Does growth still matter in retirement? In this episode of the Australian Retirement Podcast, Drew Meredith and Luke Laretive (Seneca Financial Solutions) explore why retirees can’t ignore growth assets, the role of small-cap stocks, and how to balance risk and income as you age. We cover inflation, the pitfalls of term deposits, and why small companies might just be your retirement secret weapon.

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Topics covered today:

– Why growth is often overlooked in retirement — and why that’s a mistake

– The risk of sticking too conservatively with term deposits and cash

– How to balance growth and income effectively as retirees age

– The risks and rewards of investing in smaller companies

– Real-world lessons: success stories and cautionary tales

Resources for this episode

– More information on the Seneca Small Companies Fund

– Follow Luke on LinkedIn

– Sign up for Luke’s free newsletter

Rask Resources

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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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