Australian Retirement Podcast

• EOFY super strategies: What’s changing and what isn’t

  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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• 5 retirement money mistakes

  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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• How to make your money matter

  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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  35:58
• Navigating rapidly rising personal insurance premiums

  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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  39:31
• Drew and James answering your hardest retirement q’s

  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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  43:23

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