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  • Gemma Mitchell is a qualified financial adviser and experienced money coach. Gemma joins Owen on this audio + video episode of The Australian Finance Podcast to share her story of money, personal growth, financial advice and coaching.
    Episode resources

    Get a money coach: https://bit.ly/money-coaches


    Get financial Planning: https://bit.ly/R-plan



    Topics covered:

    Gemma's story of moving out at 16 and living in London by 18

    Setting bold financial goals and overcoming limiting beliefs

    What is money coaching?

    Why use a money coach versus financial adviser?

    Debt counsellor versus money coach

    How much does money coaching cost?

    What can a money coach talk about?

    How to find a good money coach


    Series resources

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


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


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


    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

  • Relationships can be complex, and when you add money to the mix, things can get quite challenging.
    In this episode in our Family Finance Mini-Series, Mitchell Sneddon, Phoebe Kohler, and financial adviser Siobhan Ashby discuss how to protect yourself, including insurance, divorce and wills.
    We want to hear what you think! Jump into the Rask Community to share your money savings tips.
    Get in touch with a trusted financial advisor like Siobhan here!
    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

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  • Housing on your mind?
    Kate Campbell interviews financial adviser Alex Luck from Everest Wealth, one of our trusted advice partners at Rask. They discuss property from a financial planning perspective, including how to create a financial plan to purchase a home. 
    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

  • For our very last episode of Brain Hacks, we want to talk about the number one thing we want you to take away from all our discussions…
    Take action. No matter how small. Just take one small step today.
    So, is there an endpoint to learning about money once you’ve got everything set up?
    Let’s discuss it.
    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

  • Are you a new or expecting parent?
    Then this mini-series is for you!
    As a parent, the advice, marketing and pressure to buy a huge list of things can feel overwhelming (and be very costly, too).
    Our co-hosts for this BRAND NEW Family Finance Mini-Series, Mitchell Sneddon and Phoebe Kohler, share the most expensive things they spent money on when having their first children and the items they wouldn't buy again.
    We want to hear what you think! Jump into the Rask Community to share your money savings tips.
    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

  • Do you want to start talking to your parents about money?
    Kate Campbell chats with Bec Wilson, an expert on modern retirement.
    Bec’s mission is to share the proven ways you can create a better midlife and a modern, epic retirement. This conversation is all about giving you the tools and resources you need to start talking to your parents (or maybe even yourself) about money and having an epic retirement. 
    📚 Grab Bec's book: https://www.epicretirement.com.au/book
    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

  • Money & Chill is back again, and Kate Campbell, Owen Rask, and producer Monique discuss their top life-changing money hacks and habits.
    Plus, we discuss some great podcasts we've been listening to, what's been happening behind the scenes at Rask and a cheeky look at our new rebrand.
    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

  • There’s so much more to life than numbers on a spreadsheet, and in this conversation, we hear from Paul Millerd, who has challenged the default life path and shares how he makes decisions regarding his time, money, career, and family.
    In this conversation, we chat about:
    💸 What does good work look like to you?
    💸 Does it matter if the work we do is meaningful?
    💸 How has money impacted the choices you’re making with your life?
    💸 How do you manage the expectations of well-meaning friends and family?
    💸 Small-scale life experiments and so much more!
    Grab a copy of Paul's book: https://bit.ly/GoodWorkAFP
    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

  • What on earth is going on with interest rates right now? Dr Sam Wylie, Associate Professor of Finance at the University of Melbourne, explains how interest rates work, the role of the RBA, the housing crisis and more!
    💸 What are interest rates, and why do they matter?
    💸 How does the monthly RBA interest rate decision get made?
    💸 Financial facts vs opinions
    💸 What on earth is going on with the Australian housing market, and why does it seem (to an under 40-year-old at least) that things aren’t working?
    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

  • Cameron Gleeson from Betashares joins Owen Rask on this Australian Finance Podcast to explain why currency-hedging matters, the Betashares Gold Bullion ETF (ASX: QAU) and answer your questions.
    Topics covered:
    - Cameron's most influential books
    - Currency-hedging and currency-hedged ETFs - everything you want to know
    - Is currency hedging safe?
    - Most popular ethical and sustainable investing ETFs
    - Is there an ETF bubble?
    - Why do some ETFs pay distributions monthly, quarterly or yearly?
    - Cameron's 2 satellite ETFs for 2034
    Resources:
    Cameron's currency-hedging article: https://www.betashares.com.au/insights/re-thinking-currency-hedging/
    Betashares QAU ETF (and others): https://www.betashares.com.au/fund/gold-etf-currency-hedged/
    Australian Finance Podcast resources:

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


    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


    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
    Episode recorded at 12:30pm on the 24th September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Do humans add value to investing?
    Mitchell Sneddon, our Head of Funds Management at Rask, shares his checklist for choosing an active investment.
    💸 Mitch’s checklist for picking an active manager/product
    #1 - What are you looking for? Does active make sense here?
    #2 - What are the fees?
    #3 - Who is the fund manager?
    #4 - What is the ETF/fund investing in?
    #5 - What is the performance and track record?
    Book a free chat with Mitchell Sneddon
    This podcast is supported by Rask Invest. Please read the PDS, TMD & FSG before making any investment decisions.
    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

  • Have you ever imagined reaching a point where you don’t have to work but choose to?
    Or you’re able to work part time without worrying about the loss of income?
    Or you want to take time off to spend with your new family without having to go back to work before you’re ready after your paid parental leave runs out?
    Us too!
    Today, we’re going to chat about something that we know will be of interest to many listeners: building an income-generating investment portfolio that allows you to live off the dividends.
    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 Australian Finance Podcast episode, Owen Rask is joined by former financial adviser and financial literacy advocate Jessica Brady.
    Topics covered with Jess Brady include:

    How to get started with money - early or late

    Money barriers and biases holding us back

    Goal setting and the mistakes people make

    Money date tips & traps, and

    Australia's looming property problem


    Work with Jess:


    Money dates & investing starter packs: https://courses.jessicabrady.com.au/Freebies



    Jess's website: https://jessicabrady.com.au/



    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

  • "Should I sell my investments?" is a question we receive on a daily basis.  
    Staying invested is hard, and we’ve all been in your shoes. However, staying invested is the key to building wealth.
    In this episode, Kate & Owen share seven ways to stay invested even when you’re tempted to sell and encourage you in your long-term investing journey.
    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

  • You only live once - so you should spend all your savings on that Euro trip...right?!
    We often discuss the challenge of balancing enjoying the present versus investing for your future, but what happens when you let the scales tip too far in one direction?
    Only focusing on what you want right now and instant gratification can have harmful implications for your financial future.
    In today’s episode, Kate Campbell and Evan Lucas chat about why we find it so hard to invest for our future selves, how a YOLO approach can harm our financial future and share the powerful impact of investing now (rather than later).
    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

  • Debt Recycling is a confusing finance topic, but it can be a superpower. On this episode of The Australian Finance Podcast, your host Owen Rask brought in Alex Luck, experienced financial adviser from Everest Wealth, to walk us through debt recycling step-by-step.
    Video version: https://youtu.be/F61sUnsKx14
    Use Owen's trusted financial planners: https://bit.ly/R-plan
    Debt recycling topics covered

    What is debt recycling?

    Tax deductible debt explained

    How to set up debt recycling

    Debt recycling versus equity release

    Who is debt recycling good for?

    Debt recycling risks

    Benefits of debt recycling


    Join 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
    Series 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


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


    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

  • Money might feel tight right now, but that’s no reason to hole up at home like a hermit.
    Kate Campbell and Owen Rask share dozens of budget entertainment ideas so you can have fun and save money.  
    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

  • Want to scale your side hustle into a small business?
    Owen Rask chats with the co-host of our Australian Business Podcast, Zara McGuffie, about how she went from freelancer to CEO of Inflection, and her top lessons for scaling up your business.
    Book a call with Zara: https://inflection.au/
    Free community: https://community.inflection.au/
    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

  • John Addis is the founder of Intelligent Investor and one of Australia's best investment writers. He joins Owen Rask to dive deep into four categories of losses and how to avoid the costliest investment mistakes.
    Video version: https://youtu.be/v8L-I3J1I28
    Buy the book (use code RASK25 for 25% off at checkout): https://bit.ly/johnaddis
    Show notes: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/
    The four categories of losers include:

    Stocks John bought but shouldn't have

    Stocks he bought but sold too soon

    Stocks he bought but sold too late, and

    Stocks he should have bought but didn't.


    Companies mentioned include Flight Centre (ASX: FLT), Afterpay (now part of Block Inc), Apple Inc (NASDAQ: AAPL), Facebook/Meta Platforms (NASDAQ: META), Star Entertainment Ltd (ASX: SGR), Cochlear Ltd (ASX: COH), PMP Ltd (ASX: PMP) and more.
    Australian Finance Podcast resources:

    Pearler, the broker for investors ($15 credit): bit.ly/Pearler


    50% of PocketSmith: https://bit.ly/R-PocketSmith


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


    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


    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 satisfied do you feel with your finances on a scale of 1-10?
    Certified Money Coach Karen Eley shares her favourite money date (or solo date) activity. This will help you understand the ten areas of your financial wheel of life, how that interacts with your partners and her tips on taking practical action today.
    Download PDF worksheet: https://bit.ly/financialwheeloflife
    Catch Part 1 with Karen on Spotify
    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