The money reset you need before you retire

In this episode of the Australian Retirement Podcast, James O'Reilly, from Northeast Wealth is joined by RASK Superstar Gemma Mitchell- co-host on the Australian Finance Podcast, financial adviser and now author of the Money Reset.

Retirement is one of the biggest money resets Aussies will face – and in this episode, Gemma and James show how life’s disruptions can become powerful turning points when handled with intention. They break down why mindset matters just as much as the money moves, and share stories, strategies and real-world examples to help you step into retirement with clarity and confidence.

Topics covered today:

Why retirement is the ultimate money reset for Australians
Defining and adjusting your non-negotiables in retirement
The “sleep at night test” and making decisions you can live with
Why financial flexibility trumps financial freedom
The importance of “Try before you buy” for big purchases and life changes
Plus James and Gemma share lots of great tips and tricks to help you get ready for retirement.

If you enjoy this conversation on retirement and money resets, make sure to subscribe to the series on Apple, Spotify, YouTube or wherever you get your podcasts.

Resources for this episode:

-Vote for James in the FS Power50 – show your support here: https://www.financialstandard.com.au/...

Buy Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK
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