Listen " 5 retirement money mistakes"
Episode Synopsis
In this Australian Retirement Podcast episode, your host Owen Rask is joined by Tahli Cavagnino, Senior Financial Advisor from the Rask Advice team.
Retirement isn’t just about having enough money — it’s about making the right decisions with the money you’ve worked hard to save. But even the most financially prepared Australians can fall into subtle psychological traps that quietly derail their long-term security.
In this episode of the Australian Retirement Podcast, Owen and Tahli take you through five behavioural mistakes that many retirees make — often without even realising it. These aren’t dry textbook errors or investment jargon. They’re real, everyday habits and mindsets that can cost you thousands, shake your confidence, and limit the lifestyle you hoped to enjoy in retirement.
If you like this Australian Retirement Podcast episode on behavioural mistakes, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
An introduction to Tahli
How and why she came into Advice
What does a typical day look like for a Rask Advisor
Why behavioural finance matters
Why being too conservative with your money might actually increase your risk of running out
The dangers of trying to “catch up” by taking on too much investment risk
How emotional decisions during market downturns can lead to locking in permanent losses
Why pride or confusion can keep you from claiming government entitlements you’re legally entitled to
The surprising ways people underestimate how long they’ll live — and how much they'll need
Resources for this episode
The Vanguard Adviser Alpha research
Camplify
Ask a question (select the Retirement podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
#retirement #australia
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Retirement isn’t just about having enough money — it’s about making the right decisions with the money you’ve worked hard to save. But even the most financially prepared Australians can fall into subtle psychological traps that quietly derail their long-term security.
In this episode of the Australian Retirement Podcast, Owen and Tahli take you through five behavioural mistakes that many retirees make — often without even realising it. These aren’t dry textbook errors or investment jargon. They’re real, everyday habits and mindsets that can cost you thousands, shake your confidence, and limit the lifestyle you hoped to enjoy in retirement.
If you like this Australian Retirement Podcast episode on behavioural mistakes, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
An introduction to Tahli
How and why she came into Advice
What does a typical day look like for a Rask Advisor
Why behavioural finance matters
Why being too conservative with your money might actually increase your risk of running out
The dangers of trying to “catch up” by taking on too much investment risk
How emotional decisions during market downturns can lead to locking in permanent losses
Why pride or confusion can keep you from claiming government entitlements you’re legally entitled to
The surprising ways people underestimate how long they’ll live — and how much they'll need
Resources for this episode
The Vanguard Adviser Alpha research
Camplify
Ask a question (select the Retirement podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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
#retirement #australia
Learn more about your ad choices. Visit megaphone.fm/adchoices
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