Episode Details

In this Australian Retirement Podcast episode, your host Owen Rask, Chief Investment Officer of The Rask Group, interviews Andrew Fraser, from Merlon Capital, to talk about getting income from Australian shares within your retirement portfolio.

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Topics covered today:

• Behavioural biases in share investing
• How to invest in shares with focus
• Where most income investors go wrong
• What a 'quality' investment criteria looks like
• Income and/or growth investing?
• The investment case for JB Hi-Fi and why it fit the criteria
• How retirees use fund managers like Merlon to invest

Episode resources:

Merlon Capital website: https://www.merloncapital.com.au/

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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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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