The power of growth: Small caps, retirement & smarter portfolio building

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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About this episode

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.

If you like this Australian Retirement Podcast episode on investing for growth in retirement, you’ll love the series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

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

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