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Australian Investors Podcast

Australian Investors Podcast

745 episodes — Page 7 of 15

📈 5 things the Investing Pros never talk about | Rask Invest mini series 3/4

To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to identify and talk about the 5 things none of the Professionals want to talk about. This Australian Investors Podcast is part 3/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 27, 202436 min

📈 The 10 truths of investing | Rask Invest mini series 2/4

To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. This Australian Investors Podcast is part 2/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/live/bpPiyQtcjXs Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 24, 202447 min

📈 Where Owen invests & why | Rask Invest mini series 1/4

To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. This Australian Investors Podcast is part 1/4 of our Rask Invest mini series. UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams Invest with Owen: https://invest.rask.com.au Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 22, 202454 min

5 "hidden" ASX small cap shares: XRF, PXA, GDC, AFG & EOL

Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares: XRF Scientific (ASX: XRF) Pexa Group (ASX: PXA) Global Data Centre Investment Fund (ASX: GDC) Australian Finance Group Ltd (ASX: AFG) Energy One Ltd (ASX: EOL) Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM VIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg ~~ Resources ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 21, 202443 min

Warren Buffett's 5 biggest stock holdings

Why did Warren Buffett sell Apple? What's in his portfolio right now? On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024. WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0 ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 17, 202441 min

Work Backwards: a better way to live and work with Tim Duggan

Do you want to live and work better? In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan. Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time. WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

May 15, 202457 min

McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more. Learn more: WAM website: https://wilsonassetmanagement.com.au/lic/global/ Catriona's first podcast with Owen Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

May 13, 202432 min

Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good?

Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world? On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info Topics covered: - Bridgewater Associates is clawing its way back - Hybrid securities - are they worth it? - VanEck Subordinated Debt ETF (ASX: SUBD) - Stocks for a 200-year winter - Pepsi Co v Coca Cola - How to invest $500,000 in ETFs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

May 10, 202455 min

AI race: USA, China, and the stocks to watch

Billy Leung is an ETF investment strategist at Global X ETFs. While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s. If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about: Billy’s background and analysing markets bottom-up and top-down Valuation of technology stocks and how they changed value investing The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL AI stocks no-one follows… How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application China’s AI push versus USA: Ali Baba, Baidu and Tencent Why an ETF approach can help you capture a theme without identifying winners Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

May 8, 202437 min

Apple stock price 🚀 lamb price down-down, Woolworths is weak, META is up 86% in one year & Microsoft is a beast

On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following: Retiree inflation is running at 6.5%, employee inflation 3.4% What a 23-year-old should do with $100,000 Woolworths (ASX: WOW) latest results Coles Group (ASX: COL) pops on results Apple (AAPL) gains on better-than-expected sales Meta is up 86% in one year Microsoft (MSFT) Azure + AI takes flight Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Navexa - tax tracking 20% off: https://bit.ly/track-stocks Discounted business books - including The Golden Years Woolworths result Coles result ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

May 4, 202448 min

ASX ETFs for retirement: why 5% in passive income is doable

Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs. Book a call with Mitchell: https://invest.rask.com.au/?aippodcast Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

May 1, 202440 min

If it sounds like a ponzi, smells like a ponzi... it's probably a... ponzi?

No AFSL. Working "outside the system." Not registered for GST. Minimum $50,000 investment. 20% return... On this Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & Drew Meredith, CFP discuss the following: My friend wants to invest with a group that claim to be working "outside the system" My stock went up 300% and is now down 70% A LIC or an ETF - what's the difference? How to use the AAA cash ETF for speedy investments Drew's momentum trading strategy $50k into 5 stocks - buy now or wait? Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Apr 26, 202454 min

A passive income machine: 80% profit margins and 200% growth - at a 3x profit multiple... how Matt & Liz buy websites

This Rask podcast episode is going to seem really… different. It’s a wonderful conversation with an extremely entrepreneurial couple who I have followed for a few years. Matt and Liz Raad are serial investors in websites and digital assets. They’re speakers and educators who have probably helped to create tens, if not hundreds, of millions of dollars of wealth for investors, FIRE community members, those escaping the 9-to-5, and business owners. In this podcast, we’ll going backwards, to how they first meet, to walk forwards and map their fascinating business and investment journey. This podcast is all about investing in things you’ve probably never thought you could, or should - websites. If you want Liz, Matt and I to do a round two, I’d love to hear from you. Please use the Rask community, or ask a question link (both are are available in your podcast player) to get in touch with me. And if you’re half as fascinated as I am in what they talk about, go and get in contact with them using the resources for this episode. If you do, let me know what you think. Resources from Matt & Liz (not sponsored or affiliate) Website: https://ebusinessinstitute.com.au/ Free masterclass: https://ebusinessinstitute.com.au/ref.html?w=dpvrp&p=ebi Apple podcast: https://podcasts.apple.com/ca/podcast/digital-investors/id1654642750 Spotify podcast: https://open.spotify.com/show/0U77CtnetQUCFn0rCCYlkB ~~ Resources you'll love ~~ Rask Community Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 24, 20241h 8m

Owen's rant about Woolworths (WOW) & what happens if rates don't fall?

On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP discuss the following: Woolworths Group Ltd (ASX: WOW) debacle and why Return on Equity (ROE) is a silly metric to use. Plus, they answer questions about what would happen if interest rates do not fall, the importance of founders and families in small caps and why Super matters. Episode resources: Join the Rask community - it's FREE ASA events & Owen's workshop Discount business books ~ Resources ~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching Property checklist (PDF) Business Coaching Ask a question WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Apr 22, 202447 min

Better buy: Pro Medicus (PME), RPMGlobal (RUL), Webjet (WEB) & WiseTech (WTC)

Luke Laretive from Seneca Financial Solutions joins Owen Rask on The Australian Investors Podcast to dive into 4 tech stocks: Pro Medicus (ASX: PME), WiseTech Global (ASX: WTC), Webjet (ASX: WEB) and RPMGlobal (ASX: RUL). Luke's article: https://www.raskmedia.com.au/2024/04/11/2-key-ingredients-for-finding-10-baggers-like-altium-alu-on-the-asx/ Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 17, 202441 min

Netwealth (NWL) - is a 63x PE too high? SOL is not a LIC, NAB's new deck chairs

Owen Rask, Rask's Chief Investment Officer, is joined by Mitchell Sneddon, Head of Funds Management, to discuss your questions and dive into ASX news from: Netwealth Ltd (ASX: NWL) shares have sunk after releasing its quarterly results National Australia Bank (ASX: NAB) has a new executive team, and is Washington H. Soul Pattinson & Co. Ltd (ASX: SOL) a Listed Investment Company (LIC)? Also, please welcome to Rask and to the show Mitchell Sneddon, Rask's Head of Funds Management. Book a conversation with Mitchell: https://calendly.com/mitchell-wswf/30min ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 12, 20241h 3m

Property Q&A: scared off by interest rates, granny flats, does landscaping improve values and first home super scheme (FHSSS)

Owen Rask, Chief Investment Officer and founder of The Rask Group, and Chris Bates, mortgage broker and co-founder of Flint Group, are back and answering your property questions on The Australian Investors Podcast. In this Australian Investors Podcast episode, Owen and Chris tackle: Does landscaping add value to a property? Help! I'm scared of higher interest rates - should I buy or sell now? What is the First Home Super Saver Scheme (FHSSS)? Is it worth adding a granny flats to my property? Is now a good time to buy? Are first-home buyer incentives worth it? Australian Investors Podcast resources: Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking with Chris: 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 11, 202439 min

4 ASX ETFs for fast growth, property v shares + how to boost Super by $300,000

On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, answer LOTS of questions on Superannuation, including how to boost it before retirement. Topics covered: The stock market is killin' it in 2024 Healthcare, REITs and banks are rising fast Catch-up contributions, $30,000 pre-tax super contributions and downsizer payments 4 ETFs for long-term compounding Property v shares Eww... land tax Navexa links - TAX TRACKING ~~ Resources you'll love ~~ Access Show Notes Invest with Owen Mortgage Broking Financial Planning Property Coaching 100-point property checklist (PDF) Accounting with Grey Space Business Coaching Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 5, 20241h 0m

State of the Markets Vol. I - March 2024

The State of the Markets episodes provide you with a concise and clear picture of what is happening across markets. Not just in property, and not just in Australia. Pete and Owen talk about the S&P/ASX 200 (INDEXASX:XJO), bonds, Australian residential property, commercial property, S&P 500 (INDEXSP:.INX), what's happening with the Australian Dollar (AUD) and more! Let us know what you think by writing in, using the 'Ask a Question' link below. ~~ Resources you'll love ~~ Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Apr 3, 202443 min

VDHG: why I wouldn't buy and hold forever, BKW v Soul Patts, sustainble yield on a retirement portfolio & more!

On this weekend's “2 Sense” segment on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at the Vanguard Diversified High Growth ETF (ASX: VDHG). Video version: https://www.raskmedia.com.au/2024/03/30/vdhg-etf-asx-vanguard/ Topics / questions covered: Cocoa prices on the rise, says Drew Is Brickworks Ltd (ASX: BKW) or Soul Pattinson Ltd (ASX: SOL) a better bet? How much can a diversified portfolio yield in retirement? Some ways you can transition away from property before retirement Why bother with bonds Platinum Asset Management (ASX: PTM) sinks ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 29, 20241h 0m

The Amazon of South Korea, and my favourite business model, ft. Intelligent Investor's Nick Cummings

Nick Cummings is an analyst at Intelligent Investor and a passionate global value investor. Nick speaks with Owen Rask on this Australian Investors Podcast episode about a few of his favourite companies, Coupang, South Korea's Amazon, and Diageo, the owner of liquor brands like Johnnie Walker, Guinness and much more. Free trial to Intelligent Investor: https://www.intelligentinvestor.com.au/intelligent-investor-membership/?utm_source=RASK ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 27, 202439 min

Black swan S&P 500 stock market crash incoming? Plus, how much Super you need

Is the US stock market / S&P 500 (INDEXSP: .INX) about to crash? On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: - Is the S&P 500 about to crash? - Time to buy commercial property? - "Core-Satellite my arse" - Drew - How much should I have in Super at retirement? - When to sell stocks - NDQ or N100? ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 22, 202447 min

How to help your kids into property, ft. financial adviser James O'Reilly

On this Australian Investors Podcast, OwenRask is joined by Northeast Wealth's founder and financial adviser James O'Reilly to answer your questions about helping your kids into property. Topics covered by James & Owen: Gifting money to kids Guarantor loans Centrelink impacts from gifting Loans versus cash handouts Setting expectations How to protect your Super, nest egg and retirement from kids ~ Resources ~ Access Show Notes: https://bit.ly/R-notes 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 Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Mar 20, 202441 min

Is the budget deficit a real thing? Ft The Deficit Myth's Stephanie Kelton

Stephanie Kelton is one of the world's foremost economics teachers and influencers, and author of The Deficit Myth. Stephanie is well known for her writing and work with US Presidential committees such as those for Bernie Sanders or under both the Trump and Biden adminisation. Stephanie recently spoke with Owen Rask on The Australian Investors Podcast about all things Modern Monetary Theory (MMT) and her works such as The Deficit Myth. Learn more about Stephanie on her website: https://stephaniekelton.com/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 19, 202436 min

Drew's $283,000 tax saving, the CBA share price isn't overvalued & Macquarie (ASX:MQG) surges

The Australian Investors Podcast “2 Sense” this week On this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at: Drew's $283,000 tax saving Commonwealth Bank (ASX: CBA) shares are overvalued? Macquarie Group (ASX: MQG) charges higher Downsides to owning ETFs Is Owen a 'camping guy'? Is my stock overpriced? Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 15, 202457 min

Private debt investing, with Invesco's Gerard Fogarty

Gerard Fogarty, part of the Invesco Private Credit team, is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets. In this Australian Investors Podcast with Owen Rask, Gerard Fogarty takes us through the good, bad and, very occasionally, ugly of investing in senior secured loans and private debt markets. A key point to take away: Gerard repeats how important it is to 'manage risk, not avoid it'. Resources on Senior Secured Loans and private credit Invesco Senior Secured Loans (SSL) fund: https://www.invesco.com/au/en/country-splash.html?src=%2Fau%2Fen%2Ffunds%2Finvesco-wholesale-senior-secured-income-fund.html Senior Secured Loans 2.0 with Ashley O'Connor: https://www.youtube.com/watch?v=h-Wwm7Z7ulQ A primer on SSLs: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/ ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 13, 202448 min

2 GORILLA stocks on the ASX 🦍 Core ETFs + 2 Satellites, plus Owen quoted in ASX announcement

Is there a Gorilla stock living on the ASX? Does Audinate Group (ASX: AD8) or Wesfarmers Ltd (ASX: WES) qualify? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, cover the following topics: Interest rates might NOT fall Is an 80% ETF core + 2 satellite of stocks... good? How do ETFs actually make money? Is a 10% return from secured lending too good to be true? Is a financial planner worth it? Owen & Drew name 1 ASX 'Gorilla' Stock each - Owen names Audinate, Drew suggests Wesfarmers. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 8, 20241h 4m

Insurance: EVERYTHING you need to know about income protection, TPD & life insurance

Insurance for 80 mins? If you can make it through this episode, you can do anything in life. Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability. This episode is EPIC and is an amazing primer for how to get and keep insurance. Book a 15-min free insurance call with Skye: https://bit.ly/R-insur Get financial advice from James (select age 50-60): https://bit.ly/R-plan VIDEO VERSION: https://www.youtube.com/watch?v=Cy5sIfOO7YY ~~ Other resources ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 6, 20241h 17m

Better Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH)

On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH). What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenrask Watch the video: https://www.youtube.com/watch?v=rsLIydx5ukQ Free portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 5, 202446 min

Dubber's (DUB) missing millions, Costco (COST) is amazing, starting an SMSF & dollar-cost averaging into Super

Dubber (ASX: DUB) hits the skids... big time, and Motley Fool Australia's Ryan Newman joins us to fill us in. And (finally!) Owen actually answers the question: What's the best supermarket you can buy shares in? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at dollar-cost averaging into Super with $27,500 in concessional contributions, the latest from Tattarang, small cap red flags and the pros of using an SMSF. Episode resources: Owen's Dubber report from Oct '22: https://www.raskmedia.com.au/2022/10/09/dubber-corp-ltd-asx-dub-share-price-is-in-a-bad-place/ Tattarang: https://www.tattarang.com/portfolio/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Mar 1, 202455 min

Passive income from ETFs: 3 ETFs profiled, tax & everything you need to know with Marc Jocum from Global X

On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income. Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTB Want an income webinar with that? 👉 Create a free Rask account to get notified: https://bit.ly/acc-income Global X website (all funds): https://bit.ly/gx-funds ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 28, 202458 min

Owen's #1 SUPER... stock, 10% "guaranteed" returns & NASDAQ ETFs

What's the best supermarket you can buy shares in? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look the frenzy caused by the ABC 4 Corners "investigation" into Woolworths Group Ltd and Coles Group (ASX: COL). The duo also dive into your questions. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 23, 20241h 0m

How to actually grow wealthy, ft. Mike Kemp [LIVE replay]

The fantastic Mike Kemp joins Owen Rask on The Australian Investors Podcast to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days. Replay the LIVE show: https://www.youtube.com/watch?v=j8dVXU8YqZs ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 21, 20241h 2m

Oh, my... PME sinks 20%, is $850,000 enough and Altium blasts off

On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront answer your questions on debt recycling, insurance bonds, long-term investing and more Is $850,000 enough to draw a good income? Pro Medicus Ltd (ASX: PME) sinks 12% (then a further 7%) Altium Limited (ASX: ALU) lands $68 CASH offer! Debt recycling v equity release Where's all the Japan ETFs? Is MMT really a good idea? Extra resources on the Bill Mitchell ep: https://billmitchell.org Jargon explained and presented in plain speak - https://www.3cr.org.au/radiommt YouTube playlist on MMT: https://www.youtube.com/playlist?list=PLMUzeMKhbl10X-XzH-6q4iU0Ysul7cC4c ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 16, 202458 min

Should Owen redraw equity to buy his farm? Chris Bates dives into equity release to buy shares or property

On this cross-posted Australian Investors Podcast, Australia's #1 Mortgage Broker ChrisBates sits down with OwenRask to discuss Owen's property goals and long-term wealth creation plan. Chris also explains the pros and cons of equity release, debtre cycling, side hustles v pay rises, and so much more. This podcast originally appeared on Rask's Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 14, 202445 min

The next FANG, our worst ASX share investments of 2023 & the ETF bubble

On this weekend's instalment of the Australian Investors Podcast: Owen and Drew confront their worst ASX investments of 2023 Drew shares his #1 ETF pick of 2024 (after so much success with FANG in 2022/2023) Plus, how to invest for kids, is cash dead money? And what about the ETF bubble?! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 9, 202451 min

The debt ceiling isn't a real thing & how economics actually works, ft. Prof Bill Mitchell

The Australian Investors Podcast features Owen Rask and Drew Meredith, CFP interviewing Professor Bill Mitchell. William "Bill" Mitchell is a highly respected international economics teacher, founder of Modern Monetary Theory (MMT) and author of books like Macroeconomics (2019). Learn more at www.billmitchell.org Episode Resources: Bill Mitchell's book and website: www.billmitchell.org ~ Resources ~ Access Show Notes: https://bit.ly/R-notes 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 Property checklist (PDF): https://bit.ly/prop-check Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Feb 7, 202444 min

0️⃣1️⃣ The most powerful thing you can do is say "no" to things that are *good* but not *great* - Nick Crocker [The Countdown #1]

Welcome to the FINALE of The Countdown series on The Australian Investors Podcast, where we have counted down the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #1, the top spot, and holding a special place in my (Owen) mind, is this conversation with Nick Crocker, a partner at Blackbird VC. While Joe Magyer's podcast, which came in at #2, was easily the most impactful on the community, this interview with Nick was the most impactful on me. It's probably because Nick and I spent 2 hours at the borderlands between starting and running a business that has impact, and identifying people who you can invest with to make their dream a reality. As a humble founder himself, Nick's backstory is very unique amongst guests of the show. As a result of his foundational experiences in business, journalism and music; plus his time spent at Australia's most recognisable venture capital firm, Blackbird VC, Nick brought uncommon concepts and wisdom to the show. And to me. You'll love this episode if you are passionate about the journey of entrepreneurship, the culture of business, team building, investing in early stage companies, and what it takes to succeed. Note: you can access the show notes and resources, and see that the full interview was first published 22nd of January 2023: https://www.raskmedia.com.au/2023/01/22/nick-crocker-blackbird-podcast/ Let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Feb 2, 20241h 26m

0️⃣2️⃣ Joe Magyer's masterclass in compounding, fascinations and buying a $1.10+ for $1 [The Countdown #2]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! While this episode comes in at #2 for Owen, based on community impact, Joe was easily the #1 guest and had the most positive influence on followers of The Australian Investors Podcast. We believe his concise views on quality investing, return on invested capital, fishing where the fish are, frameworks for modern value investing, technology, unit economics and more, are the best Australia has seen over the past two decades. Note: you can access the show notes and resources, and see that the full interview was first published March 13th 2019: https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask In this episode, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 31, 20241h 3m

0️⃣3️⃣ Steve Sammartino on how to predict the future, farming and stocks, AI, and the importance of changing places to change your life [The Countdown #3]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #3, a top three position, is Australia's leading futurist, a serial entrepreneur, speaker, TV host and wonderful human being, Steve Sammartino. Note: you can access the show notes and resources, and see that the full interview was first published July 12th 2023: https://www.raskmedia.com.au/2023/07/12/steve-sammartino-future/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Steve's episode is about how to predict the future, what farming teaches us about the stock market, the rise of AI and super humans, his views on Tesla (controversial!) and why changing places will change your life. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 29, 20242h 5m

0️⃣4️⃣ Money, mental health and how to get $100k invested. Glen James, founder and podcaster [The Countdown #4]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #4, narrowly missing out on a podium spot, is Glen James, founder of the podcast network My Millennial Money, former financial adviser and creator. Note: you can access the show notes and resources, and see that the full interview was first published January 30th 2023: https://www.raskmedia.com.au/2023/01/30/glen-james-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Glen's simple methods, repeated sustainably, to achieve success with money; mental health and its role in money, how to invest, getting to $100,000 and more, ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 26, 20241h 3m

0️⃣5️⃣ History doesn't repeat. It rhymes - Dr Mike Kemp [The Countdown #5]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #5 is Dr Mike Kemp, multiple-time author, former analyst, speaker and student of history. Note: you can access the show notes and resources, and see that the full interview was first published July 5th 2023: https://www.raskmedia.com.au/2023/07/05/mike-kemp-ulysses-contract/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about studying history, ignoring the siren songs of finance, creating a 'Mast' for long-term wealth, why investing is like farming, why AI could be the only way to play the game, and more. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 24, 20241h 20m

0️⃣6️⃣ A mental models marathon with Peter Phan [The Countdown #6]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #6 is Peter Phan, founder of Castlereagh Equity and lawyer. Note: you can access the show notes and resources, and see that the full interview was first published March 3rd, 2021: https://www.raskmedia.com.au/2021/03/10/interview-peter-phan-castlereagh-equity/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about mental models, investing process, humility, valuations, probabilistic thinking and living a better life. It's the most epic and longest conversation we've shared on The Australian Investors Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 22, 20242h 37m

0️⃣7️⃣ The ASX's 10 best companies - Intelligent Investor's Nathan Bell, CFA [The Countdown #7]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #7 is Nathan Bell, CFA, Head of Funds Management at Intelligent Investor and one of the most well-known investors in Australia. Note: you can access the show notes and resources, and see that the full interview was first published October 24th, 2022: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Nathan's story, value versus growth investing, what makes a 'great company' and why the ASX doesn't have that many, Nathan's process and philosophy, and how a thrifty childhood, failure and hard work eventually led him to the top job at Intelligent Investor. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 19, 20241h 24m

0️⃣8️⃣ The Happiness Guy AKA Declan Edwards - Being happier with money [The Countdown #8]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #8 is Declan Edwards AKA The Happiness Guy, talking with Rask's Kate Campbell. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023: https://www.raskmedia.com.au/2023/07/24/declan-edwards-the-happiness-guy/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is living a happier life with money and how to improve your day-to-day. It's a great episode for everyone to hear. It was published on July 24th, 2023 on The Australian Finance Podcast. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 17, 202447 min

0️⃣9️⃣ Rebeka Morgan - Renos, building and property development for profit [The Countdown #9]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #9 is Rebeka Morgan and her conversation with Owen Rask and Amy Lunardi. Rebeka is a highly accomplished builder and property developer, with a community of over 120,000. Note: you can access the show notes and resources, and see that the full interview was first published December 12th, 2023 (although it was recorded a couple weeks earlier): https://www.raskmedia.com.au/2023/12/20/how-to-build-and-renovate-for-profit-with-buildhers-rebeka-morgan/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about adding value to property, with everything from small renos to syndicates, the various professionals, and so on. It also briefly covers Rebeka's incredible story of founding Buildher. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 15, 20241h 3m

1️⃣0️⃣ Prof. Lawrence Cunningham - Berkshire after Buffett [The Countdown #10]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! At #10 is Professor Lawrence Cunningham, author of Essays of Warren Buffett. Note: you can access the show notes and resources, and see that the full interview was first published June 10th, 2023 (although it was recorded months earlier): https://www.raskmedia.com.au/2023/06/10/lawrence-cunningham-podcast/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask This episode is about Warren Buffett’s advantage, why the Berkshire legal structure makes sense, corporate governance and the role shareholders play, Berkshire’s plan once Buffett is gone and how to sustainably learn over a lifetime. It was published on June 10, 2023 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 13, 202450 min

1️⃣1️⃣ Dave Gow - financial freedom on a low income, through property & ETFs [The Countdown #11]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #11 is Dave Gow, author of Strong Money Australia. Note: you can access the show notes and resources, and see that the full interview was first published Dec 22, 2022: https://www.raskmedia.com.au/2022/12/05/buying-back-your-time-financial-freedom-lifestyle-design-with-strong-money-australia/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Dave's episode is about mindset, personal growth, wealth creation through humility and putting your future self first. It was published on Dec 22, 2022 and became one of the most popular episodes of 2023. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 10, 202450 min

1️⃣2️⃣ Matt Joass - rapid growth [The Countdown #12]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #12 is Owen's interview with Matt Joass, founder and CIO of Maven Funds Management. Note: you can access notes and resources, and see that the full interview was first published Dec 6, 2019: https://www.raskmedia.com.au/2020/05/23/interview-with-maven-funds-founder-matt-joass-cfa/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Matt's episode was all about identifying companies capable of rapid growth, inflection points, valuation, a little bit about AI and why he (Matt) moved into starting Maven Funds Management. It was first published on Dec 6, 2019. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 8, 20241h 24m

1️⃣3️⃣ Johnny Shapiro - where there's smoke, there's probably a fire - [The Countdown #13]

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! Coming in at #13 is Johnny Shapiro, a Senior Reporter (and now author) for the Australian Financial Review (AFR). Note: you can access the show notes and resources, and see that the full interview was first published Nov 15, 2018: https://www.raskmedia.com.au/2018/12/08/australian-investors-podcast-with-johnny-shapiro/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask Johnny's episode was about diving into the work of investigative journalists, story telling, liars, myths and deception. A key focus is the story of the bizarre business, Big Un Ltd (ASX: BIG). It was first published on Nov 15, 2018. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes 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 Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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

Jan 5, 20241h 3m