Big mortgage in your 50s? Why super may beat paying it off
If you’re in your 50s and still carrying a big mortgage, this episode is for you. Drew Meredith and James O'Reilly unpack a real-world retirement planning dilemma: should extra cash go straight into the home loan, or can deductible super contributions actually put you in a better position by the time retirement arrives? They break down when maximising super can work, why catch-up concessional caps matter, and the big trade-off most people underestimate: once money goes into super, access gets harder, and market returns never arrive in a straight line. The episode also looks at a new push to make pension products easier to start — and whether defaulting older Australians into pension mode later in life is a smart system fix or a step too far. Plus, there’s a practical discussion on how retirees can use AI in everyday life, from planning travel and weekly activities to making life admin simpler. If you want a clearer way to think about mortgage vs super, pension timing, and smarter retirement planning, this is worth your time. Episode resources Ask a question (select the Retirement podcast): https://bit.ly/R-quest Show partner resources Visit TermPlus to learn more https://termplus.com.au/?utm_source=r... Have the chance to win a 5k travel voucher. Take the TermPlus survey here (last entry 31st of May) https://termplus.com.au/money-mindset... 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: / rask.invest TikTok: / 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

Why retirement advice takes 4 to 10 weeks (and what your adviser is really doing)

What could crash markets and what retirees should do next

AJ Styles On Retirement, Gunther, Hall Of Fame, John Cena, One More Match?

should we pay our mortgage down before upgrading? (clip from ep924)

How can you retire before your State Pension starts?

How do you build wealth? Investing, debt & money goals explained

Should You Pay Off Your Mortgage With Super at 60?

$432,000 of coffee, the August retirement trick, and the super loophole the ATO hasn’t closed

FY27 planning: trust changes, Div 296 and what retirees should do next

How high do we want property prices to keep rising? Who wins and who loses? | Simon Kuestenmacher

Your top retirement questions answered

Aussie Retirees Are Accidentally Crippling Themselves...

Ready to quit work? The 4 retirement types that matter most

Is AI a bubble? Super, Netflix and the investor stories that matter

How Much Do You Need to Retire in Australia?

Catch-up contributions, term deposits in super, Centrelink income trap + more (ep421)

How to Turn Super into a Tax-Free Pension in 2026. You don't need to wait until you're 67!

The CGT trap quietly hurting Australian retirees

Ask an Adviser: 4 Case Studies on the New CGT Changes with Alex Luck

