Episode Details

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth talk about the biggest ways that pre-retirees can get ahead in 2025. 

They also have a huge offer for two lucky ARP listeners to get some comprehensive financial advice FOR FREE!

Get retirement advice

Ask a question (select the Retirement podcast)

Topics covered today:

1. Set up My Gov, link ATO
2. Getting clear on your retirement plan
3. Reviewing your current assets
4. The best super contributions to consider in 2025
5. Life Insurance, Private Health insurance and Estate Planning
6. Optimising your superannuation
7. Getting ahead on your mortgage and bank accounts
8. Dividend Reinvestment Plans
9. Some great financial calculators you can use now
10. Searching for lost super / lost money SRO
11. Organising a proactive meeting with your accountant / planner

Resources for this episode:

• Drew on LinkedIn
• James on LinkedIn
• Understanding the different types of super contributions
• Mortgage repayment calculator with extra repayments
• Finding unclaimed money
• Finding lost super
• ENTER to WIN retirement advice

~~ 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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