Episoder
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This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.
Australian retirement podcast resources:
Invest with Owen in retirement: https://bit.ly/R-invest
Get matched with a financial planner: https://bit.ly/R-plan
Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
This 5-part retirement podcast mini series on the 25 retirement questions to ask your financial planner is bought to you by Rask Invest.
Australian retirement podcast resources:
Invest with Owen in retirement: https://bit.ly/R-invest
Get matched with a financial planner: https://bit.ly/R-plan
Free retirement Q&A checklist (get it in your free Rask account): https://www.rask.com.au/free-sign-up/
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Manglende episoder?
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Mitchell Sneddon, Rask Invest’s Head of Funds Management, sits down with Gaurav Sodhi, the Head of Research at Intelligent Investor. This is a conversation that dives deeper into a number of the topics we originally covered in Gaurav’s first podcast.
We dig deeper into failure and talk about the feedback he’s received from one of his more painful investments. We talk about what he looks for when he’s looking for his next resource play, highlight a few “oddball” CEOs who go against the grain and try to discern between token stock ownership and genuine skin in the game when it comes to CEOs and board members.
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this episode, Jason speaks with OwenRask about the journey of Pocketsmith, including:
How and why Pocketsmith has survived and thrived over more than one decade
What Jason's original Pocketsmith .ical set out to solve
Why Pocketsmith never took VC funding, despite being one of New Zealand's biggest FinTech successes
The technical challenges involved in building a financial management app
Why Pocketsmith celebrates individuality as a core value
What the future of financial management looks like
This is a sponsored podcast episode brought to you by Pocketsmith, and we know you'll love it.
Like this? You'll love Pocketsmith:
Pocketsmith spending statistics: https://bit.ly/R-PocketSmith
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Instead of CBA shares, Luke and Ben point us towards:
1. ARB Corporation Ltd (ASX: ARB) - the bullbar and 4x4 accessories business
2. Collins Foods Ltd (ASX: CKF) - the master franchisor of KFC restaurants
Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Topics covered:
- Introducing Flint Group
- Why apartments are often (but not always) bad investments
- What to do with a dud investment in property
- Buy on the coast? Even if I don't live there?
- How mortgage brokers are paid
Episode specific resources
Flint Group - Podcast with Chris: https://www.youtube.com/watch?v=9faEFzCCGr0
Should Owen use equity to buy a farm - Owen & Chris: https://www.raskmedia.com.au/2024/02/13/should-owen-redraw-equity-to-buy-his-farm-chris-dives-into-equity-release-to-buy-shares-or-property/
Australian Property Podcast: https://www.raskmedia.com.au/podcasts/australian-property-podcast/
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Owen Rask, founder of The Rask Group, is joined by financial adviser Alex Luck to answer your financial planning questions on The Australian Finance Podcast.
Topics covered:
Why can I never stick to a budget
I'm 15 and want to invest
Retiring with $8,000 in Super
Using leverage to buy shares or ETFs
Financial planning fees explained
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Dave has appeared on the Rask network a few times, achieving some of the highest downloads of all episodes.
Dave's background is a story of true grit and determination. Dave is known as the forklift driver who retired at 28. He did that using a detailed budgeting plan while investing in property and shares.
Dave's first book, Strong Money Australia: How to Gain Financial Independence and Create a Life of Freedom has sold over 20,000 copies, making it one of the most popular books on retirement in Australia.
In this episode, Owen and Dave reflect on his journey, the success and core lessons from the book, how Dave felt after his portfolio hit $1 million and more.
Dave Gow will be coming back on again to finish off what he and Owen missed out on this time around.
~~ RESOURCES ~~
Get Dave's Book on Spotify: https://bit.ly/gow-book
Get Dave's Book on Audible: https://bit.ly/dave-amazon
Dave's previous interview with Owen: https://www.youtube.com/watch?v=TDbJs4Xfc5g
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
To celebrate the launch of Rask Invest, Owen Rask was joined by Mitchell Sneddon to answer your questions LIVE on YouTube for part 4/4 of our Rask Invest mini series.
VIDEO VERSION: https://www.youtube.com/@RaskFinance/streams
Invest with Owen: https://invest.rask.com.au
Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years
Book a call with Mitchell: https://calendly.com/mitchell-wswf/30min
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to identify and talk about the 5 things none of the Professionals want to talk about. This Australian Investors Podcast is part 3/4 of our Rask Invest mini series.
UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams
Invest with Owen: https://invest.rask.com.au
Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain Rask's 10 truths of investing. This Australian Investors Podcast is part 2/4 of our Rask Invest mini series.
UPCOMING LIVE SHOW: https://www.youtube.com/live/bpPiyQtcjXs
Invest with Owen: https://invest.rask.com.au
Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
To celebrate the launch of Rask Invest, Owen Rask is joined by Mitchell Sneddon to explain where he is investing right now, and why. This Australian Investors Podcast is part 1/4 of our Rask Invest mini series.
UPCOMING LIVE SHOW: https://www.youtube.com/@RaskFinance/streams
Invest with Owen: https://invest.rask.com.au
Article "Where Owen is Invested": https://community.rask.com.au/c/etfs/where-i-m-investing-the-next-10-years
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Luke Laretive and Ben Richards from Seneca Financial Solutions join Owen Rask on The Australian Investors Podcast to dive into 5 hidden ASX small cap shares:
XRF Scientific (ASX: XRF)
Pexa Group (ASX: PXA)
Global Data Centre Investment Fund (ASX: GDC)
Australian Finance Group Ltd (ASX: AFG)
Energy One Ltd (ASX: EOL)
Free portfolio review with Luke: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM
VIDEO VERSION: https://www.youtube.com/watch?v=UzwIDd4s7Xg
~~ Resources ~~
Invest with Owen: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Why did Warren Buffett sell Apple? What's in his portfolio right now?
On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024.
WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0
ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Do you want to live and work better?
In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan.
Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time.
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management.
In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser.
Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.
Learn more:
WAM website: https://wilsonassetmanagement.com.au/lic/global/
Catriona's first podcast with Owen
Episode resources:
Join the Rask community - it's FREE
ASA events & Owen's workshop
Navexa - tax tracking 20% off: https://bit.ly/track-stocks
~ Resources ~
Access Show Notes
Invest with Owen
Mortgage Broking
Financial Planning
Property Coaching
Property checklist (PDF)
Business Coaching
Ask a question
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world?
On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more.
WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c
ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info
Topics covered:
- Bridgewater Associates is clawing its way back
- Hybrid securities - are they worth it?
- VanEck Subordinated Debt ETF (ASX: SUBD)
- Stocks for a 200-year winter - Pepsi Co v Coca Cola
- How to invest $500,000 in ETFs
~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Billy Leung is an ETF investment strategist at Global X ETFs.
While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s.
If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw
In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:
Billy’s background and analysing markets bottom-up and top-down
Valuation of technology stocks and how they changed value investing
The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL
AI stocks no-one follows…
How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application
China’s AI push versus USA: Ali Baba, Baidu and Tencent
Why an ETF approach can help you capture a theme without identifying winners
Episode resources:
Join the Rask community - it's FREE
ASA events & Owen's workshop
Navexa - tax tracking 20% off: https://bit.ly/track-stocks
Discounted business books - including The Golden Years
~ Resources ~
Access Show Notes
Invest with Owen
Mortgage Broking
Financial Planning
Property Coaching
Property checklist (PDF)
Business Coaching
Ask a question
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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On the Australian Investors Podcast 2 Sense episode this week, very stable geniuses Owen Rask & boy wonder Drew Meredith, CFP discuss the following:
Retiree inflation is running at 6.5%, employee inflation 3.4%
What a 23-year-old should do with $100,000
Woolworths (ASX: WOW) latest results
Coles Group (ASX: COL) pops on results
Apple (AAPL) gains on better-than-expected sales
Meta is up 86% in one year
Microsoft (MSFT) Azure + AI takes flight
Episode resources:
Join the Rask community - it's FREE
ASA events & Owen's workshop
Navexa - tax tracking 20% off: https://bit.ly/track-stocks
Discounted business books - including The Golden Years
Woolworths result
Coles result
~ Resources ~
Access Show Notes
Invest with Owen
Mortgage Broking
Financial Planning
Property Coaching
Property checklist (PDF)
Business Coaching
Ask a question
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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Owen Rask, Chief Investment Officer of Rask Invest, and Mitchell Sneddon, Head of Funds Management for The Rask Group answer your questions about building passive income for retirements, using ETFs.
Book a call with Mitchell:
https://invest.rask.com.au/?aippodcast
Rask Invest walkthrough: https://community.rask.com.au/c/rask-events/live-rask-invest-platform-walkthrough-q-a
~ Resources ~
Access Show Notes
Invest with Owen
Mortgage Broking
Financial Planning
Property Coaching
Property checklist (PDF)
Business Coaching
Ask a question
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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