In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth debate whether everyone needs financial advice, tackle catch-up concessional contributions strategies, and compare AustralianSuper's performance against industry fund peers. Plus, Oasis vs Disney cruise decisions and learning to say 'no'!

Topics covered today:

- Oasis concert vs Disney cruise decisions and not asking for the bill before the end

- Is CBA overvalued?

- Boomer Briefing: Do you actually need financial advice? (47 and 53-year-old case study)

-Direction, strategy, and accountability - when advice becomes about optimization

- AustralianSuper 'Balanced' fund performance over 3-5 years vs industry peers

- To switch or not to switch: fund suitability, control, and transparency

Resources for this episode

- This interesting article we talked about: www.link.com.au

- Ask a question (select the Retirement podcast): ⁠https://bit.ly/R-quest⁠ 

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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