Australian Retirement Podcast

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

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.  They also 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: Set up My Gov, link ATO Getting clear on your retirement plan Reviewing your current assets The best super contributions to consider in 2025 Life Insurance, Private Health insurance and Estate Planning Optimising your superannuation Getting ahead on your mortgage and bank accounts Dividend Reinvestment Plans Some great financial calculators you can use now Searching for lost super / lost money SRO Organising a proactive meeting with your accountant / planner Resources for this episode: Drew on LinkedIn James on LinkedIn Understanding the different types of super contributions Mortgage repayment calculator with extra repayments Finding unclaimed money Finding lost super ENTER to WIN retirement advice ~~ 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