Episode Details

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth speak about the investments that you should be considering for your retirement portfolio

Get retirement advice

Ask a question (select the Retirement podcast)

Topics covered today:

• Cash and fixed interest
• Australian shares and the ‘magic’ of franking credits
• International shares
• ‘Real’ assets including property
• Alternatives
• Taking out a mortgage vs renting in your later years

Resources for this episode:

• Drew on LinkedIn
• James on LinkedIn

Drew’s bond articles:

• Franking credits explained
• Vanguard asset class slide
• Seven types of alternative investments everyone should know

~~ Resources for the show ~~

Get retirement advice: https://bit.ly/R-plan

Ask a question (select the Retirement podcast): https://bit.ly/3QtiY00

Invest with Rask: https://bit.ly/R-invest

Access all episodes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

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.

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