The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
In every episode of the podcast, in the description provided, you will find our key resources, including:
A link to work with us and our expert teams
A link to the free Rask community - join the conversation, it's free.
A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and
Extra resources for each episode
Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG
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The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
In every episode of the podcast, in the description provided, you will find our key resources, including:
A link to work with us and our expert teams
A link to the free Rask community - join the conversation, it's free.
A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and
Extra resources for each episode
Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG
Do you need financial advice + AustralianSuper performance analysis
Australian Retirement Podcast
39 minutes
2 months ago
Do you need financial advice + AustralianSuper performance analysis
In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth debate whether everyone needs financial advice, tackle catch-up concessional contributions strategies, and compare AustralianSuper's performance against industry fund peers. Plus, Oasis vs Disney cruise decisions and learning to say 'no'!
Topics covered today:
- Oasis concert vs Disney cruise decisions and not asking for the bill before the end
- Is CBA overvalued?
- Boomer Briefing: Do you actually need financial advice? (47 and 53-year-old case study)
-Direction, strategy, and accountability - when advice becomes about optimization
- AustralianSuper 'Balanced' fund performance over 3-5 years vs industry peers
- To switch or not to switch: fund suitability, control, and transparency
Resources for this episode
- This interesting article we talked about: www.link.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
#retirement #australia
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Australian Retirement Podcast
The Australian Retirement Podcast by Rask is your field guide to retirement, hosted by financial advisers Drew Meredith and James O'Reilly. If you're 45 and up, planning for retirement, transitioning now, or already there, we cover all of the topics you want and need to know: Super, tax, investments, legacy, work, behavioural psychology and maybe even a few travel tips.
Get retirement advice: https://bit.ly/R-plan
Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00
In every episode of the podcast, in the description provided, you will find our key resources, including:
A link to work with us and our expert teams
A link to the free Rask community - join the conversation, it's free.
A link to ask us questions for the podcast - it's a free service we offer to educate thousands of Australians, and
Extra resources for each episode
Don't forget, this Rask podcast contains general financial information only, issued by The Rask Group Pty Ltd. The information does not take into account your financial needs, goals or objectives, so be sure to speak to a licensed and trusted financial planner before acting on the information. You can find more information about Rask podcasts and services provided at www.rask.com.au/FSG
