About this episode

In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth offer their insights into what you should and shouldn’t be doing in the lead up to retirement.

• Get retirement advice
• Ask a question (select the Retirement podcast)

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Topics covered today:

1 Tips and traps for industry super funds

2 Everything you need to know about SMSFs

3 How to make sure your adviser is right for you

4 The best way to step into retirement

5 Does your investment mix need to change when you retire?

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Episode resources

• Get retirement advice
• Ask a question (select the Retirement podcast)
• Drew on LinkedIn
• James on LinkedIn

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Podcast series resources

• Australian Retirement Podcast (hosts, episodes, show notes and more)
• All Rask Podcasts
• Ask a question (select the retirement podcast)
• Open a free Rask account (access free courses, reports, 24/7 community platform and more)
• Invest with Owen
• Rask Core – DIY investing
• Owen’s FREE investor bootcamp
• Mortgage Broking
• Financial Planning
• Property Coaching
• 100-point property checklist (PDF)
• Accounting with Grey Space
• Business Coaching