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Australian Retirement Podcast

Rask
Retirement Planning
Superannuation
Investment Strategies
Retirement
Age Pension
Financial Advice
Financial Planning
Interest Rates
Australia
Financial Advisors
Capital Gains Tax
Taxation
Estate Planning
Financial Literacy
Financial Advisory
Behavioral Finance
Fixed Income
PIMCO
Bond Market
Downsizing

The Australian Retirement Podcast by Rask is your field guide to retirement. 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: bit.ly/R-plan Ask a question (select the Retirement podca... more

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Artwork for Australian Retirement Podcast

Latest Episodes

Are you leaving retirement to chance—or letting an assumption quietly shape a decision you may regret? In this episode of the Australian Retirement Podcast, Owen Rask and financial adviser Tahli Cavagnino turn seven common retirement mistakes into pr... more

In this episode of the Australian Retirement Podcast, Owen Rask sits down with Kanish Chugh from PIMCO to explain why bonds are back — and how retirees can build income without asking one asset to do every job.

After a decade in which low interest r... more

YouTube

What actually happens to your super when you retire?

⁠Try our free wealth checker tool⁠

⁠Get financial advice⁠

It sounds like there should be a giant red button that says “retirement mode” — but, as usual with super, it’s a little more paperwork-y... more

In this Australian Retirement Podcast episode, Drew Meredith and James O’Reilly unpack four retirement issues that could affect how Australians access the Age Pension, choose a super fund and manage investment risk.

First, they examine a proposal fo... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

Recent Guests

Tahli Cavagnino
Co-head of advice at Rask Advice
Rask Advice
Episode: What happens to Super when you retire?
Kanish Chugh
Senior fixed income expert at PIMCO
PIMCO
Episode: Cash ETFs, term deposits & retirement income with Kanish Chugh from PIMCO
Caite Brewer
Barrister at Cullinan Chambers specializing in estate planning and succession planning
Cullinan Chambers
Episode: Estate planning myths, probate and DIY wills with Caite Brewer
Andrew Bragg
Senator, Liberal Party; shadow minister for housing and environment
Australian Senate
Episode: Senator Andrew Bragg on housing, tax and Australia’s productivity problem
Rob Mead
Portfolio Manager at PIMCO with extensive experience in fixed income investments
PIMCO
Episode: The best opportunity in 20 years? PIMCO's Rob Mead on bond investing, timing & market conditions
Chris Bedingfield
Managing Director at Quay Global Investors
Quay Global Investors
Episode: Why global REITs may be the most overlooked opportunity with Chris Bedingfield
David Gardner
Co-Founder of The Motley Fool and Author of Rule Breaker Investing
The Motley Fool
Episode: David Gardner, 6 traits to beat the market, rule breakers & legacy
Aaditya Thakur
Portfolio manager at PIMCO
PIMCO
Episode: What do bond fund managers actually do? With Aaditya Thakur from PIMCO
Justin Bott
An expert from Services Australia with knowledge on the Age Pension
Services Australia
Episode: How to boost your Age Pension: top Centrelink strategies

Hosts

James O'Reilly
Co-host of The Australian Retirement Podcast; financial planning professional with Rask Australia footprint.
Drew Meredith
Host with financial planning background; frequent face of retirement-focused guidance.

Reviews

4.8 out of 5 stars from 222 ratings
  • Love this podcast

    Completely obsessed with this channel even though I’m 40 (started listening 16 months ago) and won’t retire for at least 15 years. Your content is informative and delivered well you’ve made super and retirement interesting!! Learned so much listening to you guys. Keep up the great work!

    Apple Podcasts
    5
    Getting tired of the rants
    Australia8 months ago
  • Valuable, informative, friendly and clear - a must listen for me

    This post cast is a fantastic service for the community. I am so glad I found it, I have curated and listened to at least half of the back episodes and enjoyed them all. The team cares and has fun and really gives good insight into all the demension of preparation for retirement.

    Apple Podcasts
    5
    Geoff Costello
    Australiaa year ago
  • So motivated to plan my retirement!

    I’m only 51 and probably won’t retire until I’m 65. But I’ve been really careless with my money up to this point and I’m ready to start getting my ducks in a row so I can plan to have a financially comfortable retirement. This podcast has really inspired me!

    Apple Podcasts
    5
    Lumpy Beth Princess
    Australia2 years ago
  • Only just started listening (little late to the party)

    But, I will say, that as I approach (actually gone way past preservation age) retirement age I wish I had found this years ago.

    Retirement planning and superannuation are simply too confusing for uneducated muppets like me.

    Keep up the good work, I can heartily recommend this for EVERYBODY who is working and plans to retire one day.

    Apple Podcasts
    4
    Trevor E
    Australia2 years ago
  • Valuable Retirement Information

    Accessible and friendly podcast with information relevant to a wide range of circumstances. Thanks guys!

    Apple Podcasts
    5
    Rosalita100
    Australia2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is a practical resource for aging Australians navigating policy changes and fees in advice.
Guests and hosts are seen as credible and knowledgeable, offering tangible steps for planning.
The pacing can be fast, but information remains useful for budgeting and planning.
Listeners praise clear, approachable explanations of complex retirement topics.
Audiences value the mix of strategy and real-world client examples.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#59
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

What happens to Super when you retire?
Q: What impact do CGT changes have on strategy now and in the near term?
CGT treatments inside super remain favorable (discounts for assets held long term), while external investments are taxed at capital gains rates; changes to minimum CGT can affect planning, but many advisers emphasize not letting tax changes drive all decisions but considering them in conjunction with cash flow needs and risk.
What happens to Super when you retire?
Q: Should someone consider paying off a mortgage with super, or keep investing inside super?
The choice depends on factors like guaranteed tax-free returns from paying down debt, cash-flow needs during transition to part-time work, and long-term growth versus risk. In many cases paying down the mortgage or preserving liquidity can be beneficial, but it depends on individual circumstances.
What happens to Super when you retire?
Q: Is it true that you must apply for a new retirement income stream when moving from accumulation to pension?
Yes, you typically need to fill out an application, determine how much of your existing accumulation to roll into the new income stream, and you may choose to move only part of the balance; it is not an automatic conversion.
What happens to Super when you retire?
Q: Can you give us an overview of the tax treatment before and after retirement in the common scenarios?
Accumulation funds are taxed at 15% on earnings and contributions, while pension phase can be tax-free on earnings with tax-free withdrawals; defined benefit schemes add complexity with notional contributions and mixed tax components, so professional advice is essential.
Retirement confidence is falling. What now for property, CGT and inheritance?
Q: What was the effect of using an advisor on retirement preparedness?
Listeners learned that users of financial advisors were roughly twice as likely to feel prepared for retirement compared with those who did not use an advisor, though the overall preparedness level still surprised the hosts.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Australian Retirement Podcast

What is Australian Retirement Podcast about and what kind of topics does it cover?

A practical, listener-friendly deep dive into retirement planning with a strong emphasis on Australian context. Episodes routinely tackle super, pensions, tax, and investment decisions, often exploring fees, costs, and value in financial advice, as well as property markets and policy changes that affect retirees. The tone remains educational and accessible, with real-world scenarios, guest insights from industry experts, and tips for navigating complex rules. It's likely to appeal to people nearing or in retirement who want actionable guidance, clear budgeting strategies, and a rational approach to advice quality and fees. A notable strength is the consolidation of financial planning, policy context, and practical steps into one approachabl... more

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Which podcasts are similar to Australian Retirement Podcast?

These podcasts share a similar audience with Australian Retirement Podcast:

1. Retire Right
2. Australian Finance Podcast
3. Australian Investors Podcast
4. Aussie FIRE | Financial Independence Retire Early
5. Prime Time with Bec Wilson

How many episodes of Australian Retirement Podcast are there?

Australian Retirement Podcast launched 2 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Australian Retirement Podcast?

Recent guests on Australian Retirement Podcast include:

1. Tahli Cavagnino
2. Kanish Chugh
3. Caite Brewer
4. Andrew Bragg
5. Rob Mead
6. Chris Bedingfield
7. David Gardner
8. Aaditya Thakur

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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