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Listen "20 things pre-retirees can do to smash 2025 "
Episode Synopsis
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:
Set up My Gov, link ATO
Getting clear on your retirement plan
Reviewing your current assets
The best super contributions to consider in 2025
Life Insurance, Private Health insurance and Estate Planning
Optimising your superannuation
Getting ahead on your mortgage and bank accounts
Dividend Reinvestment Plans
Some great financial calculators you can use now
Searching for lost super / lost money SRO
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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:
Set up My Gov, link ATO
Getting clear on your retirement plan
Reviewing your current assets
The best super contributions to consider in 2025
Life Insurance, Private Health insurance and Estate Planning
Optimising your superannuation
Getting ahead on your mortgage and bank accounts
Dividend Reinvestment Plans
Some great financial calculators you can use now
Searching for lost super / lost money SRO
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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