Australian Retirement Podcast

• Death in retirement - what happens when your partner dies?

  In this Australian Retirement Podcast episode, your host Drew Meredith is joined by founder of Wattle Partners, Jamie Nemtsas who discussed the crucial financial and legal steps to take after losing a partner. From managing assets and debts to estate planning and benefits, this episode guides you through securing your financial future during a difficult time. If you like this Australian Retirement Podcast episode on dealing with death in 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: Your partner has passed, what you need to do first Estate and inheritance planning, how to manage the transition What happens to your assets on death What role does an adviser play during this period How does super work on death? Resources for this episode Ask a question (select the Retirement podcast): https://bit.ly/R-quest  Rask Resources - these are included by default 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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• What do I do about my private health insurance?

  In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how to get the best Private Health cover for you, the health issues where you’ll most need it, and the times you won’t. If you like this Australian Retirement Podcast episode on navigating Private Health Insurance, 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 history of Private Health Insurance (PHI) in Australia Why having PHI can significantly reduce your tax bill When does PHI deliver good value for policy holders? What are the major pitfalls of PHI? Spending on disaster recovery, versus disaster prevention How Australian Private Health Cover is changing today Your options if not taking out PHI How you can take action today Resources for this episode Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/  Ask a question (select the Finance 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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• The 5 health issues which can ruin your retirement

  In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how better understanding your health can help to maximise - and prolong - your retirement years. If you like this Australian Retirement Podcast episode on maximising your health in 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: Steven’s background as a longevity expert The consequences of being too focused on the money-side of retirement The five major health issues for retirees and pre-retirees How you can take action today Resources for this episode Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au/  Aust Institute of Health and Welfare health expenditure report: https://www.aihw.gov.au/reports/health-welfare-expenditure/health-expenditure Ask a question (select the Retirement podcast): https://bit.ly/R-quest   ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ 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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  46:37
• 7 ways to grow your Super in retirement

  In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth answer your most pressing retirement questions, including the biggest question of all ‘how can you protect your super from a market crash?’. If you like this Australian Retirement Podcast episode on protecting your super, 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: How financial advisers are protecting portfolios from a market crash What to think about when ‘upsizing’ in retirement How to supercharge your super contributions How super contributions can reduce your tax The best way to split contributions with your partner 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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  48:38
• Using ETFs for passive income (step by step, with ETF examples)

  Topics covered in this market update Cameron's first (and most recent) investment LICs versus ETFs How ETFs actually produce income Risk levels of ETFs ETFs featured: AAA - cash ETF MMKT - cash plus ETF A200 - top 200 Aussie shares QOZ - top Aussie shares, fundamentally weighted YMAX - yield maximiser QPON - bond ETF HBRD - hybrid fund BSUB - bond ETF Resources View all Betashares funds and ETFs: https://www.betashares.com.au/ ✅ RESOURCES: Access Show Notes: https://bit.ly/R-notes Ask a Question: https://bit.ly/3QtiY00 Kate's book, Buying Happiness: https://bit.ly/kate-amazon Track your portfolio with Navexa (save 20%): https://bit.ly/track-stocks Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: 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

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