The BEST retirement advice from 2025 - Year in review

Video Description

In this special Christmas episode of the Australian Retirement Podcast, Drew and James revisit the most impactful, watched, and interesting moments from the past 12 months - from ethical investing and CBA's market performance to the $1.2 billion super scandal, Division 296 tax changes, and incredible insights from expert guests. It's been an incredible year for the Australian Retirement Podcast! As we head into the Christmas break, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth look back at the biggest moments, most important lessons, and most-watched episodes of 2025. From market volatility and ethical investing debates to government policy changes and real-world retirement strategies, this year has been packed with insights to help you navigate your retirement journey. In this special highlights episode, Drew and James revisit: The 20 things every retiree should do - MyGov and carried forward contributions (Jan 2025): https://youtu.be/W7T3A3T2JYc?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=84 Bec Wilson on planning for 30 years of retirement income (27 March) https://youtu.be/Et58AHYgm-I?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=245 Retiring early - maximising your peak saving years (31 October) https://youtu.be/_BIBdV_SuXI?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=858 Inheritance shock and hidden taxes on estates (22 May) https://youtu.be/A9ZXXhtUpe8?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=283 Division 296 super tax changes - is your super tax going up in 2025? https://www.youtube.com/watch?v=gE1p6Rpxd1k&list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&index=49 Justin Bott from Services Australia on Age Pension strategies https://youtu.be/siR-icfQSGc?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=347 Travel smart tips and the $20k portfolio impact (26 June) https://www.youtube.com/watch?v=2OxG8oBkIVw&list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&index=18 The $1.2 billion super scandal breakdown (24 October) https://youtu.be/i_BO5wqA4as?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=1273 Key lessons learned and what's coming in 2026 https://youtu.be/fjbQ_248JMA?list=PLECacouYcyPsk27PZNAXIq-suzargCRzC&t=819 Chapters 00:00 Introduction 02:57 Investment Highlights of 2025 09:09 The 20 things every retiree should do 11:13 Bec Wilson on planning for 30 years of retirement income 12:32 Retiring early - maximising your peak saving years 18:53 Inheritance shock and hidden taxes on estates 20:27 Division 296 super tax changes - is your super tax going up in 2025? 21:39 Justin Bott from Services Australia on Age Pension strategies 23:27 Travel smart tips and the $20k portfolio impact 26:24 The $1.2 billion super scandal breakdown 29:05 Drew's dad joke Resources for this episode Ask a question (select the Retirement podcast): https://bit.ly/R-quest Visit TermPlus to learn more https://termplus.com.au/?utm_source=rask&utm_medium=podcast&utm_campaign=retirement&utm_term=general&utm_content=video 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 We love feedback! https://raskau.typeform.com/to/ZbfHy6IP Follow us on social media: Instagram: https://www.instagram.com/rask.invest TikTok: https://www.tiktok.com/@rask.invest 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