Эпизоды
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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with fellow advisor Nathan Fradley, to discuss how you can navigate the complexities of Aged Care to keep costs to a minimum.
If you like this Australian Retirement Podcast episode on Navigating Aged Care, 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 Nathan
- What services does Aged Care include (think Home Care / Respite / Residential)?
- What Government Support is available, and what do you have to pay?
- How should people create an Aged Care Plan for themselves or parents?
- What should people be doing right now to prepare?
Resources for this episode
https://myagedcare.gov.au
https://www.nathanfradley.com.au/blog
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
#retirement #australia
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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, why the fear of death taxes is rising, and the steps you can take now to protect your legacy.
If you liked this Australian Retirement Podcast episode on estate planning and protecting family wealth, subscribe for weekly episodes on Apple, Spotify, YouTube, or wherever you get your podcasts.
Topics covered today:
How inheritances actually work in Australia today
Why estate vs non-estate assets matter
The hidden taxes on inheritances (including CGT traps)
Why record-keeping is crucial to protecting family wealth
Using trusts, wills, and structures to streamline inheritances
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
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Пропущенные эпизоды?
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Welcome to a bonus episode of the Australian Retirement Podcast, hosted by Drew Meredith and James O’Reilly.
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.
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:
What’s actually changing from 1 July 2025
Why a fake June 1 announcement went viral
What retirees and pre-retirees need to do before 30 June
Key contribution strategies and pension reminders
The smart (and simple) moves to make this EOFY count
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
#retirement #australia
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In this Australian Retirement Podcast episode, your host Owen Rask is joined by Tahli Cavagnino, Senior Financial Advisor from the Rask Advice team.
Retirement isn’t just about having enough money — it’s about making the right decisions with the money you’ve worked hard to save. But even the most financially prepared Australians can fall into subtle psychological traps that quietly derail their long-term security.
In this episode of the Australian Retirement Podcast, Owen and Tahli take you through five behavioural mistakes that many retirees make — often without even realising it. These aren’t dry textbook errors or investment jargon. They’re real, everyday habits and mindsets that can cost you thousands, shake your confidence, and limit the lifestyle you hoped to enjoy in retirement.
If you like this Australian Retirement Podcast episode on behavioural mistakes, 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 Tahli
How and why she came into Advice
What does a typical day look like for a Rask Advisor
Why behavioural finance matters
Why being too conservative with your money might actually increase your risk of running out
The dangers of trying to “catch up” by taking on too much investment risk
How emotional decisions during market downturns can lead to locking in permanent losses
Why pride or confusion can keep you from claiming government entitlements you’re legally entitled to
The surprising ways people underestimate how long they’ll live — and how much they'll need
Resources for this episode
The Vanguard Adviser Alpha research
Camplify
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
#retirement #australia
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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. Learn smart strategies for giving, the benefits of private ancillary funds, and how to leave a meaningful legacy. Don’t miss this powerful conversation on wealth, purpose, and generosity!
Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
The state of retirement in Australia
Barriers to giving and how to overcome them
Private ancillary funds - what are they and how they work
Australian Philantropic Services and the giving sector
Leaving a legacy and the Third Link Growth Fund
Resources for this episode
https://www.australianphilanthropicservices.com.au/
https://www.thirdlink.com.au/
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, cover the best ways to stay on top of your insurance premiums.
If you like this Australian Retirement Podcast episode on reducing your insurance premiums, 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 different types of personal insurance
The enormous difference in premiums between policies
The massive lifelong cost of retaining personal insurance cover
The questions you need to ask to keep your insurance costs down
How to use super to pay your insurance premiums
Why having a good advice relationship can save you thousands (or tens of thousands!) in insurance premiums throughout your lifetime
Resources for this episode
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
#retirement #australia
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In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss when to downsize, tracking dollar cost averaging with Aust Super, and whether it’s still worth it to be minimising tax with an income of $45K (hint - it is!).
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:
Managing high insurance premiums as a pre-retiree
When is the best time to downsize my home?
How can I save more tax on a low income?
Fears of being scammed seeking financial advice
When to sell a property
Resources for this episode
Unit Pricing video from James
ATO Super Co-Contributions
ATO Spouse Contributions
MoneySmart Financial Adviser Register
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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How does your spending really change in retirement? In this episode of the Australian Retirement Podcast, featuring financial adviser, Jamie Nemtsas, we break down the three key phases of retirement spending—Golden, Silver, and Legacy years. Learn how to plan, budget, and make your money last!
If you like this Australian Retirement Podcast episode on spending 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:
Do retirees spend consistently in retirement?
The three phases of retirement spending
Biggest contributors to spending changes in retirement
Investable versus lifestyle assets
A $2m retirement income case study
Resources for this episode
https://www.thegoldentimes.com.au/
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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In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks about how you can optimally manage your falling portfolio balance, outlines who needs to panic (hint - it’s less of you than you think!) and provides clear guidance on the actions needed for those in or near retirement.
If you like this Australian Retirement Podcast episode on Surviving (and profiting from) market freefalls, 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 you can minimise risk during a downturn
How you can profit from a downturn
The investors that MUST take action, and those who don’t
Should I be adjusting my Allocated Pension payments?
Resources for this episode
Neuberger Berman: Four Things to Remember in a Market Downturn (https://www.nb.com/handlers/documents.ashx?id=5bfc044b-b138-447b-851f-689eafa9ac6e)
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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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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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
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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
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