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Australian Retirement Podcast

Australian Retirement Podcast

Rask
Uitgebracht: 2025-01-09
© The Rask Group Pty Ltd
Australian Retirement Podcast - QR Code
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19 afleveringen
Audio
Luister in Apple Podcasts
Gratis0%
19 afleveringen
Audio
Luister in Apple Podcasts
Uitgebracht: 2025-01-09
© The Rask Group Pty Ltd
Meest recente aflevering
HELP! When a self-funded retirement seems impossible

HELP! When a self-funded retirement seems impossible

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.
Tijd: 35:59
Afspelen
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.
Aflevering-ID: 1000683268850
GUID: b1973e02-bc32-11ef-93a5-1741a7963a3b
Releasedatum: 9-1-2025 05:30:00

Beschrijving

The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips. 
Get retirement advice: https://bit.ly/R-plan 
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
In every episode of the podcast, in the description provided, you will find our key resources, including: 
A link to work with us and our expert teams
A link to the free Rask community - join the conversation, it's free. 
A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and
Extra resources for each episode
Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG

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