Afleveringen

  • In this Australian retirement podcast episode Drew Meredith and James O’Reilly discuss the big questions any self employed person or business owner should be asking to ensure the best possible retirement.

    1 How to start planning for retirement if you’re a business owner or self employed
    2 The biggest mistakes to avoid as retirement nears
    3 The steps to take to get the most from your business
    4 Which entities are best for retiring and the huge tax benefits available
    5 Why superannuation should be your priority in the lead up to retirement

    Resources for this episode:
    https://www.ato.gov.au/businesses-and-organisations/income-deductions-and-concessions/income-and-deductions-for-business/concessions-offsets-and-rebates/concessions

    ~~ 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

  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss how people can retire well before Age Pension age (currently 67yo).
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Topics covered today:
    - Getting clear on your retirement goals before you retire
    - How your investment composition may differ if looking to retire in your 50s or early 60s
    - Building wealth aggressively to stop working earlier
    - Can investment properties support your retirement plans?
    - Finding a better work/life balance as your near retirement
    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
    Types of Investment Structures explained: https://www.australianshareholders.com.au/learn-connect/investor-resources/understanding-investments/types-of-investment-structures/
    Geared investing in your Super*: https://www.betashares.com.au/insights/gearing-in-super/
    * But note the risks!
    ~~ 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

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  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth unpack the big questions for those starting to think about retirement, including super, pensions and getting your timing right. 
    Get retirement advice: https://bit.ly/R-plan 
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 
    Topics covered today:

    How and when to access your super

    Why 60 is the magic number for retirees

    What’s a super pension and why you could be missing out

    Property versus share investment in retirement

    What to do with your mortgage if you’re ready to retire

    Resources for this episode:

    Drew on LinkedIn

    James on LinkedIn

    Age Pension

    Accessing your super

    ~~ 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

  • In this Australian Retirement Podcast episode, your host Drew Meredith, from Wattle Partners, is joined by Owen Rask, Chief Investment Officer of Rask, to talk about the 10 common behavioural finance mistakes people making for retirement planning.
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Topics covered today:
    - Immediacy and recency bias
    - Loss aversion bias
    - Familiarity Bias
    - Anchoring
    - And many more
    James will be back next week to finish off episodes 1 thru 10 with Drew Meredith.
    ~~ 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

  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth uncover all things estate planning including wills and powers of attorney.
    Get retirement advice: https://bit.ly/R-plan 
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 
    Topics covered today:

    Why having a will matters more than ever

    The difference between estate and non-estate assets

    What happens to super when you die

    How to give your kids a leg up when you pass

    Testamentary trusts are the most powerful tool

    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 

    ~~ 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

  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss everything you need to know and think about as you begin transitioning into retirement.
    Get retirement advice: https://bit.ly/R-plan 
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 
    Topics covered today:

    How to use super pensions to your benefit

    When is the best time to flick the switch?

    Age pension eligibility and accessibility 

    The worst decisions people make in retirement

    Building your transition to retirement checklist

    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 

    ~~ 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

  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth offer their insights into what you should and shouldn't be doing in the lead up to retirement. 
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Topics covered today:
    1 Tips and traps for industry super funds
    2 Everything you need to know about SMSFs
    3 How to make sure your adviser is right for you
    4 The best way to step into retirement
    5 Does your investment mix need to change when you retire?
    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 
    ~~ Resources for the show ~~
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Book recommendations: Psychology of Money - Morgan Housel
    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

  • In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss all things superannuation and how to accelerate your savings in the lead up to retirement.
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Topics covered today:
    1 Everything you need to know about super
    2 What to do with your cash flow surplus in your 40s, 50s and 60s
    3 Clear your mortgage or boost your super?
    4 Most effective strategies to build wealth quickly
    5 Which super fund is right for you?
    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 
    ~~ Resources for the show ~~
    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
    Answer the big super questions: https://superguide.com.au
    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

  •  In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss the most important questions of all, when is time to start planning for retirement? And how do you get started?

    Get retirement advice: https://bit.ly/R-plan
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

    Topics covered today:
    1 What you need to know about retiring in Australia
    2 How much is enough to retire?
    3 The biggest mistakes made by new retirees
    4 The most common questions from those about to retire
    5 Deciding on your retirement ‘number’

    ~~ 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

  • In this starter episode of The Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth welcome you to the newest Rask podcast, The Australian Retirement Podcast, and dive deep into Australia's retirement problem.
    Get retirement advice: https://bit.ly/R-plan 
    Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00 
    ~~ Topics covered in Australian Retirement Podcast episode ~~

    An introduction to us (James and Drew)

    Why we love being financial advisers

    Why retirement is our focus, and a big responsibility to manage

    How The Australian Retirement Podcast can help you

    An overview of upcoming episodes

    ~~ Resources for this episode ~~
    Connect with Drew on LinkedIn: https://www.linkedin.com/in/drew-meredith-88aba620/ 
    Connect with James on LinkedIn: https://www.linkedin.com/in/jporeilly?originalSubdomain=au 

    ~~ 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