Episoder

  • Money & Chill is back again for September, and Kate Campbell, Owen Rask & producer Monique discuss how they've been detoxing their finances and getting better deals.
    Plus, we discuss some great money resources, how Rask Invest is going behind the scenes and why Owen subscribed to so many streaming services.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
    This episode was recorded on the 17th of September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Interested in buying shares?
    This episode is for you.
    Kate and Owen share their mistakes and lessons from 10 years of share investing, along with insights into becoming better investors.
    Owen's free Value Investor Program (2020 version)
    Rask Investing Philosophy
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
    This episode was recorded on the 13th of September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Manglende episoder?

    Klik her for at forny feed.

  • Getting income from ASX shares or ETFs is pretty much second to none. The consistency of income, the laws that incentivise boards to pay income to ASX shareholders, and the franking credits make the Australian share market unlike any other. 
    Owen Rask discusses why companies pay dividends, shares his tips on finding high-quality dividend shares, and talks about five he's got on his watchlist at the moment.
    Owen's free passive income report 
    Owen's free Value Investor Program (2020 version)
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
    This episode was recorded on the 11th of September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Chances are, if you listen to the Australian Finance Podcast, you also enjoy reading (audiobooks definitely count).
    Kate & Owen have learnt so much about their personal finances and approach to investing from books, so in this episode, they’re sharing some of their favourite reads in 2024 with you.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
    Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
    This episode was recorded on the 4th of September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Claiming on life insurance, income protection, TPD, Trauma or Childs Cover insurance can be daunting. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk about how to make a claim.

    Topics covered:
    - How to make a claim on income protection
    - Steps to make a life insurance / death cover claim
    - Trauma, TPD and Childs cover claim process
    - How an insurance adviser can make a big difference to your stress levels
    - How to contact your adviser or insurer's claims specialist
    - The importance of reading the insurance PDS
    - Phil's real-life stories of managing claims

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • Reviewing your life insurance and income protection cover is vital. How should you do the insurance review? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - When is a good time to review insurance?
    - Major life events that should trigger a review (kids, death, buying a house, etc.)
    - Why life insurance is NOT the same as car insurance, (unless you’ve had no health issues - unlikely).
    - Strategies to manage and reduce insurance costs as time goes by
    - Stepped versus level insurance premiums
    - Why decreasing cover is easy and increasing is like a new insurance application
    - How the risk to insurers has changed, and how this impacts the process

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • How to apply for life insurance and income protection. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - Getting insurance through an adviser, going direct to an insurer or Super fund
    - A statement of medical questions
    - Your 'duty to take reasonable care' when disclosing information
    - Underwriting and the insurers ability to use claims data to determine the risk of insuring you
    - Key terms like loadings, exclusions, waiting periods and coverage period
    - Understanding the tax treatment of income protection premiums and benefits

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • How do you actually buy life insurance and income protection? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - How to buy insurance through Superannuation
    - Risks of changing Super funds without checking your insurance
    - Getting insurance through a financial adviser
    - Getting insurance yourself
    - Income protection and life insurance through an employer
    - Insurance industry disclosures, claims stats & average claim amounts
    - How to assess your disability insurance needs
    - How to use superannuation to fund premiums, even if you change investment options

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • Income protection explained end to end. What is income protection? Expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - Income protection benefits
    - Detailed explanation of different types of income protection cover and its benefits.
    - How to calculate the amount of income protection you need
    - Different features of income protection
    - Overview of income protection market and changes in 2021
    - Income protection versus Work Cover
    - Can I hold more than one income protection policy?

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • What is lump sum insurance like Life Insurance / Death Cover, TPD and Trauma? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - Life Insurance explained
    - Trauma insurance explained
    - TPD (Total Permanent Disability) explained
    - Childs Cover explaind
    - Detailed explanation of the different types of cover and the benefits.
    - Different features and add-ons for lump sum insurance
    - The difference between trauma and TPD and if this leads to a life claim, how does it all work together?

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • What is personal insurance? Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk personal insurance in our mini series.

    Topics covered:
    - What is personal insurance and why is it important?
    - Types of Personal Insurance: Overview of life insurance, disability insurance, income protection, trauma insurance, and child cover
    - How personal insurance differs from other insurance products (health and general)
    - Misconceptions about personal insurance.

    Mini series goodies:
    - Book a call with Skye: https://bit.ly/R-insur
    - Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/

    ~~ Finance Podcast resources ~~

    Ask a question: https://bit.ly/3QtiY00
    Access Show Notes: https://bit.ly/R-notes
    Rask Community: https://bit.ly/3UkFWel
    Invest with Owen: https://bit.ly/R-invest
    Join Pearler (discount): bit.ly/Pearler
    Join Pocketsmith (discount) https://bit.ly/R-PocketSmith
    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


    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • I don’t know about you, but reining in our grocery bills is a never-ending challenge this year.
    In fact, recent ABS CPI data over the twelve months to the June 2024 quarter showed the cost of food and non-alcoholic beverages rose by 3.3%!
    So what can we do to tackle this rising cost in our budget and create more breathing room?
    Kate Campbell & Owen Rask share six ways they've been lowering the cost of their household grocery bills, from veggies to toilet paper. 
    This episode was recorded on the 23rd of August 2024.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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 of The Australian Investors Podcast, Owen Rask and Paul Clitheroe talk about:
    1. Paul's money advice to young people
    2. The most common and memorable types of investment scams Paul uncovered
    3. Paul's personal investment strategy
    4. The rise of ETFs and how they change things
    5. How Paul gets so much conviction in Australian shares and property
    6. How a family investment in CSLshares create a massive flow on impact for Paul and his wife
    7. Paul's personal pursuits, including winning the Sydney to Hobart yacht race
    Resources:
    Paul's profile on InvestSMART: https://www.investsmart.com.au/author/paul-clitheroe/11667
    Nathan Bell on Rask: https://www.raskmedia.com.au/2022/10/24/nathan-bell-intelligent-investor/
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • Ever wondered what happens when an ASX-listed company fails?
    In this episode, Kate Campbell and Owen Rask answer your investing questions about emergency funds, ASX failures, investing while travelling, when to start adding bonds to your portfolio, and Spotify Playlists.
    This episode was recorded on the 23rd of August 2024.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Join the Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • You’ve probably had this discussion with friends or family at some point, particularly when you hear about someone winning the lottery or getting a massive windfall, but what would you do if you actually had a million dollars?
    In this episode, Kate Campbell & Evan Lucas chat about some of those fun pie-in-the-sky ideas, tips on dealing with an unexpected windfall, common behavioural traps, and share some contributions from our community.
    This episode was recorded on the 21st of August 2024.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Rask Community: https://bit.ly/3UkFWel


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • It has been a while since we’ve discussed savings accounts and making sure you’re getting a decent interest rate on your hard-earned savings. 
    But savers rejoice! Your time to shine has come. 
    In this podcast, Kate & Owen share some tips on making the most of your savings, why shopping around for a better interest rate matters (especially now) and some of the best interest rates around on savings accounts and term deposits.
    This episode was recorded on the 16th of August 2024.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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, Chief Investment Officer of Rask Invest, delivers his monthly portfolio update for August 2024 on this episode of The Australian Finance Podcast.
    He also explains why he invests in emerging markets and what's happening with inflation and the RBA interest rate data.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • Are you invested in AI?
    In this episode, Owen Rask chats with Hugh Lam, CFA, an Investment Strategist at Betashares. The duo discusses artificial intelligence (AI) and its impact on investors and the companies they invest in. They also discuss ways to invest in the AI boom through ETFs such as ASX: NDQ.
    Please note: Betashares is a long-term partner on the Australian Finance Podcast.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Please note: Betashares is a long-term partner on the Australian Finance Podcast. This episode was recorded on the 1st of August 2024.
    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • What's going on with the market right now?
    On today's episode of Money & Chill, Kate Campbell, Owen Rask, and producer Monique unpack our latest news, discuss this week's market mayhem, share some dubious money-saving tips, and discuss some of the podcasts and books we've been enjoying lately.
    ⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that.
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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

  • We all need to use a brokerage account to buy shares & ETFs, but what sets them apart?
    Owen Rask sits down with Pearler CEO & co-founder Nick Nicolaides to explore why he built Pearler, what sets it apart and his journey to build a platform that makes creating wealth accessible to everyone.
    Please note: Pearler is a long-term partner on the Australian Finance Podcast.
    Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
    Series resources

    Ask a question: https://bit.ly/3QtiY00


    Access Show Notes: https://bit.ly/R-notes


    Kate's book, Buying Happiness: https://bit.ly/kate-amazon


    Invest with Owen: https://bit.ly/R-invest


    Mortgage Broking: https://bit.ly/broke-rask


    Financial Planning: https://bit.ly/R-plan


    Property Coaching: https://bit.ly/R-P-coach


    100-point property checklist (PDF): https://bit.ly/prop-check


    Accounting with Grey Space: http://bit.ly/3DG5lWS


    Business Coaching: https://bit.ly/o-coach



    Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
    DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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