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Australian Retirement Podcast

Rask
Retirement Planning
Superannuation
Estate Planning
Investment Strategies
Behavioral Finance
Financial Planning
Financial Advisors
Age Pension
Insurance
Retirement Income
Investments
FIRE Movement
Retirement
Centrelink Age Pension
Aged Care Costs
Cash Flow Management
Early Retirement
Rask
Pension
Philanthropy

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: http... more

PublishesWeeklyEpisodes94Founded2 years ago
Number of ListenersCategories
Places & TravelSociety & CultureBusiness

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Artwork for Australian Retirement Podcast

Latest Episodes

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth tackle why CBA and BHP are both crushing it right now, plus the shocking SMSF boom: 42,000 new funds established in ... more

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth open with football season excitement - Saints vs Dogs, tickets locked in for June 21, 2026, and the inevitable compl... more

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth deliver critical updates on tax changes and relationship traps that could cost you thousands.

After quick summer hi... more

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth kick things off with high energy - school drop-offs turning them into unpaid taxi drivers, interest rate movements a... more

Key Facts

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Recent Guests

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
Gemma Mitchell
Financial advisor and co-host of The Australian Finance Podcast
Rask
Episode: The money reset you need before you retire
Mandy Manniz
Chief Executive Customer at Challenger
Challenger
Episode: How important is money when it comes to retirement happiness?
Christian Ryan
Financial advisor, prior Olympic rower, and alternative asset manager
Fincap
Episode: Retirement portfolios are changing, are you ready?
Luke Laretive
Financial planner and investment manager at Seneca
Seneca
Episode: Retirement needs growth: Small caps & smarter investing

Hosts

Drew Meredith
Co-host of the Australian Retirement Podcast
James O'Reilly
Co-host of Australian Retirement Podcast

Reviews

4.9 out of 5 stars from 199 ratings
  • 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
    Australia10 months 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
    Australiaa year 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
    Australiaa year ago
  • Valuable Retirement Information

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

    Apple Podcasts
    5
    Rosalita100
    Australiaa year ago
  • First Class Retirement Resource

    Excellent information delivered in an easy to understand, friendly and non patronising manner.

    Apple Podcasts
    5
    Essy's iPad
    Australiaa year ago

Listeners Say

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

Many find the information relevant and actionable for their specific financial situations, leading to a greater understanding of complex topics.
Listeners appreciate the podcast for its valuable insights and accessible discussions on retirement planning.
Listeners enjoy the practical tips and real-life applications discussed, expressing a sense of empowerment regarding their financial futures.
The hosts are commended for their friendly and engaging delivery, making financial topics approachable for a broader audience.

Chart Rankings

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

Apple Podcasts
#52
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

$2M retirement paralysis, franking credits explained & geared ETF reality check
Q: In Super's pension account, if we pay no tax on income, how are franked yields treated?
They can be refunded in cash if there's excess franking credits.
$2M retirement paralysis, franking credits explained & geared ETF reality check
Q: Are all CGT events truly zero percent, even those triggered by internal fund rebalancing?
Yes, under the right conditions and depending on the fund's execution.
$2M retirement paralysis, franking credits explained & geared ETF reality check
Q: Can you talk us through that best interest duty when it comes to, say, considering changing Superfund?
You need to demonstrate that your actions will improve the financial position of the person in question.
Timing your first adviser meeting, AustralianSuper outflows & First Guardian deal
Q: How far out from retirement should I seek personal advice?
Ideally, within 10 years of the age you want to retire, but it's advisable to seek out advice even earlier to optimize retirement outcomes.
Proposed CGT shake-up & de facto relationship pension trap explained
Q: Can you demystify this one for me regarding how moving in together affects my disability support pension?
Yes, when you and your partner are treated as a couple by Centrelink, it may significantly impact both your disability support pension entitlement and your age pension entitlement.

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?

This series addresses the critical considerations and strategies for listeners aged 45 and over as they navigate the complexities of preparing for retirement. Episodes cover a diverse range of topics including superannuation, tax efficiency, investment strategies, behavioral finance, and the personal aspects of legacy planning and work-life transitions. With an accessible and conversational approach, the hosts aim to demystify the process of retirement preparation, offering practical advice alongside insights into current trends and market conditions. Unique features include a commitment to engaging with the community through listener questions and additional resources tailored to each discussion, enhancing the overall educational experienc... 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. Equity Mates Investing Podcast
3. Australian Investors Podcast
4. Super Insider
5. Australian Finance Podcast

How many episodes of Australian Retirement Podcast are there?

Australian Retirement Podcast launched 2 years ago and published 94 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. Rob Mead
2. Chris Bedingfield
3. David Gardner
4. Aaditya Thakur
5. Justin Bott
6. Gemma Mitchell
7. Mandy Manniz
8. Christian Ryan

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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