
Australian Finance Podcast
794 episodes — Page 5 of 16
New super funds, divorce settlement and using your leave entitlements wisely | Q&A with Gemma and Owen
In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell answer the questions you have sent in, plus they chat about their own investment wins and losses that became lessons. If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember, we can't give personal advice, so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: Using your leave entitlements after finishing up work New super fund – do I need to add $6K to get insurance? Best way to use a divorce settlement Invest with $50- what am I doing wrong? When to DIY and when to see an adviser for ETF investing PLUS Gemma and Owen talk about their best investments to date. Got questions? Send them in & subscribe for weekly episodes Resources for this episode Join the Rask Community - Free Rask Account sign up Rask Advice: https://www.rask.com.au/advice Rask ETF Series- https://youtu.be/r_unbyby6Sg Rask ETF free course- Beginner's ETF Investing Course Gemma's Instagram: https://www.instagram.com/gemmamitchell.finance Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #finance #asx Learn more about your ad choices. Visit megaphone.fm/adchoices
A200 ETF Review
In this episode of The Australian Finance Podcast, Owen Rask is joined by Tom Wickenden, Investment Strategist at BetaShares, to dive into A200, BetaShares' Australia 200 ETF. They explore: What makes A200 unique among Aussie share ETFs How its ultra-low fees can benefit investors The major companies inside A200 and why they matter Franking credits and how they impact your returns How A200 compares to other ASX ETFs Who might consider investing in A200 If you enjoy this episode, subscribe for more on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction Who is Tom Wickenden & What is BetaShares? What is A200 and what does it invest in? Why A200 is the lowest-cost Australian shares ETF The top companies inside A200 (CBA, BHP, ANZ, etc.) How franking credits work with A200 How A200 fits into a diversified portfolio Comparing A200 to VAS & other ASX ETFs How to decide if A200 is right for you Final thoughts and how to learn more Resources for this episode 📄 Learn more about A200: A200 Betashares ETF ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Try it now 📈 View BetaShares' full range of funds - See more ~~ Rask resources ~~ 🔗 Explore all Rask services - Click here 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - Read more ❓ Ask a question (select the Finance Podcast) - Submit here 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. It does not take into account your personal objectives, financial situation, or needs. Always consider whether the information is appropriate to your circumstances before making investment decisions. If you’re unsure, consult a licensed financial planner. We do not guarantee the accuracy of the information in this podcast, including financial, taxation, and legal details. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial adviser, or financial planner. Access The Rask Group's Financial Services Guide (FSG) for more information. #invest #RaskInvest #ASX Learn more about your ad choices. Visit megaphone.fm/adchoices
Budgeting = A System for Your Money (Not a Restriction!)
In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell talk about why budgets get a bad rap and why they might just be your answer to building wealth. If you like this Australian Finance Podcast episode, check out our other episodes and our budgeting FREE course. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Gemma and Owen break down why budgeting doesn’t have to feel restrictive—it’s simply a system to give your money direction. They share real-life client examples showing how the right money system creates clarity, reduces overwhelm, and helps people take control of their finances with confidence Key Takeaways: A budget is a plan, not a restriction. Setting up separate bank accounts makes money management easier. Rotating spending cutbacks prevents feeling deprived. Focus on what you’re adding to your life, not just what you’re cutting. Resources for this episode Gemma spreadsheet for budget Ask a question (select the Finance podcast): https://bit.ly/R-quest Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Thematic ETFs to Watch in 2025
In this episode of The Australian Finance Podcast, your host Owen Rask is joined by Hugh Lam, Investment Strategist at Betashares, to discuss five key thematic ETFs poised for 2025. They cover: What thematic investing is and why it matters The difference between long-term trends and market fads Five ETFs that capture mega-trends shaping the global economy How to evaluate ETFs for risk, performance, and diversification If you enjoy this episode on thematic ETFs, make sure to subscribe to our podcast on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Welcome & Introduction What is Thematic Investing? How to Identify Long-Term Trends vs. Fads ETF #1: Australian Quality (AQLT) – The Power of Quality Investing ETF #2: Australian Cash Plus Fund (MMKT) – A Safe Haven or Growth Play? ETF #3: Global Cybersecurity (HACK) – The AI & Cyber Defence Boom ETF #4: Gold Bullion (QAU) – Is Gold a Hedge Against Uncertainty? ETF #5: India Quality (IIND) – Why India’s Market is Gaining Momentum How to Use Thematic ETFs in Your Portfolio Final Thoughts & How to Ask Your Finance Questions Resources for this Episode 📄 Learn more about these ETFs: Australian Quality (AQLT) – Learn More Australian Cash Plus Fund (MMKT) – Learn More Global Cybersecurity (HACK) – Learn More Gold Bullion (QAU) – Learn More India Quality (IIND) – Learn More ~~ Show Partner Resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit – Join Here 📊 Get 50% off your first two months using PocketSmith – Try PocketSmith 📈 View Betashares' full range of funds – Explore ETFs ~~ Rask Resources ~~ 🔗 Explore all Rask services – See More 📋 Learn about Rask Financial Planning – Get Advice 📈 Start investing with Rask – Start Now 📜 Access Show Notes – Read Here ❓ Ask a finance question (just choose the finance podcast) – Submit Here 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Past 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) – Read Here Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Start Investing in 2025: A Step-by-Step Guide
In this Australian Finance Podcast episode, your host Owen Rask walks you through how to start investing in 2025, covering everything from investment platforms and brokerage accounts to micro-investing and ETFs. You'll learn: Why an emergency fund is crucial before investing How to choose the right investment platform (Raiz, Perla, CommSec, etc.) What ETFs are and why they’re great for beginners The step-by-step process to get started today If you like this Australian Finance Podcast episode, don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Why You Need an Emergency Fund Before Investing The 3-Year Investing Apprenticeship: What You Should Learn Starting Small: The Best Way to Begin Investing Understanding ETFs: Why They’re a Great First Investment How to Pick the Right Investment Platform Micro-Investing Apps: Perla Micro, Raiz, Sharesies, CommSec Pocket Traditional Brokerage Accounts: SelfWealth, Stake, NABTrade Automated Investing & Diversified ETFs (VDHG, DHHF, etc.) How to Write an Investment Thesis (Your Personal Investing Plan) Understanding Brokerage Fees & How to Minimize Costs Verifying Your Investment Platform: Checking for an AFSL How to Avoid Scams & Ensure You’re Investing Safely Resources for this episode 📄 Learn more about ETF investing: Learn ETF investing basics from the Rask team Rask Beginner Shares Course ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Start tracking your money 📈 View BetaShares' full range of funds - See ETFs here ~~ Rask resources ~~ 🔗 Explore all Rask services - Check them out 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - View here ❓ Ask a question - just select the Finance Podcast - Submit your question 📲 Follow us on social media: 📸 Instagram: @rask.invest 🎵 TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re 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 - Read it now. Learn more about your ad choices. Visit megaphone.fm/adchoices
What do I do about my private health insurance?
In this Australian Finance Podcast episode, your host James O'Reilly, from Northeast Wealth speaks with longevity expert Dr Steven Lu about how to get the best Private Health cover for you, the health issues where you’ll most need it, and the times you won’t. If you like this Australian Finance Podcast episode on navigating Private Health Insurance, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This episode was originally featured on the Australian Retirement Podcast. Topics covered today: The history of Private Health Insurance (PHI) in Australia Why having PHI can significantly reduce your tax bill When does PHI deliver good value for policy holders? What are the major pitfalls of PHI? Spending on disaster recovery, versus disaster prevention How Australian Private Health Cover is changing today Your options if not taking out PHI How you can take action today Resources for this episode Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Weekly Q&A- your investment questions answered
In this episode, Owen is joined by Gemma Mitchell who steps in for Drew Meredith while he is away. This week they are answering your questions plus a quick update on how the portfolios are going and talk about transferring shares- what it means, why you’d do it and how it can go wrong. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
[Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking
Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice. Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~ Mortgage broking: https://bit.ly/R-services ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How geared ETFs can grow your portfolio, ft. Betashares' Cameron Gleeson
In this episode of The Australian Finance Podcast, Owen Rask is joined by Cameron Gleeson from BetaShares to discuss geared ETFs. They cover: What gearing means and how it applies to investments Margin loans vs. internally geared ETFs Why gearing is commonly used in property but under-utilised in shares How BetaShares Wealth Builder ETFs provide structured leverage Why self-managed super funds (SMSFs) might benefit from these ETFs 🎧 Listen & Subscribe: Apple Podcasts Spotify YouTube 📲 Follow us on Social Media: Instagram – @rask.invest TikTok – @rask.invest Topics Covered & Timestamps 0:00 Welcome & Introduction 2:30 What is Gearing & How Does It Work? 6:00 Why Gearing is Common in Property but Not in Shares 10:20 The Role of Leverage in Building Wealth 15:50 Risks & Benefits of Geared Investing 20:30 How BetaShares’ Wealth Builder ETFs Work 25:10 The Difference Between Margin Loans vs. Internally Geared ETFs 30:20 How Interest Rates on Geared ETFs Are Determined 35:00 Gearing in Self-Managed Super Funds (SMSFs) 40:10 Comparing Returns: Geared vs. Ungeared ETFs 45:00 Who Should Consider These ETFs? 50:00 Cameron’s Advice for Investors Considering Gearing 55:00 Final Thoughts & How to Stay Connected 📄 Resources for this Episode 🔗 Learn More About Geared Investing & ETFs: BetaShares Wealth Builder ETF – betashares.com.au Rask Education – raskmedia.com.au ❓ Ask a question (select the Finance podcast) ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit 📊 Get 50% off your first two months using PocketSmith 📈 View Betashares full range of funds ~~ Rask resources ~~ 🔗 Explore all Rask services 📋 Learn about Rask Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re 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) Learn more about your ad choices. Visit megaphone.fm/adchoices
Market Crashes, Brokers going bust, and Owens model portfolios | Q&A with Gemma and Owen
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: What is going on with the share market right now? Novated Lease update from last week's discussions Is Owen Rask on Twitter? Why it pays to be cautious online. What is a diversified portfolio? ETFs, asset allocation & risk. What happens if Pearler or Stake go bust? Do you keep your shares? Owen’s model portfolios vs. VDHG—which is better for you? Loyalty programs & subscriptions—worth it or a waste? Plus.. Gemma shares some big news! Got questions? Send them in & subscribe for weekly episodes Resources for this episode Join the rask community- Free Rask Account sign up - Rask Free investing courses - Beginner's ETF Investing Course and Beginner Shares course ETFs Owen discussed - F100 and IVV Rask Advice: http://www.rask.com.au/advice Gemma's Instagram: https://www.instagram.com/gemmamitchell.finance/?hl=en Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Build Passive Income with ETFs
In this Australian Finance Podcast episode, your hosts Owen Rask and Tom Wickenden break down how to build passive income with ETFs. They cover: What passive income is and how it works The best ETFs for generating reliable income How the 4% rule helps you reach financial freedom Why diversification is essential for income stability If you like this Australian Finance Podcast episode on building passive income, you'll love our series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 Welcome & Introduction 2:30 What is Passive Income? 6:45 How ETFs Can Pay You an Income 10:20 Understanding Yield & Distributions 15:30 The 4% Rule & Retiring Early 20:15 Common Passive Income Sources 25:10 The Risk of Chasing High Yield 30:40 Why Diversification Matters for Income 35:50 ETF Breakdown: QOZ (Smart Beta Aussie Shares) 40:20 ETF Breakdown: YMAX (Boosting Dividends with Options) 45:00 ETF Breakdown: MMKT (Cash Plus ETF – Better Than a Bank?) 48:30 ETF Breakdown: OZBD (Bonds for Income & Stability) 53:00 How to Structure a Passive Income Portfolio 58:15 Final Thoughts & How to Ask Your Finance Questions Resources for this episode 📄 Learn more about passive income investing: QOZ – Smart Beta Aussie Shares YMAX – Yield Maximizer Fund MMKT – Cash Plus ETF OZBD – Composite Bond Fund What is the 4% Rule for Retirement? ❓ Ask a question (select the Retirement podcast) ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit 📊 Get 50% off your first two months using PocketSmith 📈 View Betashares full range of funds ~~ Rask resources ~~ 🔗 Explore all Rask services 📋 Learn about Rask Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re 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) Learn more about your ad choices. Visit megaphone.fm/adchoices
The Power of Equality: It’s for All of Us
In this Australian Finance Podcast episode, your host Gemma Mitchell chats with Lacey Filipich, founder of MoneySchool, about International Women’s Day—what it really means, why it matters for everyone, and how gender equality benefits both women and men. If you like this Australian Finance Podcast episode, you'll love the other episodes where we cover lots of areas to help your financial journey. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: What International Women’s Day is and why it matters What about International Men’s Day? (Spoiler: It’s Nov 19!) The gender pay gap vs. equal pay – what’s the difference? Financial challenges women face in pay, super, and investing Why more women in leadership benefits everyone How gender equality helps men too One simple action to create change Resources for this episode Connect with Lacey-Money School | Financial independence and education Learn more about IWD: International Women's Day 2025 Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Crystal ball on ETF performance, Market crashes in retirement & investing in business | Q&A with Gemma and Owen
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!. Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: Should you consider your business an investment? Should an emergency fund be in an offset account? What happens if the market crashes and you're retired? Can I cancel my financial adviser? And Owens insights into which ETF he would love a crystal ball to sneak peak its future performance and why Resources for this episode Free business course Rask Advice Gemma's Instagram ETFs mentioned by Owen: HACK, FOOD Ask a question (select the Finance podcast) ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
RSUs: How can I get the most from my package?
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer at RASK, talks with James O'Reilly, from Northeast Wealth about how to maximise the financial outcomes from your RSUs and ESPP options. If you like this Australian Finance Podcast episode on maximising your RSUs, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: What are RSUs? How do they differ from ESPPs? Why do RSUs exist and how do they work? The inevitable tax complexities that accompany RSUs Effectively managing cashflow How can I ensure my RSUs help me to achieve my big financial goals? Common mistakes made with RSUs How you can take action today Resources for this episode Northeast Wealth’s free RSU Management spreadsheet: Https://docs.google.com/spreadsheets/d/1d3KtS73aazJsS2OTj43VHPPG2Yqqsj_h/edit?usp=sharing&ouid=106053867535240111886&rtpof=true&sd=true Video from James explaining how to use this: https://www.loom.com/share/dc24459682964b24961a2cdf664eccdb Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Love, Lies & Lost Savings: Tracy Hall’s Journey After a $70M Con
In this Australian Finance Podcast episode, your host Gemma Mitchell, chats to Tracy Hall, author of The Last Victim, to hear her incredible story of love, deception, and financial betrayal at the hands of notorious conman Hamish McLaren. Tracy opens up about how she lost everything—her trust, her savings, and her sense of security and how she hasrebuilt stronger than ever. If you found this Australian Finance Podcast episode on rebuilding your finances insightful, there's more to explore! Check out our other episodes covering investing, saving, financial resilience, and smart money moves to help you take control of your financial future. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: What happened? How it happened and if there were any red flags? What was the hardest part of rebuilding—your finances, your confidence, or something else? How Tracy rebuilt, and how others can- regardless of the set back they've faced How the experience has shaped her life, work and money now. Plus, a dive into how different financial crimes unfold, their lasting impact, and the lessons we can learn to protect ourselves. Resources for this episode Connect with Tracy -The Last Victim | Tracy Hall (1) Tracy Hall | LinkedIn www.instagram.com/tracyleehall/ Ask a question (select the finance podcast):https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Reverse Mortgages, debt & super contributions and picking your platform| Q&A with Gemma and Owen
In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell answer the questions you have sent in. If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: What should I expect to pay for financial advice? And payment options? Should I take out a personal loan to add money to super? How do I pick an investing platform? Reverse mortgages- will we need one? And we have an update on the Education fees we discussed in last week's episode. Resources for this episode See if you are on track for super- MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au See if you are on track to pay off your mortgage by your planned retirement- Mortgage calculator - Moneysmart.gov.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Where to find (good) income in Australian shares & ETFs, ft. Tom Wickenden
Where can an investor find income from shares or ETFs in 2025? Given the rise of the share market, people are worried about where their income might come from. VIDEO VERSION: https://youtu.be/QT1bPgbIVKc In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, is joined by Betashares' Tom Wickenden, to talk about finding passive income from ETFs. If you like this Australian Finance Podcast episode on passive income from ETFs, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Why income matters in 2025 What is "yield" and how is it calculated? Are Australian shares still good for income? Why ETFs can unlock more sources of income One big theme for 2025 & beyond An overview of 5 ETFs: A200 AAA YMAX CRED EX20 Resources for this episode Betashares ETFs to research: https://bit.ly/beta-25 Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLOSURE: Betashares is a long-term sponsor of the podcast. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Family trusts, super contributions and saving tax | Q&A with Gemma and Owen
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!. Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: My employer super contributions showing as personal contributions – is this an issue? Is setting up a family trust or company a good tax strategy for property investment? I’m adding extra to super- is this worth it for me? How much do I need to retire comfortably? Do I have enough? Resources for this episode MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
PocketSmith co-founder Jason Leong: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leong, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country. If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios. If you like this Australian Finance Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Creating a life-affirming budget Open banking Scaling a business to 300,000 SaaS customers Vintage shopping What a good budget looks like The future of money automation Resources for this episode Get 50% off your first two months using PocketSmith Pocketsmith global spending map Jason's first podcast Ask a question (select the Finance Podcast) Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Super a good investment, private school, and ETFs or property - weekly Q&A with Gemma & Owen
Is Super a good investment? Should I buy a house with family? Do I save for property or for shares? On this Australian Finance Podcast, your hosts, money coach and financial adviser Gemma Mitchell and Owen Rask, Chief Investment Officer at Rask, answer your questions and dive into what's making news this week. Topics covered today: When buying a house with family... goes wrong Gemma is famous (again) Review my budget! Binding financial agreements Owen is reading This Is Strategy by Seth Godin Managing money in a couple Does it make sense to put money in Super? Is starting an SMSF to invest in residential property a good idea? Private school: how to save for it as a single parent Resources for this episode Book a call with Gemma: https://calendly.com/gemma-rask/quick-chat-rask Book a call with Mitchell for investing: https://calendly.com/mitchell-wswf/investing-the-rask-way-sn Join the free community (e.g. to get event updates): https://community.rask.com.au (psst, you need a free Rask account to access it - for safety) Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you worried about US shares? Ways to invest in 2025, AI & more
Are you worried about the US market? Or wondering how to invest in 2025? In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, is joined by Betashares' Hugh Lam, to talk about exciting ways to play US and global stock market in 2025. If you like this Australian Finance Podcast episode on investing in US stocks, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Is 2025 going to be as good as 2024? Stock market impact of Donald Trump and AI How to invest in AI stocks Why US stocks are winning How to play defence What's driving the NASDAQ 100? Key investing themes for 2025: defence, cyber and AI How to carefully manage risk in your ETF portfolio An overview of ETFs: QUS, YMAX, NDQ, HACK & ARMR Resources for this episode ARMR ETF: https://www.betashares.com.au/fund/global-defence-etf/ Betashares ETFs to research: https://www.betashares.com.au/fund/ Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Are car leases worth it? Budgeting for freelancers & how Owen saved $10,000 on an engagement ring [Part 11 of 11]
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 11 of 11 of our 2025 summer series, covering all of your questions and answers (Q&A). In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topics covered: How do I budget if my income isn't regular? My partner and I have different money habits? Owen says don't add extra to Super if I'm under 45 - is it risky? In 2024, Owen mentioned saving thousands on an engagement ring? How? Are car leases worth it? How can I convince my dad to see an adviser? ~~ Resources ~~ Summer Series PDF workbook View the Betashares funds Get advice from Rask ASK A QUESTION FOR NEXT WEEK: https://bit.ly/R-quest View the Betashares funds Hnry.com.au - for sole traders & tax The diamond website Owen used - https://www.jogiadiamonds.com.au/ This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #superannuation Learn more about your ad choices. Visit megaphone.fm/adchoices
Protect your family: Insurance, Wills & Emergency Funds [Part 10 of 11]
When and why should you get income protection and life insurance? Do I really need a Will? Isn't my emergency fund a type of insurance? On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 10 of 11 of our 2025 summer series on income protection, life insurance, Wills & estate planning, and using an emergency fund. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is understanding risk and how to protect your family. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #superannuation Learn more about your ad choices. Visit megaphone.fm/adchoices
How tax works (and how to save on it!) [Part 9 of 11]
How does tax work in Australia? And more importantly, how can you save on it? On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 9 of 11 of our 2025 summer series on understanding and managing tax in Australia. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is understanding how tax works and what it means to you. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #superannuation Learn more about your ad choices. Visit megaphone.fm/adchoices
Investing in shares & ETFs in 2025 (step by step guide) [Part 8 of 11]
Want to start investing in shares or ETFs in Australia in 2025? Beginner investor, you're investing in the right podcast episode! On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 8 of 11 of our 2025 summer series on investing in shares and ETFs for the first time. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is investing in shares and ETFs, and how to do it safely. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #superannuation Learn more about your ad choices. Visit megaphone.fm/adchoices
Making the most of Super [Part 7 of 11]
If you have Super in Australia, you're an investor in the share market! Every month, 11.5% of your salary is going to be added to your long-term investments. Congrats, you investor! On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 7 of 11 of our 2025 summer series on Superannuation and how to maximise your money. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is Superannuation and getting the most out of it. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #superannuation Learn more about your ad choices. Visit megaphone.fm/adchoices
Smashing property goals (5 expert tips) [Part 6 of 11]
Australian property prices are going through the roof! So how can you nail your property goals as a first-home buyer, family home owner or investor? On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 6 of 11 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is property and getting the most out of it. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #australianproperty Learn more about your ad choices. Visit megaphone.fm/adchoices
How to get out of debt in 2025 (strategies & resources) [Part 5 of 11]
How do I get out of debt? Join us for Part 5 of 11 in our summer series, which is all about understanding, managing... and getting out of - debt! On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 5 of 12 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is debt and cashflow management. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #debtfree Learn more about your ad choices. Visit megaphone.fm/adchoices
Salary, passive income & boosting income [Part 4 of 11]
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 4 of 11 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is about boosting your salary and getting more income. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #career Learn more about your ad choices. Visit megaphone.fm/adchoices
How to budget like a pro in 2025 [Part 3 of 11]
Want to budget like a pro in 2025? This expert podcast explains how to budget like a pro, with financial adviser Gemma Mitchell. On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 3 of 11 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is about budgeting and making the most of your money in 2025. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #budgeting Learn more about your ad choices. Visit megaphone.fm/adchoices
Behavioural finance 101: Your money mindset [Part 2 of 11]
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 2 of 12 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is knowing your money and investing mindset, and how to get started. PDF workbook Get help from Rask View the Betashares funds This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Knowing your values, setting goals and where to get financial help [Part 1 of 12]
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer OwenRask dive into part 1 of 12 of our 2025 summer series on financial foundations. In our summer series episodes for 2025, you will find: 20-25 minutes of essential finance concepts An explainer of where to get help and who to work with A link to Gemma & Owen's full PDF workbook 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF) Today's topic is goal setting, knowing your values and where to get help. PDF workbook: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf Get help from Rask: https://bit.ly/R-services View the Betashares funds: https://bit.ly/beta-25 This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25 ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ Invest with Owen: https://bit.ly/R-services All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How to set financial goals like a pro, with financial adviser Gemma Mitchell
Financial adviser Gemma Mitchell and Owen Rask explain how to set (and smash!) 2025 financial goals on this episode of The Australian Finance Podcast. Note: this episode is not part of our Summer Series (it starts this Friday) but you can jump ahead of the curve and get our financial goal-setting workbook (PDF) for free by clicking here: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf Goal topics covered: A bit about Gemma Common financial goals and how to achieve them Gemma's pro tip Owen's pro tip Why goals fail Gemma's 5-step process for goal setting Owen & Gemma's top goal for 2025 ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
2024 wrap: Pearler & Rask year in review
Go behind the scene at Pearler & Rask, with Owen Rask and Pearler co-founders Nick Nicolaides and Hayden Smith, as we recap 2024 together. Topics covered: Pearler's core focus areas - mistakes, successes and new horizons Rask's audience in 2024 Why Rask did our rebrand and how we did it How much money Pearler manages on its platform Future of finance technology & Rask's educational focus Video version: https://youtu.be/yhV6U9uC9MY ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Inside Qantas' Chairman's Lounge, power abuse and what happens in Canberra
Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Finance Podcast. Get Joe's book: Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760 Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ Topics covered: 1:30 - How Joe keeps companies accountable 8:45 - Harvey Norman red flags 15:30 - Joe Aston's research process 23:00 - Joe Aston on Qantas story 26:46 - What is the Chairmans Lounge? 32:30 - Virgin & Qatar coming for Qantas? 36:20 - Finding sources in journalism 38:00 - Bias in journalism 46:15 - Power abuse in business 50:45 - Youth is wasted on the young ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
2024 Year in Review: knowing yourself, crypto Gandhi, killer companies and the power of optimistim
Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more! Episodes to watch next (in order of first appearance in the Review): John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0 Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/ Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48 Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287 Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/ ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How Equity Mates was built, asking the right questions and Alec Renehan's favourite media business
In this Australian Finance Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews. Topics covered today: How Ren asks the right questions, in any context Ren's story & how Equity Mates came to be The media company Ren would buy Where we are in the rise of ETFs Where we are in the rise of podcasting ~~ Episode resources ~~ Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/ Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469 ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Grant Hackett: rituals, performance, managing 300 staff and using investment bonds
In this Australian Finance Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years. In this podcast with Grant Hackett, Owen and Grant discuss: What Grant took from the pool to his CEO role Why he moved into finance How to inspire and lead a team How Grant thinks about personal and professional growth Investment bonds - how and why they work The tax of investment bonds Potential changes to Superannuation you need to know How Grant makes investment decisions as a CEO ~~ Episode resources ~~ Lifebuilder (investment bond): https://bit.ly/rask-bond1 Childbuilder (investment bond): https://bit.ly/rask-bond2 Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest ~~ Timestamps ~~ 0:30:00 - becoming CEO of Generation Development (ASX: GDG) 7:00 - leadership skills 17:00 - a passion for finance 18:00 - overcoming doubt to win gold 22:00 - managing a team more effectively 30:00 - Investment bonds explained 35:00 - 10-year rule and 125% rule 42:00 - Investment bond rules - broken 46:00 - how investment bonds work 52:00 - changes to tax rules 55:00 - how Grant makes investment decisions 1:00:30 - advice Grant Hackett would give to his young self DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Joint accounts or keep it separate? Let's chat about money & relationships [👶🏼 Family Finance]
EHow do you manage money in a relationship? In this episode of our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss how they manage money in their relationships, including how they work towards financial goals together and discuss upcoming purchases. We want to hear what you think! Jump into the Rask Community to share your money savings tips. Get in touch with a trusted financial advisor like Siobhan here! Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Can you find Hayden's buried treasure?
In this Australian Finance Podcast episode, your host Owen Rask speaks with Hayden Smith, co-founder and CTO recap on Hayden's frugal money goals, how money habits change over time and how the future of finance will look. If you like this Australian Finance Podcast episode on boosting your retirement, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Hayden keeps taking toilet paper from hotels?! Can Brisbane find Hayden's buried treasure (peanut butter) Is Hayden's stance on money & finance changing? Why Hayden bought an apartment How can technology help you reach your goals The future of finance technology ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Kate's lessons from 6 years running the Australian Finance Podcast
Kate's saying goodbye to the Australian Finance Podcast after six years and sharing her top money and investing lessons with you. Stay in touch with Kate via Substack and LinkedIn. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
How much does childcare cost in Australia? [👶🏼 Family Finance]
EWhat does childcare cost in Australia? In this episode of our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss the cost of childcare in Australia, including your CCS entitlements and how to navigate the childcare systems. We want to hear what you think! Jump into the Rask Community to share your money savings tips. Get in touch with a trusted financial advisor like Siobhan here! Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
25 ways to save & invest your money in 2025
Ready to kick off 2025 Rask style? Well, we’ve got quite an episode lined up for you today! Continuing on from the popularity of our saving and investing episodes in 2021, 2022, 2023 & 2024, we’ve put together 25 ways you can save and invest in 2025. Give some of them a go, and let us know by jumping into the Rask community! Remember that 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. Want the complete list with all the resources? Head over here: https://bit.ly/25ways2025 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Owen's market update (November 24) & our bold predictions for the next decade
Welcome to our monthly-ish market update, where we cover everything you need to know as an investor and discuss practical actions you can take to improve your finances. In today’s episode, we discuss the latest market data and major news headlines and share our bold predictions for the decade ahead. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Financially planning to start a family in Australia [👶🏼 Family Finance]
EAre you financially planning to start a family in Australia? In this episode of our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss the financial costs involved in having a child, including the cost of maternity leave, public vs private for the birth and parental leave. We want to hear what you think! Jump into the Rask Community to share your money savings tips. Get in touch with a trusted financial advisor like Siobhan here! Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tools & models to combat behavioural bias, ft. Betashares' Matthew Fish
Matthew Fish, Head of Product at Betashares, joins Owen Rask on this Australian Finance Podcast episode to talk about the power of technology in combating behavioural bias. Matthew Fish is the co-founder of FirstStep Investing, an educational and fractional investing platform which was acquired by BetaShares and later became Betashares Direct. Matthew and Owen talk about: The importance of understanding behaviour when investing Matthew's story buying and holding Telstra shares The role of technology in helping to manage biases Common biases that impact and distort our investing strategy How ETFs help investors stay focused on the long term Matthew's #1 lesson for listeners View the range of Betashares ETFs & learn more about Betashares Direct: Website: https://www.betashares.com.au/ All funds page: https://www.betashares.com.au/fund/ Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Money coach or financial adviser: what's the difference? Gemma Mitchell explains
Gemma Mitchell is a qualified financial adviser and experienced money coach. Gemma joins Owen on this audio + video episode of The Australian Finance Podcast to share her story of money, personal growth, financial advice and coaching. Episode resources Get a money coach: https://bit.ly/money-coaches Get financial Planning: https://bit.ly/R-plan Topics covered: Gemma's story of moving out at 16 and living in London by 18 Setting bold financial goals and overcoming limiting beliefs What is money coaching? Why use a money coach versus financial adviser? Debt counsellor versus money coach How much does money coaching cost? What can a money coach talk about? How to find a good money coach Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Futureproof your finances against relationship unknowns [👶🏼 Family Finance]
ERelationships can be complex, and when you add money to the mix, things can get quite challenging. In this episode in our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss how to protect yourself, including insurance, divorce and wills. We want to hear what you think! Jump into the Rask Community to share your money savings tips. Get in touch with a trusted financial advisor like Siobhan here! Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Creating a financial plan to buy your first home (ft. financial adviser Alex Luck)
Housing on your mind? Kate Campbell interviews financial adviser Alex Luck from Everest Wealth, one of our trusted advice partners at Rask. They discuss property from a financial planning perspective, including how to create a financial plan to purchase a home. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Have I learnt enough about money yet? [🧠 Brain Hacks]
For our very last episode of Brain Hacks, we want to talk about the number one thing we want you to take away from all our discussions… Take action. No matter how small. Just take one small step today. So, is there an endpoint to learning about money once you’ve got everything set up? Let’s discuss it. Series resources Ask a question: https://bit.ly/3QtiY00 Access Show Notes: https://bit.ly/R-notes Rask Community: https://bit.ly/3UkFWel Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices