking their bond allocations.
34 min
4
Death & taxes: What happens to your family trus...
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!
36 min
5
How important is money when it comes to retirem...
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.
38 min
6
Super splitting, don’t mention crypto, retireme...
In this Australian Retirement Podcast episode, hear Drew and James talk about gaming the super splitting rules, why most advisors don’t help with crypto, and getting accurate retirement forecasts.
33 min
7
Managing expensive insurance cover, why long-te...
In this Australian Retirement Podcast episode, hear Drew and James talk about CBA shares, avoiding short-term thinking, dealing with crazy insurance premiums, and how the cashout-and-recontribution strategy can help your kids pay a truckload less tax.
36 min
8
Should I give my money to the kids? Where are w...
In this Australian Retirement Podcast episode, hear Drew and James talk about when retirees are too generous with their hard-earned money, the proposed Div296 legislation, and whether tax refunds are available in industry funds.
31 min
9
EOFY mistakes, how to build (and review) your i...
In this Australian Retirement Podcast episode, hear Drew and James talk about investment philosophies, taking correct pension payments, and critical deadlines for your super fund.
35 min
10
Optimising Debt for Retirement: Strategies That...
Learn how to use debt wisely before and during retirement, including the difference between good and bad debt, and how to structure your finances for long-term wealth and flexibility.
38 min
11
Estate Planning, Property Development and CGT
In this Australian Retirement Podcast episode, get Underquoting, CGT on holiday homes, Estate Planning and Drew falling down the stairs.
32 min
12
Don’t delay travel in retirement - here’s why
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.
36 min
13
Retirement portfolios are changing, are you ready?
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.
35 min
14
Retirement needs growth: Small caps & smarter i...
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.
32 min
15
How downsizing could boost your super
Is now the right time to downsize?
33 min
16
Navigating the complexities of Aged Care for yo...
In this Australian Retirement Podcast episode, learn how to navigate the complexities of Aged Care so that you can minimise the effect on your finances.
39 min
17
Are you ready for an inheritance shock?
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
39 min
18
EOFY super strategies: What’s changing and what...
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.
18 min
19
5 retirement money mistakes
In this Australian Retirement Podcast episode, you’ll learn 5 key behavioural mistakes to avoid in retirement.
40 min
20
How to make your money matter
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.
33 min
21
Navigating rapidly rising personal insurance pr...
In this Australian Retirement Podcast episode, learn how to manage your rapidly rising personal Insurance premiums.
37 min
22
Drew and James answering your hardest retiremen...
In this Australian Retirement Podcast episode, listen to Drew and James discuss when to downsize, managing super investments, and tax minimisation for low income earners.
40 min
23
Will your money last? The truth about retiremen...
Learn how to plan, budget, and make your money last!
29 min
24
Surviving (and profiting from) market freefalls
In this Australian Retirement Podcast episode, get Surviving (and profiting from) market freefalls.
40 min
25
🚨 ASX meltdown? How to protect yourself and you...
Owen took to the Rask airways to explain what's happened, why, and how to think about investing for the long run during this uncertainty.
100 min