Australian Retirement Podcast

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: Why having a will matters more than ever The difference between estate and non-estate assets What happens to super when you die How to give your kids a leg up when you pass Testamentary trusts are the most powerful tool 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 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

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss everything you need to know and think about as you begin transitioning into retirement. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  Topics covered today: How to use super pensions to your benefit When is the best time to flick the switch? Age pension eligibility and accessibility  The worst decisions people make in retirement Building your transition to retirement checklist 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 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

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth offer their insights into what you should and shouldn't be doing in the lead up to retirement.  Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Tips and traps for industry super funds 2 Everything you need to know about SMSFs 3 How to make sure your adviser is right for you 4 The best way to step into retirement 5 Does your investment mix need to change when you retire? 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 for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Book recommendations: Psychology of Money - Morgan Housel 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

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss all things superannuation and how to accelerate your savings in the lead up to retirement. Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 Everything you need to know about super 2 What to do with your cash flow surplus in your 40s, 50s and 60s 3 Clear your mortgage or boost your super? 4 Most effective strategies to build wealth quickly 5 Which super fund is right for you? 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 for the show ~~ Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Answer the big super questions: https://superguide.com.au 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

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss the most important questions of all, when is time to start planning for retirement? And how do you get started? Get retirement advice: https://bit.ly/R-plan Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 Topics covered today: 1 What you need to know about retiring in Australia 2 How much is enough to retire? 3 The biggest mistakes made by new retirees 4 The most common questions from those about to retire 5 Deciding on your retirement ‘number’ ~~ 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

In this starter episode of The Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth welcome you to the newest Rask podcast, The Australian Retirement Podcast, and dive deep into Australia's retirement problem. Get retirement advice: https://bit.ly/R-plan  Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00  ~~ Topics covered in Australian Retirement Podcast episode ~~ An introduction to us (James and Drew) Why we love being financial advisers Why retirement is our focus, and a big responsibility to manage How The Australian Retirement Podcast can help you An overview of upcoming episodes ~~ Resources for this episode ~~ Connect with Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/  Connect with James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au  ~~ 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