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Australian Finance Podcast Profile

Australian Finance Podcast

English, Finance, 4 seasons, 438 episodes, 4 days, 18 hours, 41 minutes
About
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms.
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/1/2024 ā€¢ 44 minutes, 37 seconds
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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 todayā€™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, weā€™re diving into what habits are, how we form them, and some habit strategies you can experiment with this year to reach your goals. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/28/2024 ā€¢ 35 minutes, 13 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/25/2024 ā€¢ 39 minutes, 44 seconds
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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 Iā€™d like to challenge you to think even more intentionally, specifically about how you spend your money ā€“ 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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/21/2024 ā€¢ 14 minutes, 19 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/18/2024 ā€¢ 39 minutes, 31 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/14/2024 ā€¢ 42 minutes, 42 seconds
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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. šŸ“š 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 ļ»æ~~ Our Amazing sponsors have stuff for you ~~ Pearler, the broker for long-term investors. Sign up to Pearler using the code ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/11/2024 ā€¢ 26 minutes, 46 seconds
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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, weā€™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! šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/7/2024 ā€¢ 41 minutes, 12 seconds
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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, weā€™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, Shelleyā€™s bringing you 10 actionable career tips for success in 2024. Enjoy! šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/4/2024 ā€¢ 41 minutes, 22 seconds
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šŸŽ‰ 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 šŸŽ‰ 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, weā€™re diving into budgeting and goal setting and providing super actionable strategies and tips to kickstart 2024 with a bang. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/31/2023 ā€¢ 35 minutes, 3 seconds
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4 things you MUST do with your finances in 2024

Now that weā€™re gearing up for 2024, itā€™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), thereā€™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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/28/2023 ā€¢ 22 minutes, 26 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/26/2023 ā€¢ 41 minutes, 22 seconds
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Christmas gift guide, summer reading list & our money lessons from 2023 [Money & Chill]

What's on Owen & Kate's summer reading list? āš ļøĀ 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 ourĀ Christmas gift guide, summer reading list & our top money lessons from 2023. Money & Chill is a monthly segment onĀ The Australian Finance PodcastĀ featuring Kate, Owen and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons, we discover during the month, along with Rask and community updates. šŸ“šĀ Enjoyed this episode?Ā Youā€™ll love Kateā€™s book, Buying Happiness, which you can order onĀ BooktopiaĀ orĀ 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/21/2023 ā€¢ 45 minutes, 26 seconds
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How to build and renovate for profit, with Buildher's Rebeka Morgan [CROSS-POST]

Buyers Agent Amy Lunardi and Rask founderĀ Owen RaskĀ are joined byĀ 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 ā€˜regularā€™ 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 šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/19/2023 ā€¢ 1 hour, 5 minutes, 57 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/18/2023 ā€¢ 38 minutes, 50 seconds
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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 youā€™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 ā€œI want to sort my finances out and start investingā€ really needs to be broken down into lots of smaller steps to make it achievable.Ā Ā  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.Ā  šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/14/2023 ā€¢ 28 minutes, 7 seconds
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Shark Tank judge & RedBalloon founder Naomi Simson on life, business & taking risks

Naomi Simson is an Australian business owner and leader whoā€™s seen it all. From founding RedBalloon, an online marketplace for experiences in 2001, to being a judge on Shark Tank Australia, sheā€™s full of insights. In todayā€™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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/12/2023 ā€¢ 48 minutes, 47 seconds
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šŸ’ø 24 ways to save and invest your money in 2024

Ready to kick off 2024 Rask style? Well, weā€™ve got quite an episode lined up for you today!Ā  Continuing on from the popularity of our saving and investing episodes in 2021, 2022 and 2023, weā€™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 arenā€™t just about what you want to do this year. Theyā€™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 šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/11/2023 ā€¢ 54 minutes, 47 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/8/2023 ā€¢ 31 minutes, 13 seconds
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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.Ā Ā  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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/7/2023 ā€¢ 26 minutes, 40 seconds
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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 theyā€™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 šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/5/2023 ā€¢ 18 minutes, 41 seconds
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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! šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/4/2023 ā€¢ 42 minutes, 7 seconds
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šŸŽ„ Christmas on a budget: Kate & Owen's tips & tricks to save $$$

Thereā€™s no doubt about it: the Christmas season and the Summer holidays are expensive! In todayā€™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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/30/2023 ā€¢ 24 minutes, 17 seconds
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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 areĀ (Vacancy Rate Report) practical strategies for listeners to manage the cost of renting right now šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/28/2023 ā€¢ 31 minutes, 36 seconds
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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 šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/27/2023 ā€¢ 37 minutes, 1 second
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šŸ§  Brain Hacks: Youā€™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 šŸ§  episodes every month. šŸ™‹šŸ½ā€ā™€ļø ASK KATE & EVAN A QUESTION: https://bit.ly/3QtiY00 šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/23/2023 ā€¢ 22 minutes, 58 seconds
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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.Ā  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?Ā  šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/21/2023 ā€¢ 49 minutes, 47 seconds
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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 theyā€™re talking about, and thereā€™s a lot of noise and misdirection you need to swim past and mistakes to make and overcome. Weā€™re here to help you fast-track your journey a bit by sharing some of the things to avoid that weā€™ve learnt from our own experiences.Ā In this episode, Kate Campbell and Owen Rask discuss some critical things to avoid on your personal finance and investing journey. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/20/2023 ā€¢ 36 minutes, 48 seconds
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Our 3 BEST purchases under $30, free audiobooks & should you pay for YouTube Premium?! [Money & Chill]

Want to know our BEST purchases under $30? āš ļøĀ 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 onĀ The Australian Finance PodcastĀ featuring Kate, Owen and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons, we discover during the month, along with Rask and community updates. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/16/2023 ā€¢ 39 minutes, 57 seconds
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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. šŸ“š 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 ā€œRASKā€ 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/15/2023 ā€¢ 32 minutes, 32 seconds
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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 Australiaā€™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, ARTā€™s Head of Advice & Acting Chief of Retirement. The duo discuss the power of making small changes, why arenā€™t more people interested in their super given itā€™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! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/13/2023 ā€¢ 34 minutes, 53 seconds
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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 šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/9/2023 ā€¢ 37 minutes, 44 seconds
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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) Amyā€™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 InvestĀ ā€“ invest with Owen Mortgage Broking Financial Planning Property Coaching Business Coaching Accounting with Grey Space Ask a question Rask CoreĀ Ā ā€“ DIY investing Owenā€™s FREE investor bootcamp šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/8/2023 ā€¢ 50 minutes, 39 seconds
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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?Ā  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 šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/6/2023 ā€¢ 45 minutes, 58 seconds
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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. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/2/2023 ā€¢ 26 minutes, 20 seconds
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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, IOX & STW).Ā Ā  Please check the latest data - this list changes daily, and we recorded this episode on the 20th of October, 2023! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/30/2023 ā€¢ 49 minutes, 1 second
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5 ways to be a BETTER investor in 2023

Have you made your first investment and are wondering whatā€™s next? Weā€™re talking to you in this episode and bringing you five tips to upgrade your investing game and ensure youā€™re on track. Plus, weā€™re right by your side during the journey, keeping you on track and accountable for reaching your long-term investing goals. Letā€™s start building wealth (slowly) together! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/26/2023 ā€¢ 25 minutes, 34 seconds
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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. šŸ” Click here to get Chrisā€™s mortgage broking team on your side šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/23/2023 ā€¢ 33 minutes, 23 seconds
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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! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/19/2023 ā€¢ 33 minutes, 46 seconds
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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). šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/16/2023 ā€¢ 42 minutes, 33 seconds
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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 šŸŽ§ šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/12/2023 ā€¢ 41 minutes, 46 seconds
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The power of setting small money goals [BONUS]

Think of that thing thatā€™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, youā€™re doing it right. Now, write this goal down somewhere prominent where youā€™ll see it every single day. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/10/2023 ā€¢ 20 minutes, 33 seconds
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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.Ā But in certain situations, youā€™ll be very glad you have it. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/9/2023 ā€¢ 36 minutes, 17 seconds
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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. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/6/2023 ā€¢ 1 hour, 39 seconds
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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! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/2/2023 ā€¢ 37 minutes, 30 seconds
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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 šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/29/2023 ā€¢ 24 minutes, 39 seconds
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šŸ“š 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. šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/27/2023 ā€¢ 44 minutes, 17 seconds
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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. šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/25/2023 ā€¢ 40 minutes, 58 seconds
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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. šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/22/2023 ā€¢ 50 minutes, 44 seconds
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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. šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/20/2023 ā€¢ 42 minutes, 4 seconds
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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! šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/18/2023 ā€¢ 43 minutes, 7 seconds
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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 aĀ 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. šŸ“š Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can preorder on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/14/2023 ā€¢ 43 minutes, 3 seconds
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Buying Happiness by Kate Campbell [Launch Week]

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. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā https://bit.ly/GX-N100 Build your investing confidence. Learn what it takes to be a successful investor with InvestSMARTā€™s Bootcamp for Beginner Investors. Start here:Ā https://bit.ly/rask-bootĀ  DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/13/2023 ā€¢ 18 minutes, 9 seconds
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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:Ā Financial Planning | Rask + Wattle Partners šŸ“š Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/11/2023 ā€¢ 47 minutes, 19 seconds
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Budget food tips, Owen's economic update and our big Sydney event [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but we have a whole back catalogue for that. Kate Campbell,Ā Owen RaskĀ 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. šŸ“š 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 onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons, we discover during the month, along with Rask and community updates. šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/8/2023 ā€¢ 35 minutes, 54 seconds
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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. šŸŽŸļø We're going on the road from September - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/6/2023 ā€¢ 36 minutes, 41 seconds
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How do people afford...well...life?

Everything feels just a little bitā€¦wellā€¦expensive right now. So letā€™s talk about it. Weā€™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.Ā  šŸ’” 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 youā€™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). šŸŽŸļø We're going on the road from September - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/4/2023 ā€¢ 50 minutes, 54 seconds
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šŸ§  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 youā€™re ā€˜getting behindā€™. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸ§  episodes every month. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/1/2023 ā€¢ 27 minutes, 49 seconds
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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 onĀ 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 aĀ 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 aĀ free course on Rask Education on the topic. As IĀ 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 hasnā€™t. I still save, invest, work towards goals, and make mistakes (Iā€™m learning,Ā slowlyĀ ). Today, I want to share whatā€™s changed because itā€™s a fascinating way to reflect on what Iā€™ve learnt and how my own priorities have changed. Remember, our personal finance journey is ultimately personal, and this is mine. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/30/2023 ā€¢ 15 minutes, 36 seconds
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Having good money conversations, making investing fun and learning from my mistakes with Sophie Dicker (Youā€™re In Good Company)

Sophie Dicker from Youā€™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. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/28/2023 ā€¢ 33 minutes, 34 seconds
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šŸ’ø Ready to start investing? Listen to this first! [New Investor Checklist]

Never invested? Brand new to investing? Returning to investing after a long hiatus? Youā€™re in the right spot!Ā  In this episode, weā€™re going to pull everything from this series together and run you through our pre-investing checklist, to make sure youā€™re ready to go. āœ… 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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/21/2023 ā€¢ 31 minutes
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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. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/18/2023 ā€¢ 48 minutes, 14 seconds
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šŸ’ø 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. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/16/2023 ā€¢ 20 minutes, 8 seconds
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šŸ’ø Cash 101: savings accounts, term deposits & cash ETFs

Today we're talking about something weā€™re all familiar with, cash. In this episode, weā€™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 donā€™t think they should just have cash sitting aroundā€¦but Kate & Owen share how it can be used as part of your investment portfolio. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/14/2023 ā€¢ 17 minutes, 35 seconds
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šŸ’ø ETFs 101: Using Exchange Traded Funds to build your core investment portfolio

In this episode, weā€™re going to introduce you to your new investing best friend, Exchange Traded Funds, or ETFs, as youā€™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. Theyā€™re simple, they work, and you donā€™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 weā€™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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/11/2023 ā€¢ 28 minutes, 6 seconds
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šŸ’ø 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, weā€™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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/9/2023 ā€¢ 25 minutes, 31 seconds
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šŸ’ø 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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/7/2023 ā€¢ 25 minutes, 31 seconds
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šŸ’ø 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, Sharesiesā€¦ 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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/4/2023 ā€¢ 23 minutes, 14 seconds
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šŸ’ø Your investing universe: what can you invest in?

Now that you know what investing is all about and why itā€™s important to learn more, weā€™re going to introduce you to your investing universe. While there are a lot of options available when it comes to investing, weā€™re going to guide you through some of the most accessible options when getting started. Remember, investing can (and should) be simple. So in todayā€™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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
8/2/2023 ā€¢ 25 minutes, 12 seconds
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šŸ’ø What is investing & why should you invest? [Investing Month]

Welcome to Investing Month šŸ’ø 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 weā€™ve got money in the future is to start investing.Ā  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 youā€™ve been investing for a while now). Weā€™ll take you through everything you need to know to take action and become someone who invests.Ā  Plus, weā€™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 šŸ’ø during August 2023! šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/31/2023 ā€¢ 27 minutes, 19 seconds
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Rask Roadshow, Kate's book Buying Happiness & Owen's chicken empire [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. Kate Campbell,Ā Owen RaskĀ 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 onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons we discover during the month, along with Rask and community updates. šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/28/2023 ā€¢ 37 minutes, 53 seconds
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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. āœØ Take Declan's happiness scorecard here šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/24/2023 ā€¢ 47 minutes, 52 seconds
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Getting a home loan and choosing a broker in 2023 ft. mortgage broker Chris Bates

šŸ” 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. šŸ˜ļø Ready to buy?Ā Get in touch with Chris Batesā€™ and the mortgage broking team at Blusk šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/21/2023 ā€¢ 54 minutes, 42 seconds
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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 šŸŽŸļø We're going on the road from August - October 2023; get your tickets here! šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/19/2023 ā€¢ 37 minutes, 6 seconds
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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. Todayā€™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. šŸ“š 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/17/2023 ā€¢ 39 minutes, 39 seconds
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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:Ā Financial Planning | Rask + Wattle Partners šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/14/2023 ā€¢ 44 minutes, 2 seconds
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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. šŸ“§ Get in touch with Fatuma: Financial Planning | Rask + Wattle Partners šŸŽŸļø 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/12/2023 ā€¢ 34 minutes, 47 seconds
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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. Itā€™s not just about knowledge; a lot of it comes down to figuring out what matters and what doesnā€™t. Plus, a sprinkle of hard-earned confidence to top it off. Todayā€™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. šŸ’ø 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): šŸ“ˆĀ Click here for a free 15-day trial šŸ’øĀ 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 Investorā€™s resources analyst in 2009. As well as resources, Gaurav covers telecommunications and power infrastructure. Please note:Ā 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/10/2023 ā€¢ 37 minutes, 17 seconds
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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. šŸŽŸ Rask Events Roadshow: https://www.rask.com.au/road šŸ‘€ 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 šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/7/2023 ā€¢ 44 minutes, 27 seconds
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Super: why it matters and the importance of investing for our future selves [Part 1]

Welcome to our two-part super crash course with financial adviser Jessica Brady. šŸŽŸ Rask Events Roadshow: https://www.rask.com.au/road Today's conversation is about why super matters and why you don't have time to waste. Kate and Jess discuss how to prioritise our future selves in a world full of competing priorities, investing inside and outside of super and the challenges certain groups face with reaching their retirement goals. šŸ‘€ Who is Jessica Brady? Jessica is a leading licensed financial adviser in Australia and has over 17yrs experience in the Financial Services industry, working with some of the biggest names in finance, including Macquarie Bank, CBA and Zurich. In 2017 she co-founded the award-winning practice Fox & Hare Financial Advice (B-Corp). *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/5/2023 ā€¢ 38 minutes, 1 second
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Sort out your budget & cashflow with financial adviser James O'Reilly

Do you want to get clear on your finances this year? ļ»æšŸŽŸ Rask Events Roadshow: https://www.rask.com.au/road Kate Campbell & Owen Rask chat with financial adviser James O'Reilly about how to sort out your budget and cashflow on this episode of The Australian Finance Podcast. āœ… Want access to the spreadsheet & course mentioned in this episode? Head to Rask Education to get started for FREE! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
7/3/2023 ā€¢ 44 minutes, 17 seconds
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Make an impact with your money with Caroline Gurney, CEO of Future Generation

āœØĀ Can you invest in great companies while still making a social impact? ļ»æšŸŽŸ Rask Events Roadshow: https://www.rask.com.au/road Caroline Gurney thinks so. Todayā€™s conversation features Caroline Gurney, who is the CEO of Future Generation Australia. Kate & Caroline discuss how the investment and social impact model of Future Generation work, what organisations are supported, how you measure social impact, what philanthropy looks like in Australia and how you balance making donations now versus investing that money for the future. Caroline Gurney is the CEO of Future Generation Australia. Future Generation gives investors the opportunity to gain access to a group of prominent fund managers in a single investment vehicle (ASX: FGX & FGG) while supporting Australian not-for-profit organisations focused on children and youth at risk. Please note: This episode is neither sponsored nor an investment recommendation from the Rask team. We're just fascinated with exploring different opportunities to give back and make an impact with our money! Make sure you do your own research and speak to a professional before making an investment decision. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/30/2023 ā€¢ 34 minutes, 26 seconds
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šŸ§  Brain Hacks: Automating your finances to improve your life

How can we use technology to reduce decision fatigue in a world where we make up to 35,000 decisions daily? ļ»æšŸŽŸ Rask Events Roadshow: https://www.rask.com.au/road Kate & Evan tackle this in today's Brain Hacks episode and discuss how they use technology to reduce choice overload in their lives and improve their financial decisions. āœ… Are there any repetitive actions in your finances that you can automate? *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the šŸ§  episodes every Wednesday. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/28/2023 ā€¢ 26 minutes, 21 seconds
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Building my ideal day, the FIRE community & why I got involved with Pearler, ft. Dave Gow of Strong Money

Why are you doing the things youā€™re doing? Dave Gow from Strong Money Australia talks about how his life has changed since reaching financial independence, creating the Aussie FIRE eBook with Pearler and the milestones on his journey. Please note: Pearler is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/26/2023 ā€¢ 38 minutes, 2 seconds
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Noel Whittaker on wealth creation, timeless wisdom and making money simple

You have to decide what you want, and you must spend less than you earn. Noel Whittaker has been on a mission for decades to make money simple, but this isn't always easy. With a career spanning several decades, Noel has become a household name in the world of personal finance and investing. In today's conversation with Kate Campbell, Noel shares his thoughts on wealth creation, timeless investing wisdom and making money simple. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/23/2023 ā€¢ 42 minutes, 55 seconds
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šŸ§  Brain Hacks: Will I ever have enough money?

What is something you have now that you used to desire? In today's episode, Kate Campbell and Evan Lucas are talking about the idea of never having enough, making trade-offs and financial gratitude. Plus, they discuss how to challenge these thoughts, figure out how to play your own game and making sure you enjoy the process. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the šŸ§  episodes every Wednesday. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/21/2023 ā€¢ 29 minutes
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Unpacking the 4% rule, Vanguardā€™s principles for investing success & achieving financial wellness

Does the 4% rule commonly discussed by the Financial Independence, Retire Early (FIRE) movement still hold up? In todayā€™s conversation, Kate Campbell chats to Dr Paulo Costa, a senior behavioural economist at Vanguard, about the FIRE movement, keeping investing simple, balancing different financial goals and achieving financial wellness. Paulo Costa, PhD, is a senior behavioural economist in the Investment Strategy Group, where his research interests include behavioural finance, financial planning, and the value of financial advice. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/19/2023 ā€¢ 48 minutes, 27 seconds
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Welcome to The Australian Finance Podcast with Kate Campbell & Owen Rask

Welcome to The Australian Finance Podcast with Kate Campbell & Owen Rask, we're excited to join you on your personal finance journey! Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™s a 5-second task that really helps support the show (and puts a big smile on our faces). DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/19/2023 ā€¢ 2 minutes, 40 seconds
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Investing lessons from history, working with Scott Pape and money traps

Today we're bringing you a conversation with an investor with decades of experience, who shares some hard-earned lessons about life, money and investing. Plus, he sprinkles in a healthy dose of history, as there's plenty we can learn about investing and ourselves from the stories of the past. Michael Kemp is the author of The Ulysses Contract and was previously Scott Pape's investment analyst behind the Barefoot Blueprint membership he used to run. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/16/2023 ā€¢ 45 minutes, 47 seconds
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šŸ§  Brain Hacks: Making short term vs long term financial decisions

Where in your life do you get stuck in short-term thinking traps? What impact does that have on achieving your goals? In today's conversation, Kate and Evan discuss why weā€™re geared towards short-term thinking, how that can derail our financial goals and what to do about it. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the šŸ§  episodes every Wednesday. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/14/2023 ā€¢ 27 minutes, 37 seconds
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Maximise your tax return ft. ATO Assistant Commissioner Tim Loh [2023]

Want some tax tips from the ATO? In today's episode, Kate Campbell and Owen Rask chat with ATO Assistant Commissioner Tim Loh in the studio about everything you need to know to maximise your tax return in 2023. This includes some of the most common deductions individuals claim on their tax returns, what investors need to declare, what sort of records we should keep for tax time, and much more. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/12/2023 ā€¢ 45 minutes, 12 seconds
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Diversification in 30 minutes (and why it matters in money, investing & life)

Diversification is a technique used to lower the risk for an investment portfolio by spreading the specific risks of investing across many holdings.Ā  We often practice diversification in other areas of our life without even realizing it. Think friends in different groups, external industry connections, reading widely, not just eating potato chips, having new travel experiences etc. Itā€™s the idea that we shouldnā€™t rely on any one single "thing" and instead incorporate different things that are not directly linked together. Fidelity defines diversification in investing as "the practice of spreading your investments around so that your exposure to any one type of asset is limited. This practice is designed to help reduce the volatility of your portfolio over time." In today's episode, Kate & Owen discuss how they think about diversification in their own lives and what it looks like in our finances, investing, careers and life. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/9/2023 ā€¢ 34 minutes, 6 seconds
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šŸ§  Brain Hacks: FOMO, greed and where we go wrong as investors

Have you ever felt FOMO when it comes to your finances? Do you compare your finances to other people you haven't even met? Do you think this has affected your decision-making process? On today's Brain Hacks episode, Kate Campbell and Evan Lucas discuss the fear of missing out, what causes investing manias, and how badly things can go when money and greed mix. *** 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 šŸ§  episodes every Wednesday. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/7/2023 ā€¢ 28 minutes, 15 seconds
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Does your dream property exist? Amy Lunardi shares her top tips for first home buyers

Are you a first-home buyer? Then listen up! Buyer's agent Amy Lunardi and Rask's very own first home buyer Melissa Vincent are taking over the show today to talk about the current property buying environment, how to know if your dream home exists and tips for first home buyers saving their deposit. šŸ˜ļø Ready to buy? Get in touch with Chris Bates' and the mortgage broking team at Blusk *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/5/2023 ā€¢ 34 minutes, 11 seconds
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How to Get Rich with Ramit Sethi (Kate & Owen's Netflix TV show review)

What is your rich life? Weā€™re doing something a little different today, and discussing a recent TV show that was released on Netflix, How to Get Rich with Ramit Sethi. After following Ramit Sethi for years after reading his book, I Will Teach You to Be Rich; we were excited to see his TV series, which was released on Netflix earlier in 2023. How To Get Rich is an 8-part series that follows a range of individuals and couples on their financial journey. Kate & Owen share some of the key themes that emerged during the series, which was an engaging way to kickstart the money conversation. Ramit regularly brings up the theme of understanding your ā€œrich lifeā€ throughout the series. He describes this as ā€œyour ideal life ā€” one where you look at your personal relationships, your finances, and your ordinary days and say, wow! Itā€™s a life that is full. A life lived intentionally, proactively, and abundantly.ā€ *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
6/2/2023 ā€¢ 29 minutes, 52 seconds
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šŸ§  Brain Hacks: Help - I donā€™t want to make a money mistake!

Are you scared of losing money? Does loss feel personal to you? Has a fear of losing (or failing) stopped you from getting started in different areas of your life? In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discuss common behavioural biases that impact our financial futures and strategies to combat them. Just look for the šŸ§  episodes every Wednesday. Today's conversation is all about loss aversion and how the fear of losing money can change how we make decisions. šŸ™‹šŸ½ā€ā™€ļø 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 šŸŒ Ready-made ETF portfolios? Rask Core has you covered! Take one of our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/31/2023 ā€¢ 24 minutes, 24 seconds
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IVV & VGS? Which is better? You couldn't decide, so we're here to help!

IVV & VGS? Which is better? You couldn't decide. So we're here to help. In today's episode, Kate Campbell and Owen Rask are taking a deep dive into two popular ETFs which help investors diversify globally. This episode of The Australian Finance Podcast features a review of the Vanguard MSCI Index International Shares ETF (ASX: VGS) & the iShares S&P 500 ETF (ASX: IVV). We take a look at the holdings, fees, any overlap between the ETFs and how they could fit into your portfolio. šŸ¤Æ WTF is an ETF? Take our 100% FREE ETF Beginners Course here: https://education.rask.com.au/courses/etf-course Before we start, please note this is not a recommendation from Kate, Owen or the Rask Team. For full disclosure, Kate owns units in VGS & The Rask Group owns units in IVV. 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. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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 This episode was recorded on the 15th of May, 2023. Learn more about your ad choices. Visit megaphone.fm/adchoices
5/29/2023 ā€¢ 31 minutes, 20 seconds
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Q&A: In debt at 40, how the ASX is made, investment bonds and digital wills

We're cracking out your questions for a listener Q&A episode today. Kate Campbell, Owen Rask & financial adviser, Drew Meredith, discuss getting out of debt, how the ASX is made, investment bonds and digital wills. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/25/2023 ā€¢ 52 minutes, 12 seconds
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How your ETF works, wealth creation & careers in finance ft. Jessica Leung

What does a day in the life of an ETF Portfolio Manager look like? In this episode of The Australian Finance Podcast, Kate Campbell and Melissa Vincent talk to Global X Portfolio Manager Jessica Leung about managing ETFs, wealth creation and careers in finance. Global X is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/24/2023 ā€¢ 35 minutes, 7 seconds
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How to: kill your bills & save money with Australia's #1 bill-buster Joel Gibson

Whatā€™s the weirdest way youā€™ve ever saved money? As a self-described professional tight-arse, todayā€™s guest has tried every possible way to cut his bills and save money. Joel Gibson is Australia's #1 bill-buster, a regular media commentator and the author of Easy Money, 7 Steps to Bust Your Bills. Joel joins Kate Campbell in the studio to share his top tips for crushing your household bills and saving money in 2023. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/22/2023 ā€¢ 42 minutes, 17 seconds
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Get rich quick schemes, changing strategy & assuming every asset always goes up [Money Mistakes PART 2]

Have you invested in companies and products you donā€™t understand? Don't worry; we've all been there! Continuing on from Wednesday's episode, Kate & Owen share another five money mistakes investors commonly make and how to avoid them. This includes: šŸ‘€ Assuming every asset always goes up (it doesn't) šŸ‘€ Get rich quick schemes šŸ‘€ Giving in too soon or changing strategy in the short-term Don't forget to listen to Part 1, which was released on Wednesday. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/18/2023 ā€¢ 29 minutes, 32 seconds
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Our money mistakes: following the hype, investing without a plan & becoming a collector [PART 1]

As investors, many things keep us from getting started, including the fear of making mistakes. So, in todayā€™s episode, Kate & Owen are rounding up five common mistakes we see investors making with their money and how to avoid them. This includes: šŸ‘€ Investing without a plan and decision-making process šŸ‘€ Following the hype šŸ‘€ Becoming a collector of investments Stay tuned for Part 2 of this episode on Friday šŸ’ø *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/17/2023 ā€¢ 36 minutes, 16 seconds
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ā³ Four Thousand Weeks: Time and How to Use It with Oliver Burkeman

Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Oliver joins Kate Campbell on the show to talk about: ā³ Why four thousand weeks? ā³ How do we embrace the fact that our time is finite? ā³ How to deal with procrastination in a digitally distracted world? ā³ When can effort and inconvenience enrich our experiences? ā³ How do you view the idea of balance, rest and work? *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/15/2023 ā€¢ 41 minutes, 29 seconds
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Earning more, the state of jobs, pay rises and future of work, with SEEK's Matt Cowgill

What's happening in the Australian job market right now? SEEK senior economist Matt Cowgill gives Kate Campbell an update on wage growth and how to earn more, the unemployment rate & the future of work. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/11/2023 ā€¢ 31 minutes, 49 seconds
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Economics 101: everything you need to know in 20 minutes

Skipped Econ 101 at university and wondering what on earth is going on with the RBA, interest rates and inflation? Never fear! In this episode (which originally aired on the Investors Podcast earlier this year), Owen & Drew cover the 5 most important things (plus some) for anyone learning about economics. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/10/2023 ā€¢ 25 minutes, 54 seconds
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Emma Edwards from The Broke Generation: $1,000 to increase your happiness, money rules & financial comparison

How would you use $1,000 to increase your happiness? Kate & Owen pose this question to Emma Edwards of The Broke Generation, who takes a deep dive into our financial behaviour and how to improve our relationship with money. Emma also shares her thoughts on: šŸ’ø Improving our financial wellbeing šŸ’ø Enjoying the journey to our money goals šŸ’ø Our invisible money rules šŸ’ø Her spending review process šŸ’ø Dealing with financial comparison *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/8/2023 ā€¢ 49 minutes, 11 seconds
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Interest rates ā¬†ļø 7 ways weā€™re staying on top of our finances

The RBA raised interest rates again this week - what's going on? In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask discuss what's happening in the world of interest rates and inflation and what this means for your finances. Plus, we discuss actionable ways to combat inflation and feel in control of your finances right now. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/5/2023 ā€¢ 32 minutes, 45 seconds
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Managed funds | Everything you need to know about managed funds [BONUS]

Managed funds are the world's most important investment vehicle... that you've never heard of - until now! This bonus episode on The Australian Finance Podcast original appeared as part of the Summer SeriesĀ 2023Ā onĀ The Australian Investors Podcast. InĀ this special episode, analystĀ Owen RaskĀ and financial plannerĀ Drew Meredith, CFPĀ dig into everything you need to know aboutĀ managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Resources: Ask a question Australian Investors Podcast - Apple Podcasts Australian Investors Podcast - Spotify Australian Investors Podcast - Google Podcasts *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/4/2023 ā€¢ 27 minutes, 18 seconds
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Expert Q&A: Getting frank about franking credits, starting at 30 and 1% advice fees?!

Today weā€™re cracking open theĀ podcast question boxĀ to riff on some of the questions youā€™ve asked us recently. In this episode, Kate, Owen and financial adviser Drew Meredith cover a whole heap of different topics in a relaxed style, including: šŸ’ø Franking credits 101 šŸ’ø Dividend Reinvestment plans (DRPs) šŸ’ø How to find our show notes šŸ’ø Paying tax on ETFs šŸ’ø Are 1% ongoing advice fees normal? šŸ’ø Ways to add money to super šŸ’ø Getting started on your personal finance journey at 30 Remember to send your questions our way for our next Q&A session Contact Drew:Ā Financial Planning | Rask + Wattle Partners *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
5/1/2023 ā€¢ 41 minutes, 17 seconds
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Buy Hold Sell: Netflix, Disney+ & Binge [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. Australian Finance Podcastā€™s Kate Campbell, Owen Rask and Monique Pizzica are back for our March Money & Chill episode, covering community callouts, travel planning apps, where they're spending money and what the Rask team is up to in the coming months. Check out the resources section on the show notes page for everything we mentioned during this conversation šŸ’» Money & Chill is a monthly segment onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons, we discover during the month, along with Rask and community updates. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/28/2023 ā€¢ 38 minutes, 5 seconds
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How to: audit your life, make hard decisions & prioritise your own happiness

Ready to get deep & meaningful about your life and what makes you happy? We're deviating from our typical finance programming today to talk about what makes us happy and how we're defining success in our lives. In today's conversation, Kate Campbell talks to Sarah Scully-Leaf about everything from living life on purpose to making hard decisions and prioritising our own well-being. This includes topics like: My life is great; why am I not happy? Signs weā€™re living life on autopilot Investing in our own personal growth and development Just because itā€™s hard doesnā€™t mean itā€™s the wrong decision Moving out of the planning stage into action Sarah is the founder of Collected Insight - an education platform that helps people overcome problems that stop them from thriving and living their ideal life. She helps people struggling with imposter syndrome, people pleasing, perfectionism, setting boundaries, and making career changes. Join the waitlist for her upcoming course here. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/26/2023 ā€¢ 42 minutes, 59 seconds
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Property Q&A: Offsets vs redraws, experts & rentvesting with NSW's #1 mortgage broker, Chris Bates

Ready for a property Q&A episode with mortgage broker Chris Bates? On today's episode, we crack open the podcast inbox to answer your questions, including: Experts to use on your property journey The differences between an offset account and a redraw on a mortgage How to learn about the Aussie property market Thoughts on rentvesting (especially for people living in Sydney) Contact Chris for mortgage broking: https://www.raskmedia.com.au/mortgage-broking/ *** šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/24/2023 ā€¢ 47 minutes, 39 seconds
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Is investing as scary as it seems? YOU have what it takes to be a successful investor

Buying a $30k engagement ring for 50% OFF? We're sharing money savings hacks you didnā€™t know you needed on today's show. On this episode of The Australian Finance Podcast, personal finance guru Queenie Tan aka Invest with Queenie and Owen Rask, talk about money-saving hacks, our BRAND NEW Beginner Investing Course, investment journeys, money mindset and building financial freedom. Topics covered: Engagement ring savings hacks Rask Education and Invest with Queenieā€™s Beginners Investing Course Investing wins and lessons How to automate your investments Fantastic money & investing books šŸ’øĀ Join Invest With Queenieā€™s Beginner Investing Course today and gain exclusive access to a LIVE webinar with Queenie and investment expert Owen Rask. Click here to get started investing. šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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 Episode recorded: 13/04/2023 Learn more about your ad choices. Visit megaphone.fm/adchoices
4/20/2023 ā€¢ 40 minutes
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Passive investing, ETF bubbles & market makers ft. Betashares

What really happens behind the scenes at one of Australiaā€™s biggest ETF providers? Weā€™re bringing you this intermediate conversation that originally aired on The Australian Investors Podcast, between Owen Rask and Cameron Gleeson. Are ETFs in a major bubble? Was Peter Lynch right about 'all in' passive investing? And did Michael Burry make a good call when he said there's a bubble in ETFs? Cameron Gleeson is the Senior Investment Strategist at Betashares ETFs, one of Australia's biggest ETF providers. šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/19/2023 ā€¢ 58 minutes, 7 seconds
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Will ChatGPT & AI take your job? The future is already here ft. Steve Sammartino

A life size lego car made from 500,000 piecesā€¦ What chickens teach us about business & investingā€¦ How does AI really know what a cat isā€¦ We cover all this and more in todayā€™s episode, with special guest, Steve Sammartino, who works as a futurist in Australia. Kate & Steve cover a range of topics including: šŸ’”Ā The lessons heā€™s discovered from starting, growing, sometimes failing and selling startups šŸ’”Ā Big changes happing in the world right now that we should know about šŸ’”Ā How AI and ChatGPT will change the way we work and create šŸ’”Ā The changes short form content is having on the way we learn and communicate šŸ’”Ā Creating our own definition of success and changing the narrative šŸ’”Ā How do you approach preparing for the future, given that so much is unknown? šŸ’”Ā The number #1 lesson Steve wants to leave listeners with This is a wonderfully interesting conversation, thatā€™ll get you thinking about the way you live and prepare for the future. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/17/2023 ā€¢ 50 minutes, 25 seconds
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My first ETF (IWLD), learning to invest & creative finance careers ft. our newest employee

We're welcoming our newest Rask employee, Melissa Vincent, on the show today, who is heading up events, partnerships and marketing for our team. Kate & Owen talk to Mel about: Whether her family spoke about money growing up Her first ETF (ASX: IWLD) Learning to save and invest Her career in the financial services industry Having money conversations with friends šŸŒ 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. šŸ™‹šŸ½ā€ā™€ļø 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 - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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 Episode recorded: 06/04/2023 Learn more about your ad choices. Visit megaphone.fm/adchoices
4/13/2023 ā€¢ 27 minutes, 1 second
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ASX share review: Wesfarmers Ltd (ASX: WES)

Wesfarmers Ltd (ASX: WES) is one of the largest listed companies in Australia with over 500,000 shareholders. Itā€™s also probably a company you own through your Australian shares ETF or through your super. Kate & Owen provide a high level overview of WES, including what they do, some of their key business units (including Bunnings & Kmart) and the management team, alongside a quick walkthrough of some of the financials. ā€œThe primary objective of Wesfarmers is to provide a satisfactory return to its shareholders.ā€ ~Wesfarmers Website PLEASE NOTE: This is not a recommendation from Kate, Owen or the Rask Team. We have no previous or current recommendations on WES, and the data was sourced on 06/04/2023. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/10/2023 ā€¢ 46 minutes, 4 seconds
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Robo-advice: is it worth the money, building good financial habits & regular investing

Is robo-advice worth the money? Should you keep investing right now? How to you build good money habits? In todayā€™s episode, Tom Wilson from InvestSMART, joins Kate and Owen to talk about investing during uncertain times, the value-add of robo-advice, HECs and indexation, creating an investment plan & the InvestSMART Bootcamp. šŸ’øĀ Join the InvestSMART Bootcamp using the code ā€˜rask50ā€™ for 50% OFF (not an affiliate link) šŸŽ§Catch Tomā€™s first interview on the show: Investor bootcamp, common investing mistakes & understanding yourself | Rask Media šŸ’”Ā Get financial planning advice Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/6/2023 ā€¢ 51 minutes, 36 seconds
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ASX value investing crash course with Owen Rask

We often discuss the idea of value: our own, our career, our house, our book collection, but what does this idea of value and the act of valuation mean in the context of investing? Kateā€™s heard Owen talking about company valuation for over five years now, and although she getā€™s the general gist, she never really wrapped her head around it. So after taking it to an Insta poll, it seems like our community is also keen to understand some of these basics as well. According to Investopedia, valuation is the analytical process of determining the current (or projected) worth of an asset or a company. The rest is a bit of a mystery to Kate, until now. In this episode Kate grills Owen on the basics on valuation until it makes some amount of sense, and covers why valuation is worth knowing about, does it matter to ETF investors, key numbers to understand and how to continue your journey. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
4/3/2023 ā€¢ 51 minutes, 53 seconds
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Your money personality: tips & tricks to improve your relationship with money

What is your money personality? Does it even matter? The fabulous Evan Lucas, author of Mind Over Money, joins Kate Campbell and Owen Rask in the studio for an Australian Finance Podcast episode about personalities and getting to know yourself better. Evan's 5 money personalities, as identified in his book, Mind Over Money, include: Saver Spender Debtor Investor Ignorer You can use these money personalities to help guide you to make better decisions with money, set financial goals and live a better life with money! Psst. did you know you can more be more than one personality at a time? Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $15 of Pearler Credit: bit.ly/Pearler Access the Global X ETFs Australian ETF Landscape report (PDF). Get across EVERY ETF in Australia, by sector, and fees, to discover what matters:Ā https://bit.ly/gx-etfs 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/30/2023 ā€¢ 41 minutes, 28 seconds
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5 ways to minimise your financial regrets

Jeff Bezos famously said, ā€œI knew that if I failed I wouldnā€™t regret that, but I knew the one thing I might regret is not ever having triedā€. Making financial decisions involves a lot of uncertainty, and itā€™s rare that we ever get the decision precisely perfect. But, if you approach your finances with a perfectionist mentality, youā€™ll probably never take that first step. So how can we minimise those feelings of regret regarding our finances that can hold us back from moving forward? In this episode Kate and Owen discuss 5 actionable ways to minimise your financial regrets, and maximise your money moving into the future. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/29/2023 ā€¢ 31 minutes, 47 seconds
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10 ways to beat back inflation in 2023

Is inflation the word of 2023? From the questions youā€™re sending us, the news headlines and the conversations weā€™re overhearing on the train, it seems like weā€™re all feeling the pinch right now (even if just a little bit). Weā€™ve put together ten ideas, from hacking your expenses to which companies to avoid investing in, to give you actionable ways to stay on top of your finances right now. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/27/2023 ā€¢ 49 minutes, 3 seconds
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5 high interest savings accounts & term deposits (March 2023 review)

Savers are being rewarded toā€¦save. Right now weā€™re getting a lot of bang for our buck, if we stash our cash in a savings account or term deposit. So Kate & Owen thought it was high time we discussed the topic again and go through some of the more attractive rates available at the moment. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/24/2023 ā€¢ 29 minutes, 17 seconds
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Q&A: Broker analysis paralysis, too old to buy property & pay off my HECs?!

Today weā€™re cracking open the podcast question box to riff on some of the questions youā€™ve asked us recently. In this episode, we cover a whole heap of different topics in a relaxed style, including: šŸ’øĀ Buying a tiny house with a personal loan šŸ’øĀ Can you have too many Vanguard ETFs? šŸ’øĀ How old is too old to buy a property? šŸ’øĀ Can you fund your retirement using ETFs? šŸ’øĀ My HECs debt is growing, and indexation is up, WWYD? šŸ’øĀ Dealing with broker analysis paralysis Remember to send your questions our way for our next Q&A session. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/20/2023 ā€¢ 1 hour, 39 seconds
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Energy deals, live entertainment & our favourite podcasts [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. Australian Finance Podcastā€™s Kate Campbell, Owen Rask and Monique Pizzica are back for our March Money & Chill episode, covering the cost of electricity, live entertainment, our upcoming property show and some of the podcasts that weā€™re enjoying right now. Check out the resources section on the show notes page for everything we mentioned during this conversation šŸ’» Money & Chill is a monthly segment onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/16/2023 ā€¢ 44 minutes, 27 seconds
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10 tools to automate your money & investing goals

Ready to automate your financial life? In todayā€™s episode, Kate & Owen are sharing over 10 tools that will help you streamline your life, by automating your savings goals, investing and financial admin! Please note, Pearler and InvestSMART are flat fee sponsors of The Australian Finance Podcast. We do not receive anything for mentioning them in this episode. ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/15/2023 ā€¢ 26 minutes, 29 seconds
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Reporting season wrap: QAN, WES, SQ2 & more

ASX reporting season is over for another six months, so Kate & Owen discuss whatā€™s being going on with 10 quality Australian companies. This includes: ARG, SQ2, WES, COH, NAN, PLS, QAN, REA, COL & SEK. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/13/2023 ā€¢ 53 minutes, 39 seconds
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Investing internationally without leaving your couch

šŸŒŽĀ Do you invest in companies outside of Australia? In this episode of The Australian Finance Podcast, Kate & Owen outline their case for investing internationally, how it works and simple ways you can add international exposure to your diversified portfolio. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/9/2023 ā€¢ 23 minutes
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šŸ“‰Ā My investment is down - now what? (bonus)

You bought your first share or ETF in 2022, and now itā€™s down 30% šŸ“‰ Youā€™re wondering if you made a mistake. Did you buy the wrong thing, buy it at the wrong time or just stuff up with investing in the first placeā€¦ Do you sell? Buy more? Decide to hold? Or avoid thinking about it? In todayā€™s conversation Kate & Owen unpack some ways to think about an upside down investment, and some strategies to decide whether you stay the course, buy more or take the loss. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/8/2023 ā€¢ 29 minutes, 12 seconds
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Inflation stress, savings goals and money hacks with Effie Zahos

Effie Zahos, Australiaā€™s #1 money expert, is back in the Rask house for another great conversation on cost of living, inflation stress and her favourite money hacks. Basically some great money motivation for the week. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/6/2023 ā€¢ 51 minutes, 38 seconds
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ETF Review: Global X Hydrogen ETF (ASX: HGEN)

This episode of The Australian Finance Podcast features a review of the Global X Hydrogen ETF (ASX: HGEN). Kate and Owen cover how HGEN works, why hydrogen energy is a global conversation right now, where to buy units in HGEN and how it could be used in a portfolio. 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 HGEN. Global X is a long term partner of The Australian Finance Podcast. 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. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/2/2023 ā€¢ 35 minutes, 24 seconds
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Making and saving money: sharing your ideas and hacks

How are you saving and making money right now? In todayā€™s bonus episode weā€™re sharing the helpful suggestions winners recent winners of our book giveaway on Instagram. Thereā€™s plenty of ideas to go around, and you might just find your own slice of inspiration in here for a new side hustle or money saving hack. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
3/1/2023 ā€¢ 29 minutes, 35 seconds
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10 qualities of great investors according to an expert fund manager

What are the 10 attributes of great investors? According to Michael J. Mauboussin in his paper on investing, there are a number of qualities and skills you can acquire, thatā€™ll improve your performance as an investor. Mauboussin is the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management, a multi-book author and a Professor at Columbia. Tune in as Owen & Kate break down each of these items, and include examples, quotes and action steps, so you to can invest like the best! Paper that inspired this episode: Reflections on the Ten Attributes of Great Investors Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/27/2023 ā€¢ 54 minutes, 15 seconds
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Travel & money: planning, budgeting & having an amazing holiday

Budgeting for an adventure in 2023? Kate, Owen & Monique take you through planning your next overseas (or interstate) vacation, including saving and planning for your trip, helpful travel apps, managing your money on the road and break down a potential travel budget for London, Japan and Port Douglas. Send us your travel tips, and weā€™ll share them in our next Money & Chill episode! Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/23/2023 ā€¢ 1 hour, 1 minute, 56 seconds
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Vanguard ETFs: the secret sauce behind your investments

Analyst Owen Rask and financial planner Drew Meredith dive into everything you need to know about Vanguard, and all of its secret sauce, tricks and strategies šŸ„« This episode was previously aired on The Australian Investors Podcast, during the Summer Series, but it's perfect for listeners of The Australian Finance Podcast. Drew and Owen cover the 5 most important things (plus some) for anyone learning about the world's best asset management firm, Vanguard. Join the chat on Twitter! Vanguard episode resources: Owen Rask's Investor Bootcamp -- my FREE 25-page training manual (GOOGLE DOC) ETF market size in Australia - list of Australian ETFs Thanks, Jack - Owen's article The Little Book of Common Sense Investing, John Bogle Vanguard Australia website Vanguard Interactive charts Join Rask Core šŸŒ - $9.99 per month Apply for Drew's financial planning ASK A QUESTION: https://bit.ly/3QtiY00 Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5-star review on Apple Podcasts or Spotify - itā€™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 ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/22/2023 ā€¢ 25 minutes, 44 seconds
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Sort Your Career Out in 2023 with Shelley Johnson

Is 2023 the year youā€™ve decided to sort your career out? In this episode of The Australian Finance Podcast, Kate Campbell chats to careers expert Shelley Johnson about changing careers, identifying your values and getting promoted. Shelley Johnson, a Human Resources and Management Consultant, host of the My Millennial Career Podcast, brand new author and all-round wonderful human. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/20/2023 ā€¢ 53 minutes, 44 seconds
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Own shares? Everything you need to know about voting, AGMs and shareholder advocacy

Have you just made your first ASX share investment? Did you know you can attend company annual meetings (AGMs) and have your voice heard on key issues like CEO pay and environmental policies? Todayā€™s guest is Rachel Waterhouse, the CEO of an organisation you might not be familiar with, but probably want to be, the Australian Shareholders Association, or the ASA for short. In a nutshell, the ASA aims to be the voice of retail shareholders, people like you and me who own shares in ASX-listed companies. Rachel and Kate talk about what the ASA does, what shareholder advocacy looks like, the idea of strength in numbers and taking an active role in attending AGMs and voting on key company issues. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/16/2023 ā€¢ 33 minutes, 39 seconds
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How I Invest with Glen James from My Millennial Money

ļ»æThis episode was previously aired on the Australian Investors Podcast Glen James is the founder of My Millennial Money, a two-time author, previously one of Australia's top financial advisers... and a former tradie! Glen James recently spoke with Owen Rask, founder of Rask, about money, investing, careers, life and more. Everyone can learn something from this episode of The Australian Investors Podcast with Glen James. WATCH THE VIDEO VERSION You'll enjoy this discussion with Glen James if you are interested in: Starting, growing and selling a business How to make more money How to save more money How to spend money better How to invest better Building on your career Why mental health could be your untapped gold mine 15+ years of podcast experience rolled into one hour Learn more about Glen James: Glen's website ASK A QUESTION for the podcast: https://bit.ly/3QtiY00 Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/15/2023 ā€¢ 1 hour, 5 minutes, 32 seconds
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6 ways to recession proof your finances this year

In this episode of The Australian Finance Podcast, Kate and Owen discuss 6 ways to recession proof and strengthen your finances for the year ahead. šŸ‘€Ā Higher interest rates, falling home prices and real wages, but no recession: top economistsā€™ forecasts forĀ 2023 (The Conversation) Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/13/2023 ā€¢ 41 minutes, 7 seconds
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Q&A: Interest rates up, compound growth, Noel Whittaker's book & ETF overlap

Today weā€™re cracking open the podcast question box to riff on some of some of the questions youā€™ve asked us recently. In this episode we cover a whole heap of different topics in a relaxed style, including: Why we need to know about inflation Getting a better rate on your home loan Making Money Made Simple How many ETFs is too many? Money resources for teenagers Financial advice on property How compound interest works with shares Remember to send your questions our way for our next Q&A session. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of Feb 2023
2/10/2023 ā€¢ 53 minutes, 25 seconds
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10 easy money goals for February (bonus)

What small goals are you setting to improve your finances this month? In this short bonus episode, Kate & Owen discuss 10 different ways you can supercharge your financial future this month. Pick one of these ideas, or something thatā€™s been on your mind recently, write it down and commit to achieving it this month. āœ…Ā Tell us what goal youā€™re working towards via Insta @RaskAustralia or in the Rask Core Community. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 3rd of Feb 2023
2/8/2023 ā€¢ 21 minutes, 3 seconds
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Travel money tips, pre-loved clothes & 2023 Rask update [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. Australian Finance Podcastā€™s Kate Campbell, Owen Rask and Monique Pizzica are back for the first Money & Chill episode of 2023, talking travel money tips, a year of pre-loved clothes and whatā€™s coming up on the Rask calendar in the year ahead. Kate mentions the book The Way Home in this podcast - the authors name is actually Mark Boyle. Money & Chill is a monthly segment onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 3rd Feb 2023
2/6/2023 ā€¢ 51 minutes, 17 seconds
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šŸ—ŗĀ 1 lifestyle hack for 2023 (Owenā€™s vision board activity)

Looking to refresh your goals for the year ahead? In this final episode in our summer series, Owen shares his personal vision board activity, and how to set your goals for the future. Download the vision board template: https://bit.ly/visionrask ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
2/2/2023 ā€¢ 43 minutes, 34 seconds
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šŸ’øĀ 2 budgeting strategies to supercharge your finances

A budget is basically giving your money a job, rather than letting it run around with no direction. Let it expand your financial possibilities, rather than thinking of it as a restrictive tool. In this episode Kate & Owen share how we think about budgeting, two different budgeting strategies you can try, and how we are planning our budgets for the year ahead. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/30/2023 ā€¢ 40 minutes, 10 seconds
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šŸ“ˆ 3 dividend income stocks for 2023 | ft. financial adviser Drew Meredith

Hunting for dividend income in 2023? Weā€™ve brought financial adviser Drew Meredith on the show to discuss dividend income stocks, and his three ideas for you to add to your watchlist this year. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/26/2023 ā€¢ 47 minutes, 31 seconds
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Insane ambition, and how to change the world, Owen's chat with Blackbird's Nick Crocker [AUSTRALIAN BUSINESS PODCAST CROSS-POST]

Nick Crocker is a general partner at Blackbird VC and founder or co-founder of numerous companies. Out of maybe 600 podcasts, this Australian Business PodcastĀ episode has to be one of the best podcasts I have ever done. LOVE this episode? Why not subscribe to the Australian Business Podcast for weekly episodes, on: Apple Podcasts Spotify Castbox IfĀ any of these topics resonate with you, you will enjoy this episode: Building a business Investing in companies Creating anything - products, businesses, etc. Team building How to communicate better Australian business culture Opening yourself up to ambition How the fitness and music industry works Learning from others, and All of the above, mashed together. Nick Crocker episode show notes Australian Business Podcast resources WATCH THE PODCAST ON YOUTUBE Owen Raskā€™sĀ free business course Ask a question This Australian Business Podcast Episode is for foundersĀ andĀ investors in private companies. Join 2,300+ students in our free business course! If you liked this episode, donā€™t forget to consider taking ourĀ free business courseĀ and tuning into theĀ Australian Business Podcast episode one, in which I shared my journey. Love the Australian Business Podcast?Ā Let me know about it by leaving a review on Apple or Spotify.Ā  If you want to help me out with the course, right now the best thing you can do isĀ subscribeĀ and review this podcast inĀ AppleĀ orĀ Spotify. Please use the ā€œAsk a questionā€ menu link on the Rask websites, or leave your questions in the Apple Reviews. Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/24/2023 ā€¢ 1 hour, 22 minutes, 40 seconds
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šŸ’° 4 bank accounts for spending and saving in 2023 | ft. tashinvests

Is your bank working as hard as you are for your savings? Todayā€™s episode is all about finding the best spending and savings accounts for your financial life. Tashinvests is in the house as we discuss some of our favourite bank accounts, and some of the best accounts for saving money around at the moment. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/23/2023 ā€¢ 35 minutes, 7 seconds
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šŸ• 5 top ASX 200 ETFs for 2023 (A200, STW, VAS, IOZ & MVW)

Today Kate & Owen are unpacking the top 5 ASX 200 ETFS: A200, STW, VAS (ASX 300), IOZ & MVW (ASX 100 equal weight). Tune in as we go through some of the key details including management fees, performance and top portfolio holdings. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/19/2023 ā€¢ 30 minutes, 8 seconds
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šŸ“š 6 money, mindset & investing books for the summer | ft. Evan Lucas

Looking for some summer book recommendations? Well, weā€™ve got you covered in this episode. Kate, Owen & Evan Lucas share 6 money, mindset & investing books for the summer, including a few we havenā€™t discussed before on the show! Your Turn: Borrow one book from the library or pick an unread book off your shelf to dive into this month. Jump into our Rask Core community to let us know your pick or send us a message on socials! ā˜€ļøĀ Catch these books and all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/16/2023 ā€¢ 37 minutes, 32 seconds
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šŸ›’Ā 7 ways to SAVE money on the cost of living this year | ft. Invest With Queenie

Ready to crush your savings goals in 2023? Weā€™ve got the one and only Invest With Queenie in the studio with us today, who is the queen of savings hacks (donā€™t forget to check her insta). Kate, Owen & Queenie share a whole heap of ways to save on your living costs in 2023. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/12/2023 ā€¢ 43 minutes, 3 seconds
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šŸ“ŗĀ 8 money & investing shows for the summer

Financial frauds, billion dollar crashes and dodgy debtsā€¦ In todayā€™s episode, Kate & Owen share 8 different money related TV shows and movies to keep you entertained this summer. ā˜€ļøĀ Catch the full list and all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/9/2023 ā€¢ 26 minutes, 49 seconds
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šŸ‘€Ā 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Ready to get deep and meaningful? Todayā€™s episode is all about reflection and sharing some of our life and money lessons from 2022. Weā€™ve rounded up 9 of our biggest lessons, including the importance of focusing on what you can control, investing in your mental health and using our finite amount of time with intention. After hearing about our discoveries, why not sit downĀ andĀ take some timeĀ reflecting on your own journey so far. Do you have any money & investing lessons to share? Let me and the Rask Core communityĀ know about it by jumping into the Community forum. Itā€™s now only $9.99 per month to be part of Rask Core ā€“ cancel anytime! We might just shareĀ your lessons in our upcomingĀ Money & ChillĀ episode onĀ The Australian Finance PodcastĀ ā€” stay tuned! ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries This episode is part of our Summer Series (2023) on The Australian Finance Podcast, where weā€™re taking a more relaxed approach to finance. Brand new to the show? Head back to our Starter Pack Series (from Jan 2022) šŸ’ø ļ»æReady-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/5/2023 ā€¢ 50 minutes, 27 seconds
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šŸ  10 most expensive suburbs in Australia | ft. Pete Wargent

Welcome to our Summer Series on the Australian Finance Podcast ā˜€ļø Over the next 10 episodes, weā€™ll be taking a more relaxed approach to a whole range of topics from money movies to income stocks, and weā€™ve got some friends of the show in the studio to join us during the month. In todayā€™s episode we chat to property expert Pete Wargent, about the 10 most expensive suburbs in Australia, what property buyers should be keeping an eye on in 2023 and Peteā€™s top property tips. ā˜€ļøĀ Catch all the resources from the Summer Series in one handy Google Doc: https://bit.ly/financesummerseries Peteā€™s company: BuyersBuyers Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
1/2/2023 ā€¢ 34 minutes, 10 seconds
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Setting your financial goals & action plan for 2023 (FREE template)

Happy New Years šŸŽ‰ Letā€™s set some financial goals for 2023! Whether itā€™s Bali, your first home or an emergency fund, letā€™s get motivated for the year ahead. In this episode Kate & Owen chat about reflecting on your progress over the past year, how to set goals you actually achieve in 2023 and each share one goal theyā€™re working towards over the next 5-10 years. šŸ‘€Ā Download our goal setting template: https://bit.ly/raskgoalsetting Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/30/2022 ā€¢ 52 minutes, 10 seconds
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Our best bits of The Australian Finance Podcast in 2022

2022 has been a huge year and we love having the opportunity to talk to so many of the worldā€™s best and brightest on our podcasts - itā€™s one of the best parts of our weeks. This episode is a little different - weā€™re going to share 8 short snippits from just some of our favourite guests during 2022 šŸŽ‰ Highlight 1: Nir Eyal from Feb 2022 (Invest your time better with Nir Eyal) Highlight 2: Brian Feroldi from April 2022 (Why Does The Stock Market Go Up?) Highlight 3: Claudine Chicheportiche from March 2022 (The Psychology Behind Your Money Goals) Highlight 4: Nick Maggiulli from April 2022 (Just Keep Buying (Investments)) Highlight 5: Effie Zahos from October 2022 (Effie Zahos: Australiaā€™s #1 Money Expert On Budgets, Debt, Life & Relationships) Highlight 6: Emma Edwards from April 2022 (Feel Better About Money With The Broke Generation) Highlight 7: Dr Sam Wylie from June 2022 (Expert Q&A: Inflation, HECs, Buying A Property & Recessions) Highlight 8: Evan Lucas from June 2022 (Investing With Less Than $5k & Building An Investor Mindset) Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/26/2022 ā€¢ 45 minutes, 25 seconds
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šŸŽ„Ā Rask Roadtrip, automate your money & your favourite podcasts [Money & Chill]

āš ļøĀ Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. Weā€™re hitting the airwaves for the final Money & Chill episode of 2022 šŸŽ‰Ā We chat about your favourite podcasts episodes during the year, some of the awesome courses we launched, our personal highlights and whatā€™s in the pipeline for 2023. Money & Chill is a monthly segment onĀ The Australian Finance PodcastĀ featuring Owen, Kate and our producer Monique. We chat about the personal finance andĀ investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/22/2022 ā€¢ 48 minutes, 6 seconds
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Mortgage: time to lock in your rate? Expert property advice from Chris Bates

Fixed vs variable rates in 2023? In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to award-winning mortgage broker Chris Bates, about fixed vs variable interest rates, finding quality properties and his tips for first home buyers in 2023. Find Chris Bates at Weathful: www.wealthful.com.au Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/21/2022 ā€¢ 38 minutes, 6 seconds
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šŸŒĀ Investing for impact: greenwashing, ESG filters & company engagement

In a world of greenwashing, corporate scandals and ethical quagmires, how do you invest inline with your values? To make some sense of all this, Kate & Owen chat to chat to Emilie Oā€™Neill, Co-Head of ESG and Equities Analyst at Perennial Partners. We discuss the ESG investment universe, whether ESG investing adds or detracts from your investment returns, the difference between active and passive ESG investing, how to understand a companies ESG practices and ways for investors to actively engage with listed companies. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/19/2022 ā€¢ 44 minutes, 52 seconds
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šŸ’øĀ 23 ways to save and invest in 2023 šŸ’ø

Ready to kick off 2023 Rask style? Well, weā€™ve got quite a list lined up for you today! Continuing on from the popularity of our saving and investing episodes in 2021 and 2022, weā€™ve put together 23 ways you can save and invest in 2023. Give some of them a go and let us know by jumping into the Rask Core community or sending us a message on socials. šŸ’øĀ Download the full list: https://bit.ly/23in2023 šŸ“±Ā Instagram: @RaskAustralia šŸ‘€Ā TikTok: @RaskInvest šŸ—£Ā Twitter: @RaskAustralia Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/15/2022 ā€¢ 1 hour, 7 minutes, 26 seconds
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3 ways to save $10k ASAP, side hustles & taking back control feat. Mel Browne

Today weā€™ve got the wonderful Mel Browne on the show, to share her hard-earned wisdom from being an entrepreneur, investor and financial educator. Mel shares some of her journey on being a business owner, what financial empowerment means to her, balancing saving vs spending and actionable strategies for creating wealth. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/12/2022 ā€¢ 50 minutes, 13 seconds
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Investor bootcamp, common investing mistakes & understanding yourself

Why is it so important to build strong financial foundations as an investor? Tom Wilson from InvestSMART joins us on the show to discuss the foundations all investors need to build, some of the common mistakes that trip us up (and how to avoid them), how much we really need to know before getting started, the importance of understanding your personality as an investor and his favourite investing books. Join the InvestSMART Bootcamp using the code 'rask50' for 50% OFF Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/8/2022 ā€¢ 42 minutes, 53 seconds
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Buying back your time, financial freedom & lifestyle design with Strong Money Australia

Are you interested in the idea of financial freedom? Owen Rask talks with one of the OG FIRE advocates in Australia, Dave Gow from Strong Money Australia. The pair discuss Daveā€™s journey to financial independence, how reaching FIRE changed his life, the role of mindset and more deeply examining the way we spend our time and money. Daveā€™s Book: www.amazon.com.au/Strong-Money-Australia-Financial-Independence/dp/0645632406 Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/5/2022 ā€¢ 49 minutes, 15 seconds
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3 strategies for home buyers in 2023, creating your brief & buying quality properties

Does your dream property exist? Sometimes it comes down to having a detailed property brief and time, according to todayā€™s guest, Amy Lunardi, who is a buyers advocate in Victoria, and the co-host of our FREE property course on Rask Education. In todayā€™s conversation Amy shares her thoughts on the property market for the year ahead, some of her client success stories during the year, what happened on The Block, the importance of giving yourself time while hunting for a property, factors she considers when finding quality properties and her biggest tips for first home buyers in 2023! FREE Property Course: https://education.rask.com.au/courses/free-property-course Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
12/1/2022 ā€¢ 32 minutes, 10 seconds
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The rise of Ladies Finance Club ft. Molly Benjamin

Molly BenjaminĀ is the founder ofĀ Ladies Finance Club (LFC), which is an in-person and online platform for connecting women with each other ā€” and their finances. ThisĀ Australian Finance PodcastĀ episode with Molly Benjamin is hosted Owen Rask and originally appeared on The Australian Business Podcast because in it, Owen asks Molly how Ladies Finance Club came into existence, why women meeting to talk about money makes sense and how she manages her business. In the second half of the podcast, Molly shares some of the wisdom she has gathered from women in her community. Things such as money-saving tips, what holds women back from investing and so on. Thereā€™s something for everyone! Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/28/2022 ā€¢ 43 minutes, 7 seconds
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Kate & Owen's investing checklist for new investors (our complete guide & Google Doc)

New investor?Ā Want to take the plunge and buy shares or ETFs but a little... scared? You're definitely not alone! That's why, analyst Owen Rask and educator Kate Campbell, hosts of the super-popular Australian Finance Podcast, have just released a brand-new episode (and free Google Doc) to help you break away from the nerves and invest sensibly. Listen to this finance podcast for new investors because: You know investing is good for you but you're nervous. Everyone tells you 'the share market is like gambling' but you know that doesn't make sense. You're stuck on 'what you need to pack' (a brokerage account, steps to pick one, etc.) A simple 'pre-flight' checklist for getting yourself sorted sounds good. You want to learn from two of Australia's best financial educators, and Growing wealthy sounds pretty good to you! NEW INVESTOR GOOGLE DOC & SHOW NOTES Join Rask Core & invest like Owen Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/24/2022 ā€¢ 26 minutes, 15 seconds
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5 money mistakes investors make (and how YOU can avoid them)

When it comes to investing, one of the reasons that commonly holds people back from getting started is the fear of making a mistake This is understandable, given your money is on the line, but you can push through it. At the end of the day, we truly believe the biggest mistake you can make is not actually starting at all. Given we should try to learn through other peopleā€™s mistakes, andĀ we can gain confidence through understanding all the ways we can go wrong, we wanted to share five common investing mistakes with you today, and how you can work to avoid them. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/23/2022 ā€¢ 18 minutes, 40 seconds
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Australia's 7 top share trading accounts for 2023 | Pearler, Stake, Selfwealth, CommSec, Sharesies, Superhero & Vanguard

What's the best share trading account? How do I pick a share brokerage? Is there a difference between HIN/CHESS brokers and what are the risks of brokers? The list of questions about brokerage accounts goes on and on and on... If you're on the hunt for a share brokerage account or share market app, you're in luck. In this Australian Finance Podcast episode, Owen Rask and Kate Campbell review 7 of the most popular share brokerage apps in our community. List of best share trading brokers See where Owen invests for $9.99 per month Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/21/2022 ā€¢ 41 minutes, 46 seconds
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Letā€™s have a conversation about money (tips for talking to friends & family)

Why is talking about money so important? Weā€™ve been taught from an early age that we shouldnā€™t talk about money, but that taboo does much more harm than good. Talking openly about our finances helps remove the culture of fear and shame that can surround money. Talking about money might feel hard right now. But not talking about it long-term will be harder. In this episode Kate & Owen discuss the importance of money conversations, some strategies to approach them with kindness and highlight the point that not everyone will learn, value or talk about money the way you do - and thatā€™s okay! Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
11/17/2022 ā€¢ 39 minutes, 36 seconds
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Stocks up, travel hacks, medicare rebates [Money & Chill]

āš ļø Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. In todayā€™s conversation weā€™re catching up with Monique whoā€™s returned from her European adventure, why the market is going back up and our latest money saving hacks. Tickets for our Melbourne event: www.raskmedia.com.au/event Money & Chill is a monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 15th of November 2022
11/16/2022 ā€¢ 33 minutes, 21 seconds
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AFIC review: Australian Foundation Investment Company (ASX: AFIC) review and LIC overview

Australian Foundation Investment Company Ltd (ASX: AFIC) is one of the most popular listed investment companies (LIC) ever. Kate Campbell and Owen Rask dive into AFIC in this episode of The Australian Finance Podcast. Full show notes & AFIC review Keep reading below to find out how to ask a question... Ask your finance question Remember to keep your questions fun by giving us a silly or creative name to read out on air!Ā  ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/14/2022 ā€¢ 39 minutes, 16 seconds
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Q&A: Retiring without a home, neobanks, ETF ā€˜L platesā€™ & choosing a broker

Australian Finance Podcast's Question & Answer session is back! Kate Campbell and Owen Rask are cracking open the finance podcast question inbox to riff on some of the finance, money nad investing questions youā€™ve asked us recently. In this Australian Finance Podcast episode: Challenger banks Retiring without a home Why not bonds? Internationally domiciled ETFs ETF tax details And broker analysis paralysis Ask your finance question Remember to keep your questions fun by giving us a silly or creative name to read out on air!Ā  ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/10/2022 ā€¢ 47 minutes, 11 seconds
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How I grew Rask to $1 million, my small business journey | Australian Business Podcast [BONUS EPISODE]

Ever wondered how Owen built Rask into the business it is today? In this BONUS EPISODE of The Australian Finance Podcast, Owen shares a popular episode from our new Australian Business Podcast series. Listen to Owen Rask's journey in building Rask Australia from a Mac, Officeworks desk and a living room into a finance brand that is nationally known and includes around 17,000 students, 4,000+ members and 100,000 listeners, readers or viewers. Love the business series? Enrol in Owen's free business course. Subscribe on Apple Subscribe on Spotify Subscribe online. Australian Business Podcast episode outline: The inside scoop of how the Rask business (the owner of this podcast) actually works Owen's four stages with Rask: Preparation šŸ“– Inception šŸŒ± Traction āš™ļø Inflection šŸ“ˆ Owen's phone call with Scott Pape Harsh lessons learned Where Rask is today ASK QUESTION šŸ™‹ā€ā™€ļø Please use the ā€œAsk a questionā€ menu link on the Rask websites, or leave your questions in the Apple Reviews. ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/9/2022 ā€¢ 23 minutes, 38 seconds
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Red, orange and green flags: 10 things to know before investing ft. Danielle Ecuyer

Danielle Ecuyer of Shareplicity joins Owen Rask and Kate Campbell on this special episode of The Australian Finance Podcast to share 10 things to look for when researching ASX and global shares/companies. Kate Campell plays host to Dani and Owen as they talk about 5 positive (green) and 5 concerning (red) 'flag' indicators to add to your share investment checklist. View all notes & flags in the show notes: Speaker disclosures Dani: CSL, GMG, BHP Owen: XRO, PME Kate: XRO, AMZN, BHP, CRWD, MELI, OKTA, FMG, EML ~~ Our sponsors ~~ Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/7/2022 ā€¢ 1 hour, 13 minutes, 27 seconds
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Our best budgeting, finance & investing apps (2022)

What are the best personal finance apps and top investing tools for 2022 and 2023? We often mention different personal finance apps that weā€™ve found helpful when it comes to our personal finances on The Australian Finance Podcast, so in this episode weā€™re bringing them all together for you in one spot. From record-keeping, budgeting, banking, investing and making money, thereā€™s an app out there for most things nowadays, today weā€™re sharing some of our favourites. āš ļø Just so weā€™re clear, we do notĀ get paid for including any of these companies in todayā€™s episode, and are purely mentioning them as theyā€™ve been helpful to us. But, we do have a long-term flat-fee partnership arrangement with Pearler, who help us bring this show to life. Of course, this is also a non-exhaustive list, so make sure you do your own research and find the best solution for your own unique needs! Kate's top 3 personal finance apps Sharesight - the ultimate in tax reporting for share and ETF portfolios Up Bank and Banking - CommBank - emojis, planning your finances and helping you understand your money habits Raiz - for automatic round-ups, getting started investing and rewards programs Owen Rask's top 3 personal finance apps Pearler - for automation & 'paying the bill' of investing. Get $10+ of credit using the Rask coupon code. Xero - awesome for small businessĀ  ING - scheduled direct debits, BPAY and transfers (e.g. 'one day after my payday, automatically transfer $2,000 for rent') Notion - life, finance and investment admin (Owen uses it for his investment research notes) Note: Pearler is a long-term sponsor of The Australian Finance Podcast but we're not paid to mention it. And Owen assures us it's seriously one of his favourite. Rask doesn't earn any type of referral/affiliate-style income from any partner/sponsor.Ā  Honourable mentions AFR - leader for financial news (student rates are on offer!) CommSec - the app is good for news alerts TIKR - company research, annual reports and data on every stock/company Your local library apps -- save some money & suppor the library! Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/3/2022 ā€¢ 28 minutes, 38 seconds
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5 top term deposits right now (2022 & beyond)

What are theĀ best term deposits in Australia? Are you hunting for aĀ term depositĀ to stash some cash? Term deposits are a type of financial product offered by financial institutions that allow you to lock away your savings for a set period of time (the term), in exchange for a fixed interest rate. In this brief episode, weā€™ll attempt to outline a few of the high-interest options available to you. As always, be sure to read the Terms & Conditions, along with the Financial Services Guide (FSG). Please note:Ā this podcast was recorded on October 31st, 2022 (a day before the Reserve Bank of Australia increased interest rates by 0.25%). Resources: ASK A QUESTION Show notes Top 5 savings accounts Subscribe to Rask CoreĀ for $9.99 per month (cancel anytime) Rask Core communityā€™sĀ best accounts Owen on Twitter Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ for $10 of Pearler Credit. Weā€™re proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X ETFs website. Boost your investment potential, with FundLater. With InvestSMARTā€™s Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront.Ā Click here to find out how. Investing Made Simple. Thanks to InvestSMARTā€™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.Ā Click here to get started. WARNING: The information on this website and in our podcasts isĀ general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product.
11/2/2022 ā€¢ 23 minutes, 22 seconds
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Simran Kaur: Journey to $1M+, making sense of investing & building Girls That Invest

Simran Kaur: the founder and author of Girls That Invest joins Kate Campbell all the way from NZ today to talk about her wealth building journey to $1 million, how to make sense of investing, dealing with financial comparison, market volatility and overcoming burnout. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 18th of October 2022
10/31/2022 ā€¢ 37 minutes, 54 seconds
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Spending vs saving: finding the balance between YOLO and future you

The great debate: are you a spender or a saver? This question gets thrown around quite often, and itā€™s easy to lump yourself into a specific camp without really thinking about the drivers behind your behaviour. Most of us have a bit of both in us, and weā€™d argue thatā€™s a good thing. This episode is going to focus on those that find themselves on the spending side of the debate, and hopefully provide you with some strategies to bring a bit more balance to your financial life. In this episode, Kate & Owen unpack the four main reasons why we spend money, with the goal of learning to spend your money with more intention. TLDR: Youā€™re going to spend money for many different reasons and thatā€™s a big part of your financial life. But where you can, try to articulate why you are spending the money. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/27/2022 ā€¢ 32 minutes, 59 seconds
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šŸ“°Ā Financial news & media: are you reading for entertainment or knowledge?

Everywhere you look online, you'll see bold headlines and a constantly changing array of predictions, which can often make it difficult to navigate the waters of financial media. Read things you disagree with, question the motives, find the source and identify whether youā€™re reading for entertainment or knowledge. In todayā€™s episode, Kate & Owen take a look into how we go about using and consuming financial media, and share some of the ideas that experts have on filtering through the headlines. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/24/2022 ā€¢ 52 minutes, 18 seconds
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Effie Zahos: Australiaā€™s #1 money expert on budgets, debt, life & relationships

Australia's #1 money expert Effie Zahos is in the house with us today, sharing her time tested money principles from three decades in the industry. Effie shares her journey to becoming an Australian finance icon, what money means to her, time tested money principles, how she manages her finances with her partner, overcoming limiting money beliefs and shares the letter she wrote to her daughter about money. Effie Zahos is a Director at InvestSMART Group, Editor-at-Large of Canstar and the author of multiple books, including A Real Girl's Guide to Money: From Converse to Louboutins. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 12th of October 2022
10/20/2022 ā€¢ 46 minutes, 28 seconds
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FinFest 2022, travel hacks & Raiz rewards [Money & Chill]

āš ļø Warning: This is not a serious episode, but weā€™ve got a whole back catalogue for that. In todayā€™s conversation weā€™re catching up on a big week in Sydney, and giving you a run down on EquityMatesā€™ FinFest 2022 event, our latest money saving hacks and some of the books and podcasts that weā€™re enjoying lately. Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 19th of October 2022
10/19/2022 ā€¢ 37 minutes, 32 seconds
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šŸ“ˆĀ ASX share review: Commonwealth Bank of Australia (ASX:CBA)

Ready for an ASX deep dive? In todayā€™s episode weā€™re going to take a deep dive into the biggest bank in Australia, the Commonwealth Bank of Australia (ASX:CBA), which youā€™ll be very familiar with. Itā€™s also one of the biggest listed companies in Australia, and makes up a large part of any ASX200 ETFs. Owen & Kate take listeners through what CBA does, who runs the show, key competitors, the companyā€™s products & services, and Owen takes a quick look at the books. Before we start please note, this is not a recommendation from Owen, Kate or the Rask Team. Owen and Kate do not own shares of CBA. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/17/2022 ā€¢ 59 minutes, 4 seconds
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Mind Over Money: be a better investor with Evan Lucas

Have you ever thought about what money means to you? In this episode of The Australian Finance Podcast, Kate & Owen chat to Evan Lucas, Chief Investment Strategist at InvestSMART and the author of Mind Over Money. Evan shares his thoughts on understanding your money identity, how to avoid falling prey to comparison traps, building patience into your investment plan and how to feel more in control of our financial future. Evan also shares the story about how he and his wife figured out their common values and goals about money, and how they built their financial habits together. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th September 2022
10/13/2022 ā€¢ 59 minutes, 56 seconds
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Creating your ideal day, finding motivation & life admin days with muchelleb

āœØĀ What does your ideal Tuesday look like? In this bonus episode, Kate takes a break from investing to chat to digital creator Michelle B (known as muchelleb on YouTube) about creating the life you want to live right now (not years down the track). Michelle shares what a good day looks like to her, how to intentionally build a life you love, what you should do before setting your goals, stepping out of your comfort zone, techniques to manage your time better, life admin days, and overcoming procrastination on those tasks youā€™ve been pushing off for months. Catch Michelle on YouTube: https://www.youtube.com/c/muchelleb Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 5th of October 2022
10/12/2022 ā€¢ 50 minutes, 45 seconds
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Sell property now? RBA interest rates & financial independence ft. Pete Wargent

Whatā€™s happening in the property market this year? Weā€™ve got Owenā€™s mate and property expert Pete Wargent on the show, to share his property update for 2022, first home buyer tips and whether itā€™s too late to buy or sell your house right now. Ready-made ETF portfolios? Rask Core has you covered! Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 6th of October 2022
10/10/2022 ā€¢ 43 minutes, 1 second
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šŸŒ±Ā ETF Q&A: top 10 BIGGEST investing questions

Do you have questions about ETF investing? To wrap-up our ETF Investing Mini-Series, Kate & Owen provide rapid fire answers to the top 10 most commonly asked ETF investing questions in our community. We answer everything from what is an ETF to how can I decide which ETF to buy, and best ETFs for the long-term to how much to invest in ETFs each month. Fun fact: the founder ofĀ Campbell Soup Company (NYSE: CPB), Joseph Albert Campbell, who created the company in 1869, died in 1900. Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/6/2022 ā€¢ 26 minutes, 39 seconds
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5 money habits for financial freedom in 2022

In todayā€™s bonus episode of The Australian Finance Podcast, Kate & Owen share five money habits for financial success in 2022, that you could try incorporating in your own life this year. These habits include automating your savings and investing plan, meal prepping on the weekends and setting yourself small goals with regular wins. Share your money habits that have worked for you with us on Twitter or Instagram! Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 30th of September 2022
10/5/2022 ā€¢ 18 minutes, 28 seconds
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Warren Buffett, moats, castles & share market investing

Does your company have a moat? Here at Rask, one of the key pillars in ourĀ investment philosophyĀ is investing in companies with strong advantages or moats. A moat is a throw-back to the good olā€™ days when castles (business franchises) needed a ring of water (competitive advantage) to protect them from the attack of enemy armies (competitors) who had heavy armour and weaponry. A moat is a feature of a business that enables it to generate excess returns on capital for a sustained period. Under the rules of capitalism, usually a competitor would enter the market and eat away at those returns. In this episode, Kate & Owen discuss what an investment moat is, share Morningstarā€™s 5 moats and companies that fall within each category, along with how to identify and stress test a companyā€™s moat. Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
10/3/2022 ā€¢ 48 minutes, 36 seconds
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šŸŒ±Ā ETFs: buying and growing your ETF investment [ETF mini-series part 5]

Welcome to part 5 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. After listening to parts 3 & 4 of our ETF investing mini-series, you might have an ETF in mind that youā€™re ready to buy. But hold on a secā€¦you canā€™t just buy this ETF at the supermarket. In this ETF episode we break down how to actually buy an ETF in Australia (hint: youā€™ll need a brokerage account), ongoing ETF investment strategies, and how to manage you ETF on an ongoing basis (and keep it alive, unlike your tamagotchi). Be sure to download our ETF Investing Checklist (Google Doc) that weā€™ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/30/2022 ā€¢ 39 minutes, 52 seconds
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šŸŒ±Ā Getting to know your ETF & using an ETF in your portfolio [ETF mini-series part 4]

Welcome to part 4 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. Now that youā€™ve compared ETFs and actually decided on one you might like to invest in, Kate & Owen are going to help you brush up on your knowledge and understand your chosen ETF better. Make sure to listen to parts 1, 2 & 3 of our ETF investing mini-series, if you havenā€™t already. Be sure to download our ETF Investing Checklist (Google Doc) that weā€™ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/29/2022 ā€¢ 57 minutes, 31 seconds
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šŸŒ±Ā ETFs: How to research and compare ETFs like VAS, STW, IOZ & more [ETF mini-series part 3]

Part 3 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. In this episode, Kate & Owen walk listeners through how to research and compare different ETFs within a category. We cover how to compare large ASX ETFs including A200, STW, IOZ, VAS (ASX300) and MVW (equal weight 100). Plus, we discuss the most important step, actually making a decision and investing! Make sure to listen to parts 1 & 2 of our ETF investing mini-series, if you havenā€™t already. Be sure to download our ETF Investing Checklist (Google Doc) that weā€™ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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
9/28/2022 ā€¢ 39 minutes, 50 seconds
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šŸŒ±Ā ETF investment strategies & what to look for [ETF mini-series part 2]

Welcome to our part 2 of our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. In this episode, Kate & Owen walk listeners through how to work out what kind of ETF youā€™re looking for, and how it forms part of your broader investment strategy. We also explain what a Core/Satellite Portfolio is, understanding your risk profile and whether ETF unit size matters. Make sure to listen to part 1 of our ETF investing mini-series, if you havenā€™t already. Be sure to download our ETF Investing Checklist (Google Doc) that weā€™ve created to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of September
9/27/2022 ā€¢ 40 minutes, 18 seconds
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šŸŒ±Ā ETF investing crash course [ETF mini-series part 1]

Welcome to our ETF investing mini-series: a 5-part podcast series, aimed at building your confidence when it comes to researching, comparing and building an ETF portfolio. Over the course of 5 podcast episodes, weā€™ll cover the basics of ETF investing you need to know about, and give you the tools to figure out what type of ETF youā€™re looking for, and how to research and compare them. Plus weā€™ll give you an overview of what you need to know about how to buy ETFs and managing them on an ongoing basis. ETFs are a great investment option for both new and experienced investors, and make it easy to build a low-cost and diversified portfolio with just a few trades. Theyā€™re simple, they work, and you donā€™t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low cost diversified ETF and buying small parcels frequently over a long period of time. So, in this episode Kate & Owen talk about exactly why weā€™re so keen on ETFs, how they work and how you can use them to invest. Be sure to download our ETF Investing Checklist (Google Doc) that weā€™ve created for you to accompany this podcast series: https://bit.ly/etfchecklist Ready-made ETF portfolios? Rask Core has you covered (use code ā€˜AFPā€™ for $50 off your lifetime membership). Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itā€™s a 5 second task which really helps support the show (and puts a big smile on our faces). Pearler, the broker for long-term investors. Sign-up to Pearler using the code ā€œRASKā€ 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:Ā 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 youā€™re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 13th of September
9/26/2022 ā€¢ 49 minutes, 17 seconds