Episodit
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The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%.
VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo
ASX 200 investors, what should you do in a market crash?!
If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist.
✨ Resources ✨
Rask Invest portfolio: https://www.rask.com.au/rask-invest
Join our community: https://community.rask.com.au
Get financial advice: https://www.rask.com.au/advice
Special guest Claude Walker:
https://arichlife.com.au/
All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss.
#investing #asx200
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In this Australian Retirement Podcast episode, your host Mitchell Sneddon sits down with Mark Kiesel, PIMCO’s Chief Investment Officer of Global Credit. Together, they discuss:
Why now could be a generational opportunity for bond investors
Mark’s outlook on inflation, interest rates and the global economy
PIMCO’s $2 trillion advantage and how it creates alpha in credit markets
What airlines and housing trends are saying about the next economic slowdown
If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered
Mark’s visit to Australia and on-the-ground insights
How PIMCO’s massive scale drives bond market advantage
His famous 2006 call to sell his home pre-GFC
Why inflation is likely to fall and bond markets may rally
The “slimming down” theory and macroeconomic signals
What airlines, autos and housing are telling us about sentiment
Mark’s contrarian outlook and long-term investing mindset
Resources for This Episode
📄 Learn More About Bond Investing & PIMCO’s Views:
Opportunity Amid the Noise - Interview with Dan Ivascyn
The “Magnificent 7” Reasons Why Now is a Good Time to Invest in Core Bonds
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
##retirement #australia #Bonds #PIMCO #MarkKiesel
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Puuttuva jakso?
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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. We also get into why you may need to be planning for a longer retirement than you think
If you like this Australian Retirement Podcast episode on boosting your retirement, 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:
How long you should expect to live in retirement
Why you need to be planning for at least 3o tears of income
Unpacking the latest round of government retirement proposals
The importance of flexibility and personal choice in retriement
How to make your super work for you
Resources for this episode
Bec Wilson website https://www.epicretirement.net/
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Introduction
In this Australian Retirement Podcast episode, your host Owen Rask is joined by Kanish Chugh, Head of ETF Sales at PIMCO Australia, to discuss:
The role of fixed income in a portfolio
How ETFs provide professional-grade access to bonds
PIMCO’s new range of fixed income ETFs
Why now might be the right time to allocate more to bonds
This is a sponsored episode
If you love learning about ETFs, bonds, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered & Timestamps
0:00 – Welcome & Introduction
2:15 – Who is PIMCO? Understanding the Global Investment Giant
6:42 – Why Fixed Income ETFs Matter More Than Ever
12:30 – How Bonds Work & Their Role in a Portfolio
18:55 – PIMCO’s New Fixed Income ETF Range
27:10 – The Case for Bonds in 2025 & Market Outlook
35:40 – Final Thoughts & How to Learn More
Resources for This Episode
📄 Explore PIMCO’s Fixed Income ETFs & Bond Insights:
PIMCO's Australian Website: https://bit.ly/3FyV7vb
See PIMCO's Current ETF Offerings: https://bit.ly/4bXhUNo
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #ETFs #FixedIncome #AustralianInvestorsPodcast
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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer the hard questions that our listenerest just can’t seem to get straight answers to.
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:
Life when you’re asset rich and cash poor
Putting an investment property into an SMSF
How Downsizer contributions work
Stamp duty issues for ‘love and affection’ transfers
Financial support for low super balance retirees
How can I set up a Pension for my SMSF including regular payments
Resources for this episode
ATO Tax variations
Stamp duty spouse or partner exemptions (VIC)
ATO Downsizer Contributions
Ask a question (select the Retirement podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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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. From managing assets and debts to estate planning and benefits, this episode guides you through securing your financial future during a difficult time.
If you like this Australian Retirement Podcast episode on dealing with death in retirement 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:
Your partner has passed, what you need to do first
Estate and inheritance planning, how to manage the transition
What happens to your assets on death
What role does an adviser play during this period
How does super work on death?
Resources for this episode
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources - these are included by default
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how to get the best Private Health cover for you, the health issues where you’ll most need it, and the times you won’t.
If you like this Australian Retirement Podcast episode on navigating Private Health Insurance, 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:
The history of Private Health Insurance (PHI) in Australia
Why having PHI can significantly reduce your tax bill
When does PHI deliver good value for policy holders?
What are the major pitfalls of PHI?
Spending on disaster recovery, versus disaster prevention
How Australian Private Health Cover is changing today
Your options if not taking out PHI
How you can take action today
Resources for this episode
Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how better understanding your health can help to maximise - and prolong - your retirement years.
If you like this Australian Retirement Podcast episode on maximising your health in retirement, 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:
Steven’s background as a longevity expert
The consequences of being too focused on the money-side of retirement
The five major health issues for retirees and pre-retirees
How you can take action today
Resources for this episode
Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/
Aust Institute of Health and Welfare health expenditure report: https://www.aihw.gov.au/reports/health-welfare-expenditure/health-expenditure
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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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, including the biggest question of all ‘how can you protect your super from a market crash?’.
If you like this Australian Retirement Podcast episode on protecting your super, 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:
How financial advisers are protecting portfolios from a market crash
What to think about when ‘upsizing’ in retirement
How to supercharge your super contributions
How super contributions can reduce your tax
The best way to split contributions with your partner
Resources for this episode
Ask a question (select the Retirement podcast): https://bit.ly/R-quest
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Topics covered in this market update
Cameron's first (and most recent) investment
LICs versus ETFs
How ETFs actually produce income
Risk levels of ETFs
ETFs featured:
AAA - cash ETF
MMKT - cash plus ETF
A200 - top 200 Aussie shares
QOZ - top Aussie shares, fundamentally weighted
YMAX - yield maximiser
QPON - bond ETF
HBRD - hybrid fund
BSUB - bond ETF
Resources
View all Betashares funds and ETFs: https://www.betashares.com.au/
✅ RESOURCES:
Access Show Notes: https://bit.ly/R-notes
Ask a Question: https://bit.ly/3QtiY00
Kate's book, Buying Happiness: https://bit.ly/kate-amazon
Track your portfolio with Navexa (save 20%): https://bit.ly/track-stocks
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth explain five key ways to review your industry super to make sure it is right for you. Super will likely be your second biggest asset, so making sure you get the most out of your fund is essential.
If you like this Australian Retirement Podcast episode on industry super funds, 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:
An introduction to industry super funds
What sort of fees should you be paying
Is performance all that matters?
Understanding your investment options
The most common traps that catch us out
Resources for this episode
The super funds we talked about
Australian Super
Host Plus
Ask a question (select the Retirement podcast)
Rask Resources - these are included by default
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Tom Barwon is a commercial property investing expert and a partner at Barwon Investment Partners, a leading Australian commercial property investment group.
Tom specialises in healthcare properties and has invested hundreds of millions of dollars, across hundreds of properties throughout Australia.
Barwon's Tom Patrick talking points
Barwon's Tom Patrick walks us through the following topics:
1. Intro to commercial property investing
2. Difference between buying your own property and using a fund manager
3. How a fund manager gets paid
4. Commercial property versus residential property
5. Risks when investing in commercial real estate
6. Funding levels and risk
7. Key metrics before investing
Resources:
Barwon website: https://barwon.net.au/?utm_source=RASK
Tom's healthcare fund: https://barwon.net.au/our-funds/barwon-healthcare-property-fund/
Book a call with Barwon: https://barwon.net.au/contact-us/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks to financial scam expert Wadzi Nenzou about the critical things we all need to do to protect ourselves against financial scams.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
History of investment scamming
The distinction between fraud and theft
Why retirees / pre-retirees are most at risk of scamming
The five major red flags to look out for (including how to avoid each)
The critical things that people can do right now to better protect themselves against scammers
Resources for this episode:
Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Nicole Kidd, from Schroders RF, to talk about getting income from private credit within your retirement portfolio.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
What is private credit?
Difference between private credit, "fixed income", "bonds" and term deposits
What is a 'syndicate' in private credit?
What is a 'first mortgage'?
Is a big dividend yield a no-brainer?
When is the yield too good to be true?
How Schroders RF actually works
How to use private credit as a retiree?
Episode resources:
Go to Schroders RF website: https://bit.ly/schroders-RF
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Retirement Podcast episode, your host James O’Reilly, from Northeast Weatlh, interviews Jon Glass, from 64Plus, to talk about the non-financial elements of retirement.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
Jon’s background as a retirement coach
The personal challenges people face when they retire
The 3Gs, 4Ds and 6Fs of retirement
Surprises that people encounter when they retire
Being intentional with your relationships and hobbies
Resources for this episode:
Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au
How to engage with 64Plus: https://www.64plus.com.au/solutions-to-retirement
Jon’s podcast Talk About Friends: https://open.spotify.com/show/5aahOAoqNOcfLn2WhWtdXy
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Fraser, from Merlon Capital, to talk about getting income from Australian shares within your retirement portfolio.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
Behavioural biases in share investing
How to invest in shares with focus
Where most income investors go wrong
What a 'quality' investment criteria looks like
Income and/or growth investing?
The investment case for JB Hi-Fi and why it fit the criteria
How retirees use fund managers like Merlon to invest
Episode resources:
Merlon Capital website: https://www.merloncapital.com.au/
~~ Resources you'll love ~~
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most important questions on retirement. Drew and James also make a 12 month bet on CBA.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
Should I switch my super fund?
Pensions with two separate super funds
Super fund returns versus ETFs
What order should you draw on wealth when you have super and investments?
Borrowing against the home to put in super
Transferring shares directly into your super
Drawing an allocated pension and recontributing to super at the same time
A personal wager on the CBA share price
Having enough cash to make pension payments
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
SPIVA comparison
Minimum Pension Payments from A60 onwards
ATO guidance on deductions for debts
Restaurants for Drew to consider when he takes James out to dinner
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In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Lowe, from Challenger, to talk about annuities within your retirement portfolio.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Annuities topics covered today:
What are annuities?
What is guaranteed income?
Are annuities safe?
What are annuities backed by?
What are the common types of annuities?
Can annuities be used alongside centrelink?
Who is the ideal user of annuities?
Episode resources:
Challenger Annuities: https://bit.ly/r-annuity
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025.
Remember that Drew and James have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!
Get retirement advice
Ask a question (select the Retirement podcast)
Topics covered today:
Younger couple (45) with no free cashflow and relatively low super balances
Individual approaching retirement with a mortgage exceeding their super balance
Recently retired individual looking to self-fund throughout retirement
Resources for this episode:
Drew on LinkedIn
James on LinkedIn
ENTER to WIN retirement advice
James’ Scenario 1 rundown
James’ Scenario 2 rundown
James’ Scenario 3 rundown
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Retirement Podcast episode, your host James O’Reilly, from Northeast Weatlh, interviews Ben McVicor, from Magellan, to talk about the merits of Infrastructure investments within your retirement portfolio.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Topics covered today:
What are infrastructure investments and how do they make money?
The major benefits of Infrastructure investments
Resilience in poor economic environments
Investing in the energy transition
How an Infrastructure fund inclusion may compliment your investment portfolio
Magellan’s investment style in the Infrastructure space
Resources for this episode:
Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/
James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au
Magellan’s Infrastructure Fund: https://www.magellangroup.com.au/funds/magellan-infrastructure-fund/
~~ Resources for the show ~~
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
Invest with Rask: https://bit.ly/R-invest
Access all episodes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices - Näytä enemmän
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