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
26
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
27
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
28
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
29
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
30
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
31
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
32
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
33
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
34
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
35
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
36
How downsizing could boost your super
Is now the right time to downsize?
33 min
37
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
38
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
39
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
40
5 retirement money mistakes
In this Australian Retirement Podcast episode, you’ll learn 5 key behavioural mistakes to avoid in retirement.
40 min
41
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
42
Navigating rapidly rising personal insurance pr...
In this Australian Retirement Podcast episode, learn how to manage your rapidly rising personal Insurance premiums.
37 min
43
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
44
Will your money last? The truth about retiremen...
Learn how to plan, budget, and make your money last!
29 min
45
Surviving (and profiting from) market freefalls
In this Australian Retirement Podcast episode, get Surviving (and profiting from) market freefalls.
40 min
46
🚨 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
47
PIMCO’s Mark Kiesel: Why This Is a Rare Moment ...
37 min
48
What the latest super changes mean for your ret...
In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, welcomes Bec Wilson from Epic Retirement to discuss the latest government proposals about YOUR retirement income.
34 min
49
Building Better Portfolios with Fixed Income & ...
Discover why fixed income ETFs are becoming a core portfolio component in 2025. PIMCO’s Kanish Chugh joins the show to discuss bond markets, ETF innovation, and how investors can use bonds for income, diversification, and capital stability.
48 min
50
Your curly retirement questions resolved by Dre...
In this Australian Retirement Podcast episode, listen to Drew and James talk SMSFs, starting new pensions, utilising the Downsizer contributions and much more!
41 min