Australian Retirement Podcast
The Australian Retirement Podcast by Rask is your field guide to retirement. 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
Disclaimer:
The information in this episode is provided by The Rask Group Pty Ltd and contains general financial product advice only. It does not take into account your objectives, financial situation or needs.
Before acting, consider whether the information is appropriate for you and consider seeking personal advice from a licensed financial adviser. You can read our Financial Services Guide at www.rask.com.au/fsg. If a financial product is mentioned, consider the relevant PDS and TMD, where applicable, before making any financial decision.
Past performance is not a reliable indicator of future performance. Returns are not guaranteed and capital may be at risk.
The Rask Group Pty Ltd is a Corporate Authorised Representative No. 1280930 of Rask Licensing Pty Ltd, AFSL 563 907.
76
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
77
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
78
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
79
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
80
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
81
How downsizing could boost your super
Is now the right time to downsize?
33 min
82
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
83
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
84
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
85
5 retirement money mistakes
In this Australian Retirement Podcast episode, you’ll learn 5 key behavioural mistakes to avoid in retirement.
40 min
86
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
87
Navigating rapidly rising personal insurance pr...
In this Australian Retirement Podcast episode, learn how to manage your rapidly rising personal Insurance premiums.
37 min
88
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
89
Will your money last? The truth about retiremen...
Learn how to plan, budget, and make your money last!
29 min
90
Surviving (and profiting from) market freefalls
In this Australian Retirement Podcast episode, get Surviving (and profiting from) market freefalls.
40 min
91
🚨 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
92
PIMCO’s Mark Kiesel: Why This Is a Rare Moment ...
37 min
93
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
94
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
95
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
96
Death in retirement - what happens when your pa...
In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner.
30 min
97
What do I do about my private health insurance?
Private Health Insurance costs are rapidly on the rise. In this Australian Retirement Podcast episode, Dr Steven Lu outlines how you can get the most from your policy.
44 min
98
The 5 health issues which can ruin your retirement
Get prepared for retirement, financially and medically. In this ep we discuss the 5 health issues which can ruin your retirement.
44 min
99
7 ways to grow your Super in retirement
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most pressing retirement questions.
46 min
100
Using ETFs for passive income (step by step, wi...
Owen Rask, Chief Investment Officer of Rask Invest, speaks with Betashares Senior Investment Strategist Cameron Gleeson about how to use ETFs for passive income in this Australian Finance Podcast.
40 min