Australian Finance Podcast: Recent Episodes
Rask Australia
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today.
Save money, invest better and live life on your terms.
New to the show? We recommend that you head back to Season 1 of the podcast and listen to episodes 1-10 first, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast.
We're proudly supported by ETF Securities Learn more about ETF Securities: https://bit.ly/fundsETFS
SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/
DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.
Buying Happiness: Learn to invest your time and money better by Kate Campbell is out now! In this very short bonus episode, I discuss why I wrote the book and what you'll learn, and I read out the introduction. 📚 Get your copy today through Dymocks, Amazon, Booktopia* or Readings. Add it to your Goodreads booklist here. * Please note: I will receive a small payment if you use my Booktopia affiliate link to place your preorder.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our September Money & Chill episode. Owen brings us a mini economic update (plus a small rant about Qantas), Monique shares her tips on reducing your grocery bill, and Kate shares her favourite book right now, The Blue Zones of Happiness. 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons, we discover during the month, along with Rask and community updates. 🎟️ We're going on the road from September - October 2023; get your tickets here! This episode was recorded on the 31st of August 2023.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
In 2020, I got involved in a community project with Pearler (who partner with us on The Australian Finance Podcast), who were putting together an eBook to connect Australia's Financial Independence Retire Early (FIRE) community. They recently turned this into a FREE audiobook, with each chapter released as a podcast episode on Apple Podcasts & Spotify. It's a great way to hear from different voices in this space, as everyone's path to financial independence looks different. If the idea of FIRE sounds intriguing, we've also got a free course on Rask Education on the topic. As I revisited and updated the chapter I wrote for the eBook, I realised how much my money and investment approach has evolved in the last five years. So much has changed over the past half a decade, but in other ways, so much hasn’t. I still save, invest, work towards goals, and make mistakes (I’m learning, slowly ). Today, I want to share what’s changed because it’s a fascinating way to reflect on what I’ve learnt and how my own priorities have changed. Remember, our personal finance journey is ultimately personal, and this is mine. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sophie Dicker from You’re In Good Company set out to make money and investing conversations more engaging for her friends. In this episode with Kate Campbell, Sophie shares her journey into investing, fun ways to have money conversations with friends, learning from her mistakes and the importance of being accountable on your journey. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Never invested? Brand new to investing? Returning to investing after a long hiatus? You’re in the right spot! In this episode, we’re going to pull everything from this series together and run you through our pre-investing checklist, to make sure you’re ready to go. ✅ Access our New Investor Checklist! Remember, our last episode of Investing Month will be an Investing Q&A, so make sure you send your questions via this question form: https://bit.ly/3QtiY00 This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Property OR shares (or a bit of both)?! In today's episode, we're opening the can of worms that many Australians can relate to: the great debate over investing in property or shares. Kate Campbell moderates the debate between Owen Rask (team property) and Tom Wilson from InvestSMART (team shares). Who won? Let us know via Instagram. Please note: InvestSMART are a flat-fee sponsor of The Australian Finance Podcast. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
This might sound like a less exciting episode, but please bear with us. We can promise you that taking some time to put together a sound record-keeping system for your financial life will pay off down the track. In this episode, Kate & Owen cover record keeping, tax time, Dividend Reinvestment Plans (DRPs) and paperwork. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we're talking about something we’re all familiar with, cash. In this episode, we’re going to discuss the role cash plays in an investor's portfolio and the different places you can put your cash. A lot of people don’t think they should just have cash sitting around…but Kate & Owen share how it can be used as part of your investment portfolio. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we’re going to introduce you to your new investing best friend, Exchange Traded Funds, or ETFs, as you’ll come to know them. ETFs are a great investment option for new and experienced investors and are an easy way to build a low-cost and diversified portfolio with just a few trades. They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low-cost, diversified ETF and buying small parcels frequently over a long period of time. ETFs can be your entire portfolio or just the core, but they instantly open the world of investing to you. They have changed how we invest and simplified the often complex world of finance. So, in this episode, we talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest because one investment can open the door to a diversified portfolio of investments. In this episode, we’re exploring the basics of managed funds and how they work, why people might choose to invest in managed funds over ETFs, our selection criteria for choosing a managed fund and some examples of managed funds in Australia. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Ready for our Shares 101 masterclass? In this episode, Kate Campbell & Owen Rask break down the ASX, explain how to research and buy shares and break down how you can think about capital growth and income. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Finding the best online trading account to buy or sell shares in Australia can be scary. Believe us; we know that buying shares in Australia for the first time is a daunting task. Commsec, Pearler, Selfwealth, Stake, Vanguard Personal Investor, Superhero, Sharesies… where do I even start?! In this episode, Kate Campbell & Owen Rask break down what a broker is, how they work, how to open an account and how to make your first investment. Best online trading share trading accounts in Australia for 2023 | Rask Media This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Now that you know what investing is all about and why it’s important to learn more, we’re going to introduce you to your investing universe. While there are a lot of options available when it comes to investing, we’re going to guide you through some of the most accessible options when getting started. Remember, investing can (and should) be simple. So in today’s episode, we will break down the building blocks and then use other episodes in this investing series to dive deep into shares, ETFs, managed funds and cash. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Investing Month 💸 Money is a huge part of our lives, and the better we can manage it, the more choices we have. Choices like how we spend our time. Sure, we can make a bit more and spend a bit less, but one of the best time-tested ways to ensure we’ve got money in the future is to start investing. Every episode this month is about helping you take the first step on your investing journey (or remind you of some of those crucial lessons if you’ve been investing for a while now). We’ll take you through everything you need to know to take action and become someone who invests. Plus, we’ll show you through actionable tips and strategies how simple it can be to build long-term wealth without paying high fees, using complex strategies and spending hours researching. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our July Money & Chill episode, covering community polls, the upcoming Rask Roadshow, Kate's new book Buying Happiness and how Owen's saving on his groceries by having chickens. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you prioritising your happiness? Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10. We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being. ✨ Take Declan's happiness scorecard here 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
🏡 Interested in how the home loan process works? In this episode with Owen Rask & Chris Bates (originally aired on The Australian Property Podcast), the duo takes you through the mortgage application process. Owen and Chris run listeners through when you should talk to a broker about financing, how to maximise your borrowing capacity, what to look for in a good broker, what information and documents you need (what you own & what you own), plus discuss what happens on settlement day. 🏘️ Ready to buy? Get in touch with Chris Bates’ and the mortgage broking team at Blusk 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Yish Koh from Kit talks about financial capability, helping kids solve real-life problems, healthy ways to discuss money with your children and shares ways to explain bank accounts, budgeting and savings goals. Learn more about Kit here: https://heykit.com.au 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Would you rather enjoy today or secure tomorrow? Dr Daniel Crosby is a well-known psychologist and behavioural finance expert who has written several books on the subject. Today’s episode covers a wide range of topics, from the latest developments in behavioural finance to practical steps people can take to improve their financial decision-making.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
It's time for another listener Q&A episode! Kate Campbell, Owen Rask and financial adviser Drew Meredith tackle questions ranging from dollar cost versus lump sum investing, getting an 18-year-old interested in investing, what to do after paying off your student loan and what happens to super when you die. Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning | Rask + Wattle Partners 🎟️ We're going on the road from August - October 2023; get your tickets here!
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Can you change your money story? In today's episode, Fatuma Akalo, a financial adviser at Wattle Partners, shares how her upbringing influenced her relationship with money and how she went on to change the direction of her financial future. She also shares her own journey and lessons working as a financial adviser and what she would want her 18-year-old self to know about money today. 📧 Get in touch with Fatuma: Financial Planning | Rask + Wattle Partners 🎟️ We're going on the road from August - October 2023; get your tickets here!
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
What is value investing? To Gaurav Sodhi, investing is the act of applied curiosity about the world. It’s not just about knowledge; a lot of it comes down to figuring out what matters and what doesn’t. Plus, a sprinkle of hard-earned confidence to top it off. Today’s episode provides a fascinating overview of the world of value investing with someone who lives and breathes this stuff. Kate, Owen and Gaurav discuss why investing in individual companies can be a game changer, how he researches companies and makes decisions, and some of the major red flags that would stop him from investing in a company. 💸 Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service, where you can read research from great analysts like Gaurav Sodhi. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Gaurav is the Deputy Head of Research at the Intelligent Investor. He is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals led to him becoming Intelligent Investor’s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure. Please note: InvestSMART (Intelligent Investor) is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. Gaurav Sodhi may own shares in companies mentioned in today's episode.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Want a crash course guide to sorting out your super? Then tune into THIS conversation. In Part 2 of our conversation on super with licensed financial adviser Jessica Brady, we discuss how much super you need in retirement, what to do if you have multiple super funds, how to find out if your super fund is any good, how to grow your super balance and when to get advice. 🎟 Rask Events Roadshow: https://www.rask.com.au/road 👀 Who is Jessica Brady? Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp). This episode was recorded in June 2023.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to our two-part super crash course with financial adviser Jessica Brady. Today's conversation is about why super matters and why you don't have time to waste. Kate and Jess discuss how to prioritise our future selves in a world full of competing priorities, investing inside and outside of super and the challenges certain groups face with reaching their retirement goals. 👀 Who is Jessica Brady? Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp).
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Do you want to get clear on your finances this year? Kate Campbell & Owen Rask chat with financial adviser James O'Reilly about how to sort out your budget and cashflow on this episode of The Australian Finance Podcast. ✅ Want access to the spreadsheet & course mentioned in this episode? Head to Rask Education to get started for FREE!
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
✨ Can you invest in great companies while still making a social impact? Caroline Gurney thinks so. Today’s conversation features Caroline Gurney, who is the CEO of Future Generation Australia. Kate & Caroline discuss how the investment and social impact model of Future Generation work, what organisations are supported, how you measure social impact, what philanthropy looks like in Australia and how you balance making donations now versus investing that money for the future. Caroline Gurney is the CEO of Future Generation Australia. Future Generation gives investors the opportunity to gain access to a group of prominent fund managers in a single investment vehicle (ASX: FGX & FGG) while supporting Australian not-for-profit organisations focused on children and youth at risk. Please note: This episode is neither sponsored nor an investment recommendation from the Rask team. We're just fascinated with exploring different opportunities to give back and make an impact with our money! Make sure you do your own research and speak to a professional before making an investment decision.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How can we use technology to reduce decision fatigue in a world where we make up to 35,000 decisions daily? Kate & Evan tackle this in today's Brain Hacks episode and discuss how they use technology to reduce choice overload in their lives and improve their financial decisions. ✅ Are there any repetitive actions in your finances that you can automate?
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Why are you doing the things you’re doing? Dave Gow from Strong Money Australia talks about how his life has changed since reaching financial independence, creating the Aussie FIRE eBook with Pearler and the milestones on his journey. Please note: Pearler is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
You have to decide what you want, and you must spend less than you earn. Noel Whittaker has been on a mission for decades to make money simple, but this isn't always easy. With a career spanning several decades, Noel has become a household name in the world of personal finance and investing. In today's conversation with Kate Campbell, Noel shares his thoughts on wealth creation, timeless investing wisdom and making money simple.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
What is something you have now that you used to desire? In today's episode, Kate Campbell and Evan Lucas are talking about the idea of never having enough, making trade-offs and financial gratitude. Plus, they discuss how to challenge these thoughts, figure out how to play your own game and making sure you enjoy the process.
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Does the 4% rule commonly discussed by the Financial Independence, Retire Early (FIRE) movement still hold up? In today’s conversation, Kate Campbell chats to Dr Paulo Costa, a senior behavioural economist at Vanguard, about the FIRE movement, keeping investing simple, balancing different financial goals and achieving financial wellness. Paulo Costa, PhD, is a senior behavioural economist in the Investment Strategy Group, where his research interests include behavioural finance, financial planning, and the value of financial advice.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Welcome to The Australian Finance Podcast with Kate Campbell & Owen Rask, we're excited to join you on your personal finance journey! Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Today we're bringing you a conversation with an investor with decades of experience, who shares some hard-earned lessons about life, money and investing. Plus, he sprinkles in a healthy dose of history, as there's plenty we can learn about investing and ourselves from the stories of the past. Michael Kemp is the author of The Ulysses Contract and was previously Scott Pape's investment analyst behind the Barefoot Blueprint membership he used to run.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Where in your life do you get stuck in short-term thinking traps? What impact does that have on achieving your goals? In today's conversation, Kate and Evan discuss why we’re geared towards short-term thinking, how that can derail our financial goals and what to do about it.
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Want some tax tips from the ATO? In today's episode, Kate Campbell and Owen Rask chat with ATO Assistant Commissioner Tim Loh in the studio about everything you need to know to maximise your tax return in 2023. This includes some of the most common deductions individuals claim on their tax returns, what investors need to declare, what sort of records we should keep for tax time, and much more.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Diversification is a technique used to lower the risk for an investment portfolio by spreading the specific risks of investing across many holdings. We often practice diversification in other areas of our life without even realizing it. Think friends in different groups, external industry connections, reading widely, not just eating potato chips, having new travel experiences etc. It’s the idea that we shouldn’t rely on any one single "thing" and instead incorporate different things that are not directly linked together. Fidelity defines diversification in investing as "the practice of spreading your investments around so that your exposure to any one type of asset is limited. This practice is designed to help reduce the volatility of your portfolio over time." In today's episode, Kate & Owen discuss how they think about diversification in their own lives and what it looks like in our finances, investing, careers and life.
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Have you ever felt FOMO when it comes to your finances? Do you compare your finances to other people you haven't even met? Do you think this has affected your decision-making process? On today's Brain Hacks episode, Kate Campbell and Evan Lucas discuss the fear of missing out, what causes investing manias, and how badly things can go when money and greed mix.
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Does your dream property exist?Sometimes it comes down to having a detailed property brief and time, according to today’s guest, Amy Lunardi, who is a buyers advocate in Victoria, and the co-host of our FREE property course on Rask Education.In today’s conversation Amy shares her thoughts on the property market for the year ahead, some of her client success stories during the year, what happened on The Block, the importance of giving yourself time while hunting for a property, factors she considers when finding quality properties and her biggest tips for first home buyers in 2023!FREE Property Course: https://education.rask.com.au/courses/free-property-courseReady-made ETF portfolios? Rask Core has you covered!Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.ASK A QUESTION: https://bit.ly/3QtiY00If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/PearlerWe're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-fundsBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Molly Benjamin is the founder of Ladies Finance Club (LFC), which is an in-person and online platform for connecting women with each other — and their finances. This Australian Finance Podcast episode with Molly Benjamin is hosted Owen Rask and originally appeared on The Australian Business Podcast because in it, Owen asks Molly how Ladies Finance Club came into existence, why women meeting to talk about money makes sense and how she manages her business. In the second half of the podcast, Molly shares some of the wisdom she has gathered from women in her community. Things such as money-saving tips, what holds women back from investing and so on. There’s something for everyone! Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
New investor? Want to take the plunge and buy shares or ETFs but a little... scared? You're definitely not alone! That's why, analyst Owen Rask and educator Kate Campbell, hosts of the super-popular Australian Finance Podcast, have just released a brand-new episode (and free Google Doc) to help you break away from the nerves and invest sensibly. Listen to this finance podcast for new investors because:
You know investing is good for you but you're nervous.
Everyone tells you 'the share market is like gambling' but you know that doesn't make sense.
You're stuck on 'what you need to pack' (a brokerage account, steps to pick one, etc.)
A simple 'pre-flight' checklist for getting yourself sorted sounds good.
You want to learn from two of Australia's best financial educators, and
Growing wealthy sounds pretty good to you!
NEW INVESTOR GOOGLE DOC & SHOW NOTES Join Rask Core & invest like Owen Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
When it comes to investing, one of the reasons that commonly holds people back from getting started is the fear of making a mistake This is understandable, given your money is on the line, but you can push through it. At the end of the day, we truly believe the biggest mistake you can make is not actually starting at all. Given we should try to learn through other people’s mistakes, and we can gain confidence through understanding all the ways we can go wrong, we wanted to share five common investing mistakes with you today, and how you can work to avoid them.
Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
What's the best share trading account? How do I pick a share brokerage? Is there a difference between HIN/CHESS brokers and what are the risks of brokers? The list of questions about brokerage accounts goes on and on and on... If you're on the hunt for a share brokerage account or share market app, you're in luck. In this Australian Finance Podcast episode, Owen Rask and Kate Campbell review 7 of the most popular share brokerage apps in our community. List of best share trading brokers See where Owen invests for $9.99 per month Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Why is talking about money so important? We’ve been taught from an early age that we shouldn’t talk about money, but that taboo does much more harm than good. Talking openly about our finances helps remove the culture of fear and shame that can surround money. Talking about money might feel hard right now. But not talking about it long-term will be harder. In this episode Kate & Owen discuss the importance of money conversations, some strategies to approach them with kindness and highlight the point that not everyone will learn, value or talk about money the way you do - and that’s okay! Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that. In today’s conversation we’re catching up with Monique who’s returned from her European adventure, why the market is going back up and our latest money saving hacks. Tickets for our Melbourne event: www.raskmedia.com.au/event Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 15th of November 2022
Australian Foundation Investment Company Ltd (ASX: AFIC) is one of the most popular listed investment companies (LIC) ever. Kate Campbell and Owen Rask dive into AFIC in this episode of The Australian Finance Podcast. Full show notes & AFIC review Keep reading below to find out how to ask a question... Ask your finance question Remember to keep your questions fun by giving us a silly or creative name to read out on air! ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Australian Finance Podcast's Question & Answer session is back! Kate Campbell and Owen Rask are cracking open the finance podcast question inbox to riff on some of the finance, money nad investing questions you’ve asked us recently. In this Australian Finance Podcast episode:
Challenger banks
Retiring without a home
Why not bonds?
Internationally domiciled ETFs
ETF tax details
And broker analysis paralysis
Ask your finance question Remember to keep your questions fun by giving us a silly or creative name to read out on air! ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Ever wondered how Owen built Rask into the business it is today? In this BONUS EPISODE of The Australian Finance Podcast, Owen shares a popular episode from our new Australian Business Podcast series. Listen to Owen Rask's journey in building Rask Australia from a Mac, Officeworks desk and a living room into a finance brand that is nationally known and includes around 17,000 students, 4,000+ members and 100,000 listeners, readers or viewers. Love the business series?
Enrol in Owen's free business course.
Subscribe on Apple
Subscribe on Spotify
Subscribe online.
Australian Business Podcast episode outline:
The inside scoop of how the Rask business (the owner of this podcast) actually works
Owen's four stages with Rask:
Preparation 📖
Inception 🌱
Traction ⚙️
Inflection 📈
Owen's phone call with Scott Pape
Harsh lessons learned
Where Rask is today
ASK QUESTION 🙋♀️ Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews. ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Danielle Ecuyer of Shareplicity joins Owen Rask and Kate Campbell on this special episode of The Australian Finance Podcast to share 10 things to look for when researching ASX and global shares/companies. Kate Campell plays host to Dani and Owen as they talk about 5 positive (green) and 5 concerning (red) 'flag' indicators to add to your share investment checklist. View all notes & flags in the show notes: Speaker disclosures
Dani: CSL, GMG, BHP
Owen: XRO, PME
Kate: XRO, AMZN, BHP, CRWD, MELI, OKTA, FMG, EML
~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
What are the best personal finance apps and top investing tools for 2022 and 2023? We often mention different personal finance apps that we’ve found helpful when it comes to our personal finances on The Australian Finance Podcast, so in this episode we’re bringing them all together for you in one spot. From record-keeping, budgeting, banking, investing and making money, there’s an app out there for most things nowadays, today we’re sharing some of our favourites. ⚠️ Just so we’re clear, we do not get paid for including any of these companies in today’s episode, and are purely mentioning them as they’ve been helpful to us. But, we do have a long-term flat-fee partnership arrangement with Pearler, who help us bring this show to life. Of course, this is also a non-exhaustive list, so make sure you do your own research and find the best solution for your own unique needs! Kate's top 3 personal finance apps
Sharesight - the ultimate in tax reporting for share and ETF portfolios
Up Bank and Banking - CommBank - emojis, planning your finances and helping you understand your money habits
Raiz - for automatic round-ups, getting started investing and rewards programs
Owen Rask's top 3 personal finance apps
Pearler - for automation & 'paying the bill' of investing. Get $10+ of credit using the Rask coupon code.
Xero - awesome for small business
ING - scheduled direct debits, BPAY and transfers (e.g. 'one day after my payday, automatically transfer $2,000 for rent')
Notion - life, finance and investment admin (Owen uses it for his investment research notes)
Note: Pearler is a long-term sponsor of The Australian Finance Podcast but we're not paid to mention it. And Owen assures us it's seriously one of his favourite. Rask doesn't earn any type of referral/affiliate-style income from any partner/sponsor. Honourable mentions
AFR - leader for financial news (student rates are on offer!)
CommSec - the app is good for news alerts
TIKR - company research, annual reports and data on every stock/company
Your local library apps -- save some money & suppor the library!
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
What are the best term deposits in Australia? Are you hunting for a term deposit to stash some cash? Term deposits are a type of financial product offered by financial institutions that allow you to lock away your savings for a set period of time (the term), in exchange for a fixed interest rate. In this brief episode, we’ll attempt to outline a few of the high-interest options available to you. As always, be sure to read the Terms & Conditions, along with the Financial Services Guide (FSG). Please note: this podcast was recorded on October 31st, 2022 (a day before the Reserve Bank of Australia increased interest rates by 0.25%). Resources:
ASK A QUESTION
Show notes
Top 5 savings accounts
Subscribe to Rask Core for $9.99 per month (cancel anytime)
Rask Core community’s best accounts
Owen on Twitter
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit. We’re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how. Investing Made Simple. Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started. WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Simran Kaur: the founder and author of Girls That Invest joins Kate Campbell all the way from NZ today to talk about her wealth building journey to $1 million, how to make sense of investing, dealing with financial comparison, market volatility and overcoming burnout. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of October 2022
The great debate: are you a spender or a saver? This question gets thrown around quite often, and it’s easy to lump yourself into a specific camp without really thinking about the drivers behind your behaviour. Most of us have a bit of both in us, and we’d argue that’s a good thing. This episode is going to focus on those that find themselves on the spending side of the debate, and hopefully provide you with some strategies to bring a bit more balance to your financial life. In this episode, Kate & Owen unpack the four main reasons why we spend money, with the goal of learning to spend your money with more intention. TLDR: You’re going to spend money for many different reasons and that’s a big part of your financial life. But where you can, try to articulate why you are spending the money. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Everywhere you look online, you'll see bold headlines and a constantly changing array of predictions, which can often make it difficult to navigate the waters of financial media. Read things you disagree with, question the motives, find the source and identify whether you’re reading for entertainment or knowledge. In today’s episode, Kate & Owen take a look into how we go about using and consuming financial media, and share some of the ideas that experts have on filtering through the headlines. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Australia's #1 money expert Effie Zahos is in the house with us today, sharing her time tested money principles from three decades in the industry. Effie shares her journey to becoming an Australian finance icon, what money means to her, time tested money principles, how she manages her finances with her partner, overcoming limiting money beliefs and shares the letter she wrote to her daughter about money. Effie Zahos is a Director at InvestSMART Group, Editor-at-Large of Canstar and the author of multiple books, including A Real Girl's Guide to Money: From Converse to Louboutins. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of October 2022
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that. In today’s conversation we’re catching up on a big week in Sydney, and giving you a run down on EquityMates’ FinFest 2022 event, our latest money saving hacks and some of the books and podcasts that we’re enjoying lately. Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 19th of October 2022
Ready for an ASX deep dive? In today’s episode we’re going to take a deep dive into the biggest bank in Australia, the Commonwealth Bank of Australia (ASX:CBA), which you’ll be very familiar with. It’s also one of the biggest listed companies in Australia, and makes up a large part of any ASX200 ETFs. Owen & Kate take listeners through what CBA does, who runs the show, key competitors, the company’s products & services, and Owen takes a quick look at the books. Before we start please note, this is not a recommendation from Owen, Kate or the Rask Team. Owen and Kate do not own shares of CBA. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Have you ever thought about what money means to you? In this episode of The Australian Finance Podcast, Kate & Owen chat to Evan Lucas, Chief Investment Strategist at InvestSMART and the author of Mind Over Money. Evan shares his thoughts on understanding your money identity, how to avoid falling prey to comparison traps, building patience into your investment plan and how to feel more in control of our financial future. Evan also shares the story about how he and his wife figured out their common values and goals about money, and how they built their financial habits together. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th September 2022
✨ What does your ideal Tuesday look like? In this bonus episode, Kate takes a break from investing to chat to digital creator Michelle B (known as muchelleb on YouTube) about creating the life you want to live right now (not years down the track). Michelle shares what a good day looks like to her, how to intentionally build a life you love, what you should do before setting your goals, stepping out of your comfort zone, techniques to manage your time better, life admin days, and overcoming procrastination on those tasks you’ve been pushing off for months. Catch Michelle on YouTube: https://www.youtube.com/c/muchelleb Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of October 2022
What’s happening in the property market this year? We’ve got Owen’s mate and property expert Pete Wargent on the show, to share his property update for 2022, first home buyer tips and whether it’s too late to buy or sell your house right now. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of October 2022
Do you have questions about ETF investing? To wrap-up our ETF Investing Mini-Series, Kate & Owen provide rapid fire answers to the top 10 most commonly asked ETF investing questions in our community. We answer everything from what is an ETF to how can I decide which ETF to buy, and best ETFs for the long-term to how much to invest in ETFs each month. Fun fact: the founder of Campbell Soup Company (NYSE: CPB), Joseph Albert Campbell, who created the company in 1869, died in 1900. Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
In today’s bonus episode of The Australian Finance Podcast, Kate & Owen share five money habits for financial success in 2022, that you could try incorporating in your own life this year. These habits include automating your savings and investing plan, meal prepping on the weekends and setting yourself small goals with regular wins. Share your money habits that have worked for you with us on Twitter or Instagram! Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th of September 2022
Does your company have a moat? Here at Rask, one of the key pillars in our investment philosophy is investing in companies with strong advantages or moats. A moat is a throw-back to the good ol’ days when castles (business franchises) needed a ring of water (competitive advantage) to protect them from the attack of enemy armies (competitors) who had heavy armour and weaponry. A moat is a feature of a business that enables it to generate excess returns on capital for a sustained period. Under the rules of capitalism, usually a competitor would enter the market and eat away at those returns. In this episode, Kate & Owen discuss what an investment moat is, share Morningstar’s 5 moats and companies that fall within each category, along with how to identify and stress test a company’s moat. Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Welcome to part 5 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. After listening to parts 3 & 4 of our ETF investing mini-series, you might have an ETF in mind that you’re ready to buy. But hold on a sec…you can’t just buy this ETF at the supermarket. In this ETF episode we break down how to actually buy an ETF in Australia (hint: you’ll need a brokerage account), ongoing ETF investment strategies, and how to manage you ETF on an ongoing basis (and keep it alive, unlike your tamagotchi). Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Welcome to part 4 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. Now that you’ve compared ETFs and actually decided on one you might like to invest in, Kate & Owen are going to help you brush up on your knowledge and understand your chosen ETF better. Make sure to listen to parts 1, 2 & 3 of our ETF investing mini-series, if you haven’t already. Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Part 3 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. In this episode, Kate & Owen walk listeners through how to research and compare different ETFs within a category. We cover how to compare large ASX ETFs including A200, STW, IOZ, VAS (ASX300) and MVW (equal weight 100). Plus, we discuss the most important step, actually making a decision and investing! Make sure to listen to parts 1 & 2 of our ETF investing mini-series, if you haven’t already. Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Welcome to our part 2 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. In this episode, Kate & Owen walk listeners through how to work out what kind of ETF you’re looking for, and how it forms part of your broader investment strategy. We also explain what a Core/Satellite Portfolio is, understanding your risk profile and whether ETF unit size matters. Make sure to listen to part 1 of our ETF investing mini-series, if you haven’t already. Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of September
Welcome to our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. Over the course of 5 podcast episodes, we’ll cover the basics of ETF investing you need to know about, and give you the tools to figure out what type of ETF you’re looking for, and how to research and compare them. Plus we’ll give you an overview of what you need to know about how to buy ETFs and managing them on an ongoing basis. ETFs are a great investment option for both new and experienced investors, and make it easy to build a low-cost and diversified portfolio with just a few trades. They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low cost diversified ETF and buying small parcels frequently over a long period of time. So, in this episode Kate & Owen talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest. Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created for you to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of September
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that. In this episode we have a chat about what’s happening in the economy right now, and share some listener suggestions in response to our high interest savings account episode a few weeks back. Kate shares the FREE Victorian will bank & register, using free trials at local gyms and the Library of Mistakes Podcast. Monique shares homemade gift ideas (with a live example), and Owen shares the fuel saving app he’s been using on roadtrips in country Victoria (alongside another Buffett book). Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 16th of September 2022
Money can buy happiness, but you need to spend it right. This episode is all about small ways you can change your spending behaviour to maximise your happiness. Here’s the premise of the research report today’s episode is based on, which draws on 100’s of other research papers and studies: (1) buy more experiences and fewer material goods; (2) use their money to benefit others rather than themselves; (3) buy many small pleasures rather than fewer large ones; (4) eschew extended warranties and other forms of overpriced insurance; (5) delay consumption; (6) consider how peripheral features of their purchases may affect their day-to-day lives; (7) beware of comparison shopping; and (8) pay close attention to the happiness of others. Kate & Owen dive into some of the interesting aspects from each of these ideas and share some examples of how you could incorporate these in your own life. Because there’s no point saving and investing and getting to the end of your life, without really living on your own terms. That’s what we’re aiming for folks, not financial freedom for the sake of it, but to create a life where we get to choose where we spend our time and money. This episode is based on the research paper: If Money Doesn't Make You Happy Then You Probably Aren't Spending It Right by Elizabeth W. Dunn University of British Columbia, Daniel T. Gilbert Harvard University, and Timothy D. Wilson University of Virginia. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). 🖱Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler 🌎 We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds 📊 Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater 🌱 Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September 2022
Did you know there are 2+ million businesses in Australia (2/3 are sole traders)? Owning businesses is the key to wealth (Buffett invested in other people’s businesses, Oprah bought her own business, Michael Jordan makes more money from his own business ventures (e.g. Nike ownership) than in his career). In this episode of The Australian Finance Podcast, Kate & Owen discuss understanding the wealth quadrant (working for income, owning someone else’s business, owning your own business), Owen’s business journey, plus Owen’s five tips for listeners considering starting a business. 🎧 Tune into the Australian Business Podcast now on Spotify and Apple Podcasts 👩🏽💻 Take Owen’s free Business Starter course on Rask Education today Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September 2022
This episode of The Australian Finance features a review of the BetaShares Diversified All Growth ETF (ASX: DHHF). Kate and Owen cover how DHHF works, an overview of key holdings, where to buy units in DHHF and how it could be used in a portfolio. Plus, we discuss the pros and cons of DHHF in comparison to building your own ETF portfolio, and how it compares to Vanguard’s VDHG ETF. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in DHHF. This episode is part of our monthly series where we dive into a share/ETF and provide you with a high level overview. Free free to pitch a company/ETF to us via our Rask Core Community, Twitter or via our question submission page. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of September
This might sound like a boring episode, but please bear with us. We can promise you that taking some time to put together a sound record keeping system for your financial life now, will pay off down the track. In this episode we cover some of the times where having your financial records in an accessible place can come in handy, and why we encourage you to set some time aside after listening to this episode to get on top of things. Plus, we cover the different financial records you’ll need to keep track of, and some ideas on how to do it (and minimise the paperwork and admin time in your life). Episode transcript now available via the show notes page. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
How would you use $1M if a magic wand was waved and it appeared in your bank account today? In this episode Kate & Owen discuss what it takes to become a millionaire. We’re not going to give you a secret recipe to become an overnight millionaire though, and if anyone promises you otherwise…run! We cover the three key components of the investing equation: your returns (and asset allocation), how much you can invest each month and your investment timeframe, along with the importance of focusing on what you can control on your investing journey. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 31st of August 2022
Savers rejoice! Your time to shine has come. It has been a few lifetimes since we’ve spoken about savings accounts and making sure you’re getting a decent interest rate on your hard earned savings, but things are changing. This is especially exciting for those of you that are hard at work saving up for a specific short term goal or wanting to get a little bonus on their emergency fund that’s been safely stored away. In this episode Kate & Owen cover tips on making the most of your savings, why shopping around for a better interest rate matters (especially now), along with some of the best interest rates around on savings accounts and term deposits in August 2022. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 31st of August 2022
Is your future feeling super? In this bonus episode of The Australian Finance Podcast, Kate Campbell talks retirement planning and financial advice for the golden years with Deline Jacovides, a qualified financial adviser. Deline shares her thoughts on the importance of super in our financial plans, what retirement actually look like for most Australians, how much money we need for a comfortable retirement and more. Magdeline (Deline) Jacovides is an Authorised Representative (No. 1240373), and Mazi Wealth Pty Ltd ATF Mazi Wealth Trust is a Corporate Authorised Representative (No. 1295178), of Spark Advisors Australia Pty Ltd (ABN 34 122 486 935, AFSL 380552). Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Complicated doesn’t equal better when it comes to your finances. In today’s episode, Kate & Owen explore five different ways you can work towards simplifying your financial life, and leave more time for the fun stuff! Keep your investments simple, diversified, low-cost and regular. Remember, investing is a marathon and not a sprint. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
TW: This episode briefly mentions death & suicide There are three certainties in life, death, taxes and change, and in this episode we cover all three! If you’ve ever wanted to know what happens when you dies and what words like estate, testator, beneficiary, executor, intestate, probate, will and trustee mean, then this is the episode for you! Alongside David Andrew, Senior Adviser at State Trustees (Victoria’s public trustee), Kate explores everything from what’s necessary for a valid will and creating an asset register, to some of the common mistakes people make when preparing their will and what happens if you or a loved one dies without one. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
What does the pathway to getting financial advice look like? In this bonus episode, Kate Campbell speaks to Marc Bineham, a former financial adviser with decades of experience, Past National President of the Association of Financial Advisers (AFA) and newly minted author of The Money Sandwich. We discuss the pathway to advice, including the range of things advisers can help with, what you should be doing right now if you’re not in a position to get professional advice and how to know when it’s the right time to seek professional advice. We also explore the upcoming intergenerational wealth transfer, along with the unique challenges for Australians that are part of the “sandwich generation”. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Investing is an EQ game, not an IQ game One of the biggest misconceptions about investing is that it has to be complicated. But in reality, decent returns can be found using simple no-frills ETFs to build a core portfolio. You don’t need a PhD, Masters or CFA qualification to build a respectable long-term portfolio that sets you up financially. But you do need to understand what you’re doing and manage your behaviour. So in this episode of The Australian Finance Podcast, Kate & Owen unpack the mental games of investing, including how to overcome (or at least deal) our irrational brains, dealing with FOMO, letting go of investing mistakes and putting in the work to understand our behaviours as investors. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th of August 2022
An iPhone for $65? Really? Money & Chill on The Australian Finance Podcast is back! This week Kate, Monique and Owen chat about our upcoming travel plans (three years later), Owen’s iPhone savings hack discovery, Monique’s pasta swap and Kate’s new free shower head. Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of August 2022
With mortgage rates going up, the cost of living rising and the feeling of uncertainty in the air, it is high time we got back to basics and discuss some ways to save money around the home. Considering a huge chunk of our pay each month goes to living costs like house repayments and groceries, there’s a lot of value in having these conversations. Not everything will be helpful or relevant to your situation (some things are State based) but hopefully you come out of today’s episode with one key action you’re going to give a red hot crack at in your own life to reduce some of your expenses. If one of these works for you, let us know how much you saved! Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022
Ready for an ASX deep dive? In today’s episode we’re going to take a deep dive into a huge Australian supermarket chain that you’ll all be familiar with, Woolworths Group Ltd (ASX: WOW). Owen & Kate take listeners through what the company does, who runs the show, key competitors, the company’s key business lines and Owen takes a quick look at the books. Before we start please note, this is not a recommendation from Owen, Kate or the Rask Team. Owen and Kate do not own shares of Woolworths Group Ltd. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of August 2022
What is going on with interest rates at the moment? In this episode of The Australian Finance Podcast, Kate and Owen discuss the latest RBA interest rate hikes and what that means for homeowners and renters, plus share some actionable strategies to be proactive with your finances during times on uncertainty. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of August 2022
Talking about money is more important than ever right now, and if you’re having a tough time making ends meet or getting out of debt, there’s a fantastic free resource available in financial counsellors and through the National Debt Helpline. Australian Finance Podcast’s Kate Campbell chats to financial counsellor Victoria Shakeshaft, about why we get into debt and strategies for getting out of it, plus some of the hardship options available to you in Australia. Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 2nd of August 2022
It’s estimated that over 250,000 Australians are part of the gig economy, which includes side hustlers with 9 to 5’s and those working full time in the gig economy. So chances are many of our listeners have tried their hand at a side hustle or freelance work arrangements at some point. Although gig economy work can provide greater flexibility and choices in your day to day work, it can be very unpredictable and uncertain, on both your time and money, which can lead to financial stress. In today’s episode of The Australian Finance Podcast, we’re going to be taking a deep dive into the gig economy, which covers everything from ride sharing services like Uber to providing specific services for a fee, like taking on Airtasker jobs to assemble Ikea bookshelves or helping a small baking business with their social media. Our guest today is, Michelle Grace Hunder, who is a live music photographer based in Melbourne, tours with Ruel, has her own photography courses, has published a book and has made a film, “her sound, her story”.
Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 14th of July 2022
Ready for ASX reporting season? In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask jump into your feed for a bonus episode, to share our free ASX annual report checklist, that you can download and use throughout reporting season. DOWNLOAD CHECKLIST HERE: bit.ly/reporting2022
Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/Pearler We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma 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. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 1st of August 2022
As an investor, a red flag is a warning sign to you that there’s something going on with the company that warrants further investigation. We don’t usually get to see the inner workings of the company, so have to make educated decisions based on the external information available to us.In this episode, Kate & Owen put forward 10 different red flags that may stand out to you as investors, and some notable ASX case studies. Our red flag might be your green light, so in today’s episode we’re going to explore some of the things that would make us stop and pause as investors.You might still decide to invest in a company after looking into one of these red flags we highlight today, but you’ll be a lot more informed when you do, and you might even start to see some patterns emerge across different companies.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of July 2022
Are we heading into a recession?! What does it mean? How can I recession proof my finances?In this episode, we have a chat about what a recession means for us, and some strategies we can put in place to make the most of our finances right now.Kate shares how she’s dealing with the cost of living increases and keeping her food costs down, Owen shares his strategy to cut up to four years off your home loan and Monique shares a great way to get some cashola back on clothes you’re not wearing anymore.Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of July 2022
I interrupt our regular programming for a special update.Here’s a quick update on what we’ve been working on behind the scenes at Rask.Proper financial education is nearly impossible in Australia for the masses. We wanted to address that.Every day we check our total enrolments as a sign of hope, pride and achievement. Recently, we crossed 16,000 students enrolled in Rask courses. A massive achievement for us at Rask. That’s 16,000 families who have been positively impacted by our sensible, optimistic, focused strategies to help them out of debt and into long-term investing.Many of the courses on Rask are free. And we’ve just launched our biggest cluster of courses called Rask Roadtrip. It’s a series of 6 online short courses, covering investing for the first time, saving on tax, repaying debt, the psychology of feeling more positive about money, and a crash course anyone can use to understand and sort out their Super. These are all completely free.I say again - the Rask Roadtrip is entirely free. They are in addition to heaps of other free resources.If you’re worried about your mortgage or want to buy a property, take our debt course and property 101 course.Or if you want to invest for the first time but don’t know how we teamed up with Equity Mates for the official get started investing course.If you want to grow your wealth and do it in an informed way, our ETF investing course is the most popular course we have, teaching you the essentials of ETF investing. I think it’s the most popular ETF course in Australia.If you’re worried about interest rates on your car loan, have credit cards up eyeballs, loans to family or friends or maybe even Buy Now, Pay Later from Afterpay or Zip — take our debt course. It’s part of Rask Roadtrip. We’ll teach you the two easiest ways to pay down debt and get free help from an expert.The big reason I want to celebrate these milestones is that the world of long term investing is actually a very positive place, filled with opportunity and value creation. And learning to avoid the doomsayers and toxic armchair experts on tv or on social media is hard.And right now, more than I’ve seen in the past 10 years, things are scary for a lot of our family and friends. Job security, higher debt repayments and falling property and share prices are scary. ANZ and Finder research shows the number one stresser is a mortgage repayment, followed by groceries. I don’t think I’ve eaten an iceberg lettuce in 2022.Despite all the doom and gloom, you should know that you’re not alone. Our podcasts, memberships, free courses and online resources are here to support what is usually a solo journey.I get to speak to nearly 100,000 investors through these podcasts. But I also speak with dozens of Australia’s biggest fund managers, professional sporting teams, parents, private investors and folks pursuing FIRE. Everyone I talk to recognises the need for high quality education.Even if you don’t need to take a course on personal finance, chances are a friend, colleague or family member does. Please share any of our resources with your family and friends, knowing that it’s genuine and we’re not going to lead your loved one down the garden path.If you want to support us in other ways, review and subscribe to the podcast. Or talk to us about getting our courses and workshops into your company, social events or online. In the past year I’ve done talks for sporting teams, University clubs, Google Australia, major telcos & more. Our beginner level courses are free to not for profit groups and sporting clubs.We also have a small but growing membership community, called Rask ETFs.Rask’s courses aren’t just for beginners. Our Value Investor Program is my complete investor curriculum. And we have value investment course, plus plenty more coming to Rask Education.**While 16,000 is a huge achievement for us at Rask, we believe the number of Aussies who need these resources is over one million. So we’re the very beginning of a multi-year growth trajectory and your support means we are able to keep helping more Aussies & Kiwis. If you’re a financial expert or work for a financial organisation looking to educate your audience, talk to us about joint venture courses.Thank you for enrolling and sharing Rask’s programs with your friends and family, it’s the ultimate endorsement of what me, Kate and the entire Rask team have created.I also want to thank our partners who have made this possible. Wattle Partners financial planning, ETF Securities, Pearler, Investsmart & Intelligent Investor, and of course SelfWealth. On average it takes us a minimum of 8 hours to produce every 1 hour podcast. Our long-term partners enable us to provide our podcasts to you every couple of days. Thanks to you, we’re now in the top 10 shows in Australia for both channels.That’s fantastic.That’s it from me. Until the next podcast. Onward & upward.~~~ Show notes ~~~Rask courses: https://education.rask.com.au/Rask memberships: http://www.rask.com.au/subscriptions/Rask Podcasts: https://www.raskmedia.com.au/podcasts
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your money and investing questions.This month we cover a great range of questions ranging from the reasons why the ATO might send you a tax bill and how securities lending works (in light of Stake’s announcements) to over diversifying your ETF portfolio and weighing up the costs of brokerage accounts.Send any questions you have to podcast@rask.com.au or share them in our FB Community for us to answer on future Q&A episodes.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd of July 2022
📚 Ready for some personal finance and investing book recommendations?After sharing a pile of books on my shelf at the moment, we were reminded of the impact a personal finance and investing book can have on someone’s financial future. There’s something so tangible about being able to share a book with friends and family, that even podcasts like ours don’t quite replace.So, in today’s episode, we want to share some of the personal finance and investing books that have had a big impact on us recently. Tune in for some new book ideas including titles like Die With Zero and Investing: The Last Liberal Art.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 21st of July 2022
Is scrolling through Netflix, Uber Eats and TikTok killing our ability to focus?This year we’ve become really interested in the idea of using our time better, and ways to live our lives with more intention. There is so much more to our lives than picking the perfect ETF or brokerage account, so it’s important that we take the time to zoom out and look at the bigger picture of how we’re designing the lives we want to live, and investing both our time and money better.Today’s guest, Dr Amantha Imber, is an organisational psychologist and behavioural scientist, and has just released her book Time Wise, which is a guide designed to help dominate your day and level up your life, using the secrets and habits from the world’s most successful people.She’s also host of the popular podcast How I Work, where she interviews some of the world’s most successful people about their habits, rituals and strategies for optimising their day.In today’s episode we discuss ways to invest both your time and money better, whether money can buy happiness and how to make better decisions when spending money.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 14th of July 2022
This episode of The Australian Finance features a review of Vanguard Australian Shares Index ETF (ASX: VAS).Kate and Owen cover how VAS works, an overview of key holdings, where to buy units in VAS and how it could be used in a portfolio.Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in VAS. This episode is part of our monthly series where we dive into a share/ETF and provide you with a high level overview. Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.au.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of July 2022
In today’s episode we’re going to unpack ASX market announcements.Have you ever noticed a section in your brokerage account, the ASX website or on a specific company’s website called market announcements?An ASX announcement from a company is how they keep you updated with important news like financial results, a new CEO or a major acquisition.But there can be a lot of announcements (more than one person can read in a day)…so what should you keep an eye out for as an investor? That’s what Kate & Owen take a look at in today’s episode.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th July 2022
It’s time to grab your notebook, because today we’re talking about reflecting on and resetting your financial goals for the remainder of 2022!Let’s use this time in July to reflect on our progress, change course if necessary and set new money goals that’s we’re excited to work towards.We also discuss the importance of focusing on goals that you have a direct control over. You can’t change the things in your past, but you can start making small steps to change the direction of your financial future.If you’re feeling extra brave, make it your goal this week to start a money conversation with a friend or family member this week. It doesn’t have to be huge! Share a savings tip, a cool app or your favourite personal finance book. You can also continue the conversation in our Facebook community!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th of July 2022
Give your tax return a job - it’s your money!In today’s episode Kate & Owen share a few ideas to get you thinking about how to use your tax return with intention - it’s your money after all. We discuss reflecting on your financial goals and working out the best next step with these funds. Plus, we discuss paying off debts, getting started investing and going on an adventure.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 23rd of June 2022
What in the market is going on right now?!With the cost of transport and construction jumping up, it’s time to have a chat about what’s going on with the economy and share market at the moment.Kate shares her journey into home-ownership, Monique shares her favourite money savings tip (hint: it involves burgers) and Owen cost-benefit analysis for having chickens. Plus, we share our brand new Rask Roadtrip courses (free of course) which are a great resource to share with your friends and family.Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 23rd June 2022
Ready to make the most of your tax return in 2022?Never fear, because in this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about 10 expert tax rules & tips you should know in 2022.Jacob covers record keeping, getting tax advice, home office deductions, concessional tax contributions, asset write-offs, negative geared properties, capital gains and losses, medicare levy surcharge and much more!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 17th of June 2022
Who doesn’t love talking about tax?!In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about some of the key things you need to know this tax time.Jacob dives into tax rate basics, when and how to lodge your return, working out our assessable income, what tax deductions you can claim and key tax time changes in FY 21/22 to know about.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 17th June 2022
Have you ever wondered what an investment bond is?To put it simply, bonds are effectively an IOU between a borrower (the issuer of the bond) and a lender (the investor who purchases the bond).Although they’re less discussed in the retail investment space, the bond market in Australia alone is huge! As of May 2022, there are over $888 billion worth of Australian Government bonds issued, and that’s not even including the trillion dollar corporate bond market in Australia.In this investment bond crash course, we cover:💸 Different types of bonds💸 Bond jargon buster💸 Why investors use bonds as part of a diversified portfolio💸 Key things to look at when investing in bonds💸 Risks involved with investing in bonds💸 Easier ways to invest in bondsReady-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
In today’s episode of the show, Kate and Owen chat to Nick Nicolaides, the founder and CEO of Pearler. Pearler is an investment platform that does things differently. From automated investing features and a real team behind the name, Pearler is making boring investing cool.We’re especially proud to have Pearler as our broker sponsor on The Australian Finance Podcast, to ensure we can keep bringing great free educational resources and podcasts your way.We introduce you to Nick and his journey starting Pearler, and we also discuss making investing boring again, how to minimise regrets during your investing journey and the value of community along the way.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 10th of June 2022
If you’ve ever felt exhausted by the effort required to stay on top of your finances each month, then this is the episode for you.In this episode Kate & Owen look at different ways to automate your finances, including learning on the go and investing in your future.We’re big fans of automating the things that will have a positive impact of your financial future (like debt repayments, savings goals & super contributions) and adding some friction to the things that take away from your financial future (Apple Pay anyone?!).Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 30th of May 2022
Wondering what impact inflation will have on your life?In this episode of the podcast, we ask Dr Sam Wylie (Associate Professor of Finance at the University of Melbourne) to unpack what everyone’s talking about: interest rates and inflation.Sam gives us a rundown on inflation and what it means for our living costs, mortgages, jobs and investments. Plus, we discuss what a recession is, investing in times of uncertainty and making the most of our finances by better understanding where we sit on the risk spectrum.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 31st of May 2022
In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask answer listener questions from throughout Shares Month. This includes some discussions on:👉🏼 Types of companies to avoid during a market crash👉🏼 Is $1,000 enough to invest in shares?👉🏼 Filtering & screening tools👉🏼 Is micro investing safe?👉🏼 How do you know when to sell a share?This episode is our final part of Shares Month on The Australian Finance Podcast - be sure to check out other episodes first like our Share Investing Checklist if you haven’t tuned in yet!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 30th of May 2022
In this episode Owen Rask gives listeners a crash course on small companies in Australia and how to research and invest in them. Be sure to strap in, because no day is ordinary in small cap land.We cover why Owen personally chooses to invest in small cap companies, how he filters ideas, his research process, how early is too early and what to do if a company falls outside of our circle of competence.This episode is part of Shares Month on The Australian Finance Podcast - be sure to check out other episodes first like our Share Investing Checklist if you haven’t tuned in yet!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 23rd of May 2022
Does passive income sound like music to your ears?Then this is the episode for you, as we’re diving into income investing and share dividends!Owen Rask chats to Scott Phillips, the Chief Investment Officer of The Motley Fool Australia, about building an income focused portfolio, balancing dividend and growth investing, finding high yielding shares and diversifying your portfolio.This episode is part of Shares Month on The Australian Finance Podcast - be sure to check out other episodes first like our Share Investing Checklist if you haven’t tuned in yet!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 27th of May 2022
Can you invest with less than $5,000?We’re taking a break from Shares Month in this episode of The Australian Finance Podcast, as Kate Campbell and Owen Rask chat to Evan Lucas, who is the Chief Market Strategist at InvestSMART, an Australian provider of low-cost ETF portfolios, focused on helping you take the first step on your investment journey.We chat to Evan about the data behind long-term investing, whether we’re ever too late to the game to start making a meaningful change in the direction of our financial future, building strong saving and investing habits, ways to invest with less than $5,000 and Evan’s number one tip for new investors getting started.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 25th of May 2022
ESG stands for Environmental, Social & Governance considerations, and ethical investing is about investing your money according to your personal beliefs, principles and morals.In today’s episode we’re going to explore the basics of building an ESG focused share portfolio, including identifying your investment values, positive and negative screening, research tools & sources and putting all the pieces together.This episode is part of Shares Month on The Australian Finance Podcast - be sure to check out other episodes first like our Share Investing Checklist if you haven’t tuned in yet!Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership)Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 25th of May 2022
Looking for some new watchlist ideas?In today’s episode we’re going to put our share investing checklist into practice and share some investment ideas from our team with you.We’re bringing you 12 ASX & US share ideas for 2022 from our analyst team, including why we find the company interesting and key risks to be aware of. Please note these are not investment recommendations, rather ideas for your watchlist. In cases where we own the shares, this has been disclosed in the show notes.Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask Australia team will be on standby to answer your questions. So... SEND THEM IN! Email us at podcast@rask.com.au and use the subject line "SHARES MONTH". We'll prioritise your questions to be answered in our Q&A episode.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 19th of May 2022
Ready for an ASX deep dive?Welcome back to another episode of Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro.In today’s episode we’re going to take a deep dive into a huge Australian tech company, and apply all the skills we’ve gathered from our share investing checklist. No surprises, Xero is an extraordinary success story, making life easier for business owners and accountants globally.Owen & Raymond apply the share investing checklist to Xero, and take listeners through what the company does, who runs the show, key competitors, the company’s moat and a quick look at the books.Before we start please note, this is not a recommendation from Owen, Raymond or the Rask Team. We have a current recommendation on Xero inside of our investment research membership, Rask Invest. Owen holds shares in Xero.Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask Australia team will be on standby to answer your questions. So... SEND THEM IN! Email us at podcast@rask.com.au and use the subject line "SHARES MONTH". We'll prioritise your questions to be answered in our Q&A episode.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of May 2022
Ready to break down some confusing market jargon?In this episode of The Australian Finance Podcast, Kate and Owen explain 10 common (and confusing) investing terms. This includes terms such as blue chip, Dow Jones, market crash & P/E ratio. To learn more we also recommend taking our Get Started Investing Course on Rask Education.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 17th May 2022
Welcome to Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst.In today’s episode we’re going to run you through a high level version of our share investing checklist that you can use while researching companies. This includes looking at what a company does, who runs is, competitive advantages, whether it’s in a growing industry and looking at it’s valuation.Over the next few weeks, we'll start with the basics, discuss building an ethical portfolio, tackle an analysis on a company you’ve probably heard about Xero (ASX: XRO), and we’ll finish the month with a share investing specific Q&A and a special (and brand new) hypothetical portfolio.Stay tuned for all eight parts of Shares Month in May/June 2022 as the Rask Australia team walk you through how to analyse your own companies (from scratch) and ways you can make investing in great companies easy as 1-2-3 (4-5).Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask Australia team will be on standby to answer your questions. So... SEND THEM IN! Email us at podcast@rask.com.au and use the subject line "SHARES MONTH". We'll prioritise your questions to be answered in our Q&A episode.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of May 2022
Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We’ll chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.This month Kate chats about the start of her property buying journey, Owen discusses interest rates and Monique shares a public database for creatives and freelancers to compare rates.Plus, we share the exciting news that our podcast is now supported by Pearler and InvestSMART, who will help us bring more great guests and resources your way!Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of May 2022
How do you find the next big success story (think Canva, Atlassian & Apple)?Well in this episode Jessy lifts the lid on Venture Capital (VC) in Australia, including an overview of the venture capital asset class, some of the challenges of investing in start-ups, the high-risk/high-reward trade-off, characteristics they looks for when investing in companies and what makes a good VC fund manager.Hopefully this episode gives you an insight as an investor and employee (maybe even an employer), into some of the behind the scenes stuff that happens at start-ups and in the Australian funding ecosystem! If you’re keen to learn more in this space, hit us up on socials or in our FB Community to let us know.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
In this listener story episode on The Australian Finance Podcast Kate chats to podcast listener Patti about her money journey, moving to Australia to study and paying back $150k of student debt, along with all the lessons she learnt along her journey. Plus, Patti shares her first experiences investing and the resources she discovered along her way.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler |||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 24th April 2022
Are you ready to get started investing?In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the Get Started Investing with Equity Mates course, which will help you take the first step on your investing journey.Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist.Get Started Investing with Equity Mates (FREE): education.rask.com.au/courses/get-started-investing-equity-matesTake the Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesEpisode transcript now available via the show notes page.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler ||| Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/ |Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pma |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/fsgDate recorded: 22nd April 2022
In the world of money and finance, things can seem pretty murky at the best of times. This is one of the reasons Owen and Kate started The Australian Finance Podcast many years ago. Why should Australians be held back from taking the reins of their financial future, just because the gatekeepers like it that way?Thankfully, consumers are pretty savvy these days and know that if they put in the work, they can figure a lot of the basics out in all areas of their lives.That’s not to discount the experts like financial advisers and accountants, but it’s about knowing enough to sense check claims, double check solutions and make sure you’re working towards your own financial goals and no one else's.But there’s a few financial myths that have managed to stick around like a bad smell, which we want to unpack with you in today’s episode.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler | || Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/ | Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pma | 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/fsgDate recorded: April 18 2022
Why should we be investing?Well according to today’s guest Nick Maggiulli, we should invest to save for our future selves, preserve our money against inflation and replace our human capital with financial capital.Nick Maggiulli is the author of brand new release Just Keep Buying, the Chief Operating Officer for Ritholtz Wealth Management LLC and a wonderful writer in his own right, through his website Of Dollars and Data.Kate and Owen chat to Nick about his new book Just Keep Buying and why we shouldn’t wait for the dip, the biggest lie in personal finance, investing in ETFs versus individual shares and dealing with lifestyle creep.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler|| Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pmaDISCLAIMER: 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/fsgDate recorded: 19th of April 2022
This episode of The Australian Finance features a review of the BetaShares Global Sustainability Leaders ETF (ASX: ETHI).Kate and Owen cover how ETHI works, the ETF's ethical investing framework, an overview of the key holdings and how ETHI could be used in an investors portfolio.Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate nor Owen hold a position in ETHI.This episode is part of our monthly series where we dive into a share/ETF for 20-30 minutes and provide you with a high level overview. Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 19th of April 2022
Confused about all the different schemes and incentives floating around for first home buyers?So were we!In this episode, we asked mortgage broker Phoebe Blamey to walk us through the high level details of the Family home Guarantee (single parents’ scheme), First home loan deposit scheme, Rural Guarantee, Super saver scheme, Victorian Home Buyers Fund and the FHOG (first homeowners grant).There’s a lot of finer details to each of these incentives, so if anything catches your attention, it’s a good idea to bring it up with your mortgage broker.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 11th April 2022
Inventing Anna, The Dropout, Tinder Swindler, WeCrashed, The Crypto King...We’ve been glued to our screens the past few months watching countless stories where millions (or even billions) have disappeared, narratives have been crafted and court cases have played out globally in real time.So what can we learn from all of this?In this light-hearted episode of The Australian Finance Podcast, Kate & Owen attempt to justify their entertainment choices by drawing out five lessons we can learn from these shows about protecting ourselves from scams and investments that are just too good to be true.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 11th of April 2022
Have you ever wondered why the stock market goes up?Well, Brian Feroldi certainly has! In this episode, Kate & Owen chat to US investor, educator and author Brian Feroldi, about his brand new book Why Does the Stock Market Go Up?Brian shares his early lessons with investing a market crashes, how he got comfortable investing in the market, why the market has always recovered over time, his thoughts on individual share investing versus ETFs, plus, some of the mistakes he’s made along his journey.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th of April 2022
I’m not good with money and numbers, I’m not smart enough, I don’t have enough time, I’ll never be wealthy (so what’s the point?), I’m afraid to make the wrong choice (analysis paralysis)...Do any of these statements resonate with you?If so, this is the episode for you. Kate, Owen and Tash explore five of the main limiting beliefs that hold people back from taking control of their financial future.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 5th April 2022
Have you ever made an emotional spending decision?In this episode of The Australian Finance Podcast Kate Campbell and Owen Rask chat to Emma Edwards from The Broke Generation, who helps people feel better about their finances and strengthen their money habits.Emma shares some practical strategies listeners can use to improve their relationship with money, balance present you vs future you when making spending decisions, tips to bringing fun and happiness back into your budget and outlines how to do a weekly spending review.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 4th April 2022
In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore Magellan Financial Group Ltd (ASX: MFG), an Australian funds management business.Kate & Owen provide a high level overview of MFG, including what they do, some of their investment products, key team members and shareholders, alongside a quick walkthrough of some of the financials.PLEASE NOTE: This is not a recommendation from Kate, Owen or the Rask Team. We have no previous or current recommendations on MFG.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 29th of March 2022
Welcome back to our first listener Q&A episode for 2022, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering how to work out your ideal investment frequency (using an investment calculator), investing inside and outside of super and strategies on managing separate finances.Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 28th of March 2022
Are your finances stuck in analysis paralysis?In part two of our winning the money game conversation with high performance mindset coach Claudine Chicheportiche, we talk about the psychology behind your money goals and getting out of analysis paralysis mode.Have you listened to part one first? Listen to episode ‘Can you win the money game?’ before tuning into this episode.Claudine helps us unpack our core beliefs about money, figure out why we actually want to achieve our financial goals, identify any limiting beliefs that hold us back on our financial journey, strategies for dealing with comparison, and ultimately, how to play our own money game.All core beliefs and mindsets can be changed, we are not fixed in stone - but you must be willing! Fixed mindsets don’t win the game, growth mindsets do. So play to win at money and at life!ACCESS THE MONEY GAME WORKBOOK (FREE PDF): https://www.raskmedia.com.au/wp-content/uploads/2022/03/Rask-Education-Money-Mindset-Workbook-Free-Download.pdfEpisode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 15th March 2022
Do you invest in bonds or gold?In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to Chris Brycki from Stockspot, as he shares his case for defensive assets being included in an investors portfolio.MoneySmart defines defensive assets as “cash or fixed interest investments that are generally low risk and less volatile than growth investments”.Chris discusses how he views defensive assets like cash, bonds & gold, why long-term investor should consider investing in defensive assets, the role they play in a diversified portfolio, and why he invests in gold.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th March 2022
Ever wondered what happens if an ETF closes down?In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to Evan Metcalf from ETF Securities, about how ETFs actually work.Evan shares more on how ETF market makers operate, why ETFs charge management fees, what happens to your money if the ETF issuer falls over and what happens if your ETF closes down.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th March 2022
When does a BUY become a SELL?In this episode Owen and Kate cover five key reasons that investors may consider when selling their shares in Australia.Owen and Kate talk about how to buy ETFs and shares all the time on The Australian Finance Podcast, but rarely talk about when to sell. It’s usually because most of our listeners are just getting started and the selling conversation can be very overwhelming at the beginning.But if you’re a bit further along in your journey, you’re probably asking yourself when and how you should be selling your shares and moving that money into other investments.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 2nd March 2022
We often get caught up in the game of more, better, faster, and the goals always keep growing. So, can we ever win the money game, or is pursuing an endless goal going to lead us to unhappiness?I’m your host Kate Campbell, and my guest today is Claudine Chicheportiche, a high performance mindset coach to everyone from world champion athletes, to thought leaders and executives. We’re going to be talking about how YOU can win the money game.Claudine shares her strategies and practices in relation to winning to high-performance mindsets, and the types of mindsets that may be holding us back from reaching our goals.ACCESS THE MONEY GAME WORKBOOK (FREE PDF): https://www.raskmedia.com.au/wp-content/uploads/2022/03/Rask-Education-Money-Mindset-Workbook-Free-Download.pdfStay tuned for part two where we’ll unpack the iceberg model Claudine introduced us to and how to use it in your own life, not giving up your money journey even when you make mistakes, setting the right financial goals for our lives and stopping the goal posts from moving and the cost of comparing yourself to others around you.Episode transcript now available via the show notes page.Take one of our amazing financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 23rd Feb 2022
Thinking about buying a property in 2022?We’ve got you covered with this conversation featuring mortgage broker Chris Bates and Buyers Agent Emily Wallace, about buying property in 2022.Chris and Emily share 10 different suggestions for people looking to enter the property market this year, including being careful on quality, renting before you buy and understanding vendor motivation.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 2nd March 2022
Tax isn’t always the first thing on your mind when getting started with investing, but it should be near the top of your list.On today’s episode of The Australian Finance Podcast, we’ve got the ATO’s Assistant Commissioner for Individuals and intermediaries, Tim Loh, on the show to give new investors a crash course in tax!In this episode we highlight the importance of understanding tax basics, key taxes that investors need to know about when buying shares, investment properties and cryptocurrencies, along with tips for new investors wanting to make tax time easier on themselves.Please head to the ATO’s great website to learn more about every topic mentioned in this episode: ato.gov.au.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 16th February 2022
Do you value time or money more?Today’s episode is a little different to our normal money & investing content, but in our opinion just as important. Our podcast is all about helping our community invest their time and money, better.Today we’re going to dive deep into the time side of things, and explore ways we can take back control of our time, schedules and life, and spend it in meaningful ways. To do this, we’ve got best-selling author of Hooked and Indistractable Nir Eyal on the show, who is an expert in this area.Plus, we discuss the root cause of distractions, why you’re putting off doing less pleasant tasks like taxes and how we can better protect our time. This is important episode for listeners at any stage in their journey, because it’s all about maximising your choices in life and spending more time on the things that bring you joy (because money can’t buy time).Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 9th February 2022
Ever wondered how prenups work in Australia?In this episode of The Australian Finance Podcast, Kate Campbell speaks to Family Law Barrister & Solicitor Katherine Stavrou, about divorce and separation in Australia.We cover how to know if you’re in a de facto relationship, some of the financial impacts of separation, what’s included in your asset pool during a divorce or financial separation, lump sum payments, making arrangements for children and 'prenups', otherwise know as binding financial agreements.If you haven’t listened to part 1 we released earlier this week with Gabrielle Canny, be sure to listen to that first.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th February 2022
If you're going through a divorce or separation, or want to help someone who is, this episode will provide you with some fantastic free resources to make the process easier and much less expensive.In this episode, Kate chats to Gabrielle Canny, who is the Director of the Legal Services Commission of South Australia and the brains behind amica (an awesome resource that we discuss in the episode).Gabrielle shares some of the basics of divorce and separation for those in marriages or de facto relationships, the costs and timelines to be aware of, common roadblocks that prevent two people from coming to an arrangement and some fantastic free resources like amica and Legal Aid to be aware of.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 7th December 2021
This episode of The Australian Finance Podcast features a review of the BetaShares Global Cybersecurity ETF (ASX: HACK).Kate and Owen cover how HACK works, the cybersecurity industry, an overview of two key holdings (CRWD & OKTA) in the ETF and how investors might use thematic ETFs like HACK in their portfolio.Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in HACK.This episode is part of our monthly series where we dive into a share/ETF for 30 minutes and provide you with a high level overview. Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: February 9th 2022
💝 Valentine’s Day Special 💝On today’s episode of The Australian Finance Podcast, Kate Campbell, Owen Rask and our producer Monique Pizzica, discuss money & relationships, and include some thought-starter questions for your next date night.We also share our thoughts on the importance of discussing money in relationships, splitting bills, shared bank accounts and understanding each others money mindset.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 9th February 2022
Finance can be really confusing!While it’s often cheaper and far more empowering to learn it for yourself, that’s not for everyone and there’s only so much time in a day.Kate & Owen highlight down the main professionals you might need to use when it comes to your financial affairs (think mortgage brokers, financial advisers & accountants), what they can help you with and some key questions to ask them.This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 7th Feb 2022
Let’s talk about insurance - the most expensive thing we pay for and hope we never have to use.This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!Kate & Owen give you a quick crash course on how insurance works in Australia, including Life, TPD & Income Protection, Health Insurance, Car Insurance, Home & Contents Insurance, Pet Insurance, Travel Insurance and Funeral Insurance.Be sure to take our FREE Money & Budgeting Course to learn moreEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 7th Feb 2022
Super is important and it’s your money - so listen up!This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this episode Kate & Owen will tell you why you need to give a damn about your super, the simplest ways to compare super funds, how to check your insurance and ways to add extra.If you follow the ideas in this episode, we think it could be the most important 30 minutes of your financial life.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 7th Feb 2022
In this episode we’re going to catch you up on something you’re going to have to deal with at some point in your life, taxes. They’re not something you can ignore, but they are something you can manage.Kate & Owen share the key taxes you need to know about, government incentives and deductions to be aware of, maximising your tax return each year and keeping good records.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 31st January 2022
We’re taking a short programming break from our Starter Pack series, to bring you this fun conversation on the financial side of pet ownership with RSPCA Victoria CEO Dr Liz Walker.Pets can be a big financial commitment, so in this episode Liz shares some things listeners should know about the costs of pet ownership before buying or adopting an animal, along with helpful resources to look after your pet on a budget.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 27th Jan 2022
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!Are shares like gambling? Are they risky? How do I buy shares? How much do I need?This episode will cover all that and more. Kate & Owen discuss what the sharemarket is, how it works, why it works, give you a pre-investing checklist and our favourite tools for identifying shares to buy.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 15th December 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this episode we’re going to introduce you to your new investing bestie, Exchange Traded Funds, or ETFs as you’ll come to know them. ETFs are a great investment option for both new and experienced investors, and make it easy to build a low-cost and diversified portfolio with just a few trades. They’re simple, they work, and you don’t need to be a financial wizard to get your head around them.Investing can be as easy as opening up a brokerage account, picking a low cost diversified ETF and buying small parcels frequently over a long period of time. So, in this episode we talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 15th December 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this episode Kate & Owen introduce you to our favourite market (aside from Prahran market that is), the Australian Securities Exchange (ASX). This is where it all goes down every business day from 10am to 4pm, and you can get your hands on shares, ETFs, bonds and more.We cover what investing is, bust some common investing myths, and share some of the main ways you can invest in in Australia (plus, a basic overview of different asset classes).Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 15th December 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!Firstly we want to open your eyes to the fact that investing comes in many more forms than just property - you don't have to buy a home to build wealth.In this episode Kate & Owen explore some common property myths, how to save up for your deposit, what to keep in mind when buying your first home, the process of getting a mortgage, risks of buying property and some of the experts you want to assemble in your team.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: December 10th 2021
Getting out of the cycle of debt (think BNPL, credit cards and personal loan) is a critical factor in taking control of your financial future. It’s hard to invest in the future when you have the debts of your past pulling you backwards.In this episode Kate & Owen explore some of the different types of consumer debt products to be aware of, strategies for getting out of debt and some of the important resources available to help you get the bank off your back.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: December 10th 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this conversation, Kate & Owen dive into emergency funds and why they’re so damn important. We’re passionate about this and encourage you not to skip this episode, because foundations are very important on your long-term journey to financial freedom.We’re going to talk about how you can create your own emergency fund, how much you need, where to keep it and why this is an essential step prior to investing. Fondly known as a F-Off fund, this is what’s going to help you sleep soundly at night, regardless of what life (and the market) throws at you.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 10th December 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this conversation, Kate & Owen are going to help you lay down your financial foundations, and set yourself up for financial success in the year ahead. This includes how to organise your bank accounts, the importance of knowing where your money is going (budgets anyone?) and how to balance spending and saving as you work towards your financial goals.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: December 10 2021
This episode of The Australian Finance Podcast is part of our starter pack series, where we share money stuff that changes your life!In this conversation, Kate & Owen discuss how to get rich slowly (the easy way), without winning the lottery, and why understanding the basics of money is so important. Plus, they share how anyone can get started with investing today, and outline the secret recipe that is compound interest.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 10th December 2021
Happy New Year folks 🎉Today's episode is short and sweet to make sure you're heading into 2022 with good intentions for your financial future.Kate & Owen share a few suggestions and action points to get you thinking about the year ahead, along with putting some goals in place and setting time aside for personal development in your calendar.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th December 2021
Get your Christmas on with Kate & Owen, in this fun end of year wrap for supporters of The Australian Finance Podcast.In this episode we showcase some of the big podcast highlights during 2021, share our big personal finance lessons from the year and some of the big things we’ve learnt from podcast guests and community, plus give listeners a sneak peek into what’s on the horizon for the podcast and Rask Australia in 2022.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 1st December 2021
The choices you make with your money aren’t just about what you want to do this year, they’re about who you want to be in the future.In this episode, Kate & Owen share 22 great personal finance saving and investing ideas to get you started on the right foot in 2022! From auditing your bank account to learning about thematic ETFs, this episode has for something for everyone in it.Share your money saving and investing tips for 2022 with our community in our FB group!Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 9th Dec 2021
Have you ever wanted to understand how interest rates work, but never know who to ask?Well in this episode we've got you covered, as Dr Sam Wylie from Melbourne Business School, gives us an insight into how this things we call an economy actually works.Kate chats to Sam about what economics really is and why it's worth being aware of as consumers and investors, the role economists play, need to know concepts, why interest rates matter and why inflation isn't always bad, plus supply and demand in a covid normal world.We're planning to do a Q&A with Sam in early 2022, so be sure to ask your questions in our FB Community, or email us at podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th December 2021
Have you started setting your financial goals for 2022?It's time to reflect on everything you've achieved this year and set yourself up for a great 2022. In today's episode of The Australian Finance Podcast, Kate and Owen discuss setting financial goals.Kate and Owen explore focusing on what you can control, working out your financial priorities, creating your goals and action plan, and strategies like automating your savings and finding an accountability buddy.Let us know your financial goals for 2022, in the Rask Australia FB Community!Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 24th November 2021
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering hyperinflation, the pros and cons of margin loans, whether to buy S&P 500 ETFs on the ASX or US markets, the value of using DRPs when you only have a small investment and the credibility of broker data. (We love going to the source.)Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 24th November 2021
This episode of The Australian Finance Podcast features a review of the Vanguard Diversified High Growth ETF (ASX:VDHG). Kate and Owen cover how VDHG works, how investors might use it in their portfolio and their thoughts on using it long-term.Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team.This episode is part of our monthly series where we dive into a share/ETF for 20-30 minutes and provide you with a high level overview. Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 24th November 2021
Have you started preparing to ask for a pay rise in 2022?In this episode of The Australian Finance Podcast, Kate Campbell chats to the trailblazing Meggie Palmer, founder of salary negotiation company PepTalkHer, about getting a pay rise in 2022.Meggie shares her tips and tricks for preparing for a successful salary negotiation, recording your wins, how to approach the conversation, identifying your wish, want and walk numbers and what to do if the conversation goes south.This is a fantastic conversation to get you motivated and prepared to approach your salary negotiation with confidence in 2022, and Meggie has plenty of resources available at PepTalkHer, to help continue this conversation.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 16th November 2021
In this week's episode of The Australian Finance Podcast, Kate & Owen share some fantastic investing resources suggested by the Rask Australia community to help you manage your time and money better.Plus, they share some of their favourite investing tools, podcasts and Twitter accounts to use on your investing journey.Be sure to check out the other resources suggested by our community members by heading to our FB Community and Twitter page and follow our socials for the chance to be involved with our next giveaway.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 17th November 2021
If you’ve just finished year 12, TAFE or university, you’re probably starting to realise that the world out there is a big place (especially now that the borders are opening again).You may also be starting to realise that the place you’ve been spending the last few years of your life, hasn’t exactly prepared you for the reality of being an adult.Paying taxes, superannuation, insurance, buying a home, investing, being financially prepared for an emergency - it’s a lot!So in this episode, Kate and Owen share 10 money lessons for recent graduates, which are worth your time, and will make a huge difference to how your financial story plays out.For many of us who didn’t learn about money growing up, aside from having a sense that we either had more or less than our peers, it’s something that we need to take into our own hands.Thankfully these days there are more than enough fantastic resources out there through websites, books, podcasts and videos to give you the knowledge you need, if you’re willing to learn.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 17th November 2021
This Christmas at Rask Australia we’re encouraging our community to give back, and support some causes that mean a lot to us.To launch our Rask Christmas Giving Appeal, Kate Campbell and Owen Rask spoke to Peter Singer from The Life You Can Save and Doug Taylor from The Smith Family. These are two very important organisations, that are making a positive impact in our worldOne of the benefits of gaining control over your finances, is that it puts you in a position to help others. This is a wonderful way to use our money to make a greater impact in our community, and gives us the opportunity to reflect on how much we actually do have.To get involved, please head to education.rask.com.au/rask-christmas-giving-appealEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 10th November 2021
We talk about shares & ETFs a lot on the podcast, but on this episode Kate & Owen are opening the floor on another historically popular investment product, the mighty managed fund.As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest, because one investment can open the door to a diversified portfolio of investments.Kate & Owen explore the basics on managed funds and how they work, why people might choose to invest in managed funds over ETFs and shares, our selection criteria for choosing a managed fund and some examples of managed funds with lower investment minimums in Australia.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 11th November 2021
Have you ever thought about what it actually means to be an investor?In this thought-provoking and reflective episode of The Australian Finance Podcast, Kate Campbell chats to Dr Natalie Hendry, a researcher at RMIT about her findings on how we learn about our personal finances through social platforms (Navigating uncertainty: Australian young adult investors and digital finance cultures).Natalie shares her thoughts and research on the way new investors are learning what it means to set goals and build wealth in our digital world, what it actually means to be an investor, what role do finfluencers and social platforms play in our investing journey and the value of learning from other peoples mistakes.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 3rd November 2021
In today's episode of The Australian Finance Podcast, Kate and Owen chat to Dr Tim Crowe, a research scientist and educator that specialises in nutrition, who has literally written the textbook on nutrition. Plus, he runs the popular health podcast, Think Nutrition, which covers everything from sleep to gut health.Tim shares the simple building blocks to a healthy diet, how to stay up to date and sift through the endless supply of health information on the internet, whether protein powders are worth the money and his go-to suggestions for cost-effective and affordable lazy meals.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 3rd November 2021
In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask share their top Australian personal finance apps for 2021 to help you save and invest, better.We often mention different apps that we've found helpful when it comes to our personal finances on The Australian Finance Podcast, but in this episode we're bringing them all together for you in one spot. From record keeping, budgeting, banking, investing and making money, there’s an app out there for most things nowadays, so in this piece we'll share some of my favourites.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 28th October 2021
One important aspect to consider when setting your financial plan is your attitude towards risk.In today's episode of The Australian Finance Podcast, Kate Campbell and Owen Rask dive into the exciting world of investor risk profiles.They discuss what an investor risk profile is, types of investor risk profiles, why you should spend some time reflecting on your individual risk tolerance, and some example questions for determining your own risk profile.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 28th October 2021
The ETFS Semiconductor ETF (ASX: SEMI) provides investors with exposure to 30 stocks involved in semiconductor manufacturing, design and research across the world. This podcast, featuring Owen Rask from Rask and Best ETFs and Kanish Chugh from ETF Securities, profiles the SEMI ETF.Access the PDS for more information on the SEMI ETF and learn more about ETF Securities by visiting their website: https://bit.ly/etfs-oct21Join Owen’s Rask Invest – $100 off Rask’s ASX research for Investors Podcast listenersTo get 6 months off on Owen and the Rask analyst team’s ASX research, join Rask Invest by clicking here.Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code “investpod”. Join today and access exclusive insights.Date recorded: October 13th, 2021Disclosure & sponsorship:* At the time of writing, Owen does not have a financial interest in any of the securities or funds mentioned. ETF Securities is a sponsor of our other podcast series, The Australian Finance Podcast. They (ETF Securities) did not pay a fee to appear on this podcast.Information warning: this podcast contains general financial advice only issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering the role bonds and defensive assets play in an investors portfolio (including your super), how to rebalance your portfolio as you get closer to retirement, what to study for a career in finance and investing, and whether you need to 'graduate' from the modern brokerage platforms like Sharesies, Pearler, Superhero & Stake.Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 22nd October 2021
In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore a high level overview of Fortescue Metals Group Ltd (ASX:FMG). Fortescue is a leading Australian iron ore producer, alongside their renewable green energy Fortescue Future Industries (FFI) business.Kate & Owen provide a high level overview of FMG, including the basics of iron ore, the key business lines, ESG focus, Andrew Forrest & the financials.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 13th October 2021
In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore the wild west of Initial Public Offerings (IPOs) in Australia.Kate & Owen explore what is an IPO is, whether they're worth your time, the different players involved (brokers, lawyers, investors), some of the key risks to be aware of and how to access them in Australia.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: October 13th 2021
In this episode of The Australian Finance Podcast, Kate and Owen chat to podcast listener Chanelle, who won our Apple Watch lockdown 6.0 giveaway!Chanelle shares 10 of the things she did to level up her money and life during lockdown, including donating blood, finding a lost super account, learning to cook new dishes, building her emergency funds and listening to personal finance podcasts. Tune in for some motivation to take control of your own financial future!Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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/fsgDate recorded: 8th October 2021
Apple, Google, Nike, Tesla, Facebook...What do these companies have in common? They're all stocks that are listed on the US stock market!In today's episode of The Australian Finance Podcast, Owen & Kate chat to Danielle Ecuyer, the author of Shareplicity 1 & 2, and an expert investor herself.In this episode we have a wide ranging conversation covering market crashes, mistakes investors fall into time and time again (and how not to), why we should invest beyond our Aussie borders, global trends she's excited about and her favourite resources when it comes to investing in US stocks.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen are joined by Matt, from the popular blog, Aussie Firebug, where he share his journey to financial independence in Australia.Matt shares his experience with money growing up, his main motivations to reaching FIRE, how he calculated his investment goals and how his FIRE investment strategy has evolved over time, combining incomes with his partner, common myths about the FIRE movement and shares heaps of resources (which are linked in the show notes).~~~ Like this episode? You'll love Kate's FIRE course ~~~If this episode has got you interested in the Financial Independence, Retire Early (FIRE) movement, check out our free course that explores exactly that on Rask Education.➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-finance-podcast➜ Score $100 off our premium ASX & US share research service, Rask Invest: www.rask.com.au/afp-listener-discount➜ 100% free investing courses: https://education.rask.com.au➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up/➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia➜ Hang with us on IG: https://www.instagram.com/raskaustralia➜ Twitter for cool kids: https://twitter.com/RaskAustralia➜ Tiktok for laughs: https://www.tiktok.com/@raskinvestIf you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFSFull individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.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/fsgDate recorded: October 6th 2021
Interested in learning about property investing strategies from an expert mortgage broker?Well you're in luck! In today's episode of The Australian Finance Podcast, Chris Bates (co-creator of the Rask Education Property 101 Course) gives us the run down on some of the unique strategies available to property investors in Australia.Kate & Owen chat to Chris about tax free primary residences, using leverage effectively, finding investment grade properties, renting vs paying off a mortgage and strategies for exiting an investment property. Plus, we ask Chris some of your questions about investing in property!If you're thinking about buying a property in the near future, be sure to take our FREE Property 101 Course on Rask Education.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate and Owen run you through the essential things you need to know about share registries in Australia as an investor, like Link Market Services and Computershare.This includes the main paperwork you’ll receive after buying a share (or ETF), why companies use a share registry and what you’ll need to set up in the registry. So what are you waiting for? Brush up on your share registry basics in this short and sweet episode today!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australia Finance Podcast, we bring Equity Mates onto the show for a wide ranging discussion on their investing journey, book launch and experience starting a media company (plus, a small Melbourne earthquake interruption).Kate & Owen chat to Alec Renehan and Bryce Leske about their pandemic project (writing Get Started Investing), some of their favourite questions to ask ASX CEOs, how their investment approaches have changed since starting the podcast and the #1 challenge they see new investors facing (and how to overcome it).Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate Campbell chats to the hosts of My Millennial Career, Emily Bowen and Shelley Johnson.As experts in the Aussie HR & recruiting world, Em & Shell share a bunch of awesome tips to make sure you supercharge you career development. From resumes and job interview, to building professionals relationships and strategic positioning yourself online, get your 2021 dose of career skills in this episode.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australia Finance Podcast, we had the pleasure of bringing Andrea Clarke back onto the show to chat about work and career trends in 2021 and how to set yourself apart in the workplace.Andrea shares her strategies for approaching our career progression and development, making sure we're improving our professional relationships, bringing up the topic of pay rises in such an uncertain work environment and de-risking ourselves to future employers.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Stake, CommSec, Pearler, Superhero, Vanguard, SelfWealth...where to even begin?In this episode of The Australian Finance Podcast, Kate and Owen dive into the world of brokerage accounts, and discuss the fees and core features on some of the hottest brokerage accounts in Australia right now.Kate and Owen discuss Stake, CommSec, Pearler, Superhero, Vanguard Personal Investor and SelfWealth.Make sure you listen to our Choosing a Brokerage Account (Part 1) from last week first! Note: this episode was recorded on the 15th of September 2021, so please check each platforms website for the most up to date product details and fees.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering how to calculate your net worth, why companies issue new securities and then buy them back again and ETF asset allocation (especially around VDHG).Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our amazing FREE property course on Rask Education which will help you understand everything you need to know about buying and investing in property in Australia.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Are you trying to decide what brokerage account to open and don't know where to start?In this episode of The Australian Finance Podcast, Kate and Owen dive into the world of brokerage accounts, and unpack some of the key features they might offer.We cover what brokers and brokerage accounts are, why you need one to buy shares and ETFs, some of the key factors to look for when comparing platforms (besides the all important fees) and answer some of your questions!Stay tuned for Part 2, where we'll feature some of the popular brokerage platforms in Australia right now!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Have you ever thought about your role as a shareholder?When we buy shares through our brokerage account, we often forget that we actually becoming shareholders of the company, and that let's us do things like vote on important decisions, attend AGMs and participate in capital raisings.In this episode Kate & Owen chat to Claude Walker about his approach to ethical investing and shareholder activism, including contacting management, looking for red flags, avoiding greenwashing and a few personal examples of the way he approaches his own investing.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||*Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode of The Australian Finance Podcast, Kate & Owen explore five reasons when you might not be ready to invest just yet, and what you should be doing with your cash instead.Over at Rask Education, we talk about investing a lot. Between our free podcasts, courses and articles, we’ve got it covered. However, the one thing we don’t discuss that often is when you shouldn’t invest. And we think that’s a pretty important discussion to have.Thinking about some of these reasons is a great way to give yourself a reality check because investing involves risk, and that’s not always easy to bear. But the more educated and prepared you are before diving in, the more you’ll be able to deal with the curveballs that the market pitches your way.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
What is it really like to buy a property (during Covid no less)?We catch up with Owen's first home ownership journey, 12 months down the track.In this episode Owen shares the highs and lows of homeownership, the stress of live-in renovations, the lessons he's learnt so far about property ownership and how his thoughts on the shares vs property debate have evolved.Tune into the episode we recorded when Owen first purchased his property during 2020, which will give you a primer for this conversation.Episode transcript now available via the show notes page.Take our amazing FREE property course on Rask Education which will help you understand everything you need to know about buying and investing in property in Australia.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
On today's bonus episode of The Australian Finance Podcast, Kate Campbell chats with Jason Leong, the cheerful Kiwi CEO & Co-Founder of Pocketsmith, a personal finance management platform.Kate and Jason discuss strategies to manage your finances with multiple incomes and still reach your goals, keeping track of your expenses and obligations, making plans and much more! This episode is short and sweet, and will hopefully get you thinking about how you budget and manage your expenses.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
On today's bonus episode, Kate & Owen are bringing you 10 ways to make positive progress with your finances during lockdown. We've put together a range of different steps (that probably are things you've heard of before), just to give you a little nudge in a positive direction.Remember, free financial counselling is a fantastic service available to those who need it, simply by calling the National Debt Helpline on 1800 007 007.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||*Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This is the episode you've all been waiting for...Why's that?Nearly every second question we receive is along the lines of do I pay off the mortgage or invest in shares?We've spoken before about this being a false choice, you don't actually have to pick between property and shares, but in this episode we bring in someone who's lived through it, and boy does he have a tale to tell. He sold his house in Sydney to buy more shares!Owen Rask has an in-depth chat with Andrew Page (Founder of Strawman) about his experience selling his family's home to invest in shares, and the volatile ride renting ever since. They also delve into the upsides and not-so-good-sides of owning your home vs renting, answer some great listener questions and dissect the great Australian homeownership dream.Episode transcript now available via the show notes page.Take our amazing FREE property course on Rask Education which will help you understand everything you need to know about buying and investing in property in Australia.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
You can teach an old dog new tricks and most importantly it’s never to late to make a change!This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life.In this episode, Kate and Owen chat to listener Ben about his journey into and out of debt, how his childhood influenced his relationship with money, treading your own path after high school and learning to make positive decisions when it comes to money.To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Keeping your head in an information age designed to help you lose it is the never-ending task of the behavioural investor.Do we have an episode lined up for you today?!Straight from the US, Dr Daniel Crosby drops some truth bombs about the way your emotions are impacting your financial decisions and the reasons why you're not achieving your financial goals (hint: it's not about finding that next hot stock). Daniel is a psychologist and behavioural finance expert who helps us to understand the intersection of our mind and the financial decisions we make.Kate & Owen have a great time learning about practical steps to improve your financial decision making, helpful ways we can stay informed without jumping at headlines, the shared narrative we all share about money and the four big psychological investor tendencies. Plus, Daniel shares plenty of great resources throughout the show, so be sure to check out the show notes to dive in deeper!Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This episode of The Australian Finance Podcast features a review of the new VanEck Clean Energy ETF (ASX: CLNE). If you're looking for an ETF review of CLNE, ETHI or ERTH, then listen to this podcast.CLNE is a fairly new thematic ETF to the Australian scene, which we unpack in today's episode. Before we start please note, this is not a recommendation from Kate, Owen nor the Rask Team. We have no previous or current recommendations on CLNE and neither of us have a position in CLNE.This is a new monthly episode format where we dive into a share/ETF for 15-20 minutes, and provide you with a high level overview. Feel free to pitch a company/ETF to us via FB/Twitter or podcast@rask.com.auEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover the reasons why your shares might disappear, whether the FUM of an ETF impacts returns, researching new companies and the pros and cons of Holder Identification Numbers (HINs).Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Do you want to save time and money this year?If so, then listen up! We’re serving up the top 10 money hacks shared in our community this week, that’ll keep those $$$ from flying out of your bank account.After we shared our top 10 personal finance books on The Australian Finance Podcast last week, we gave our listeners the opportunity to win a copy by sharing their #1 Money Hack.We were blown away from the amazing suggestions across our FB Community, Instagram and Twitter, and can’t wait to share the winning Money Hacks with you today.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode of The Australian Finance Podcast, Kate and Owen deep dive into the abundance of investment choices you have nowadays when it comes to your Super, how they work and why you might consider them.To do this, we're going to look into your typical Balanced style fund, asset based portfolios (e.g. Aussie shares only), ethical choices and the DIY options available to you.You actually have a choice when it comes to your Super, and most large Super funds provide a range of different portfolios to choose from. No one size fits all - but hopefully this breakdown helps you ask better questions and find the right information. Keep in mind that there's often more choice in the larger industry Super funds, so if you're currently with a smaller Super provider, they may not offer all these options.We also want to alert you that the government has launched a new Super comparison tool within your MyGov account called MySuper. Easy way to get comparing today!Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode we're going to do something a little different, and it's going to require your help. Today we're going to take you through a Product Disclosure Statement (PDS) for a Super fund, and we're hoping you play along by opening up a copy of your own Super funds PDS too!WATCH THE VIDEO VERSION HERE: https://youtu.be/4nW0TTMHJfsWe'll point out some of the key sections you'll want to have a read of, what some of the jargon means and how to more confidently understand the fund you're invested in. Essentially, it’s the document you want to ask for and read through (I’ll be the first to admit they’re pretty dry) — before investing in any financial product!I know, I know, this doesn't sound like something very fun to do with 30 minutes of your day, but if you put in the work now to ensure you're in the most suitable product for you, you'll be cruising all the way to the beach in retirement.We'll be using a few different PDS's from large Aussie Super funds to illustrate what we're saying as we work our way through this episode.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS 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.
What happens if you die without a will? Who should I appoint as my executor? Who gets my Super?Today's episode brings you the closest thing to free legal advice you'll find around, with a real live lawyer! In this episode, Kate chats to Marlee Viero, who is currently Wills & Estates lawyer at Nest Legal and has been practising in this area for over 5 years.Marlee highlights the importance of investing in a will, what you need to consider when getting a will, appointing an executor and what their role is, contesting a will, estate plans and Super binding death nominations.Note: Marlee speaks about these issues from a Victorian legal perspective, and since our legal system likes to keep everyone on their toes, the laws in your State may differ, so please check what's relevant to you.Get in touch with Nest Legal here: www.nestlegal.com.auEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode, fan favourite Bronwyn Bruce (aka Miss Money Box) joins Kate & Owen to discuss her PhD research into women and Super in Australia. It's a fascinating conversation featuring real-life examples of what helps some young people crush their Super goals... and how others get left in their wake...Ladies, remember this: Combine, contribute and invest!Parents (and anyone else) remember this: conversate! Hot tip: Never shy away from a conversation about money. Conversations make it okay to learn and talk money.~~~In this Australian Finance Podcast episode, we discuss how we can narrow the Super gap, both at the systemic and individual level, developing self-efficacy, who influences our approach to Super and how we can all work to get our community more engaged with their Super.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode, Kate & Owen share their top 10 books to level up your money and life in 2021. From crowd favourites to new releases, there's something for everyone in this episode.Plus, we're giving away some free books in our online FB community (+ Instagram & Twitter @RaskAustralia), so make sure to join to find out how to get involved!Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
We've got a short and sweet episode for you today, to round off our tax episodes for another year. Remember your tax return is your money!In this episode, Kate & Owen share five different things could you do with your tax return this year. From paying off debt to investing in yourself, we've got you covered! At the end of the day, it's important to make a decision & action it! Keep records of where you spend your tax return, otherwise it will disappear into the giant black hole of "general revenue", never to be seen again.Note: From 1 July 2021, the concessional superannuation contributions cap has been raised to $27,500. Go to the show notes to see what this might mean for you and watch our video. Episode transcript and resources are available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
June 30 is when the taxman/ATO begins to come knocking! Don't leave your taxes to chance this year -- claim your maximum amount and get a juicy refund.In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about his top 10 ways to save at tax time.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Argh… tax time is upon us! What tax deductions can I claim? How does my tax work? Can I salary sacrifice or add extra to Super and claim?In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about the 10 "must know" tax rules for 2021 & beyond.Remember, it's okay to claim tax deductions! The ATO (Australian Tax Office) expects people to claim tax deductions -- after all, it's part of the Aussie tradition to get a fat tax refund, right?Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode Kate & Owen crack open the inbox for a brand new listener Q&A episode. We discuss what the benefits and disadvantages of hedging your investments are, when to clear out early mistakes from your portfolio, reasons when we would seek out financial advice and managed fund performance fees.Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
On this episode of The Australian Finance Podcast, Kate & Owen bring back Chris Bates (mortgage broker) to discuss everything from what mortgage brokers can do for you, how they're paid in Australia and finding the best rate for you to fixed vs variable loans and owning your own home in less than 30-years.Then if you're ready to go one step further, we've launched our free property 101 course on Rask Education (that's curated by Chris & Amy), to take you through the entire property buying process! Head to education.rask.com.au/product/rask-property-course to get the property party started today 🏘️Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Recorded in Feb 2021. Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
On this episode of The Australian Finance Podcast, Kate Campbell and Owen Raszkiewicz chat to ABC Everyday journalist, Pat Wright. You may have read some of Pat's stories before on ABC Everyday, and they're a great read for those new to money and investing!We talk to Pat about teasing out biases in your financial news, finding a balanced view within a sea of clickbait, identifying old-fashioned scams repackaged for the modern world and his favourite personal finance resources.Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Recorded in May 2021 (pre lockdown). Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
🏡 Ready to level up your property buying game in 2021?On this episode of The Australian Finance Podcast, Kate & Owen bring in the big guns, to present you with 10 awesome tips, designed at making your first home buying journey just that much better in 2021 and beyond!Amy Lunardi (buyer's agent) and Chris Bates (mortgage broker) discuss everything from buying a quality first home, finding those elusive off-market and pre-market properties and designing your property brief, to whether LMI is your friend and speaking to local council.Then if you're ready to go one step further, we've launched our free Property 101 Course on Rask Education (which is curated by Chris & Amy), to take you through the entire property buying process!Head to education.rask.com.au/product/rask-property-course to get the property party started today 🏘️Editor's Note: Kate pronounced vehemently incorrectly, don't worry, she's figured it out now 😜Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Recorded in Feb 2021. Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode, Kate interviews Owen about one of his favourite topics: investing in small-cap companies listed on the ASX. It's an area that Owen has spent a lot of time and effort learning about and researching over the last decade.Owens discusses why he personally chooses to invest in the wild west of small-caps, how to better understand ASX small-caps, understanding the hype/fear cycles, expanding your circle of competence, staying sceptical and finding information on undiscovered companies.Want to invest in small companies? Register for Rask Rockets Beyond!To register your interest in joining the Rask Rockets Beyond program, click here or paste the following link into your web browser: http://bit.ly/afp-beyondEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.In today's episode, we discuss our hypothetical $10,000 share portfolio ideas. Rask Invest analysts Owen, Cathryn, and Kevin, along with Kate, each identify 3 share and ETF ideas that they'd add to a hypothetical investment portfolio, along with the key opportunities and risks for each choice.Editor's note: Owen says Soul Pattinson (SOL) owned Amcal when in fact they own part of Priceline Pharmacies via their Australian Pharmaceuticals Industries (API) investment. This was a mistake. We apologise for any inconvenience caused.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |IMPORTANT DISCLAIMER: We don't like disclaimers but it's super important you understand these next two paragraphs. This episode of The Australian Finance Podcast contains general financial advice only, issued by The Rask Group Pty Ltd, the general information is NOT personal financial advice since it does not take into account your needs, goals or objectives. Therefore, you must speak with your financial adviser before acting on the information.While we try to ensure the facts are correct at the time of recording, always remember that investing involves risk of permanent capital loss. You could invest in shares or ETFs and lose money. So, no matter what we say in the podcast, what we believe the future might look like or what our forecasts might suggest, this episode contains hypothetical investment ideas only. Any returns or performance cited is strictly hypothetical and past performance is not indicative of future performance. Please ensure your read the Product Disclosure Statement (PDS) of any ETF or managed fund mentioned in this episode -- before you invest. Please refer to The Rask Group Pty Ltd's Financial Services Guide (FSG), available at www.rask.com.au, before investing.
If you really put the work in to understand the business, you can get an edge.Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.In today's episode, we answer all of your questions about share investing that you've sent us during the month! Rask Invest analysts Owen, Cathryn and Kevin, along with Kate, discuss the meaning behind some common share investing jargon, buying your first share, investing in blue chip companies, paying CGT, mergers and acquisitions and the merits of analytical tools to help you research companies.Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!At the time of recording, Kate owns shares in BHP and AMZN. Kevin owns shares in MELI and AMZN. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.Today's episode continues the conversation from our 5-part investing checklist (that we introduced you earlier this month), and takes our analysis of The Walt Disney Company (NYSE: DIS) to the next level. It's Kevin Fung's debut on the show, to chat all things investing with Owen!We chat about Disney's intellectual property and intangible assets, short term v long term incentives, customer acquisition costs and explore a few different valuation models (including the classic DCF model).Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!At the time of publishing, Kevin owns shares in DIS, BRK, APPL, NFLX, XRO & CSU. Owen owns shares in APPL & XRO. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. We discuss ethical alternatives to VDHG, setting rules for your investment portfolio, when to rebalance ETFs and do a deep dive into REITs. So, grab a cup of coffee and tune into our latest Q&A episode.Send your questions for future Q&A episodes our way at podcast@rask.com.auEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns units in VDHG & A200. Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.Today's episode applies our 5-part investing checklist (that we introduced you to last week), to a company that we all know and love, The Walt Disney Company (NYSE: DIS). It's Cathryn Goh's debut on the show, so Kate throws her in the deep in analysing Disney! We chat about Disney's revenue sources, the size of its moat, comparable companies, management and more.If you've listened to our earlier share investing episodes, dive straight into the checklist around 8 minutes.Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of recording, Kate owns shares in DIS, EML, SPOT & APPL. Cathryn owns shares in EML, XRO & APT. Owen, Kate, Cathryn or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Have you ever wanted to be your own Sherlock Holmes and start investigating companies?Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a DIY investment analyst.Today's episode introduces you to Rask's 5-part investing checklist that will help you get started researching Australian and global companies. Kate and Owen chat about how to research a company, the importance of having a moat, finding growing industries and whether valuation should make or break your investment case.If you've listened to our earlier share investing episodes, dive straight into the checklist at around 8:20.Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns shares in APPL, FB & PPH. Kate owns shares in AMZN & DIS. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life.In this episode, Owen and Kate have a fun chat with podcast listener Tash (known on insta as @tashinvests). Tash shares her investment journey over the last few years, her relationship with money growing up, framing money as a tool in your life and how she's approached sharing her finances publicly online.To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Robots can do just about anything nowadays can’t they?On this episode of The Australian Finance Podcast, Kate & Owen try something a little different, having a debate of-sorts on the merits and downsides of robo-investing (robo-advice) in Australia. A robo-adviser designs various investment portfolios that you can invest in, and helps automate the process for you.We cover both sides of the coin in this friendly debate, as we both have different opinions on whether they're worth the cost or not. We cover what robo-advice is, the different options currently available and the associated costs and some of the alternatives to using a robo-adviser.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns units in the A200 and VDHG ETFs. Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
It’s not hard to invest according to your ethics — you just need to work out what they are.This is probably the most controversial episode we've ever done. Not because we're trying to push the line, but because investing investing is just so dmn personal. There's no one size fits all answer, and as we're sure you'll work out during this episode, there's a lot of different views on what constitutes an "ethical" investment.In this episode we dive into everything ethical investing, to celebrate the launch of our brand new (and definitely free) course on Rask Education. We discuss figuring out your own values, different ethical investing strategies, positive and negative screens to explore and 5 tips for ESG share investors.Enrol in our free Ethical Investing 101 course today.Take our free financial education courses on Rask Education and join our FB community.Episode Disclosure: At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.*|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Everyone deserves an equal opportunity to build their wealth.In this episode of The Australian Finance Podcast, Kate and Owen chat to Brooke Roberts, the co-founder of micro-investing platform Sharesies. As a company that makes investing as easy as online-shopping, Sharesies shook up the investing game in NZ, and is now bringing their platform over to Australia.We chat about her entrepreneurship journey in NZ, bringing Sharesies to Australia, the NZ investment market, some common barriers from investing and strategies to talk about money with your friends and family.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
The world is changing rapidly.Teams are becoming distributed, working-from-home in professional industries is more common, employers need more flexible business models. All the change can be overwhelming, especially for people looking to change careers or start one. One of the most important things is getting hands-on experience in a job.But with the work-from-home movement and change underway in many industries, there are challenges with this.On this episode of The Australian Finance Podcast, Kate chats with Tom Brunskill, the CEO of Forage, about exactly how possible it is for you to stand out from the crowd in today's job market, with little more than an investment of your time and effort.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing DRPs & DSSPs, when to get a tax agent, side hustles v overtime and LICs or ETFs, grab a cup of coffee and tune into our latest Q&A episode.By the way, if you want to get straight into the questions, skip from the first 7 minutes (Owen tried playing radio host)!Send your questions for future Q&A episodes our way at podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Getting financial advice is a big decision, so in this episode, Kate chats to Aussie financial adviser Paul Benson about some essential questions to keep in mind when making this decision. We discuss what financial advisers can help you with, key questions to ask when finding a financial adviser, and most importantly...what it actually costs.Grab your tea or coffee, and tune in now for a great conversation with Kate & Paul.Rask Education Article: Finding a financial adviser in Australia (and the 5 questions you should ask)Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
"If you let the small decisions paralyse you, you'll run out of time to spend on the big ones."In this episode of The Australian Finance Podcast, Kate and Owen dive into the art of making better financial decisions, inspired by the great Annie Duke (and her fairly new book, How To Decide).Financial decisions we make today are among the most important life decisions we'll ever make, so it’s critical to focus on ways to make those decisions as effectively as possible.In this ep, we explore why making good financial decisions is so important, the dangers of a process called "resulting", how to build your own decision-making framework, and overcoming "analysis paralysis".Grab your coffee or tea, and tune in now for a relaxed conversation with your hosts, Kate & Owen.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
FIRE stands for Financial Independence, Retire Early (or as some people like to call it, FIOR - Financial Independence, Optional Retirement). It’s as much of a mindset as it is a way of life or an aspirational goal. FIRE is all about increasing your savings rate, consuming less, pursuing happiness, and having the financial freedom and flexibility to choose if, how, and when you work.In this episode of The Australian Finance Podcast, Kate & Owen chat about the brand new FIRE course available on Rask Education, some of their key takeaways from putting it together, and how their ideas of financial independence have changed over the last few years.Grab your coffee or tea, and tune in now for a relaxed conversation with your hosts, Kate & Owen.ENROL HERE: https://education.rask.com.au/product/fireTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
What's up with the ACDC ETF? In this episode of The Australian Finance Podcast, Owen talks to Kanish Chugh from ETF Securities about their battery technologies ETF, aptly named ACDC. ETF Securities is the sponsor of this podcast series.SEE WHAT'S INSIDE THE ACDC ETF: https://bit.ly/acdcpodOwen's warning: Always consider the risks of investing. The ACDC ETF can be a volatile investment and it has risks. Always read the Product Disclosure Statement (PDS) and speak to your financial adviser before investing.Owen & Kanish talk about these points during the session:An overview of the battery technology & industry- the history of energy storage (where did batteries start, did the industry innovate quickly or slowly, etc).- how big the market is today?- What goes into making batteries?- What's the difference between lithium, nickel & cobalt?- Where and who produce the most lithium?- Who are the biggest users of battery technologies today?- What will be the biggest users of battery technology going forward? (cars, houses, buses, buildings, etc.)An overview of ACDC and the ETF holdings - The process/methodology for selecting shares/companies to include- Portfolio positioning & weights (maybe rebalancing too)- Performance since inception & characteristics to consider (e.g. is it tactical/satellite or Core?)- Risks of investing in ACDC (please speak to your financial adviser and always read the Product Disclosure Statement before investing)- How to invest|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing current market valuations, investing for private school fees, student side hustle ideas, and keeping on top of your investment paperwork, grab a cup of coffee and tune into our latest Q&A episode.By the way, if you're not interested in listening to our off-topic discussion on private school fees, skip from 19:15 to 28:50 (we got a tad distracted)!Send your questions for future Q&A episodes our way at podcast@rask.com.au.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life.In this episode, Kate and Owen chat to listener Jeff about his financial journey over the last few years, including the slippery slope into credit card debt, and how a sound financial position can be quickly turned upside down. Jeff also discusses his strategies for getting out of debt and that you never really know what's going on with someone's finances under the surface.To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Morgan Housel gets interviewed by Kate & Owen for The Australian Finance Podcast about his brilliant book, The Psychology of Money.SHOW NOTES & KATE'S WORKBOOK: bit.ly/morganAFP“Money has many ironies. Here’s an important one: Wealth is what you don’t see."That's a quote from The Psychology of Money, written by today's special guest all the way from the US, Morgan Housel. Morgan has a way of explaining financial concepts and ideas in a way the resonates and sticks with a huge audience, so we are pumped to bring this episode to you today.Kate and Owen chat to Morgan about his reflections on writing and reading widely, the important behaviours we should work on to improve our odds of financial success and the most powerful thing money can do for you.We'd love for you to share your takeaways from this episode or Morgan's book with us in our online community!Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life.In this episode, Kate and Owen chat to listener Dean about his journey paying off a substantial amount of student debt and the challenges of being an international student in Australia. Dean also shares some insights into how he found work, supported his family back in India and ultimately built strong financial foundations in Australia.To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate and Owen interview podcast listener Renee, in our very first community story interview. Renee kindly shares her inspiring story of moving countries, paying off debt and increasing her income. This interview is the first of our listener stories, which we are publishing as part of our overall Financial Resilience Mission.PLEASE NOTE: the audio for this episode isn't great (we're so sorry!). The next Listener Stories are much better. Kate and Owen are sorry -- please, we've only been doing this... 3 years!To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome back to The Australian Finance Podcast for 2021 - we're back for a third year running, who'd have thought! We're here to help you level up your personal finances and get on top of your money in 2021.In this episode we're chatting about our saving and investing ideas for the year, and we've tried to mix it up, so it's not your typical how-to list. We've also included some listener suggestions from our online community, which we'd love for you to join if you haven't already. Share your 2021 financial resolutions with us in the group!Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Talking about your goals is important, and they shouldn't be something that you write up and tuck away in the back of your drawer for the year.In this episode of The Australian Finance Podcast, Kate and Owen reflect on their 2020 financial goals, provide some thinking points to help you examine your financial journey throughout the year and dive into some of the essential goal setting steps. We also have a chat about the awesome content and tools we're bringing your way in 2021, to help take your personal finance skills to the next level.Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to our last listener Q&A episode for 2020 - it's been a big year! On this episode of The Australian Finance Podcast, Kate Campbell and Owen Raszkiewicz discuss:* I'm up 260%, when do I take profits off the table? * How to find high yield ETFs * Ways to save with irregular income, and * What happens when interest rates go to zero?
We want to thank everyone who has tuned into the show during the year, your support means the world to us and has helped us get through this challenging time. We'd also like to thank everyone who has joined our online community and submitted their questions for today's Q&A episode!We'll be back in early 2021 with our next listener Q&A episode, so send any questions our way via Insta @raskaustralia, FB Community or podcast@rask.com.auJoin our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Show notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Let's talk Christmas - Kate's favourite time of the year!Well it's high time we wrap up 2020 and wave in the new year, we're ready for a break over here! But before we do that, we wanted to share with you some of our highlights of 2020 both in the financial space and from our personal lives, to end the year on a high note.This is not a hard hitting episode filled with information on buying shares and the state of the economy, rather a light-hearted look back at the crazy year that's been. It's been challenging year for everyone, and it's important to take some time out to reflect on everything that's gone on and what you're going to focus on next. Kate and Owen discuss their 2020 highlights, Christmas money saving ideas, potential gift ideas (including some great personal finance books) and talk about what you can expect from the podcast and wider Rask community heading into 2021.Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
What does the future of work look like and how are you preparing yourself for it?In this episode of The Australian Finance Podcast, Kate and Owen chat to Andrea Clarke, about the future of work and how to get comfortable with the changing workplace. We also chat about the importance of building your reputational capital (rather than just your personal brand) and the why is it so critical to invest in yourself and your own career. We also cover some of the soft skills that we should be working on right now, that aren't explicitly taught at school and university, but are critical to our future success.Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, we bring you a truly fascinating and thought provoking conversation with Australian entrepreneur and philanthropist Steve Killelea. We chat with Steve about the concept of Universal Basic Income (UBI), how it works and where it’s being tried and tested globally. Steve also spoke about his own personal journey to measure and understand global peace, the creation of the global peace index and why positive peace is essential to a thriving economy.Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing the pros and cons of paying off debt faster, finding out if an ETF pays a dividend and some different ways to get your partner onboard with your financial future, grab a cup of coffee and tune into our latest Q&A episode.Join our brand new Facebook community and keep the conversation from today's episode going - we'd love to hear your thoughts! Head to www.facebook.com/groups/raskaustralia |Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education ||| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen chat to Peter Singer, one of the world's leading philosophers in effective altruism and moral ethics. Peter is such a special guest to have one the show given his contributions to the world, and has pioneered the idea of effective giving, by sharing the tools we can use to do the most good in the world. We chat with Peter about our role in helping others, when to consider donating to charity, whether having too many charities is inefficient and the concept of effective altruism.Get a free copy of Peter's book The Life Your Can Save here: www.thelifeyoucansave.org.au/the-book |Show notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen chat to Brendan Malone, the CEO of Raiz Invest Australia. We dive into the highly requested topic of micro-investing and how it works in Australia! We also discuss reducing barriers to investing, the behavioual side of automating your investments and if there's ever a time to "graduate" from micro-investing.Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen chat to fellow podcaster Phil Muscatello about his investing experiences since starting his podcast series called Shares of Beginners. We dive into some of Phil's share investing mistakes and lessons that he's learned from both personal experiences and from the great range of guests he's interviewed.Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen chat to Kanish Chugh from ETF Securities, a leading Australian ETF provider. We dive into the topic of thematic investing and how ETFs can be used to express your views on the future of specific global trends and industries. Kanish also answers some listener questions, including how providers can keep management fees low, the hidden risks and whether ETFs miss out on up and coming companies.Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen chat to Anson Parker, the Head of Product at Up bank - an Australian neobank. We chat about how neobanks are differentiating themselves, how they make money, risks & rewards and whether the big banks are going to start copying them.Get in touch and send questions for future Q&A episodes our way at podcast@rask.com.au or on Instagram @raskaustraliaShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: http://bit.ly/YouTube-Rask |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen jump right in and provide you with five money moves to make during October 2020, to finish the year on a strong note (hint: they're easy money moves to make!). From starting to financially prepare yourself for Christmas, taking a free finance course, considering spouse super contributions and donating to charity, we cover a range of great steps to improve your finances by the end of 2020.Send your questions for future Q&A episodes our way at podcast@rask.com.auTune in to our weekly episodes on all major podcast players!Show notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. 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.
In this Q&A episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox. Owen puts his analyst hat on and explains share splits and how short selling actually works, Kate checks in with Spaceship Voyager to find out exactly where client money is held. Grab a cup of coffee and tune into our latest Q&A episode. Other questions answered:* I have $80k in Super but I want to change Super funds. Do I need to pay attention to share prices? * Is Apple's stock split a bad thing and how do ETFs respond to them? * What's the best way to invest for your children?
Send your questions for future Q&A episodes our way at podcast@rask.com.auShow notes & episode workbooks: http://bit.ly/Australian-Finance-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |Take one of our free finance & investing courses: http://bit.ly/Rask-Education |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen dive into the fine-print ridden world of health insurance. From ambulance, hospital and extras cover to the medicare levy surcharge, we provide you will the tools and resources for you to decide if health insurance is right for you.This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.Show notes & episode workbook: http://bit.ly/Australian-Finance-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
On recent episodes of The Australian Finance Podcast, you may recall that Owen dropped a few hints about his plans to buy his first property.Well, the papers are signed and keys are in hand, so Kate’s turning the tables on Owen this week and finding out just how this share lover ended up buying a house (during COVID-19 no less). From initial research to finally ripping up the carpet, tune in for a deep dive into Owen’s first home buying journey.This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality.Show notes & episode workbook: http://bit.ly/Australian-Finance-Podcast |Watch the video version: https://bit.ly/Rask-YouTube |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
Getting financial help in Australia is not the easiest task and for most people, talking openly to someone else about your finances is understandably a daunting process.Thankfully in Australia we have a fantastic solution to this, in our hard-working financial counsellors. They’re the people who can listen to your financial issues, propose solutions and even advocate on your behalf to banks and debt collectors.The role of a financial counsellor isn’t always very well understood, so in this episode, Owen & Kate interview financial counsellor, Nick Georgiou, to break down exactly what they do, how they can help you and where you can go to get in contact with them.This episode was recorded remotely due to COVID-19 restrictions, we apologise for any inconsistencies in audio quality. Show notes: http://bit.ly/Financial-Counselling-Ep |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate and Owen are back behind the mic answering some common listener questions received over the last month. In this episode we answer a range of great questions, ranging from…* Help for those starting their finance journey in late 30s/40s/50s * Should you get a financial advisor if you’ve only got a small amount of money to manage? * Multiple bank accounts & savings with neobanks * Are ETFs blowing up? * SMSFs versus big Super funds * What do I do if you find out that your employer has stopped paying your super?
GENERAL ADVICE ONLY. BUT SERIOUSLY IT'S NOT ADVICE AT ALL. Do your own research - always!Remember to send your questions through to podcast@raskfinance.com. Also if you’ve been enjoying listening to the podcast and are listening through Apple Podcasts, we’d love it if you could leave us a review!SHOW NOTES & RESOURCES: http://bit.ly/Q-ASept2020 |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate and Owen share their top personal finance apps for 2020.We often throw out the name of a personal finance app that we’ve found helpful here and there, but in this episode of The Australian Finance Podcast, Kate and Owen are bringing them all together for you in one spot. From record keeping, budgeting, banking, investing and making money, there’s an app out there for most things nowadays, and we’ll share some of the best ones we’ve found to date.SHOW NOTES & RESOURCES: http://bit.ly/personal-finance-apps-2020We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. 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.
In this episode of The Australian Finance Podcast, Kate talks with expert guest Lacey Filipich, Founder and Author of Money School.Ultimately, the FIRE movement is all about taking back control over your time, and Lacey is a wonderful example of an Aussie doing just that. Kate chats to Lacey about her journey to financial independence (without even being aware of the FIRE movement), how to know if the goal of FI/RE is right for you, whether having a family stands in the way of your goals and the idea of becoming time rich.SHOW NOTES & RESOURCES: http://bit.ly/Lacey-Filipich |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. 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.
There’s been a lot going on over the last few months and we’ve had some great guests on the show, so Kate and Owen are certainly due for a catchup to discuss current financial events, recap on our favourite episodes and respond to common listener questions. Tune in for a catch up with Owen and Kate!SHOW NOTES & RESOURCES: https://bit.ly/afpep69We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This video contains factual/general information only. It is NOT financial advice of any kind. 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.
In this episode of The Australian Finance Podcast, Kate and Owen talk with Anna Glynn, a positive psychology teacher and expert on wellbeing. Before starting her own practice, Anna worked in financial services for a decade. Anna talks us through essential tips for combating the tricks our mind can play on us, especially during times of uncertainty. Things we talk about:* Think more positive at home or while we’re at work * Highlights the importance of connections with others around — even if you’re living with them 24/7 * How to supercharge your happiness by dialling down negative stimulus and focusing on the good * Why video calls with friends are an easy way to boost your happiness * The importance of having and feeling like you have purpose in your day * The ‘three good things’ intervention and tricking your mind to be happier more often * Why it’s important to smile each day
Full show notes: https://bit.ly/Anna-Glynn |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
How does thinking and talking about money make you feel? Is it something you avoid, run screaming from or happily chat about? Mel Browne helps people unlearn and relearn, to swap behaviour, to be aware of their money triggers and their money identity and discover how to apply personal leadership to their finances. It’s time to understand that money isn’t good or evil but is simply a tool we can use to help us design the life we love.Full show notes: https://bit.ly/Melissa-Browne |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
Amy Lunardi is back on The Australian Finance Podcast to talk about property investing 101, including how to do it right, wrong and everything in between. Amy covers what you must know about property investing, including buying your first home and getting a plan in place. Full show notes: https://bit.ly/amyprop |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast we’re not just talking about diversifying your investments, we cover the importance of applying the principles of diversification to all areas of your financial life.Show notes: https://bit.ly/diversitytwo |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
In this episode of The Australian Finance Podcast, Owen talks with ETF Securities CEO, Kris Walesby, about his journey, where ETFs came from, the Core and Satellite approach to investing, the GOLD, FANG+ and CURE ETFs, trading ETFs and more.If you're completely new to ETFs, consider going back to Kate and Owen's episode, "How to pick and choose ETFs" and "Australian Investing 101". While Kris and Owen talk a little about the fundamentals of ETFs and investing, those episodes are a good primer for this one.Show notes: https://bit.ly/etf-portfolio-show-notes |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Going on holiday? Got time to read?In this episode of The Australian Finance Podcast Kate and Owen share their top five personal finance books and/or resources. A simple -- yet powerful -- top five!SHOW NOTES: https://bit.ly/finpod-booksIf you have any questions, feedback or suggestions for better books, please email Kate and Owen now.We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Something that COVID-19 has demonstrated to us, is just how uncertain the future is and the importance of being flexible with our lives. So what does that actually look like? In this episode, Owen and Kate have a chat about the potential long-term effects that COVID-19 might have on our finances and whether it’s still worth making plans. TLDR, yes, you should still make financial plans!If you don’t make some financial plans now, you’ll wake up in 10 years and wonder why you didn’t start working on your finances 10 years earlier.Side Note - Investing is already a risky endeavour and investing in products you don’t understand only compounds that risk. You certainly don’t need to be an expert to get started, but you do need to lay down the groundwork. Head over to MoneySmart, Rask Education, listen to our back catalogue and if you get yourself into a difficult situation and need help, reach out to a free financial counsellor.SHOW NOTES: https://bit.ly/financial-plans-covid |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Alisha Henderson is the creative genius and go-getter behind Sweet Bakes cakes, the author and designer of the Storybook Sweets, speaker, Instagramer and so much more.Alisha's journey with Sweet Bakes started when she was just 19, it's been profitable since day one and has experienced incredible growth as she meticulously crafted her brand, marketing strategy and lived her life "with total joy".Alisha is one of the highest energy and positive young people I -- Owen -- have come across. It was my pleasure to talk with this inspiring young business person about hustling, online marketing, motivation, mindfulness, sticking your neck out, scaling a business and more. We hope you enjoy it!SHOW NOTES: https://bit.ly/AlishaHenderson |We're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFS |The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Starting a (magnificent) business in Australia isn’t easy. Take it from me. There’s a LOT of work involved after the business is up and running. But before you even accept your first dollar of cash or revenue, you need to understand lots of complicated nonsense that seems so overwhelming.SHOW NOTES: https://bit.ly/3dY9t5LEmail Owen: www.rask.com.au/contactWe're proudly supported by ETF SecuritiesLearn more about ETF Securities: https://bit.ly/fundsETFSIn this episode of The Australian Finance Podcast Owen Rask, Founder of The Rask Group, tries to provide an overview of everything you need to know about starting a business in Australia, and shares some great show notes on exactly what you need to think about to get started.
Tax time is fast approaching! In this episode of The Australian Finance Podcast Kate and Owen talk about… (drum roll) taxes, including 5 ways to manage your tax affairs in 2020.Full show notes: https://bit.ly/30jegeb1. Keep your affairs in order 2. Claim a tax deduction for extra Super contributions (if you're eligible) 3. Manage your ETF and share holdings 4. Know your working from home deductions 5. Don't buy something just because it's tax deductible
This podcast contains general information only and is not intended as an alternative to professional tax or financial advice. It has not taken into account your needs, goals or objectives. You should consult a professional tax agent and financial adviser before acting on any of the information presented in this podcast.
COVID-19 has brought forward a wide range of economic challenges and industries have been shaken to the core. Can print news come back from this? Will ordering groceries online become a regular occurrence? Will the education system finally start to catch up with the 21st century?Despite this tough and unpredicted situation, some businesses have forged ahead and emerged victorious through clever and relevant business pivots. In this episode of The Australian Finance Podcast, Owen and Kate dive into the interesting business pivots and side hustles that have emerged from COVID-19.Show notes: https://bit.ly/2ZT22sfTake Owen’s free finance course 'A-to-Z of Financial Independence: The Complete Guide': https://bit.ly/2KLHF7NThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
COVID-19 has brought many changes to the world of work and has led to many Aussies losing their jobs. Losing your job can often come as a shock and it can take some time to figure out who you are again. In this episode of the Australian Finance Podcast, Owen and Kate dive into some of the key actions to take if you’ve lost your job recently and ways to set yourself up for success when hunting for your next job.Show notes: https://bit.ly/3e6rG0MTake Owen’s free finance course 'A-to-Z of Financial Independence: The Complete Guide': https://bit.ly/2KLHF7NThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
Your friend: “OMG, did you hear that “they” said Australian property prices are going to fall by 30%?”You: “Who’s ‘they’ and what data did they use?”Your friend: “No idea. But seriously how bad’s that!”With bold predictions about the direction of Australian house prices getting tossed around left right and centre, falling rental prices, COVID-19 and first home buyers licking their lips, Owen took the opportunity to talk about house prices, the basics of economics for property, the latest data and forecasts, why forecasts are almost always specifically wrong and how to think about buying property in 2020.Show notes: https://bit.ly/2yfltQMTake Owen’s free finance course 'A-to-Z of Financial Independence: The Complete Guide': https://bit.ly/2KLHF7NThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
From seasoned investors wondering if now is the right time to put their cash to use and new investors wondering if they should jump in now, everyone wants to know if “now is the time to buy shares in Australia”. Unfortunately for you, we’re not oracles and won’t give you a straight answer, but, in this episode Kate and Owen will explore some of the recent issues investors have faced, the questions they’re asking Google and the answer to the question that you really wanted to ask in the first place, “how do you buy shares in Australia without losing it all”.Show notes: https://bit.ly/3cnv6M7Take Owen’s free finance course 'A-to-Z of Financial Independence: The Complete Guide': https://bit.ly/2KLHF7NThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
In this episode of the Australian Finance Podcast, Kate and Owen talk property with Amy Lunardi. Amy is a Buyer’s Advocate at Cate Bakos, meaning she works with buyers and investors. Amy walks us through the best strategies to buy or invest, provides a COVID-19 property update and an overview of the most important schemes and incentives on the market. Enjoy!Get $100 off Rask Invest & $50 off Rask ETFs.Podcast listener Rask discount: "AFP":https://bit.ly/35jEeyFShow notes: https://bit.ly/2KQSR2M Take Owen’s free finance course 'A-to-Z of Financial Independence: The Complete Guide': https://bit.ly/2KLHF7NThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
COVID-19 has shown us just how easily misinformation can travel across the globe and the damage listening to incorrect information can cause to our society. While we’re stuck at home right now we rely on the news more than ever before to understand what is currently happening in the world around us, but it is more important than ever to apply a discerning lens to the media we consume. In this episode, Kate and Owen discuss some ways to become better consumers of financial news, some key red flags to look out for and the dangers of following unchecked stories blindly.Podcast listener Rask discount: "AFP"Get $100 off Rask Invest & $50 off Rask ETFs. https://www.rask.com.au/subscriptions/?utm_source=AFPSHOW NOTES: https://www.rask.com.au/2020/04/27/financial-news-during-covid-19/The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
April has been a funny month and it certainly feels like we’re all just treading water. Something that has helped us feel slightly more in control at the moment, is making small changes in our lives that will be beneficial to us down the track. In this episode, Kate and Owen each break down five financially focused tasks you could complete during April. From preparing for tax time to sorting out your super, ticking off just one of these tasks will give you the satisfaction of knowing you’ve done something to improve your financial future.Show notesThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
In this episode of the Australian Finance Podcast, Owen and Kate have a chat (remotely of course) about how they’re investing right now, who should touch their super, what they’d do with $10,000 and some of the considerations to think about when investing for the first time.Podcast listener Rask discount: "AFP"Get $100 off Rask Invest & $50 off Rask ETFs. Click here to learn more.Offer ends: Midnight, April 22nd, 2020, AEST.SHOW NOTES AVAILABLE HEREThe information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
Early access to Super, Job Seeker, Job Keeper, Coronavirus Supplement and more, explained in this episode of The Australian Finance Podcast.Show notes: https://www.rask.com.au/2020/04/06/ep-50-job-seeker-10k-early-access-super-explained/?utm_source=RASK-AUSTRALIA-ep50DISCLAIMER: The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
Kate is back! This episode of The Australian Finance Podcast takes you through all of the fun and engaging things you can do from home during lockdown aka "isolation". Then, Kate and Owen take you through an overview of the next episodes, including Superannuation changes, small business packages and more.SHOW NOTES: https://www.rask.com.au/2020/03/30/ep-49-great-online-resources-were-using-in-isolation/Kate's blog of Online Learning Resources: https://howtomoney.online/2020/03/27/covid-19-resources/ Owen's courses: https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep49
Concerned about the market crash? It's a scary time to be an investor in shares, ETFs and just about anything right now.That's why Owen recently spoke with Betashares ETFs co-founder, Ilan Israelstam about the implications of the market crash for ETF investors.Owen's ETF research: https://www.rask.com.au/subscriptions/?utm_source=podcast&utm_campaign=ep48Owen's ETF course:https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep48SHOW NOTES: https://www.raskmedia.com.au/2020/03/18/asx-etf-investor-update-ft-betashares-ilan-israelstam-mar-2020/Topics covered: What the share market fall means to ETF investors specifically * Inverse ASX ETFs explained, including BBUS U.S Equities Strong Bear ETF (ASX: BBUS), BetaShares Bear Hedge Fund ETF (ASX: BEAR) and BBOZ Australian Equities Strong Bear ETF* (ASX: BBOZ). * The credit market and how ETFs are fairing (e.g. QPON) * Whether to trade or be a long-term investor in credit ETFs * How to prepare yourself and your ETF portfolio for a market crash
All that and more in this episode of The Australian Finance Podcast.The information on this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.
In this episode, Owen interviews Kyle Frost, an independent financial adviser based out of Sydney.Owen's courses:https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep47SHOW NOTES: https://www.rask.com.au/2020/03/16/kyle-frostKyle started a business called Millennial Independent Advice. Owen picks Kyle's brain for answer to 4 hypothetical questions, on topics such as:* Ways to save $4,000 to $5,000 using the First Home Super Saver Scheme (FHSSS) * How tradies can prepare their finances * The difference between offset accounts and mortgages * Got a mortgage? Kyle tells us how it's possible to use your home to supercharge your emergency cash savings * Finally, how can a late 50s couple best prepare for retirement
All that and more in this episode of The Australian Finance Podcast.
Season 2 of The Australian Finance Podcast kicks off with a discussion that attempts to make sense of what we're seeing right now in financial markets.In this podcast Owen:* Explains the economic implications of Coronavirus (so far) * Defines what a recession is and means * Concrete ways to prepare your finances for whatever life throws at you * Shares the best resources he can find explaining what we -- as a planet -- are up against * Reminds you to stay optimistic -- we've got this
Owen's courses: https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep46SHOW NOTES: https://www.rask.com.au/2020/03/12/ep-45-coronavirus-and-prepping-finances-for-a-recession/If you're currently experiencing anxiety, stress or are worried about your mental health, please contact your doctor or visit the Beyond Blue website.
Kate is flying the coop, Owen is all over the place. This is the Season 1 Finale of The Australian Finance Podcast, yo!In this episode, Kate and Owen reveal:* Their favourite episodes * The most popular episodes -- EVER -- as voted by your listening habits (hello, Big Brother) * 2 things the guys learned from each other * Kate's European adventure * Season 2 promo
Owen's free courses: https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep45Kate's website: https://howtomoney.online/
Owen's free courses: https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep44Kate's website: https://howtomoney.online/In the second-last episode of Season 1 on The Australian Finance Podcast Kate from How To Money and Owen Raszkiewicz tackle the burning questions about using Super to fund retirement, including:* Investing outside of Super - when is it too late? * Do you lose the effects of compounding by investing both inside and outside of Super? * What should you do if your Super fund raises its fees? * How do you actually work out what your Super is invested in? * Will Super funds start to have more power and take over the world and launch use that power to build a new race of Super robots?
SHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/
The Australian Finance Podcast Free Beginners Event: Kickstart Your 2020 Financial Goals in Melbourne 2020. Hear presentations from Kate Campbell, Susan Campbell, Nicole Haddow and Owen Raszkiewicz. WARNING: We're sorry about the poor audio quality!Take Owen’s free finance course: https://www.rask.com.au/sign-up-finance/Disclaimer:This podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
What are the 5 things you wish you were taught about money at High School (or younger)? In this episode of The Australian Finance Podcast Kate shares her story, including the 5 most important money lessons she learned after leaving school. These include understanding that no-one knows everything about finance and investing, so the onus is on us to navigate our own path to financial independence.Owen's courses: https://education.rask.com.au/all-courses/?utm_source=podcast&utm_campaign=ep43Kickstart your 2020 goals at our FREE Beginners Finance Event (Jan 29th, 2020).Secure your ticket now: https://generalassemb.ly/education/kickstart-your-2020-financial-goals/melbourne/99686Master your finances with Owen’s finance programs:https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineDisclaimer:This podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
With around 50 episodes under their belt, Kate and Owen from The Australian Finance Podcast break it down to the 6 most important actions to take in 2020. These 6 steps, covering budgeting to Super and investing, will help you make 2020 your financial year yet. Don’t delay, start listening and start getting it done.Kickstart your 2020 goals at our FREE Beginners Finance Event (Jan 29th, 2020). Secure your ticket now: https://generalassemb.ly/education/kickstart-your-2020-financial-goals/melbourne/99686Master your finances with Owen’s finance programs:https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
The Australian Finance Podcast is coming to Melbourne -- THIS MONTH! Woo!Get your tickets & learn more here at this link: https://generalassemb.ly/education/kickstart-your-2020-financial-goals/melbourne/99686Owen's blog post: https://www.rask.com.au/2020/01/09/5-things-i-wish-i-knew-about-investing-finance/ Take a Rask course: https://education.rask.com.au/How To Money: https://howtomoney.online/
Going abroad for a weekend, a month or for… ever!? Setting aside some time now to the most of your finances back home in Australia and when you're on the road can make the world of difference. Kate and Owen from The Australian Finance Podcast discuss some tools and tips for saving money on currency exchange, getting your money, setting your finances on autopilot and more.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
In this episode of the Australian Finance Podcast, Owen and Kate discuss the FIRE movement. FIRE stands for Financial Independence, Retire Early (or as some people like to call it, FIOR - Financial Independence, Optional Retirement). It’s as much of a mindset as it is a way of life or an aspirational goal. FIRE is all about increasing your savings rate, consuming less, pursuing happiness and having the financial freedom and flexibility to choose if, how and when you work.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
As much as we love Christmas celebrations with friends and family, it can be an expensive and stressful time of the year. In this episode of The Australian Finance Podcast, Kate and Owen discuss how by starting to get ready early you can avoid the last minute rush, and by planning your budget you can avoid unnecessary expenses.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Cars, mortgages and education, these are the three biggest expenses for most Australian households. In this episode of The Australian Finance Podcast, Kate and Owen tackle the three BIG expenses and how you can nail them once and for all!Topics include:* Pre- and primary school education – is it worth it? * School: Public or Private? * Buying, selling and using a loan for: Cars * Mortgages &… don’t be lazy
Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Ethical investing. Sustainable investing. Impact investing.What is ethical investing and why is it such a big deal? In this Australian Finance Podcast episode Kate and Owen talk about the types of ethical or sustainable investing, how you can do it, what to look for and consider, and whether it’s worth it at all.Topics include:What is ethical investing?How can you have an impact with your investments?Is it expensive to invest ethically?What should you be looking for? (or not looking for), andWhose ethics are we talking about?Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
When it comes to money, humans have (slightly developed) monkey brains! Behavioural finance is a topic everyone needs to hear because, chances are, unless you've worked hard to identify your biases, you won't even know your biases or habits are impacting your decisions. In this Australian Finance Podcast Kate and Owen discuss the most common behavioural biases and psychological tips to help you succeed with money, investing -- and life!Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Nicole Haddow is a Melbourne-based journalist and author of Smashed Avocado - How I Cracked The Property Market & You Can Too. Buying her first home led Nicole to become passionate about helping people enter the property market. She was the executive property writer for the Australian Financial Review. She documents alternative methods of purchasing your first home at smashedavocado.net.SPONSOR: This episode was kindly sponsored by The Rask Invest ETF program. Find out more at: https://invest.raskfinance.com/affiliate/join-podcast/RASK INVESTOR EVENTS & WORKSHOPS: https://www.raskmedia.com.au/rask-events-australian-events-for-investors/FULL SHOW NOTES: www.raskfinance.com/the-australian-finance-podcast
Warren Buffett is the Co-Chairman & CEO of Berkshire Hathaway. He's one of the richest people on earth. Probably the best investor ever. But why does he matter? Kate and Owen discuss their favourite Buffett quotes, why he's probably your best investing source (and freely available!).Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Don’t leave setting financial/money goals to January each year - this is something you can do at any time, and review on a regular basis. Your money goals don’t have to only focus on saving money, one of your goals might be to learn more about investing or understand how your super works.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Need some tips on how to negotiate your salary and get a pay rise? Whatever do you, don't put it off!Companies rarely approach you with their best offer, they’ll have a scale that they can negotiate between. You might not ask for the higher amount, which means more savings to them. Working harder isn’t enough to get most of us a raise - we have to ask for it.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Did you know, if you pay 25% tax you're effectively working 3 months (25%) of your year just to pay the Tax Man?Ugh...In this episode of The Australian Finance Podcast, Kate & Owen talk taxes, why we pay them, how we pay them and when we pay them. Topics covered include: Income tax * Capital gains tax * Company tax * Franking credits * Tax deductions * How to find an accountant * Private health insurance * The Medicare Levy*
Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Like money?Got time?Have a hobby?Get a side hustle! Earning extra money without having to give up the stability of an existing job is a powerful motivator.In this episode Kate drops her wisdom on side gigs and Owen chimes in with some nuggets too.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
In this Australian Finance Podcast episode we discuss how we go about using and consuming financial media, and discuss some of the ideas the experts have on how best to filter through the mud.* Who should you listen to? * Do they know what they’re talking about? * Are my previously held opinions incorrect? * Are their claims based on fact, fiction or FLUFF? * Have they cherry picked their numbers and statistics?
Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Kate and Owen from Australian Finance Podcast were joined by Alec (Ren) and Bryce, co-hosts of the Equity Mates podcast for an Australian finance podcast extravaganza!We share our introduction to finance/investing, and experiences with our podcast series since.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Your friend: "Just Afterpay it, yo!"You: "Yolo!"Guess what?In this week's Australian Finance Podcast episode Kate plays both sides of the Buy Now, Pay Later (BNPL) debate and Owen offers a (very poor) overview of each of the major BNPL apps like Afterpay, Humm and Zip that are available in Australia.ARE YOU FACING FINANCIAL DIFFICULTY?Please call the debt helpline today (it's free!): 1800 007 007Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
This short episode gives Kate and Owen a chance to reflect on their worst investing mistakes and lessons learned, including: How Owen lost big buying shares in Slater & Gordon and Newsat -- and why he bought a ute using a personal loan* (WTF was he thinking!), and * Why Kate decided to become a day trader... while also working full time (during the day!)
* FULL SHOW NOTES ***
What Australian investing apps, finance tools, brokerage accounts and bank accounts do Kate and Owen from The Australian Finance Podcast use every day and month?Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
We love talking about ASX ETFs on The Australian Finance Podcast and how they have made the world of investing more accessible.While they can be risky we know they’re simple and they work, and you don’t need any financial know-how to get started. It’s as easy as opening up a brokerage account, picking a low cost diversified ETF and buying small parcels frequently over a long period of time. They can be your entire portfolio or just the core, but they instantly open up the world of investing to you. They definitely have changed our investing journeys, and have simplified the complex world of finance. So in this episode we talk about exactly why we’re so keen on ETFs.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
You’ve covered the basics and started building your financial toolkit, and are ready to take the next step. The only problem is you don’t know where to start. Taking the step between thinking and doing can sometimes be overwhelming, so in this episode Owen and Kate break down the key steps to start taking control of your financial future.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
You: "Diversification. That's something to do with eggs and baskets, right?" Not so fast, buster…Diversification means spreading your investments so you can help control the total risk of your investment portfolio. The aim of diversification is to hold investments that perform differently to each other so that losses made on some investments will be balanced by what you gain on others. However… there are other types of diversification that you need to know about. Tune in now!* FULL SHOW NOTES ***Kate on TwitterOwen on Twitter
Ted Richards is a behavioural economics/investment expert at Six Park. Ted is the host of the Richards Report investing podcast and a former AFL player for the Sydney Swans. In this episode of the Australian Finance Podcast, Kate, Owen and Ted talk about behavioural biases and how they can work with -- or against -- you, such as:* Loss aversion * Status Quo * Availability bias - overweighting small probabilities * Projection * Confirmation * Recency * Present bias
Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
The Australian Finance Podcast's tackles Listed Investment Companies (LICs), such as those listed on the ASX.What is a listed investment company or LIC?How do they differ to ETFs and managed funds?Can I buy them on the ASX?What are the risks of LICs?In this episode of The Australian Finance Podcast, Kate and Owen answer all that and loads more.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
In this episode of The Australian Finance Podcast, Kate and Owen discuss what it means to "invest in yourself", why it's so darn important, and how you can start today. Kate also busts some myths when it comes to "Side Hustles" and HECS or HELP loans -- including when you get one, how they're repaid and ask 'should I repay my student loan?'.Finally, the team concludes by asking, "are robots going to take my job?"Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
The Australian Finance Podcast welcomes Bronwyn, author of Miss Money Box. Miss Money Box is a free source of education on personal finances, investing, Superannuation and loads more.In this episode, Kate, Owen and Bronwyn discuss money lessons they’ve learned from TV shows and films like Game of Thrones.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Compound interest is the single most important money and finance concept everyone needs to know, understand and USE! But what the heck is compound interest and how do you get your money to work for you?Kate and Owen explain everything you need to know in this episode of The Australian Finance Podcast.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Need to get financial advice? How about tax advice or help from a lawyer? Where do you start? Finance is bloody confusing. While it's often cheaper and far more empowering to learn it for yourself we know it's NOT for everything. This episode is all about getting access to the best advice and information which is often free, and avoiding dodgy advisers and scammers who seem to be lurking around every corner. SHOW NOTES: https://www.raskfinance.com/the-australian-finance-podcast/Owen on TwitterKate on TwitterHow to Money WebsiteASK A QUESTION
Are shares like gambling? Are they risky? How do I buy shares? How much do I need?If you ever ask yourself questions like that, this episode is what you need. We’ll tell you what the sharemarket is, how it works, why it works, why Owen buys individual shares and more.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
WTF is an ETF?Are Robo Advisers really robots?Did I put my undies on today?These are all important questions to ask, so we'll be answering some of them today. This episode is designed for people who like to make money and get rich slowly. Don’t watch your friends get rich, in less than half an hour we’ll tell you how you can learn the not so mystical art of investing, how you can get started in like 5 minutes with just a few hundred bucks and what to look for.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
True or false: Australian property prices double every 10 minutes? In this episode we’re going to debunk some of the myths of property, give you a checklist on what to do, explain the best ways to save for a deposit, the best ways to get burned by property, tell you how you can get into the property market with around $500 and attempt to answer “why the heck does anyone buy an apartment off the plan?”Want to learn more about REITs? Fast-forward to 50 minutes.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
What the heck is Super and who cares? You will. This episode of The Australian Finance Podcast is short and sweet. We’ll tell you why you need to give a damn, the simplest ways to change Super funds, how to check your insurance, ways to add extra and how most people could retire with a few hundred grand extra. If you follow the ideas in this episode, we think it could be the most important 25 minutes of your financial life.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
What are the basic rules of investing in shares, property or Super in Australia?In this episode, Kate and Owen explain investing 101.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Have you heard the phrase cash is king before? Well, in this episode we’re diving into why that phrase doesn’t quite hold true, and the downsides to purely leaving your money in cash. We’ll also look at the difference between saving and investing, and dispel some of those pesky rumours that are holding you back from investing. Let’s just say, you definitely don’t need to be wealthy to start investing and building wealth.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Stuff happens in life that you don’t expect – we both know that, but despite that knowledge, we often don’t prepare financially for when (excuse my French), shit hits the fan.Take Owen’s finance courses: https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
You’ve seen Afterpay popping up all over the place, and are starting to realise that it’s a lot easier to get a credit card than you thought. Maybe you’ve decided to pay off your consumer debt and cut up your credit card. In this episode, we break down the various debt and credit products you may be already using or looking at, chat about the true cost of a personal loan and some debt demolition methods.Take Owen’s finance courses (FREE): https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Banking, Budgets and Emergency Funds! We know they’re probably some of your least favourite words but when it comes to your finances, they’re probably some of the most important. Without understanding the products that you’re using, your money in/money out picture and having an emergency fund for life’s unexpected curveballs, you’re putting yourself in a position where your money (or lack of) controls you.In this episode, we break down some of the key things you should look for in your common banking products, how to start putting together your budget and why an emergency fund is an essential step towards building a sound financial future!Take Owen’s finance courses (FREE): https://www.rask.com.au/sign-up-financeSHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/How To Money: https://howtomoney.onlineThis podcast contains factual/general information only. It is NOT financial advice of any kind. 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.
Does the topic of money stress you out or make you want to run for the hills? Are you interested in achieving financial freedom and getting out of debt? Are you trying to save up for your dream vacation, house or retire comfortably? Although we can’t snap our fingers and make those things a reality for you right now, if you stick with us during this podcast series it is our intention that you’ll walk away with actionable knowledge and resources to kick-start those goals and work towards making them a reality.Show Notes: https://www.raskfinance.com/the-australian-finance-podcast/How To Money website: https://medium.com/how-to-money