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Real Finance Horror Stories: Costly mistakes to avoid in retirement

Drew and James share terrifying finance horror stories and explain why interest rates are scarier than markets in this Halloween special.

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About this episode

In this Australian Retirement Podcast Halloween special, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth share spine-chilling finance horror stories from their years as financial advisers. Happy Halloween! 🎃

While most people are worried about ghosts and ghouls, Drew and James reveal the truly terrifying mistakes they’ve witnessed in retirement planning. From presenting the wrong portfolios to clients, to $50K call option disasters, property agreements that went wrong, and investors switching to defensive at the market bottom – these real-world horror stories will make you think twice about your own financial decisions. They also tackle the Fed’s rate cutting cycle and explain why interest rates are actually more volatile than share markets (spoiler: it’s scarier than you think!)

Topics covered today

  • Happy Halloween – it’s time for finance horror stories!
  • The Fed’s rate cutting cycle explained
  • Why interest rates are more volatile than share markets
  • James’ biggest retirement hauntings
  • Drew’s scariest retirement mistakes

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