Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

In this Australian Retirement Podcast episode, your hosts Drew Meredith and James O'Reilly, offer their insights into what you should and shouldn't be doing in the lead up to retirement.

Tips and traps to avoid before retirement

In this Australian Retirement Podcast episode, your hosts Drew Meredith and James O'Reilly, offer their insights into what you should and shouldn't be doing in the lead up to retirement.

Listen to the podcast now

Play Video

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.

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?

If you ❤️ this episode, you’ll LOVE our series. 

We release a new interview every week! Subscribe below 👇

Podcast resources

SAy g'day to these 👇

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 don’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 our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters

Like Rask podcasts? Get Rask's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 50,000 Australians on Rask’s mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Skip to content