Australian Retirement Podcast

• 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
• Will your money last? The truth about retirement spending?

  How does your spending really change in retirement? In this episode of the Australian Retirement Podcast, featuring financial adviser, Jamie Nemtsas, we break down the three key phases of retirement spending—Golden, Silver, and Legacy years. Learn how to plan, budget, and make your money last! If you like this Australian Retirement Podcast episode on spending 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: Do retirees spend consistently in retirement? The three phases of retirement spending Biggest contributors to spending changes in retirement Investable versus lifestyle assets A $2m retirement income case study Resources for this episode https://www.thegoldentimes.com.au/ 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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  31:34
• Surviving (and profiting from) market freefalls

  In this Australian Retirement Podcast episode, your host James O'Reilly, from Northeast Wealth talks about how you can optimally manage your falling portfolio balance, outlines who needs to panic (hint - it’s less of you than you think!) and provides clear guidance on the actions needed for those in or near retirement. If you like this Australian Retirement Podcast episode on Surviving (and profiting from) market freefalls, 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 you can minimise risk during a downturn How you can profit from a downturn The investors that MUST  take action, and those who don’t Should I be adjusting my Allocated Pension payments? Resources for this episode Neuberger Berman: Four Things to Remember in a Market Downturn (https://www.nb.com/handlers/documents.ashx?id=5bfc044b-b138-447b-851f-689eafa9ac6e)  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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  42:05
• 🚨 ASX meltdown? How to protect yourself and your portfolio [SPECIAL]

  The ASX 200 (ASX: XJO) price is crashing down 6.5%. Commonwealth Bank of Australia (ASX:CBA) share price is down 7.7%. BHP Group Ltd (ASX: BHP) share price is down 8%. VIDEO VERSION: https://youtube.com/live/SBxxCavI2Lo ASX 200 investors, what should you do in a market crash?! If you're watching the ASX 200 sell-off in fear, rest assured - at 12 noon today (MEL/SYD time), Chief Investment Officer Owen Rask will break down his 5-part market crash investing checklist. ✨ Resources ✨ Rask Invest portfolio: https://www.rask.com.au/rask-invest Join our community: https://community.rask.com.au Get financial advice: https://www.rask.com.au/advice Special guest Claude Walker: https://arichlife.com.au/ All information in this podcast is strictly general in nature. It is not personal financial advice as it does not take into account your needs, goals or objectives. So don’t act on it before speaking with your financial planner. Owen Raszkiewicz can be verified on asic.gov.au. He is the ultimate holder of AFSL 563907 and you can read Rask's Financial Services Guide at www.rask.com.au/fsg Investing can be risky and result in permanent capital loss. #investing #asx200 Learn more about your ad choices. Visit megaphone.fm/adchoices

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