Australian Retirement Podcast

• The new monetary order, with PIMCO's Tony Crescenzi

  In this Australian Retirement Podcast episode, your host Owen Rask speaks with Tony Crescenzi, Executive Vice President and Market Strategist at PIMCO, to discuss: – Why defensiveness is PIMCO’s current strategy – The lessons from over four decades in markets – The concept of a new global monetary order – Where bonds fit for modern Australian investors If you love learning about macro investing, fixed income or market strategy, subscribe to the Australian Retirement Podcast on ⁠Apple⁠, ⁠Spotify⁠, or ⁠YouTube⁠! Follow us on ⁠Instagram⁠ and ⁠TikTok⁠ for more investing insights. Topics Covered – Tony’s best non-financial investment & personal reflections – What he looks at each morning to gauge markets – Where this moment ranks in terms of global dislocation – Insights from his books and what his next one might be – Tariffs as a historic experiment & biggest market risks – How he thinks central banks will respond next – The “new global monetary order” and how it’s unfolding – Revising the 10-year yield: what’s changed? – How PIMCO expresses a defensive framework in portfolios – Advice for Aussie investors with equity-heavy portfolios – The future of the 60/40 portfolio model – Why Crescenzi maintains optimism amid macro uncertainty – AI’s potential impact on bond investors & PIMCO – What gives Tony hope and perspective as a long-term investor – What Tony would tell his younger self about markets and life Resources for This Episode ⁠Learn more about PIMCO’s outlook and strategies⁠ ⁠Tony Crescenzi at PIMCO⁠ ⁠Ask a question (select the Retirement podcast)⁠ ⁠Visit TermPlus to learn more⁠ Rask Resources ⁠All services⁠ ⁠Financial Planning⁠ ⁠Invest with us⁠ ⁠Access Show Notes⁠ ⁠Ask a question⁠ ⁠We love feedback!⁠ 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. 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

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• ATO trust crackdown & managing drawdowns in volatility

  In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth tackle a diverse range of retirement topics that matter right now. They kick off with market optimism - CBA is floating around $168, and the hosts ask the provocative question: What if everything goes right? What if Middle East tensions ease, Russia-Ukraine resolves, China stabilizes, and tariff wars end? They also discuss the potential impacts of Australian government policy changes on housing, negative gearing, superannuation, and land tax. The Boomer Briefing covers a crucial development: the ATO is ramping up its use of anti-avoidance laws to target professionals like lawyers, accountants, doctors, and tradies who are using family trusts to redirect income to spouses and children to minimize tax. With AI tools like ChatGPT potentially automating these strategies, the scrutiny is only increasing. Topics Covered Today: - Road tripping to Gippsland and Daylesford - The optimism scenario: What if everything goes right? - ATO crackdown on family trust tax avoidance - AI revolution - What happens when ChatGPT automates tax strategies? - What's happening with AI investments globally - should retirees be invested? Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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. 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

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• Making sense of retirement: Super & retirement myths, top tips and Rask’s Retirement Academy

  This episode was originally featured on The Australian Finance Podcast. In this episode of The Australian Retirement Podcast, Gemma Mitchell is joined by Tahli — educator, retirement specialist and long-time member of the Rask team. After working with hundreds of Australians approaching retirement, Tahli has seen the same patterns over and over again. Most people feel unprepared. Many feel intimidated by the jargon. And almost everyone worries they’ve “left it too late”. This conversation cuts through the noise and gives listeners a clear, calm starting point for planning the next stage of life. Together, Gemma and Tahli unpack what retirement really looks like in Australia, the biggest misconceptions, and the practical steps that matter most in your 50s and 60s. In this episode, you’ll learn: - Why so many people walk away from retirement chats feeling more confused than when they started - How to map out your own personal balance sheet to work out where you stand - Why lifestyle planning is just as important as the numbers - What “asset rich, cash poor” means and why it catches so many retirees by surprise - How Centrelink treats things like granny flat arrangements and family support - The biggest myth about retirement planning and why relying on “it’ll sort itself out” can derail your goals - What to focus on if you're five to ten years away from finishing full-time work - How to engage with your super fund and what questions to ask right now - Why diversification is about more than investment choices — and how different structures can create flexibility later in life - Simple tools and exercises that help people get clarity, including the spreadsheet Tahli uses with her own clients If you’re ready to understand how retirement works, feel more confident, and make the next decade easier to navigate, this episode is for you. Resources for this episode ⁠Retirement Mastery Course⁠ Ask a question (select the Retirement podcast) Visit TermPlus to learn more Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. 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

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• The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions

  In this Australian Investors Podcast episode your host, Owen Rask, chats with PIMCO portfolio manager Rob Mead on how fixed income / bond investing works, why timing matters and reasons to invest right now. If you like ETF investing, bonds, passive income, managed funds, or the stock market in general, here's what you'll get: - Rob's lessons from 20 years in bonds- Does timing matter? - Why 95% of a bond's return is the starting point - How to understand the 'yield curve' and maturities - Does Rob think now is the best time to invest in 20 years? - PIMCO's new EARN ETF and what it doesIf you like this Australian Investors Podcast episode on ETF investing, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.This podcast is proudly sponsored by PIMCO. Who is Rob Mead? Robert Mead is a managing director in the PIMCO Sydney office and co-head of Asia-Pacific portfolio management. Previously, he was an executive vice president of the PIMCO Group, based between Munich and London. Prior to joining PIMCO in 2003, he was a managing director and head of European fixed income at Citigroup Asset Management based between London and New York.He has 36 years of investment experience and holds an undergraduate degree from University of Technology, Sydney, and a graduate diploma in applied finance and investments from the Securities Institute of Australia. Episode Resources - ⁠View PIMCO ETFs⁠ - ⁠Episode with PIMCO's Kanish Chugh on Active v Passive⁠ - ⁠PIMCO's Aaditya Thakur on Aussie bonds and what an FI manager actually does⁠ Ask a question (select the Retirement podcast) Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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. 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

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• Why global REITs may be the most overlooked opportunity with Chris Bedingfield

  In this Australian Investors Podcast episode, your host Owen Rask speaks with Chris Bedingfield of Quay Global Investors about:– Why real estate is an inefficient market– How replacement cost drives long-term property value– Why global REITs offer diversification Australian REITs can’t– Where today’s best opportunities lie across global property sectorsIf you love learning about property, REITs, global markets and income investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!Follow us on Instagram and TikTok for more investing insights.Topics Covered– Why most investors use the wrong metrics to value real estate– Global vs Australian REITs — major structural differences– How Quay identifies companies trading below replacement cost– Today’s biggest opportunities across housing, storage, senior living and more– Final thoughts on cycles, risk, leverage and staying patientResources for this episodeAsk a question (select the Investors podcast)Visit TermPlus to learn more ⁠Website⁠⁠ Youtube Event⁠⁠ Community Event Link⁠ Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! 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. 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

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