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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. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast. ~~ SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/ ~~ DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.
- 694 - Becoming the best financial version of yourself, tuning out the noise and getting into property with Effie Zahos
How can you become the best financial version of yourself? Effie Zahos is back on the podcast for an insightful conversation with Owen Rask. The duo discuss the power of automating your finances, moving from consuming information to taking action, tuning out the noise, reengaging with your finances, how robo-advisers work, why Aussies love property so much, and getting your asset allocation right. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 28 Mar 2024 - 693 - Healthy habits to improve your wellbeing with Dr Amantha Imber
Dr Amantha Imber, organisational psychologist and author of The Health Habit, shares her tips on habits, productivity, and health, because there’s no point in having millions at retirement if we can’t enjoy all our hard work. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 25 Mar 2024 - 692 - Buying your time back, the second-hand economy & robot vacuums [Money & Chill]
On Money & Chill this month, Kate, Owen, and producer Monique discuss how to sell things without getting scammed, how to buy back your time and some of their favourite books right now. ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 21 Mar 2024 - 691 - How to buy your first home FASTER in 2024
Do you want to buy a property faster? Australia's #1 Mortgage Broker, Chris Bates, sits down with Buyers Advocate Amy Lunardi to discuss how to speed up your home-buying journey in 2024. (Obviously, there's a lot of nuance to this conversation, so listen to the end.) Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Episode record in February 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 19 Mar 2024 - 690 - Are new ETFs worth the hype? An insider’s view into the world of investing
Are new ETFs worth the hype? Today Kate & Owen chat to Nick Nicolaides, the founder of Pearler, our wonderful long-term partner of the podcast. In today’s conversation, we’re tackling a topic Nick is very familiar with: ETFs. Specifically, what are thematic ETFs, how new ETFs come to market and how to know if you’re falling prey to an ETF hype cycle. Plenty for brand-new and experienced ETF investors to take away today, so let’s jump right in! Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 18 Mar 2024 - 689 - 🧠 Brain Hacks: 5 money psychology tips for 2024
Ready for another episode of Brain Hacks with Kate Campbell & Evan Lucas? We explore five key lessons from our Brain Hacks series to set you up for success in 2024. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 14 Mar 2024 - 688 - I want to start saving money in 2024 (step-by-step guide)
Ready to start saving in 2024? Kate Campbell and Owen Rask share their tips and tricks to help you set and achieve your financial goals this year. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 10 Mar 2024 - 687 - 10 timeless investing lessons: Owen's Market Update Vol. 1 (Feb 24)
Interested in Owen's timeless investing lessons? In this episode, Chief Investment Officer Owen Rask updates listeners on the economy, inflation, interest rates, big news headlines and shares his timeless money & investing lessons. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 07 Mar 2024 - 686 - Insurance: EVERYTHING you need to know about income protection, TPD & life insurance
Insurance for 80 mins? If you can make it through this episode, you can do anything in life. Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability. This episode is EPIC and is an amazing primer for how to get and keep insurance. Book a 15-min free insurance call with Skye: https://bit.ly/R-insur Get financial advice from James (select age 50-60): https://bit.ly/R-plan ~~ Other resources ~~ Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 06 Mar 2024 - 685 - Property Q&A: 16 years later I've lost money on my apartment, invest in Pearler or offset? Plus, how do mortgage brokers get paid?
In this Property Q&A episode, Owen Rask and expert mortgage broker Chris Bates from Flint Group answer your questions, including why apartments are often (but not always) bad investments, what to do with a dud investment in property and how mortgage brokers are paid. Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 04 Mar 2024 - 684 - Get Good With Money in 2024 with Emma Edwards (The Broke Generation)
Emma Edwards reveals what it means to be “good with money” and how to improve our relationship with money in this episode of The Australian Finance Podcast. 📚 Enjoyed this episode? You'll love Emma's book, Good With Money, which you can order on Booktopia*: https://booktopia.kh4ffx.net/emma ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Kate's book, Buying Happiness: https://bit.ly/kate-amazon Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg *This is an affiliate link. Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 29 Feb 2024 - 683 - Q&A: I'm 15 and want to invest, retiring with $8,000 in Super & micro investing in ETFs
Owen Rask, founder of The Rask Group, is joined by financial adviser Alex Luck to answer your financial planning questions on The Australian Finance Podcast. Topics covered: Why can I never stick to a budget I'm 15 and want to invest Retiring with $8,000 in Super Using leverage to buy shares or ETFs Financial planning fees explained 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 28 Feb 2024 - 682 - I want to buy a property in 2024 (step-by-step guide)
Do you want to buy a property in 2024? Expert buyer's agent Amy Lunardi walks you through the necessary steps to buy your first home (and avoid some of the expensive mistakes). ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 26 Feb 2024 - 681 - Improving our personal finances, refundable bookings and Poor Charlie's Almanack [Money & Chill]
On Money & Chill this month, Kate, Owen and producer Monique discuss how they're improving their finances in 2024, their latest money hacks and what they've been reading over the summer. ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 22 Feb 2024 - 680 - 10 things that are worth spending money on
What do Kate & Owen value spending money on? We talk about saving and spending money a lot on the Australian Finance Podcast, but something we all do is spend money. In this episode, we discuss what’s actually worth spending money on (in our own lives). ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 21 Feb 2024 - 679 - Should Owen use equity from his property to buy a farm? Mortgage Broker Chris Bates explains the pros and cons of equity release
On this cross-posted episode, Australia's #1 Mortgage Broker Chris Bates sits down with Owen Rask to discuss Owen's property goals and long-term wealth creation plan. Chris also explains the pros and cons of equity release, debt recycling, side hustles versus pay rises, and so much more. This podcast originally appeared on Rask's Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 19 Feb 2024 - 678 - Couple Goals: Navigating money conversations in a relationship with Nicole Haddow
How do you navigate conversations about money within a relationship? Today's guest is Nicole Haddow, the author of Couple Goals, a guide to building a strong financial future and an even better relationship. In this conversation, we talk about how Nicole navigated her money journey within a new relationship, and she shares all the details that people usually keep behind closed doors. Whether you’re in a relationship or planning to be in the future, this conversation is full of useful tips and ideas to help you deal with the challenging topic of money in a relationship. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 15 Feb 2024 - 677 - Q&A: Am I a good investor, building an ethical portfolio & currency hedging
In this Q&A episode, Rask Chief Investment Officer Owen Rask answers YOUR money and investing questions, from tracking returns to ethical ETF investing. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Kate's book, Buying Happiness: https://bit.ly/kate-amazon Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 12 Feb 2024 - 676 - Cost of living up, savings down & investing on a budget (Owen’s market update)
How have global stock markets performed over the past 12 months? In this episode, Chief Investment Officer Owen Rask gives listeners an update on the economy, inflation, interest rates, big news headlines and household savings data. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg This conversation was recorded on 6th February 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 08 Feb 2024 - 675 - Q&A: picking a broker, cash ETFs vs term deposits and getting out of the rental market [BONUS]
Want to talk to a financial adviser? In this episode, Owen Rask chats with qualified financial adviser Alex Luck from Everest Wealth to answer YOUR money and investing questions. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 06 Feb 2024 - 674 - 1 BIG money goal for 2024
What is your BIG money goal for 2024? With 76% of our Rask community setting money goals and 19% wanting to start this year, we finish our Summer Series with a big deep dive into goal setting. In today's episode, Kate & Owen discuss how to set money goals, what stops you from achieving them and why it's so important to focus on the journey, not the destination. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 04 Feb 2024 - 673 - 2 ways to start your own small business in 2024
Want to start a small business or side hustle this year? Owen Rask shares two ways to start a small business this year, including why starting your own business can be a positive step to take in your career. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 01 Feb 2024 - 672 - 3 money habits to set yourself up for success ft. habit expert Dr Gina Cleo
How can you build habits to set your finances up for success in 2024? In today’s episode, Kate Campbell chats with Dr Gina Cleo, who is an expert on habits, and how we make, break and change them. Habits play a big role in achieving your financial goals, so in this episode, we’re diving into what habits are, how we form them, and some habit strategies you can experiment with this year to reach your goals. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 28 Jan 2024 - 671 - 4 ASX income stocks to watch in 2024
What does expert investor Ryan Newman look for when investing in stocks? Owen Rask asks Ryan to share his approach to investing, and together they bring four growth-focused stocks that pay investors income to the table and share the case for why he likes them. This includes large ASX companies such as COH, RMD & MQG. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 25 Jan 2024 - 670 - 5 ways to buy happiness in 2024 with Kate Campbell
Ready to make 2024 a wonderful year? Many of us give a great deal of thought to the way we save and invest our money, but I’d like to challenge you to think even more intentionally, specifically about how you spend your money – and your time. Thankfully, over the past few decades, there has been a substantial amount of research on how we can use the resources at our disposal in slightly different ways to boost our happiness. In this episode, Kate & Owen take you through five research-backed methods to help you buy happiness. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 21 Jan 2024 - 669 - 6 international ETFs to explore (IVV, MOAT & more)
Can you invest internationally without leaving your couch? In today's episode, Owen Rask gives you an overview of 6 international ASX ETFs, including IVV, VGS, NDQ, QUAL, MOAT & FEMX. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 18 Jan 2024 - 668 - 7 prompts to have better money conversations with your partner
Want to have better money conversations this year? Money coach Karen Eley gives you the tools to start having better conversations about money and goals with your partner in 2024. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 14 Jan 2024 - 667 - 8 personal finance apps & tools to make your life better
What are your favourite apps & tools when it comes to your finances? Kate & Owen share a range of different personal finance apps & tools, ranging from cashback and rewards platforms to budgeting tools, to help you manage your life better in 2024. Plus, friends Ana Kresina & Tash Invests share some of their tips with us. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 11 Jan 2024 - 666 - 9 savings hacks to crush your living costs ft. Invest with Queenie & Pablo
Ready for some fun new savings hacks? Today, Kate Campbell is chatting with Queenie Tan, a beloved Australian personal finance content creator. We've got Queenie on the show today to help us manage the cost of living pressures this year by providing us with heaps of practical savings hacks to try out. This episode is part of our Summer Series on The Australian Finance Podcast! Throughout our Summer Series, we’ll give you some super actionable tips and tricks throughout the month to get your finances in fighting form for the year ahead. Stay tuned for episodes on savings hacks, career tips, income stocks and much more! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 07 Jan 2024 - 665 - 10 actionable career tips for success in 2024 ft. Shelley Johnson
Want to set yourself up for success in 2024? Welcome to our Summer Series on The Australian Finance Podcast! Throughout our Summer Series, we’ll give you some super actionable tips and tricks throughout the month to get your finances in fighting form for the year ahead. Stay tuned for episodes on savings hacks, career tips, income stocks and much more! Today, your host Kate Campbell, chats with Shelley Johnson, the founder of Boldside Consulting, HR expert, host of the My Millennial Career Podcast and author of the wonderful Sort Your Career Out book. In this conversation, Shelley’s bringing you 10 actionable career tips for success in 2024. Enjoy! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 04 Jan 2024 - 664 - 🎉 New Year, New You: Setting money goals for 2024 with Jess Irvine
Happy New Year, and welcome back to the Australian Finance Podcast for 2024 🎉 Kate Campbell chats with a beloved Australian economist & journalist, Jessica Irvine. She focuses on helping you strip away your negative money thoughts and teaches you the real meaning of money: how to get it, how to spend it and how to save it. In this episode, we’re diving into budgeting and goal setting and providing super actionable strategies and tips to kickstart 2024 with a bang. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Sun, 31 Dec 2023 - 663 - 4 things you MUST do with your finances in 2024
Now that we’re gearing up for 2024, it’s a good chance to start reflecting and resetting after a busy year. So what should we be doing with our finances over the next year? With the cost of living challenging us all this year (or at least 92% of us, says research from Aware Super), there’s been no better time to focus on our finances and set ourselves up for success in the new year. In this episode, Kate Campbell and Owen Rask share four things you can do to put yourself in a better position heading into 2024. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 28 Dec 2023 - 662 - Sydney property or shares: what's done better? A data-driven ETF exploration with David Tuckwell
What does the Australian ETF market look like in numbers? Global X, Senior Product and Investment Strategist David Tuckwell shares the numbers behind ETF growth and development in Australia this year in a conversation with Owen Rask. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Amazon: https://bit.ly/kate-amazon ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 26 Dec 2023 - 661 - Christmas gift guide, summer reading list & our money lessons from 2023 [Money & Chill]
What's on Owen & Kate's summer reading list? ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. In this episode, Kate, Owen and our producer Monique, share our Christmas gift guide, summer reading list & our top money lessons from 2023. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Kate, Owen 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. 📚 Enjoyed this episode? You’ll love Kate’s book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 21 Dec 2023 - 660 - How to build and renovate for profit, with Buildher's Rebeka Morgan [CROSS-POST]
Buyers Agent Amy Lunardi and Rask founder Owen Rask are joined by Rebeka Morgan from Buildher Collective. This episode originally aired on the Australian Property Podcast earlier in 2023. BuildHer Collective helps women build and renovate their homes through her community. Rebeka used her experience in construction to guide her clients and community to understand that property development is more accessible than it seems. She has helped countless people around Australia, as well as Amy herself! In this episode, we are covering the business Rebeka has built and understand the different options you have if you're looking to renovate or build for profit. On this episode of the Australian Finance Podcast: How can ‘regular’ people make money through renovating & building? In what situations have you seen it done well? And not so well? Some of the common mistakes when renovating Misconceptions people have when it comes to developing (small-medium scale) How can you figure out how much a project might cost What kind of profit margins should you be aiming for when considering developing/renovating and why? How people generally finance build costs 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 19 Dec 2023 - 659 - Q&A: VDHG is my one and only, how to invest ethically & equalising my wife's Super
In this episode of The Australian Finance Podcast, Rask's Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your questions about super, VDHG and ethical investing. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 18 Dec 2023 - 658 - 10 easy money goals for 2024
Looking forward to 2024, you might be already starting to think about what goals you want to work towards. If you’re listening to this podcast, you might be someone who tends to set big, ambitious goals. But sometimes, when it comes to money, this can make things harder. Setting a big goal like “I want to sort my finances out and start investing” really needs to be broken down into lots of smaller steps to make it achievable. In this episode, Kate Campbell & Owen Rask going to share a whole range of small money and investing goals you could set for yourself in 2024 to help you take the first step, whatever that looks like for you. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 14 Dec 2023 - 657 - Shark Tank judge & RedBalloon founder Naomi Simson on life, business & taking risks
Naomi Simson is an Australian business owner and leader who’s seen it all. From founding RedBalloon, an online marketplace for experiences in 2001, to being a judge on Shark Tank Australia, she’s full of insights. In today’s conversation, Kate Campbell chats to Naomi about her journey as a business owner in Australia over the past few decades, its impact on her finances, insights on work and how she thinks through big decisions. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 12 Dec 2023 - 656 - 💸 24 ways to save and invest your money in 2024
Ready to kick off 2024 Rask style? Well, we’ve got quite an episode lined up for you today! Continuing on from the popularity of our saving and investing episodes in 2021, 2022 and 2023, we’ve put together 24 ways you can save and invest in 2024. Give some of them a go, and let us know by jumping into the Rask Core community or sending us a message on socials. Remember that the choices you make with your money aren’t just about what you want to do this year. They’re about who you want to be in the future. Want the full list with all the resources? Head over here: https://bit.ly/24-in-2024 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 11 Dec 2023 - 655 - IVV or VGS, plus the power of offset accounts & government bonds (Owen's December market update)
What's happened in the world of money over the past month? Catch up with the world of finance in Owen's December 2023 market update, covering major market moves, bonds & the power of offset accounts. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 08 Dec 2023 - 654 - Micro-investing 101: walkthrough of Pearler Micro, Raiz, CommSec Pocket, Sharesies & more
For many Australians, investing is a daunting activity to get started with. However, micro-investing apps like Pearler Micro, Raiz, CommSec Pocket, Sharesies, and more have broken down many of the traditional barriers to investing for beginners. Starting with just $5, you can get your first taste of being an owner in our global economy rather than just a consumer, which is pretty exciting! In this episode, Kate Campbell and Owen Rask dive into what micro-investing is, how it works, pros and cons, and some of the platforms you can try in Australia. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 07 Dec 2023 - 653 - Using your money to make a difference globally with just $25
Want to make an impact globally with just $25? You can do so with Lendwithcare, a micro-finance lending program for small businesses powered by Care Australia. How does it work, you ask? 1) You lend: You choose which borrower to support 2) They grow: Your investment helps their small business grow 3) They repay: When they’re up and running, they repay your loan 4) Lend again: Support another person to change their life Tune into this episode as Kate Campbell chats with Suzi Chinnery, the Head of Capability and Impact at CARE Australia, about how the program works. Learn more about Lendwithcare: www.lendwithcare.org.au 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 05 Dec 2023 - 652 - I want to start investing in 2024 (step-by-step guide)
Want to become a millionaire without winning the lottery? Then listen up! This episode is for anyone interested in investing in 2024. Kate & Owen take listeners through a whirlwind adventure covering what investing is, what to do before investing, what you can invest in and how to invest in it. Want the resources? Head to the show notes on Rask Media! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 04 Dec 2023 - 651 - 🎄 Christmas on a budget: Kate & Owen's tips & tricks to save $$$
There’s no doubt about it: the Christmas season and the Summer holidays are expensive! In today’s episode, Kate & Owen are talking about some practical ways to save money this Summer, be fully present during the Christmas season and not set ourselves back financially. We also touch on being generous with our resources, as many people in our community are having a tough time this year. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 30 Nov 2023 - 650 - What the RENT is going on?! ft. Domain's property expert Dr Nicola Powell
What on earth is happening with the rental market right now?! Tune in to hear the latest data from Domain's property expert Dr Nicola Powell. In this interview, Kate Campbell and Dr Nicola Powell discuss: why rents have increased so much in 2023 where the most affordable cities to rent are (Vacancy Rate Report) practical strategies for listeners to manage the cost of renting right now 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 28 Nov 2023 - 649 - Q&A: Do ETFs pay dividends, good money habits, exit strategies and FREE investing courses
Ready for a listener Q&A? Kate Campbell & Owen Rask crack open the question inbox to discuss topics including: Best Rask Education courses to start with Getting paid dividends from ETFs Using ETFs like VHY to increase your income Building helpful money habits Financial exit strategies ASK US A QUESTION: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 27 Nov 2023 - 648 - 🧠 Brain Hacks: You’ve made a financial mistake - now what?
Ever made a money mistake? In this episode of Brain Hacks with Kate Campbell and Evan Lucas, we're talking about making mistakes with our money, learning from them and moving forward. In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every month. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 23 Nov 2023 - 647 - Q&A: $4,000 for financial planning, getting insurance, mistakes & Alex's 5-minute challenge
Ready for a financial planning Q&A? In this episode of The Australian Finance Podcast, Rask's Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your financial planning questions and tip-toe around the important topics of Super and insurance. Every week, Rask's panel of experts answer your questions, no matter which channel you list to. ASK YOUR QUESTION: https://bit.ly/3QtiY00 In this episode, Owen Rask & Alex Luck cover: 1. How much does it cost to get financial advice and how does it work? 2. What are the most common 'problem areas' in someone's financial life? 3. Can I claim on two insurance policies at once? Trauma/Critical Illness and Income Protection 4. Do I pay tax if I don't get dividends or sell my shares? 5. Why is Owen/Rask no longer bullish on Core Lithium (ASX: CXO)? Because we never liked it! 6. How can I invest for my kids? 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 21 Nov 2023 - 646 - 10 things to AVOID in the world of finance & investing
When you immerse yourself in the world of money and investing, you begin to realise not everyone knows what they’re talking about, and there’s a lot of noise and misdirection you need to swim past and mistakes to make and overcome. We’re here to help you fast-track your journey a bit by sharing some of the things to avoid that we’ve learnt from our own experiences. In this episode, Kate Campbell and Owen Rask discuss some critical things to avoid on your personal finance and investing journey. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 20 Nov 2023 - 645 - Our 3 BEST purchases under $30, free audiobooks & should you pay for YouTube Premium?! [Money & Chill]
Want to know our BEST purchases under $30? ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. In this episode, Kate, Owen and our producer Monique discuss their top three purchases under $30 recently that have improved their life. They also discuss their favourite books at the moment and what's happening in the world of Rask right now. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Kate, Owen 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. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 16 Nov 2023 - 644 - Kids Ain't Cheap: How to plan financially for parenthood and your family's future ft. Ana Kresina
Kids cost how much?! In today's episode, Kate Campbell chats with Ana Kresina about her brand new book, Kids Ain't Cheap: How to plan financially for parenthood and your family's future. Ana talks about everything you should consider before having kids, the big costs involved, navigating child care and parental leave and having conversations with your partners. 📚 Enjoyed this episode? You'll love Ana'a book, Kids Ain't Cheap, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 15 Nov 2023 - 643 - 9/10 of us are passive with Super, is that a good thing? Full interview with Australian Retirement Trust
Did you know that 88% of ART members under 40 sit in the default super option?! Last year, Sunsuper and QSuper merged to form Australian Retirement Trust (ART), now one of Australia’s largest super funds that manages over $260 billion in retirement savings for 2.3 million members. In today's conversation, Kate Campbell chats with Anne Fuchs, ART’s Head of Advice & Acting Chief of Retirement. The duo discuss the power of making small changes, why aren’t more people interested in their super given it’s their money, the number of people that stay in the default investment option (and the long-term impact of that), whether super funds have a responsibility to help educate their members and much more! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 13 Nov 2023 - 642 - Investing in AI? Here's a list of AI stocks to watch
Are you on the hunt for the best stocks to invest in for Artificial Intelligence (AI)? Like NVIDIA Corp (NASDAQ: NVDA)? Or Tesla Inc (NASDAQ: TSLA)? Or looking for some technology ETFs for AI exposure? In this episode, Owen Rask explains how he'd invest in AI and why he's not rushing to do it. Plus, Kate and Owen discuss the ways AI might impact how they invest and some current use cases. Owen's AI stocks & ETFs article: www.raskmedia.com.au/2023/09/05/top-10-ai-stocks-etfs 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. ~~ Resources you'll love ~~ Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 09 Nov 2023 - 641 - Amy's $25k Renovation: How to add the most value to your property
It can be a challenge to know what the market wants and what people like, so this episode will help you understand the best strategy for you! Buyer's agent Amy Lunardi and Rask founder Owen Rask talk through actionable ways for you to understand how to add value to your property. On this episode of the Australian Property Podcast: Amy and Owen's personal experiences renovating Renovation goals Ways to add value Things that do not necessarily add value Ways to save money Sprucing up for sale Extra considerations Podcast resources: Amy's 100-point checklist (PDF) Amy’s new property course APP on Apple podcasts: https://podcasts.apple.com/us/podcast/australian-property-podcast/id1674727768 APP on Spotify: https://open.spotify.com/show/57F7k7o79fFKSk5o5DWWLq Rask Invest – invest with Owen Mortgage Broking Financial Planning Property Coaching Business Coaching Accounting with Grey Space Ask a question Rask Core – DIY investing Owen’s FREE investor bootcamp 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Wed, 08 Nov 2023 - 640 - Q&A: Work in healthcare? Listen to this. Plus, why offsets beat redraws & how to upgrade safely
In this episode of The Australian Finance Podcast, Owen Rask is joined by Chris Bates, mortgage broker and founder of Blusk, to answer your property questions. We L-O-V-E your property questions, so send them through to Chris Bates & Owen Rask: https://bit.ly/3QtiY00 Property questions answered today: What is Lenders Mortgage Insurance (LMI), and am I eligible for a waiver? Redraw vs Offset: What's better between offset accounts and redraw facilities? Where should I keep my emergency fund if I already own a property? I want to upgrade my property, but we're in a rental crisis - should I sell my property or buy first? Is it risky to tell real estate agents my budget? How can I make the most of the local real estate agents without divulging everything? Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Resources: Mortgage broking from Chris: https://www.raskmedia.com.au/mortgage-broking/ Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/ Property 101 course: https://education.rask.com.au/courses/free-property-course/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 06 Nov 2023 - 639 - NASDAQ up 35%, household savings down & interest rates (Owen's November market update)
Want to know what's going on in the world of money? Catch up with the world of finance in Owen's November 2023 market update, covering major market moves, what's going on in the world of interest rates & the employment market. Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Thu, 02 Nov 2023 - 638 - Kate & Owen pull apart the ASX's 10 largest companies: BHP, CBA, CSL & more!
Do you know what the largest ASX companies inside your ETFs and superannuation are? In this episode, Kate Campbell & Owen Rask give you an overview of the 10 LARGEST Australian companies that feature heavily in many core ETFs (for example, VAS, A200, IOZ & STW). Please check the latest data - this list changes daily, and we recorded this episode on the 20th of October, 2023! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Mon, 30 Oct 2023 - 637 - 5 ways to be a BETTER investor in 2023
Have you made your first investment and are wondering what’s next? We’re talking to you in this episode and bringing you five tips to upgrade your investing game and ensure you’re on track. Plus, we’re right by your side during the journey, keeping you on track and accountable for reaching your long-term investing goals. Let’s start building wealth (slowly) together! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Thu, 26 Oct 2023 - 636 - 10 property green & red flags when dealing with experts (agents, brokers & lawyers)
Thinking about making a property purchase soon? Let's help you avoid some critical mistakes that can be costly during this significant journey! In this conversation, Kate Campbell chats to expert mortgage broker Chris Bates about his top ten property green & red flags when dealing with experts like real estate agents, mortgage brokers, buyer's agents and lawyers. Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 🏡 Click here to get Chris’s mortgage broking team on your side 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Mon, 23 Oct 2023 - 635 - Don't Stress, Just Invest with Equity Mates
Can investing actually be...easy?! Catch this light-hearted Friday conversation between Kate Campbell and the guys from Equity Mates as they chat about their brand-new book, Don't Stress, Just Invest. Alec & Bryce share their investing tips with listeners and explain that investing can be pretty simple once we have the foundations in place. Focus on getting rich slowly because you might just do it! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Thu, 19 Oct 2023 - 634 - How to find great global companies & managing an investment fund with Elisa Di Marco
How does an active fund manager approach investing? Kate Campbell chats to Elisa Di Marco, a Portfolio Manager & ESG Analyst at Magellan Financial Group, who shares her insights on investing in great global companies and managing a fund. Tune in to learn more about Elisa's approach to finding quality global investments as she takes us through the investment case for Nestle (SWX: NESN). 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Guests on the show may hold investments in companies they mention on the show. 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
Mon, 16 Oct 2023 - 633 - Can work and happiness go together? Here's what this expert thinks!
Happiness is a strategic advantage in the workplace. So, let's invest intentionally in it. We've got Declan Edwards, the happiness guy, back on the show to discuss the benefits of workplace happiness. While our personal happiness is our responsibility, we can make changes in our workplace to boost everyone's happiness and improve results across the board. Catch Declan's first episode on The Australian Finance Podcast here 🎧 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 12 Oct 2023 - 632 - The power of setting small money goals [BONUS]
Think of that thing that’s been on your mind for a while that you still haven't completed. You got it? Now, think about the smallest possible daily goal you can set that will take you one step closer to that. Are you laughing at how small this goal seems? Good, you’re doing it right. Now, write this goal down somewhere prominent where you’ll see it every single day. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Tue, 10 Oct 2023 - 631 - Personal insurances 101: income protection, trauma, TPD & life insurance
How can you make your financial plan more resilient? Wilson Chen, a personal insurance specialist from WeLifeInsure, discusses personal insurance: life insurance, income protection, trauma cover and TPD insurance. Insurance is one of those things we unwillingly pay for and hope to never have to use. But in certain situations, you’ll be very glad you have it. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 09 Oct 2023 - 630 - Invest like a pro: how to find, research and invest in great ASX companies
Are you cut out to invest in individual companies? Hear from Motley Fool Portfolio Manager, Ryan Newman, about just what it takes to discover and invest in great companies and build wealth over time. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 06 Oct 2023 - 629 - 5 essential QUESTIONS to ask your mortgage broker (before getting a home loan)
What questions should you be asking your mortgage broker before getting a home loan? Kate Campbell talks to expert mortgage broker Chris Bates about the essential questions you should be asking your mortgage broker in this episode of The Australian Finance Podcast. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen. Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 02 Oct 2023 - 628 - Checked your super recently? Here's how
How super is your super? Financial adviser, Fatuma Akalo, takes us through a quick checkup of the annual member statement you've probably received recently from your super fund. This includes things like your super balance, fees you've paid, insurances, investment options and more! And we'll do it in less time than it takes to watch a Netflix episode. Contact Fatuma: Financial Planning | Rask + Wattle Partners 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 29 Sep 2023 - 627 - 📚 Buying Happiness: Learn to invest your time and money better with Kate Campbell
Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 27 Sep 2023 - 626 - Challenges couples face with money, shared goals, financial intimacy & managing conflict
What are some of the MAJOR challenges that couples face when it comes to money? In this episode with money coach and former financial adviser Karen Eley, we dive into financial intimacy, money challenges, being curious about how our partner makes money decisions, understanding each other's money stories and much more! Plus, Karen challenges us to reflect on whether our values align with our actions. Have you listened to Part 1 with Karen Eley? Tune into our chat about our relationship with money here. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 25 Sep 2023 - 625 - Broke Business: Emma Edwards on overcoming imposter syndrome, investing for growth, pricing your products & and building a brand people love
This episode originally aired on The Australian Business Podcast with Owen Rask last month. Emma Edwards from The Broke Generation breaks down some of the most important emotional aspects of running a business, including how to overcome imposter syndrome, invest for growth confidently, price your products and services properly, celebrate your wins, and build an online brand that people love. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 22 Sep 2023 - 624 - The 3 BIGGEST money emotions, uncovering your financial story and the money personality quiz
What was life like for you growing up in relation to money? Fear, guilt and shame are the three most common emotions surrounding money, says money coach and former financial adviser Karen Eley. On this episode of The Australian Finance Podcast, Kate Campbell chats to Karen about our money mindset and how that impacts our relationship with money today. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 20 Sep 2023 - 623 - Expert property Q&A: fixed or variable, and how to find "good assets" to buy
On this episode of The Australian Finance Podcast, we're hosting our first Property Q&A with Owen Rask and Chris Bates, founder of Blusk. Chris & Owen discuss what a 'good asset' in property looks like, what to do if you can't afford your dream house, deciding on fixed or variable, upgrading and property deposits. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen. Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here! 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 18 Sep 2023 - 622 - Relationships & money: how to start having better conversations
The conversations we have about money in our relationships can be tricky, but they're very important to have. In this episode, Kate Campbell talks to Marie Vakakis, who is an Accredited Mental Health Social Worker and a Couples and Family Therapist. Kate and Marie talk about how to have money conversations with your partner, the importance of understanding each other's money stories, communicating your values around spending, saving and investing, managing conflicting money goals and some activities to try with your partner. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can preorder on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Thu, 14 Sep 2023 - 621 - 🎉 Launch Week: Buying Happiness by Kate Campbell
Buying Happiness: Learn to invest your time and money better by Kate Campbell is out now! In this very short bonus episode, I discuss why I wrote the book and what you'll learn, and I read out the introduction. 📚 Get your copy today through Dymocks, Amazon, Booktopia* or Readings. Add it to your Goodreads booklist here. * Please note: I will receive a small payment if you use my Booktopia affiliate link to place your preorder. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 13 Sep 2023 - 620 - Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser
It's time for another listener Q&A episode! Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include: - When is the best time to invest - What are Initial Public Offerings (IPOs) and where to find them - Moving from a robo-adviser to a DIY broker - Buying US shares - Managing investment losses - A reminder to protect your data Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning | Rask + Wattle Partners 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. 🎟️ We're going on the road from September - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMART’s Bootcamp for Beginner Investors. Start here: https://bit.ly/rask-boot DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 11 Sep 2023 - 619 - Budget food tips, Owen's economic update and our big Sydney event [Money & Chill]
⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our September Money & Chill episode. Owen brings us a mini economic update (plus a small rant about Qantas), Monique shares her tips on reducing your grocery bill, and Kate shares her favourite book right now, The Blue Zones of Happiness. 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons, we discover during the month, along with Rask and community updates. 🎟️ We're going on the road from September - October 2023; get your tickets here! This episode was recorded on the 31st of August 2023. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 08 Sep 2023 - 618 - ETF Review: Global X US 100 ETF (ASX: N100)
This episode of The Australian Finance Podcast features a review of the Global X US 100 ETF (ASX: N100) with Kanish Chugh, from Global X. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in N100. Global X is a long term partner of The Australian Finance Podcast. Owen and Kanish discuss the new Global X N100 ETF, some of the top holdings, provide an overview on the US tech sector and explore the difference between the S&P500 index and the NASDAQ. Plus, Kanish shares his best investment, how he would invest for his children and what forms the core and satellite of an investors portfolio. Learn more about the N100 ETF here: https://bit.ly/GX-N100 This episode is part of our monthly series where we dive into a share/ETF and provide you with a high level overview. Free free to pitch a company/ETF to us via Twitter, Instagram or our question form. 🎟️ We're going on the road from September - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 06 Sep 2023 - 617 - How do people afford...well...life?
Everything feels just a little bit…well…expensive right now. So let’s talk about it. We’re big fans of being proactive with our finances, so this episode is going to cover some actionable ways to manage your money while living costs are going up. 💡 Has all this talk about the cost of living got us opening up more about our finances and thinking about what goals we really want to achieve? If you’re listening via Spotify, let us know via the question box in your podcast player. Otherwise, send us a DM on Insta @raskaustralia. This episode was inspired by a question Kate stumbled across on Reddit (r/AusFinance). 🎟️ We're going on the road from September - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 04 Sep 2023 - 616 - 🧠 Brain Hacks: Pressing pause on your money goals
Have you had to reduce or press pause on your money goals this year? In this episode, Kate Campbell & Evan Lucas discuss managing all those feelings that come up when you have to reduce or press pause on your goals, breaking solid habits and feeling like you’re ‘getting behind’. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every month. 🙋🏽♀️ ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00 *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 01 Sep 2023 - 615 - Kate's reflections on her money and investing journey [Bonus Episode]
In 2020, I got involved in a community project with Pearler (who partner with us on The Australian Finance Podcast), who were putting together an eBook to connect Australia's Financial Independence Retire Early (FIRE) community. They recently turned this into a FREE audiobook, with each chapter released as a podcast episode on Apple Podcasts & Spotify. It's a great way to hear from different voices in this space, as everyone's path to financial independence looks different. If the idea of FIRE sounds intriguing, we've also got a free course on Rask Education on the topic. As I revisited and updated the chapter I wrote for the eBook, I realised how much my money and investment approach has evolved in the last five years. So much has changed over the past half a decade, but in other ways, so much hasn’t. I still save, invest, work towards goals, and make mistakes (I’m learning, slowly ). Today, I want to share what’s changed because it’s a fascinating way to reflect on what I’ve learnt and how my own priorities have changed. Remember, our personal finance journey is ultimately personal, and this is mine. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards. We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 30 Aug 2023 - 614 - Having good money conversations, making investing fun and learning from my mistakes with Sophie Dicker (You’re In Good Company)
Sophie Dicker from You’re In Good Company set out to make money and investing conversations more engaging for her friends. In this episode with Kate Campbell, Sophie shares her journey into investing, fun ways to have money conversations with friends, learning from her mistakes and the importance of being accountable on your journey. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 28 Aug 2023 - 613 - 💸 Ready to start investing? Listen to this first! [New Investor Checklist]
Never invested? Brand new to investing? Returning to investing after a long hiatus? You’re in the right spot! In this episode, we’re going to pull everything from this series together and run you through our pre-investing checklist, to make sure you’re ready to go. ✅ Access our New Investor Checklist! Remember, our last episode of Investing Month will be an Investing Q&A, so make sure you send your questions via this question form: https://bit.ly/3QtiY00 This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 21 Aug 2023 - 612 - Property vs shares: the great Australian debate
Property OR shares (or a bit of both)?! In today's episode, we're opening the can of worms that many Australians can relate to: the great debate over investing in property or shares. Kate Campbell moderates the debate between Owen Rask (team property) and Tom Wilson from InvestSMART (team shares). Who won? Let us know via Instagram. Please note: InvestSMART are a flat-fee sponsor of The Australian Finance Podcast. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 18 Aug 2023 - 611 - 💸 Admin 101: DRPs, TFNs, record-keeping & paperwork
This might sound like a less exciting episode, but please bear with us. We can promise you that taking some time to put together a sound record-keeping system for your financial life will pay off down the track. In this episode, Kate & Owen cover record keeping, tax time, Dividend Reinvestment Plans (DRPs) and paperwork. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 16 Aug 2023 - 610 - 💸 Cash 101: savings accounts, term deposits & cash ETFs
Today we're talking about something we’re all familiar with, cash. In this episode, we’re going to discuss the role cash plays in an investor's portfolio and the different places you can put your cash. A lot of people don’t think they should just have cash sitting around…but Kate & Owen share how it can be used as part of your investment portfolio. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 14 Aug 2023 - 609 - 💸 ETFs 101: Using Exchange Traded Funds to build your core investment portfolio
In this episode, we’re going to introduce you to your new investing best friend, Exchange Traded Funds, or ETFs, as you’ll come to know them. ETFs are a great investment option for new and experienced investors and are an easy way to build a low-cost and diversified portfolio with just a few trades. They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low-cost, diversified ETF and buying small parcels frequently over a long period of time. ETFs can be your entire portfolio or just the core, but they instantly open the world of investing to you. They have changed how we invest and simplified the often complex world of finance. So, in this episode, we talk about exactly why we’re so keen on ETFs, how they work and how you can use them to invest. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 11 Aug 2023 - 608 - 💸 Managed Funds 101: management teams, investment fees, performance & our criteria
As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest because one investment can open the door to a diversified portfolio of investments. In this episode, we’re exploring the basics of managed funds and how they work, why people might choose to invest in managed funds over ETFs, our selection criteria for choosing a managed fund and some examples of managed funds in Australia. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 09 Aug 2023 - 607 - 💸 Shares 101: Understanding the ASX, choosing shares and capital growth & income
Ready for our Shares 101 masterclass? In this episode, Kate Campbell & Owen Rask break down the ASX, explain how to research and buy shares and break down how you can think about capital growth and income. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 07 Aug 2023 - 606 - 💸 Choosing a broker to make your first investment
Finding the best online trading account to buy or sell shares in Australia can be scary. Believe us; we know that buying shares in Australia for the first time is a daunting task. Commsec, Pearler, Selfwealth, Stake, Vanguard Personal Investor, Superhero, Sharesies… where do I even start?! In this episode, Kate Campbell & Owen Rask break down what a broker is, how they work, how to open an account and how to make your first investment. Best online trading share trading accounts in Australia for 2023 | Rask Media This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 04 Aug 2023 - 605 - 💸 Your investing universe: what can you invest in?
Now that you know what investing is all about and why it’s important to learn more, we’re going to introduce you to your investing universe. While there are a lot of options available when it comes to investing, we’re going to guide you through some of the most accessible options when getting started. Remember, investing can (and should) be simple. So in today’s episode, we will break down the building blocks and then use other episodes in this investing series to dive deep into shares, ETFs, managed funds and cash. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 02 Aug 2023 - 604 - 💸 What is investing & why should you invest? [Investing Month]
Welcome to Investing Month 💸 Money is a huge part of our lives, and the better we can manage it, the more choices we have. Choices like how we spend our time. Sure, we can make a bit more and spend a bit less, but one of the best time-tested ways to ensure we’ve got money in the future is to start investing. Every episode this month is about helping you take the first step on your investing journey (or remind you of some of those crucial lessons if you’ve been investing for a while now). We’ll take you through everything you need to know to take action and become someone who invests. Plus, we’ll show you through actionable tips and strategies how simple it can be to build long-term wealth without paying high fees, using complex strategies and spending hours researching. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023! 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 31 Jul 2023 - 603 - Rask Roadshow, Kate's book Buying Happiness & Owen's chicken empire [Money & Chill]
⚠️ Warning: This is not a serious episode, but we’ve got a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our July Money & Chill episode, covering community polls, the upcoming Rask Roadshow, Kate's new book Buying Happiness and how Owen's saving on his groceries by having chickens. Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 28 Jul 2023 - 602 - Are you prioritising your happiness? Lessons on setting goals, making trade-offs and gratefulness with The Happiness Guy
Are you prioritising your happiness? Declan Edwards, The Happiness Guy, is an Australian happiness researcher and coach who spends his days taking people from 0 to 10. We're more connected than ever on the surface, but we're also feeling lonelier than ever. This conversation is all about how to use your time and money to live a more fulfilling life. Declan shares actionable strategies to have more meaningful days, how to make changes in your life, make trade-offs and use the PERMA model to improve your well-being. ✨ Take Declan's happiness scorecard here 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 24 Jul 2023 - 601 - Getting a home loan and choosing a broker in 2023 ft. mortgage broker Chris Bates
🏡 Interested in how the home loan process works? In this episode with Owen Rask & Chris Bates (originally aired on The Australian Property Podcast), the duo takes you through the mortgage application process. Owen and Chris run listeners through when you should talk to a broker about financing, how to maximise your borrowing capacity, what to look for in a good broker, what information and documents you need (what you own & what you own), plus discuss what happens on settlement day. 🏘️ Ready to buy? Get in touch with Chris Bates’ and the mortgage broking team at Blusk 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 21 Jul 2023 - 600 - Teaching kids practical money skills for the future [BONUS]
Yish Koh from Kit talks about financial capability, helping kids solve real-life problems, healthy ways to discuss money with your children and shares ways to explain bank accounts, budgeting and savings goals. Learn more about Kit here: https://heykit.com.au 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 19 Jul 2023 - 599 - Enjoy today or secure tomorrow? with Dr Daniel Crosby (psychologist & behavioural finance expert)
Would you rather enjoy today or secure tomorrow? Dr Daniel Crosby is a well-known psychologist and behavioural finance expert who has written several books on the subject. Today’s episode covers a wide range of topics, from the latest developments in behavioural finance to practical steps people can take to improve their financial decision-making. 📚 Preorder Kate's book, Buying Happiness, on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 17 Jul 2023 - 598 - Q&A: Debt free - what next, DCA vs lump sum & what happens to super when you die
It's time for another listener Q&A episode! Kate Campbell, Owen Rask and financial adviser Drew Meredith tackle questions ranging from dollar cost versus lump sum investing, getting an 18-year-old interested in investing, what to do after paying off your student loan and what happens to super when you die. Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning | Rask + Wattle Partners 🎟️ We're going on the road from August - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 14 Jul 2023 - 597 - Changing my money story with financial adviser Fatuma Akalo
Can you change your money story? In today's episode, Fatuma Akalo, a financial adviser at Wattle Partners, shares how her upbringing influenced her relationship with money and how she went on to change the direction of her financial future. She also shares her own journey and lessons working as a financial adviser and what she would want her 18-year-old self to know about money today. 📧 Get in touch with Fatuma: Financial Planning | Rask + Wattle Partners 🎟️ We're going on the road from August - October 2023; get your tickets here! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Wed, 12 Jul 2023 - 596 - Value investing in shares: applied curiosity & finding great companies ft. Gaurav Sodhi
What is value investing? To Gaurav Sodhi, investing is the act of applied curiosity about the world. It’s not just about knowledge; a lot of it comes down to figuring out what matters and what doesn’t. Plus, a sprinkle of hard-earned confidence to top it off. Today’s episode provides a fascinating overview of the world of value investing with someone who lives and breathes this stuff. Kate, Owen and Gaurav discuss why investing in individual companies can be a game changer, how he researches companies and makes decisions, and some of the major red flags that would stop him from investing in a company. 💸 Join The Intelligent Investor & save This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service, where you can read research from great analysts like Gaurav Sodhi. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required): 📈 Click here for a free 15-day trial 💸 Click here to join today ($100 off) Gaurav is the Deputy Head of Research at the Intelligent Investor. He is a keen boxer and a trained economist. His successful track record as a private investor and a lifelong fascination with rocks and minerals led to him becoming Intelligent Investor’s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure. Please note: InvestSMART (Intelligent Investor) is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. Gaurav Sodhi may own shares in companies mentioned in today's episode. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Mon, 10 Jul 2023 - 595 - How to find a good super fund & build wealth for retirement [Part 2]
Want a crash course guide to sorting out your super? Then tune into THIS conversation. In Part 2 of our conversation on super with licensed financial adviser Jessica Brady, we discuss how much super you need in retirement, what to do if you have multiple super funds, how to find out if your super fund is any good, how to grow your super balance and when to get advice. 🎟 Rask Events Roadshow: https://www.rask.com.au/road 👀 Who is Jessica Brady? Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp). This episode was recorded in June 2023. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - it’s a 5-second task that really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs on the Global X website: https://bit.ly/gx-funds Boost your investment potential with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently, knowing your investment fees are capped. Learn more: rask.com.au/inv-pma DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices
Fri, 07 Jul 2023
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