Episodes

  • 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

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  • 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

  • Tom Wickenden from Betashares joins Owen Rask on this Australian Finance Podcast to explain factor investing, the differences between index ETFs and "smart beta", and walk us through the Betashares Australian Quality ETF (ASX: AQLT).
    Video version: https://www.youtube.com/watch?v=p000Nxcp9FY
    Betashares AQLT landing page: https://www.betashares.com.au/fund/australian-quality-etf/
    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

  • How much does it really cost to own a home in Australia?
    There’s a lot of focus on buying properties, but being a homeowner involves many costs, which are often hidden at the start. In this conversation, Kate and Owen will unpack many of the costs of home ownership, share some ballpark figures, and discuss how to save, prepare, or mitigate these costs!
    Plus, we asked our community members about some of the unexpected costs of home ownership that they believe people should know about, which we’ll share throughout this episode.
    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

  • This episode breaks down the iShares S&P 500 ETF (ASX: IVV), a popular choice for Australian investors seeking low-cost, diversified exposure to top US companies.
    Tune in to learn more about its benefits and risks and why it's a core holding in Rask Invest portfolios.
    Plus, Owen updates you on what’s been happening in global investment markets over the past month.
    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
    Episode recorded at 12:30pm on the 24th September 2024.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  • When it comes to achieving financial success, it's not just about the numbers.
    Our behaviour plays a crucial role in reaching our goals.
    Certified Money Coach Karen Eley shares the seven common mindset blocks that stop us from making progress towards our financial goals and how we can overcome them.
    Financial Abuse Support Toolkit | 1800RESPECT
    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 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