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The GOLD standard: Why Owen uses Tikr and Drew’s 5-point retiree checklist

In this 2 Sense episode of The Australian Investors Podcast, Rask's Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week's stock market news.

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In this 2 Sense episode of The Australian Investors Podcast, Rask’s Chief Investment Officer Owen Rask and Wattle Partners Managing Director Drew Meredith, CFP answer your questions and get to the bottom this week’s stock market news.

Every week, Drew and Owen answer your questions as part of our laid back ‘2 Sense’ episodes on The Australian Investors. Send us your questions!

In this episode, Owen Rask & Drew Meredith cover:

  1. Drew’s 5-point retiree ‘spring clean’ (see below)
  2. Why and how Owen uses Tikr for stock screening and fundamentals
  3. Will the USA return to the… GOLD STANDARD
  4. How to invest in private credit if you’re a “retail investor”
  5. Is it time to sell US dollar positions and rebalance?
  6. The NASDAQ is up HOW MUCH?!

Drew Meredith’s 5-point retirement spring clean:

  1. Start a pension
  2. Check your TBC cap
  3. Review your asset allocation
  4. What are you getting on your cash?
  5. Recontribution or normal strategies to transition

If youĀ ā¤ļø this episode, youā€™ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below.

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At the time of publishing, the author or their clients may have a financial interest in some of companies or securities mentioned.

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The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you donā€™t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

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