10 financial planning questions answered (for every age!)
Alex Luck from Everest Wealth answers 10 of the most important money questions — from investing and super to family budgeting and debt recycling — to help you build long-term wealth with confidence.
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Show Notes
In this Australian Finance Podcast episode, Owen Rask is joined by financial adviser Alex Luck from Everest Wealth to answer 10 of your most pressing money questions. Whether you're starting out, growing a family, or managing a business, this episode covers smart strategies for long-term financial success.
They discuss:
- How Trump, tariffs & uncertainty impact your investments
- Choosing the right investment platform for your goals
- What is debt recycling & how to do it safely
- The biggest fear holding people back from investing
- Two smart ways to save for your children’s education
- One cash flow tip every family needs to hear
- Super strategies for 35-year-olds & why most people get them wrong
- Is a balanced fund right for you, or should you go higher growth?
- The First Home Super Saver Scheme: is it worth it?
- The biggest money mistake business owners make (and how to avoid it)
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Resources for this episode
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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 unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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) – here
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