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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.
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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.
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SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/
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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.
🗺 1 lifestyle hack for 2023 (Owen’s vision board activity)
Looking to refresh your goals for the year ahead?
In this final episode in our summer series, Owen shares his personal vision board activity, and how to set your goals for the future.
Download the vision board template: https://bit.ly/visionrask
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:4902/02/2023
💸 2 budgeting strategies to supercharge your finances
A budget is basically giving your money a job, rather than letting it run around with no direction. Let it expand your financial possibilities, rather than thinking of it as a restrictive tool.
In this episode Kate & Owen share how we think about budgeting, two different budgeting strategies you can try, and how we are planning our budgets for the year ahead.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
40:2530/01/2023
📈 3 dividend income stocks for 2023 | ft. financial adviser Drew Meredith
Hunting for dividend income in 2023?
We’ve brought financial adviser Drew Meredith on the show to discuss dividend income stocks, and his three ideas for you to add to your watchlist this year.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
47:4626/01/2023
Insane ambition, and how to change the world, Owen's chat with Blackbird's Nick Crocker [AUSTRALIAN BUSINESS PODCAST CROSS-POST]
Nick Crocker is a general partner at Blackbird VC and founder or co-founder of numerous companies. Out of maybe 600 podcasts, this Australian Business Podcast episode has to be one of the best podcasts I have ever done.
LOVE this episode? Why not subscribe to the Australian Business Podcast for weekly episodes, on:
Apple Podcasts
Spotify
Castbox
If any of these topics resonate with you, you will enjoy this episode:
Building a business
Investing in companies
Creating anything - products, businesses, etc.
Team building
How to communicate better
Australian business culture
Opening yourself up to ambition
How the fitness and music industry works
Learning from others, and
All of the above, mashed together.
Nick Crocker episode show notes
Australian Business Podcast resources
WATCH THE PODCAST ON YOUTUBE
Owen Rask’s free business course
Ask a question
This Australian Business Podcast Episode is for founders and investors in private companies.
Join 2,300+ students in our free business course!
If you liked this episode, don’t forget to consider taking our free business course and tuning into the Australian Business Podcast episode one, in which I shared my journey.
Love the Australian Business Podcast? Let me know about it by leaving a review on Apple or Spotify.
If you want to help me out with the course, right now the best thing you can do is subscribe and review this podcast in Apple or Spotify. Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews.
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:22:5524/01/2023
💰 4 bank accounts for spending and saving in 2023 | ft. tashinvests
Is your bank working as hard as you are for your savings?
Today’s episode is all about finding the best spending and savings accounts for your financial life. Tashinvests is in the house as we discuss some of our favourite bank accounts, and some of the best accounts for saving money around at the moment.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
35:2223/01/2023
🍕 5 top ASX 200 ETFs for 2023 (A200, STW, VAS, IOZ & MVW)
Today Kate & Owen are unpacking the top 5 ASX 200 ETFS: A200, STW, VAS (ASX 300), IOZ & MVW (ASX 100 equal weight).
Tune in as we go through some of the key details including management fees, performance and top portfolio holdings.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
30:2319/01/2023
📚 6 money, mindset & investing books for the summer | ft. Evan Lucas
Looking for some summer book recommendations? Well, we’ve got you covered in this episode.
Kate, Owen & Evan Lucas share 6 money, mindset & investing books for the summer, including a few we haven’t discussed before on the show!
Your Turn: Borrow one book from the library or pick an unread book off your shelf to dive into this month. Jump into our Rask Core community to let us know your pick or send us a message on socials!
☀️ Catch these books and all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
37:4716/01/2023
🛒 7 ways to SAVE money on the cost of living this year | ft. Invest With Queenie
Ready to crush your savings goals in 2023?
We’ve got the one and only Invest With Queenie in the studio with us today, who is the queen of savings hacks (don’t forget to check her insta). Kate, Owen & Queenie share a whole heap of ways to save on your living costs in 2023.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:1812/01/2023
📺 8 money & investing shows for the summer
Financial frauds, billion dollar crashes and dodgy debts…
In today’s episode, Kate & Owen share 8 different money related TV shows and movies to keep you entertained this summer.
☀️ Catch the full list and all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
27:0409/01/2023
👀 9 of Kate & Owen's BIGGEST money & life lessons from 2022
Ready to get deep and meaningful?
Today’s episode is all about reflection and sharing some of our life and money lessons from 2022. We’ve rounded up 9 of our biggest lessons, including the importance of focusing on what you can control, investing in your mental health and using our finite amount of time with intention.
After hearing about our discoveries, why not sit down and take some time reflecting on your own journey so far.
Do you have any money & investing lessons to share?
Let me and the Rask Core community know about it by jumping into the Community forum. It’s now only $9.99 per month to be part of Rask Core – cancel anytime!
We might just share your lessons in our upcoming Money & Chill episode on The Australian Finance Podcast — stay tuned!
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where we’re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) 💸
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
50:4205/01/2023
🏠 10 most expensive suburbs in Australia | ft. Pete Wargent
Welcome to our Summer Series on the Australian Finance Podcast ☀️
Over the next 10 episodes, we’ll be taking a more relaxed approach to a whole range of topics from money movies to income stocks, and we’ve got some friends of the show in the studio to join us during the month.
In today’s episode we chat to property expert Pete Wargent, about the 10 most expensive suburbs in Australia, what property buyers should be keeping an eye on in 2023 and Pete’s top property tips.
☀️ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries
Pete’s company: BuyersBuyers
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
34:2502/01/2023
Setting your financial goals & action plan for 2023 (FREE template)
Happy New Years 🎉
Let’s set some financial goals for 2023! Whether it’s Bali, your first home or an emergency fund, let’s get motivated for the year ahead.
In this episode Kate & Owen chat about reflecting on your progress over the past year, how to set goals you actually achieve in 2023 and each share one goal they’re working towards over the next 5-10 years.
👀 Download our goal setting template: https://bit.ly/raskgoalsetting
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:2530/12/2022
Our best bits of The Australian Finance Podcast in 2022
2022 has been a huge year and we love having the opportunity to talk to so many of the world’s best and brightest on our podcasts - it’s one of the best parts of our weeks.
This episode is a little different - we’re going to share 8 short snippits from just some of our favourite guests during 2022 🎉
Highlight 1: Nir Eyal from Feb 2022 (Invest your time better with Nir Eyal)
Highlight 2: Brian Feroldi from April 2022 (Why Does The Stock Market Go Up?)
Highlight 3: Claudine Chicheportiche from March 2022 (The Psychology Behind Your Money Goals)
Highlight 4: Nick Maggiulli from April 2022 (Just Keep Buying (Investments))
Highlight 5: Effie Zahos from October 2022 (Effie Zahos: Australia’s #1 Money Expert On Budgets, Debt, Life & Relationships)
Highlight 6: Emma Edwards from April 2022 (Feel Better About Money With The Broke Generation)
Highlight 7: Dr Sam Wylie from June 2022 (Expert Q&A: Inflation, HECs, Buying A Property & Recessions)
Highlight 8: Evan Lucas from June 2022 (Investing With Less Than $5k & Building An Investor Mindset)
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
45:4026/12/2022
🎄 Rask Roadtrip, automate your money & your favourite podcasts [Money & Chill]
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that.
We’re hitting the airwaves for the final Money & Chill episode of 2022 🎉 We chat about your favourite podcasts episodes during the year, some of the awesome courses we launched, our personal highlights and what’s in the pipeline for 2023.
Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:2122/12/2022
Mortgage: time to lock in your rate? Expert property advice from Chris Bates
Fixed vs variable rates in 2023?
In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to award-winning mortgage broker Chris Bates, about fixed vs variable interest rates, finding quality properties and his tips for first home buyers in 2023.
Find Chris Bates at Weathful: www.wealthful.com.au
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:2121/12/2022
🌏 Investing for impact: greenwashing, ESG filters & company engagement
In a world of greenwashing, corporate scandals and ethical quagmires, how do you invest inline with your values?
To make some sense of all this, Kate & Owen chat to chat to Emilie O’Neill, Co-Head of ESG and Equities Analyst at Perennial Partners.
We discuss the ESG investment universe, whether ESG investing adds or detracts from your investment returns, the difference between active and passive ESG investing, how to understand a companies ESG practices and ways for investors to actively engage with listed companies.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
45:0719/12/2022
💸 23 ways to save and invest in 2023 💸
Ready to kick off 2023 Rask style? Well, we’ve got quite a list lined up for you today!
Continuing on from the popularity of our saving and investing episodes in 2021 and 2022, we’ve put together 23 ways you can save and invest in 2023.
Give some of them a go and let us know by jumping into the Rask Core community or sending us a message on socials.
💸 Download the full list: https://bit.ly/23in2023
📱 Instagram: @RaskAustralia
👀 TikTok: @RaskInvest
🗣 Twitter: @RaskAustralia
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:07:4115/12/2022
3 ways to save $10k ASAP, side hustles & taking back control feat. Mel Browne
Today we’ve got the wonderful Mel Browne on the show, to share her hard-earned wisdom from being an entrepreneur, investor and financial educator.
Mel shares some of her journey on being a business owner, what financial empowerment means to her, balancing saving vs spending and actionable strategies for creating wealth.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
50:2812/12/2022
Investor bootcamp, common investing mistakes & understanding yourself
Why is it so important to build strong financial foundations as an investor?
Tom Wilson from InvestSMART joins us on the show to discuss the foundations all investors need to build, some of the common mistakes that trip us up (and how to avoid them), how much we really need to know before getting started, the importance of understanding your personality as an investor and his favourite investing books.
Join the InvestSMART Bootcamp using the code 'rask50' for 50% OFF
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:0808/12/2022
Buying back your time, financial freedom & lifestyle design with Strong Money Australia
Are you interested in the idea of financial freedom?
Owen Rask talks with one of the OG FIRE advocates in Australia, Dave Gow from Strong Money Australia. The pair discuss Dave’s journey to financial independence, how reaching FIRE changed his life, the role of mindset and more deeply examining the way we spend our time and money.
Dave’s Book: www.amazon.com.au/Strong-Money-Australia-Financial-Independence/dp/0645632406
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
49:3005/12/2022
3 strategies for home buyers in 2023, creating your brief & buying quality properties
Does your dream property exist?
Sometimes it comes down to having a detailed property brief and time, according to today’s guest, Amy Lunardi, who is a buyers advocate in Victoria, and the co-host of our FREE property course on Rask Education.
In today’s conversation Amy shares her thoughts on the property market for the year ahead, some of her client success stories during the year, what happened on The Block, the importance of giving yourself time while hunting for a property, factors she considers when finding quality properties and her biggest tips for first home buyers in 2023!
FREE Property Course: https://education.rask.com.au/courses/free-property-course
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
32:2501/12/2022
The rise of Ladies Finance Club ft. Molly Benjamin
Molly Benjamin is the founder of Ladies Finance Club (LFC), which is an in-person and online platform for connecting women with each other — and their finances.
This Australian Finance Podcast episode with Molly Benjamin is hosted Owen Rask and originally appeared on The Australian Business Podcast because in it, Owen asks Molly how Ladies Finance Club came into existence, why women meeting to talk about money makes sense and how she manages her business.
In the second half of the podcast, Molly shares some of the wisdom she has gathered from women in her community. Things such as money-saving tips, what holds women back from investing and so on. There’s something for everyone!
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:2228/11/2022
Kate & Owen's investing checklist for new investors (our complete guide & Google Doc)
New investor? Want to take the plunge and buy shares or ETFs but a little... scared?
You're definitely not alone! That's why, analyst Owen Rask and educator Kate Campbell, hosts of the super-popular Australian Finance Podcast, have just released a brand-new episode (and free Google Doc) to help you break away from the nerves and invest sensibly.
Listen to this finance podcast for new investors because:
You know investing is good for you but you're nervous.
Everyone tells you 'the share market is like gambling' but you know that doesn't make sense.
You're stuck on 'what you need to pack' (a brokerage account, steps to pick one, etc.)
A simple 'pre-flight' checklist for getting yourself sorted sounds good.
You want to learn from two of Australia's best financial educators, and
Growing wealthy sounds pretty good to you!
NEW INVESTOR GOOGLE DOC & SHOW NOTES
Join Rask Core & invest like Owen
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
26:3024/11/2022
5 money mistakes investors make (and how YOU can avoid them)
When it comes to investing, one of the reasons that commonly holds people back from getting started is the fear of making a mistake
This is understandable, given your money is on the line, but you can push through it. At the end of the day, we truly believe the biggest mistake you can make is not actually starting at all.
Given we should try to learn through other people’s mistakes, and we can gain confidence through understanding all the ways we can go wrong, we wanted to share five common investing mistakes with you today, and how you can work to avoid them.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
18:5523/11/2022
Australia's 7 top share trading accounts for 2023 | Pearler, Stake, Selfwealth, CommSec, Sharesies, Superhero & Vanguard
What's the best share trading account? How do I pick a share brokerage? Is there a difference between HIN/CHESS brokers and what are the risks of brokers?
The list of questions about brokerage accounts goes on and on and on...
If you're on the hunt for a share brokerage account or share market app, you're in luck.
In this Australian Finance Podcast episode, Owen Rask and Kate Campbell review 7 of the most popular share brokerage apps in our community.
List of best share trading brokers
See where Owen invests for $9.99 per month
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
42:0121/11/2022
Let’s have a conversation about money (tips for talking to friends & family)
Why is talking about money so important?
We’ve been taught from an early age that we shouldn’t talk about money, but that taboo does much more harm than good. Talking openly about our finances helps remove the culture of fear and shame that can surround money.
Talking about money might feel hard right now.
But not talking about it long-term will be harder.
In this episode Kate & Owen discuss the importance of money conversations, some strategies to approach them with kindness and highlight the point that not everyone will learn, value or talk about money the way you do - and that’s okay!
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
39:5117/11/2022
Stocks up, travel hacks, medicare rebates [Money & Chill]
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that.
In today’s conversation we’re catching up with Monique who’s returned from her European adventure, why the market is going back up and our latest money saving hacks.
Tickets for our Melbourne event: www.raskmedia.com.au/event
Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 15th of November 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
33:3616/11/2022
AFIC review: Australian Foundation Investment Company (ASX: AFIC) review and LIC overview
Australian Foundation Investment Company Ltd (ASX: AFIC) is one of the most popular listed investment companies (LIC) ever.
Kate Campbell and Owen Rask dive into AFIC in this episode of The Australian Finance Podcast.
Full show notes & AFIC review
Keep reading below to find out how to ask a question...
Ask your finance question
Remember to keep your questions fun by giving us a silly or creative name to read out on air!
~~ Our sponsors ~~
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
39:3114/11/2022
Q&A: Retiring without a home, neobanks, ETF ‘L plates’ & choosing a broker
Australian Finance Podcast's Question & Answer session is back! Kate Campbell and Owen Rask are cracking open the finance podcast question inbox to riff on some of the finance, money nad investing questions you’ve asked us recently.
In this Australian Finance Podcast episode:
Challenger banks
Retiring without a home
Why not bonds?
Internationally domiciled ETFs
ETF tax details
And broker analysis paralysis
Ask your finance question
Remember to keep your questions fun by giving us a silly or creative name to read out on air!
~~ Our sponsors ~~
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
47:2610/11/2022
How I grew Rask to $1 million, my small business journey | Australian Business Podcast [BONUS EPISODE]
Ever wondered how Owen built Rask into the business it is today?
In this BONUS EPISODE of The Australian Finance Podcast, Owen shares a popular episode from our new Australian Business Podcast series.
Listen to Owen Rask's journey in building Rask Australia from a Mac, Officeworks desk and a living room into a finance brand that is nationally known and includes around 17,000 students, 4,000+ members and 100,000 listeners, readers or viewers.
Love the business series?
Enrol in Owen's free business course.
Subscribe on Apple
Subscribe on Spotify
Subscribe online.
Australian Business Podcast episode outline:
The inside scoop of how the Rask business (the owner of this podcast) actually works
Owen's four stages with Rask:
Preparation 📖
Inception 🌱
Traction ⚙️
Inflection 📈
Owen's phone call with Scott Pape
Harsh lessons learned
Where Rask is today
ASK QUESTION 🙋♀️
Please use the “Ask a question” menu link on the Rask websites, or leave your questions in the Apple Reviews.
~~ Our sponsors ~~
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
23:5309/11/2022
Red, orange and green flags: 10 things to know before investing ft. Danielle Ecuyer
Danielle Ecuyer of Shareplicity joins Owen Rask and Kate Campbell on this special episode of The Australian Finance Podcast to share 10 things to look for when researching ASX and global shares/companies.
Kate Campell plays host to Dani and Owen as they talk about 5 positive (green) and 5 concerning (red) 'flag' indicators to add to your share investment checklist.
View all notes & flags in the show notes:
Speaker disclosures
Dani: CSL, GMG, BHP
Owen: XRO, PME
Kate: XRO, AMZN, BHP, CRWD, MELI, OKTA, FMG, EML
~~ Our sponsors ~~
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:13:4207/11/2022
Our best budgeting, finance & investing apps (2022)
What are the best personal finance apps and top investing tools for 2022 and 2023?
We often mention different personal finance apps that we’ve found helpful when it comes to our personal finances on The Australian Finance Podcast, so in this episode we’re bringing them all together for you in one spot.
From record-keeping, budgeting, banking, investing and making money, there’s an app out there for most things nowadays, today we’re sharing some of our favourites.
⚠️ Just so we’re clear, we do not get paid for including any of these companies in today’s episode, and are purely mentioning them as they’ve been helpful to us. But, we do have a long-term flat-fee partnership arrangement with Pearler, who help us bring this show to life.
Of course, this is also a non-exhaustive list, so make sure you do your own research and find the best solution for your own unique needs!
Kate's top 3 personal finance apps
Sharesight - the ultimate in tax reporting for share and ETF portfolios
Up Bank and Banking - CommBank - emojis, planning your finances and helping you understand your money habits
Raiz - for automatic round-ups, getting started investing and rewards programs
Owen Rask's top 3 personal finance apps
Pearler - for automation & 'paying the bill' of investing. Get $10+ of credit using the Rask coupon code.
Xero - awesome for small business
ING - scheduled direct debits, BPAY and transfers (e.g. 'one day after my payday, automatically transfer $2,000 for rent')
Notion - life, finance and investment admin (Owen uses it for his investment research notes)
Note: Pearler is a long-term sponsor of The Australian Finance Podcast but we're not paid to mention it. And Owen assures us it's seriously one of his favourite. Rask doesn't earn any type of referral/affiliate-style income from any partner/sponsor.
Honourable mentions
AFR - leader for financial news (student rates are on offer!)
CommSec - the app is good for news alerts
TIKR - company research, annual reports and data on every stock/company
Your local library apps -- save some money & suppor the library!
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
28:5303/11/2022
5 top term deposits right now (2022 & beyond)
What are the best term deposits in Australia? Are you hunting for a term deposit to stash some cash?
Term deposits are a type of financial product offered by financial institutions that allow you to lock away your savings for a set period of time (the term), in exchange for a fixed interest rate.
In this brief episode, we’ll attempt to outline a few of the high-interest options available to you. As always, be sure to read the Terms & Conditions, along with the Financial Services Guide (FSG).
Please note: this podcast was recorded on October 31st, 2022 (a day before the Reserve Bank of Australia increased interest rates by 0.25%).
Resources:
ASK A QUESTION
Show notes
Top 5 savings accounts
Subscribe to Rask Core for $9.99 per month (cancel anytime)
Rask Core community’s best accounts
Owen on Twitter
Pearler, the broker for long-term investors.
Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit.
We’re proudly supported by Global X ETFs.
Learn more about the growing range of leading ETFs, on the Global X ETFs website.
Boost your investment potential, with FundLater.
With InvestSMART’s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Click here to find out how.
Investing Made Simple.
Thanks to InvestSMART’s ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Click here to get started.
WARNING: The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
Learn more about your ad choices. Visit megaphone.fm/adchoices
23:3702/11/2022
Simran Kaur: Journey to $1M+, making sense of investing & building Girls That Invest
Simran Kaur: the founder and author of Girls That Invest joins Kate Campbell all the way from NZ today to talk about her wealth building journey to $1 million, how to make sense of investing, dealing with financial comparison, market volatility and overcoming burnout.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 18th of October 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
38:0931/10/2022
Spending vs saving: finding the balance between YOLO and future you
The great debate: are you a spender or a saver?
This question gets thrown around quite often, and it’s easy to lump yourself into a specific camp without really thinking about the drivers behind your behaviour. Most of us have a bit of both in us, and we’d argue that’s a good thing.
This episode is going to focus on those that find themselves on the spending side of the debate, and hopefully provide you with some strategies to bring a bit more balance to your financial life.
In this episode, Kate & Owen unpack the four main reasons why we spend money, with the goal of learning to spend your money with more intention.
TLDR: You’re going to spend money for many different reasons and that’s a big part of your financial life. But where you can, try to articulate why you are spending the money.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
33:1427/10/2022
📰 Financial news & media: are you reading for entertainment or knowledge?
Everywhere you look online, you'll see bold headlines and a constantly changing array of predictions, which can often make it difficult to navigate the waters of financial media.
Read things you disagree with, question the motives, find the source and identify whether you’re reading for entertainment or knowledge.
In today’s episode, Kate & Owen take a look into how we go about using and consuming financial media, and share some of the ideas that experts have on filtering through the headlines.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
52:3324/10/2022
Effie Zahos: Australia’s #1 money expert on budgets, debt, life & relationships
Australia's #1 money expert Effie Zahos is in the house with us today, sharing her time tested money principles from three decades in the industry.
Effie shares her journey to becoming an Australian finance icon, what money means to her, time tested money principles, how she manages her finances with her partner, overcoming limiting money beliefs and shares the letter she wrote to her daughter about money.
Effie Zahos is a Director at InvestSMART Group, Editor-at-Large of Canstar and the author of multiple books, including A Real Girl's Guide to Money: From Converse to Louboutins.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 12th of October 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
46:4320/10/2022
FinFest 2022, travel hacks & Raiz rewards [Money & Chill]
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that.
In today’s conversation we’re catching up on a big week in Sydney, and giving you a run down on EquityMates’ FinFest 2022 event, our latest money saving hacks and some of the books and podcasts that we’re enjoying lately.
Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 19th of October 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
37:4719/10/2022
📈 ASX share review: Commonwealth Bank of Australia (ASX:CBA)
Ready for an ASX deep dive?
In today’s episode we’re going to take a deep dive into the biggest bank in Australia, the Commonwealth Bank of Australia (ASX:CBA), which you’ll be very familiar with. It’s also one of the biggest listed companies in Australia, and makes up a large part of any ASX200 ETFs.
Owen & Kate take listeners through what CBA does, who runs the show, key competitors, the company’s products & services, and Owen takes a quick look at the books.
Before we start please note, this is not a recommendation from Owen, Kate or the Rask Team. Owen and Kate do not own shares of CBA.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
59:1917/10/2022
Mind Over Money: be a better investor with Evan Lucas
Have you ever thought about what money means to you?
In this episode of The Australian Finance Podcast, Kate & Owen chat to Evan Lucas, Chief Investment Strategist at InvestSMART and the author of Mind Over Money.
Evan shares his thoughts on understanding your money identity, how to avoid falling prey to comparison traps, building patience into your investment plan and how to feel more in control of our financial future.
Evan also shares the story about how he and his wife figured out their common values and goals about money, and how they built their financial habits together.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 30th September 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
01:00:1113/10/2022
Creating your ideal day, finding motivation & life admin days with muchelleb
✨ What does your ideal Tuesday look like?
In this bonus episode, Kate takes a break from investing to chat to digital creator Michelle B (known as muchelleb on YouTube) about creating the life you want to live right now (not years down the track).
Michelle shares what a good day looks like to her, how to intentionally build a life you love, what you should do before setting your goals, stepping out of your comfort zone, techniques to manage your time better, life admin days, and overcoming procrastination on those tasks you’ve been pushing off for months.
Catch Michelle on YouTube: https://www.youtube.com/c/muchelleb
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 5th of October 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
51:0012/10/2022
Sell property now? RBA interest rates & financial independence ft. Pete Wargent
What’s happening in the property market this year?
We’ve got Owen’s mate and property expert Pete Wargent on the show, to share his property update for 2022, first home buyer tips and whether it’s too late to buy or sell your house right now.
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 6th of October 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
43:1610/10/2022
🌱 ETF Q&A: top 10 BIGGEST investing questions
Do you have questions about ETF investing?
To wrap-up our ETF Investing Mini-Series, Kate & Owen provide rapid fire answers to the top 10 most commonly asked ETF investing questions in our community.
We answer everything from what is an ETF to how can I decide which ETF to buy, and best ETFs for the long-term to how much to invest in ETFs each month.
Fun fact: the founder of Campbell Soup Company (NYSE: CPB), Joseph Albert Campbell, who created the company in 1869, died in 1900.
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
26:5406/10/2022
5 money habits for financial freedom in 2022
In today’s bonus episode of The Australian Finance Podcast, Kate & Owen share five money habits for financial success in 2022, that you could try incorporating in your own life this year.
These habits include automating your savings and investing plan, meal prepping on the weekends and setting yourself small goals with regular wins.
Share your money habits that have worked for you with us on Twitter or Instagram!
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 30th of September 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
18:4305/10/2022
Warren Buffett, moats, castles & share market investing
Does your company have a moat?
Here at Rask, one of the key pillars in our investment philosophy is investing in companies with strong advantages or moats.
A moat is a throw-back to the good ol’ days when castles (business franchises) needed a ring of water (competitive advantage) to protect them from the attack of enemy armies (competitors) who had heavy armour and weaponry.
A moat is a feature of a business that enables it to generate excess returns on capital for a sustained period. Under the rules of capitalism, usually a competitor would enter the market and eat away at those returns.
In this episode, Kate & Owen discuss what an investment moat is, share Morningstar’s 5 moats and companies that fall within each category, along with how to identify and stress test a company’s moat.
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
48:5103/10/2022
🌱 ETFs: buying and growing your ETF investment [ETF mini-series part 5]
Welcome to part 5 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
After listening to parts 3 & 4 of our ETF investing mini-series, you might have an ETF in mind that you’re ready to buy.
But hold on a sec…you can’t just buy this ETF at the supermarket.
In this ETF episode we break down how to actually buy an ETF in Australia (hint: you’ll need a brokerage account), ongoing ETF investment strategies, and how to manage you ETF on an ongoing basis (and keep it alive, unlike your tamagotchi).
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
40:0730/09/2022
🌱 Getting to know your ETF & using an ETF in your portfolio [ETF mini-series part 4]
Welcome to part 4 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
Now that you’ve compared ETFs and actually decided on one you might like to invest in, Kate & Owen are going to help you brush up on your knowledge and understand your chosen ETF better.
Make sure to listen to parts 1, 2 & 3 of our ETF investing mini-series, if you haven’t already.
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
57:4629/09/2022
🌱 ETFs: How to research and compare ETFs like VAS, STW, IOZ & more [ETF mini-series part 3]
Part 3 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
In this episode, Kate & Owen walk listeners through how to research and compare different ETFs within a category. We cover how to compare large ASX ETFs including A200, STW, IOZ, VAS (ASX300) and MVW (equal weight 100). Plus, we discuss the most important step, actually making a decision and investing!
Make sure to listen to parts 1 & 2 of our ETF investing mini-series, if you haven’t already.
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
40:0528/09/2022
🌱 ETF investment strategies & what to look for [ETF mini-series part 2]
Welcome to our part 2 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
In this episode, Kate & Owen walk listeners through how to work out what kind of ETF you’re looking for, and how it forms part of your broader investment strategy. We also explain what a Core/Satellite Portfolio is, understanding your risk profile and whether ETF unit size matters.
Make sure to listen to part 1 of our ETF investing mini-series, if you haven’t already.
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created to accompany this podcast series: https://bit.ly/etfchecklist
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 13th of September
Learn more about your ad choices. Visit megaphone.fm/adchoices
40:3327/09/2022
🌱 ETF investing crash course [ETF mini-series part 1]
Welcome to our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio.
Over the course of 5 podcast episodes, we’ll cover the basics of ETF investing you need to know about, and give you the tools to figure out what type of ETF you’re looking for, and how to research and compare them. Plus we’ll give you an overview of what you need to know about how to buy ETFs and managing them on an ongoing basis.
ETFs are a great investment option for both new and experienced investors, and make it easy to build a low-cost and diversified portfolio with just a few trades.
They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low cost diversified ETF and buying small parcels frequently over a long period of time.
So, in this episode Kate & Owen talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest.
Be sure to download our ETF Investing Checklist (Google Doc) that we’ve created for you to accompany this podcast series: https://bit.ly/etfchecklist
Ready-made ETF portfolios? Rask Core has you covered (use code ‘AFP’ for $50 off your lifetime membership).
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 13th of September
Learn more about your ad choices. Visit megaphone.fm/adchoices
49:3226/09/2022