Sign in
Education
Business
Rask
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms.
~~
New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast.
~~
SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/
~~
DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.
The power of setting small money goals [BONUS]
Think of that thing that’s been on your mind for a while that you still haven't completed.
You got it?
Now, think about the smallest possible daily goal you can set that will take you one step closer to that.
Are you laughing at how small this goal seems?
Good, you’re doing it right.
Now, write this goal down somewhere prominent where you’ll see it every single day.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
21:0310/10/2023
Personal insurances 101: income protection, trauma, TPD & life insurance
How can you make your financial plan more resilient?
Wilson Chen, a personal insurance specialist from WeLifeInsure, discusses personal insurance: life insurance, income protection, trauma cover and TPD insurance.
Insurance is one of those things we unwillingly pay for and hope to never have to use. But in certain situations, you’ll be very glad you have it.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
37:4709/10/2023
Invest like a pro: how to find, research and invest in great ASX companies
Are you cut out to invest in individual companies?
Hear from Motley Fool Portfolio Manager, Ryan Newman, about just what it takes to discover and invest in great companies and build wealth over time.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:02:0906/10/2023
5 essential QUESTIONS to ask your mortgage broker (before getting a home loan)
What questions should you be asking your mortgage broker before getting a home loan?
Kate Campbell talks to expert mortgage broker Chris Bates about the essential questions you should be asking your mortgage broker in this episode of The Australian Finance Podcast.
Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen.
Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here!
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:0002/10/2023
Checked your super recently? Here's how
How super is your super?
Financial adviser, Fatuma Akalo, takes us through a quick checkup of the annual member statement you've probably received recently from your super fund. This includes things like your super balance, fees you've paid, insurances, investment options and more!
And we'll do it in less time than it takes to watch a Netflix episode.
Contact Fatuma: Financial Planning | Rask + Wattle Partners
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
25:0929/09/2023
📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell
Do you want to invest your time and money better?
Then listen to THIS episode.
Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better.
Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
44:4727/09/2023
Challenges couples face with money, shared goals, financial intimacy & managing conflict
What are some of the MAJOR challenges that couples face when it comes to money?
In this episode with money coach and former financial adviser Karen Eley, we dive into financial intimacy, money challenges, being curious about how our partner makes money decisions, understanding each other's money stories and much more!
Plus, Karen challenges us to reflect on whether our values align with our actions.
Have you listened to Part 1 with Karen Eley? Tune into our chat about our relationship with money here.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
41:2825/09/2023
Broke Business: Emma Edwards on overcoming imposter syndrome, investing for growth, pricing your products & and building a brand people love
This episode originally aired on The Australian Business Podcast with Owen Rask last month.
Emma Edwards from The Broke Generation breaks down some of the most important emotional aspects of running a business, including how to overcome imposter syndrome, invest for growth confidently, price your products and services properly, celebrate your wins, and build an online brand that people love.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
51:1422/09/2023
The 3 BIGGEST money emotions, uncovering your financial story and the money personality quiz
What was life like for you growing up in relation to money?
Fear, guilt and shame are the three most common emotions surrounding money, says money coach and former financial adviser Karen Eley. On this episode of The Australian Finance Podcast, Kate Campbell chats to Karen about our money mindset and how that impacts our relationship with money today.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
42:3420/09/2023
Expert property Q&A: fixed or variable, and how to find "good assets" to buy
On this episode of The Australian Finance Podcast, we're hosting our first Property Q&A with Owen Rask and Chris Bates, founder of Blusk.
Chris & Owen discuss what a 'good asset' in property looks like, what to do if you can't afford your dream house, deciding on fixed or variable, upgrading and property deposits.
Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen.
Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here!
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:3718/09/2023
Relationships & money: how to start having better conversations
The conversations we have about money in our relationships can be tricky, but they're very important to have.
In this episode, Kate Campbell talks to Marie Vakakis, who is an Accredited Mental Health Social Worker and a Couples and Family Therapist.
Kate and Marie talk about how to have money conversations with your partner, the importance of understanding each other's money stories, communicating your values around spending, saving and investing, managing conflicting money goals and some activities to try with your partner.
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can preorder on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:3314/09/2023
🎉 Launch Week: Buying Happiness by Kate Campbell
Buying Happiness: Learn to invest your time and money better by Kate Campbell is out now!
In this very short bonus episode, I discuss why I wrote the book and what you'll learn, and I read out the introduction.
📚 Get your copy today through Dymocks, Amazon, Booktopia* or Readings.
Add it to your Goodreads booklist here.
* Please note: I will receive a small payment if you use my Booktopia affiliate link to place your preorder.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
18:3913/09/2023
Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser
It's time for another listener Q&A episode!
Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include:
- When is the best time to invest
- What are Initial Public Offerings (IPOs) and where to find them
- Moving from a robo-adviser to a DIY broker
- Buying US shares
- Managing investment losses
- A reminder to protect your data
Remember to send your questions our way for our next Q&A session
Contact Drew: Financial Planning | Rask + Wattle Partners
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
🎟️ We're going on the road from September - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100
Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
47:4911/09/2023
Budget food tips, Owen's economic update and our big Sydney event [Money & Chill]
⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that.
Kate Campbell, Owen Rask and Monique Pizzica are back for our September Money & Chill episode. Owen brings us a mini economic update (plus a small rant about Qantas), Monique shares her tips on reducing your grocery bill, and Kate shares her favourite book right now, The Blue Zones of Happiness.
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons, we discover during the month, along with Rask and community updates.
🎟️ We're going on the road from September - October 2023; get your tickets here!
This episode was recorded on the 31st of August 2023.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
36:2408/09/2023
ETF Review: Global X US 100 ETF (ASX: N100)
This episode of The Australian Finance Podcast features a review of the Global X US 100 ETF (ASX: N100) with Kanish Chugh, from Global X. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in N100. Global X is a long term partner of The Australian Finance Podcast.
Owen and Kanish discuss the new Global X N100 ETF, some of the top holdings, provide an overview on the US tech sector and explore the difference between the S&P500 index and the NASDAQ. Plus, Kanish shares his best investment, how he would invest for his children and what forms the core and satellite of an investors portfolio.
Learn more about the N100 ETF here: https://bit.ly/GX-N100
This episode is part of our monthly series where we dive into a share/ETF and provide you with a high level overview. Free free to pitch a company/ETF to us via Twitter, Instagram or our question form.
🎟️ We're going on the road from September - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:1106/09/2023
How do people afford...well...life?
Everything feels just a little bit…well…expensive right now. So let’s talk about it.
We’re big fans of being proactive with our finances, so this episode is going to cover some actionable ways to manage your money while living costs are going up.
💡 Has all this talk about the cost of living got us opening up more about our finances and thinking about what goals we really want to achieve?
If you’re listening via Spotify, let us know via the question box in your podcast player. Otherwise, send us a DM on Insta @raskaustralia.
This episode was inspired by a question Kate stumbled across on Reddit (r/AusFinance).
🎟️ We're going on the road from September - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:2404/09/2023
🧠 Brain Hacks: Pressing pause on your money goals
Have you had to reduce or press pause on your money goals this year?
In this episode, Kate Campbell & Evan Lucas discuss managing all those feelings that come up when you have to reduce or press pause on your goals, breaking solid habits and feeling like you’re ‘getting behind’.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every month.
🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
28:1901/09/2023
Kate's reflections on her money and investing journey [Bonus Episode]
In 2020, I got involved in a community project with Pearler (who partner with us on The Australian Finance Podcast), who were putting together an eBook to connect Australia's Financial Independence Retire Early (FIRE) community.
They recently turned this into a FREE audiobook, with each chapter released as a podcast episode on Apple Podcasts & Spotify. It's a great way to hear from different voices in this space, as everyone's path to financial independence looks different. If the idea of FIRE sounds intriguing, we've also got a free course on Rask Education on the topic.
As I revisited and updated the chapter I wrote for the eBook, I realised how much my money and investment approach has evolved in the last five years.
So much has changed over the past half a decade, but in other ways, so much hasn’t. I still save, invest, work towards goals, and make mistakes (I’m learning, slowly ). Today, I want to share what’s changed because it’s a fascinating way to reflect on what I’ve learnt and how my own priorities have changed. Remember, our personal finance journey is ultimately personal, and this is mine.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
17:0630/08/2023
Having good money conversations, making investing fun and learning from my mistakes with Sophie Dicker (You’re In Good Company)
Sophie Dicker from You’re In Good Company set out to make money and investing conversations more engaging for her friends.
In this episode with Kate Campbell, Sophie shares her journey into investing, fun ways to have money conversations with friends, learning from her mistakes and the importance of being accountable on your journey.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
34:0428/08/2023
💸 Ready to start investing? Listen to this first! [New Investor Checklist]
Never invested? Brand new to investing? Returning to investing after a long hiatus? You’re in the right spot!
In this episode, we’re going to pull everything from this series together and run you through our pre-investing checklist, to make sure you’re ready to go.
✅ Access our New Investor Checklist!
Remember, our last episode of Investing Month will be an Investing Q&A, so make sure you send your questions via this question form: https://bit.ly/3QtiY00
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
31:3021/08/2023
Property vs shares: the great Australian debate
Property OR shares (or a bit of both)?!
In today's episode, we're opening the can of worms that many Australians can relate to: the great debate over investing in property or shares.
Kate Campbell moderates the debate between Owen Rask (team property) and Tom Wilson from InvestSMART (team shares).
Who won? Let us know via Instagram.
Please note: InvestSMART are a flat-fee sponsor of The Australian Finance Podcast.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:4418/08/2023
💸 Admin 101: DRPs, TFNs, record-keeping & paperwork
This might sound like a less exciting episode, but please bear with us. We can promise you that taking some time to put together a sound record-keeping system for your financial life will pay off down the track.
In this episode, Kate & Owen cover record keeping, tax time, Dividend Reinvestment Plans (DRPs) and paperwork.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
20:3816/08/2023
💸 Cash 101: savings accounts, term deposits & cash ETFs
Today we're talking about something we’re all familiar with, cash. In this episode, we’re going to discuss the role cash plays in an investor's portfolio and the different places you can put your cash.
A lot of people don’t think they should just have cash sitting around…but Kate & Owen share how it can be used as part of your investment portfolio.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
18:0514/08/2023
💸 ETFs 101: Using Exchange Traded Funds to build your core investment portfolio
In this episode, we’re going to introduce you to your new investing best friend, Exchange Traded Funds, or ETFs, as you’ll come to know them. ETFs are a great investment option for new and experienced investors and are an easy way to build a low-cost and diversified portfolio with just a few trades.
They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low-cost, diversified ETF and buying small parcels frequently over a long period of time.
ETFs can be your entire portfolio or just the core, but they instantly open the world of investing to you. They have changed how we invest and simplified the often complex world of finance. So, in this episode, we talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest.
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
28:3611/08/2023
💸 Managed Funds 101: management teams, investment fees, performance & our criteria
As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest because one investment can open the door to a diversified portfolio of investments.
In this episode, we’re exploring the basics of managed funds and how they work, why people might choose to invest in managed funds over ETFs, our selection criteria for choosing a managed fund and some examples of managed funds in Australia.
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
26:0109/08/2023
💸 Shares 101: Understanding the ASX, choosing shares and capital growth & income
Ready for our Shares 101 masterclass?
In this episode, Kate Campbell & Owen Rask break down the ASX, explain how to research and buy shares and break down how you can think about capital growth and income.
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
26:0107/08/2023
💸 Choosing a broker to make your first investment
Finding the best online trading account to buy or sell shares in Australia can be scary. Believe us; we know that buying shares in Australia for the first time is a daunting task. Commsec, Pearler, Selfwealth, Stake, Vanguard Personal Investor, Superhero, Sharesies… where do I even start?!
In this episode, Kate Campbell & Owen Rask break down what a broker is, how they work, how to open an account and how to make your first investment.
Best online trading share trading accounts in Australia for 2023 | Rask Media
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
23:4404/08/2023
💸 Your investing universe: what can you invest in?
Now that you know what investing is all about and why it’s important to learn more, we’re going to introduce you to your investing universe. While there are a lot of options available when it comes to investing, we’re going to guide you through some of the most accessible options when getting started.
Remember, investing can (and should) be simple. So in today’s episode, we will break down the building blocks and then use other episodes in this investing series to dive deep into shares, ETFs, managed funds and cash.
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
25:4202/08/2023
💸 What is investing & why should you invest? [Investing Month]
Welcome to Investing Month 💸
Money is a huge part of our lives, and the better we can manage it, the more choices we have. Choices like how we spend our time. Sure, we can make a bit more and spend a bit less, but one of the best time-tested ways to ensure we’ve got money in the future is to start investing.
Every episode this month is about helping you take the first step on your investing journey (or remind you of some of those crucial lessons if you’ve been investing for a while now). We’ll take you through everything you need to know to take action and become someone who invests.
Plus, we’ll show you through actionable tips and strategies how simple it can be to build long-term wealth without paying high fees, using complex strategies and spending hours researching.
This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
27:4931/07/2023
Rask Roadshow, Kate's book Buying Happiness & Owen's chicken empire [Money & Chill]
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that.
Kate Campbell, Owen Rask and Monique Pizzica are back for our July Money & Chill episode, covering community polls, the upcoming Rask Roadshow, Kate's new book Buying Happiness and how Owen's saving on his groceries by having chickens.
Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:2328/07/2023
Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with The Happiness Guy
Are you prioritising your happiness?
Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10.
We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being.
✨ Take Declan's happiness scorecard here
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:2224/07/2023
Getting a home loan and choosing a broker in 2023 ft. mortgage broker Chris Bates
🏡 Interested in how the home loan process works?
In this episode with Owen Rask & Chris Bates (originally aired on The Australian Property Podcast), the duo takes you through the mortgage application process.
Owen and Chris run listeners through when you should talk to a broker about financing, how to maximise your borrowing capacity, what to look for in a good broker, what information and documents you need (what you own & what you own), plus discuss what happens on settlement day.
🏘️ Ready to buy? Get in touch with Chris Bates’ and the mortgage broking team at Blusk
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
55:1221/07/2023
Teaching kids practical money skills for the future [BONUS]
Yish Koh from Kit talks about financial capability, helping kids solve real-life problems, healthy ways to discuss money with your children and shares ways to explain bank accounts, budgeting and savings goals.
Learn more about Kit here: https://heykit.com.au
🎟️ We're going on the road from August - October 2023; get your tickets here!
📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
37:3619/07/2023
Enjoy today or secure tomorrow? with Dr Daniel Crosby (psychologist & behavioural finance expert)
Would you rather enjoy today or secure tomorrow?
Dr Daniel Crosby is a well-known psychologist and behavioural finance expert who has written several books on the subject. Today’s episode covers a wide range of topics, from the latest developments in behavioural finance to practical steps people can take to improve their financial decision-making.
📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
40:0917/07/2023
Q&A: Debt free - what next, DCA vs lump sum & what happens to super when you die
It's time for another listener Q&A episode!
Kate Campbell, Owen Rask and financial adviser Drew Meredith tackle questions ranging from dollar cost versus lump sum investing, getting an 18-year-old interested in investing, what to do after paying off your student loan and what happens to super when you die.
Remember to send your questions our way for our next Q&A session
Contact Drew: Financial Planning | Rask + Wattle Partners
🎟️ We're going on the road from August - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
44:3214/07/2023
Changing my money story with financial adviser Fatuma Akalo
Can you change your money story?
In today's episode, Fatuma Akalo, a financial adviser at Wattle Partners, shares how her upbringing influenced her relationship with money and how she went on to change the direction of her financial future. She also shares her own journey and lessons working as a financial adviser and what she would want her 18-year-old self to know about money today.
📧 Get in touch with Fatuma: Financial Planning | Rask + Wattle Partners
🎟️ We're going on the road from August - October 2023; get your tickets here!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
35:1712/07/2023
Value investing in shares: applied curiosity & finding great companies ft. Gaurav Sodhi
What is value investing?
To Gaurav Sodhi, investing is the act of applied curiosity about the world. It’s not just about knowledge; a lot of it comes down to figuring out what matters and what doesn’t. Plus, a sprinkle of hard-earned confidence to top it off.
Today’s episode provides a fascinating overview of the world of value investing with someone who lives and breathes this stuff. Kate, Owen and Gaurav discuss why investing in individual companies can be a game changer, how he researches companies and makes decisions, and some of the major red flags that would stop him from investing in a company.
💸 Join The Intelligent Investor & save
This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service, where you can read research from great analysts like Gaurav Sodhi. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required):
📈 Click here for a free 15-day trial
💸 Click here to join today ($100 off)
Gaurav is the Deputy Head of Research at the Intelligent Investor. He is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals led to him becoming Intelligent Investor’s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure.
Please note: InvestSMART (Intelligent Investor) is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. Gaurav Sodhi may own shares in companies mentioned in today's episode.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
37:4710/07/2023
How to find a good super fund & build wealth for retirement [Part 2]
Want a crash course guide to sorting out your super?
Then tune into THIS conversation.
In Part 2 of our conversation on super with licensed financial adviser Jessica Brady, we discuss how much super you need in retirement, what to do if you have multiple super funds, how to find out if your super fund is any good, how to grow your super balance and when to get advice.
🎟 Rask Events Roadshow: https://www.rask.com.au/road
👀 Who is Jessica Brady?
Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp).
This episode was recorded in June 2023.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
44:5707/07/2023
Super: why it matters and the importance of investing for our future selves [Part 1]
Welcome to our two-part super crash course with financial adviser Jessica Brady.
🎟 Rask Events Roadshow: https://www.rask.com.au/road
Today's conversation is about why super matters and why you don't have time to waste. Kate and Jess discuss how to prioritise our future selves in a world full of competing priorities, investing inside and outside of super and the challenges certain groups face with reaching their retirement goals.
👀 Who is Jessica Brady?
Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp).
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:3105/07/2023
Sort out your budget & cashflow with financial adviser James O'Reilly
Do you want to get clear on your finances this year?
🎟 Rask Events Roadshow: https://www.rask.com.au/road
Kate Campbell & Owen Rask chat with financial adviser James O'Reilly about how to sort out your budget and cashflow on this episode of The Australian Finance Podcast.
✅ Want access to the spreadsheet & course mentioned in this episode? Head to Rask Education to get started for FREE!
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
44:4703/07/2023
Make an impact with your money with Caroline Gurney, CEO of Future Generation
✨ Can you invest in great companies while still making a social impact?
🎟 Rask Events Roadshow: https://www.rask.com.au/road
Caroline Gurney thinks so.
Today’s conversation features Caroline Gurney, who is the CEO of Future Generation Australia. Kate & Caroline discuss how the investment and social impact model of Future Generation work, what organisations are supported, how you measure social impact, what philanthropy looks like in Australia and how you balance making donations now versus investing that money for the future.
Caroline Gurney is the CEO of Future Generation Australia. Future Generation gives investors the opportunity to gain access to a group of prominent fund managers in a single investment vehicle (ASX: FGX & FGG) while supporting Australian not-for-profit organisations focused on children and youth at risk.
Please note: This episode is neither sponsored nor an investment recommendation from the Rask team. We're just fascinated with exploring different opportunities to give back and make an impact with our money! Make sure you do your own research and speak to a professional before making an investment decision.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
34:5630/06/2023
🧠 Brain Hacks: Automating your finances to improve your life
How can we use technology to reduce decision fatigue in a world where we make up to 35,000 decisions daily?
🎟 Rask Events Roadshow: https://www.rask.com.au/road
Kate & Evan tackle this in today's Brain Hacks episode and discuss how they use technology to reduce choice overload in their lives and improve their financial decisions.
✅ Are there any repetitive actions in your finances that you can automate?
***
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday.
🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
26:5128/06/2023
Building my ideal day, the FIRE community & why I got involved with Pearler, ft. Dave Gow of Strong Money
Why are you doing the things you’re doing?
Dave Gow from Strong Money Australia talks about how his life has changed since reaching financial independence, creating the Aussie FIRE eBook with Pearler and the milestones on his journey.
Please note: Pearler is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:3226/06/2023
Noel Whittaker on wealth creation, timeless wisdom and making money simple
You have to decide what you want, and you must spend less than you earn.
Noel Whittaker has been on a mission for decades to make money simple, but this isn't always easy. With a career spanning several decades, Noel has become a household name in the world of personal finance and investing.
In today's conversation with Kate Campbell, Noel shares his thoughts on wealth creation, timeless investing wisdom and making money simple.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:2523/06/2023
🧠 Brain Hacks: Will I ever have enough money?
What is something you have now that you used to desire?
In today's episode, Kate Campbell and Evan Lucas are talking about the idea of never having enough, making trade-offs and financial gratitude. Plus, they discuss how to challenge these thoughts, figure out how to play your own game and making sure you enjoy the process.
***
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday.
🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
29:3021/06/2023
Unpacking the 4% rule, Vanguard’s principles for investing success & achieving financial wellness
Does the 4% rule commonly discussed by the Financial Independence, Retire Early (FIRE) movement still hold up?
In today’s conversation, Kate Campbell chats to Dr Paulo Costa, a senior behavioural economist at Vanguard, about the FIRE movement, keeping investing simple, balancing different financial goals and achieving financial wellness.
Paulo Costa, PhD, is a senior behavioural economist in the Investment Strategy Group, where his research interests include behavioural finance, financial planning, and the value of financial advice.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:5719/06/2023
Investing lessons from history, working with Scott Pape and money traps
Today we're bringing you a conversation with an investor with decades of experience, who shares some hard-earned lessons about life, money and investing.
Plus, he sprinkles in a healthy dose of history, as there's plenty we can learn about investing and ourselves from the stories of the past.
Michael Kemp is the author of The Ulysses Contract and was previously Scott Pape's investment analyst behind the Barefoot Blueprint membership he used to run.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
46:1716/06/2023
🧠 Brain Hacks: Making short term vs long term financial decisions
Where in your life do you get stuck in short-term thinking traps?
What impact does that have on achieving your goals?
In today's conversation, Kate and Evan discuss why we’re geared towards short-term thinking, how that can derail our financial goals and what to do about it.
***
In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday.
🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
28:0714/06/2023
Maximise your tax return ft. ATO Assistant Commissioner Tim Loh [2023]
Want some tax tips from the ATO?
In today's episode, Kate Campbell and Owen Rask chat with ATO Assistant Commissioner Tim Loh in the studio about everything you need to know to maximise your tax return in 2023.
This includes some of the most common deductions individuals claim on their tax returns, what investors need to declare, what sort of records we should keep for tax time, and much more.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
45:4212/06/2023
Diversification in 30 minutes (and why it matters in money, investing & life)
Diversification is a technique used to lower the risk for an investment portfolio by spreading the specific risks of investing across many holdings.
We often practice diversification in other areas of our life without even realizing it. Think friends in different groups, external industry connections, reading widely, not just eating potato chips, having new travel experiences etc. It’s the idea that we shouldn’t rely on any one single "thing" and instead incorporate different things that are not directly linked together.
Fidelity defines diversification in investing as "the practice of spreading your investments around so that your exposure to any one type of asset is limited. This practice is designed to help reduce the volatility of your portfolio over time."
In today's episode, Kate & Owen discuss how they think about diversification in their own lives and what it looks like in our finances, investing, careers and life.
***
Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast
🌏 Ready-made ETF portfolios? Rask Core has you covered!
Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds
Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
34:3609/06/2023