10 financial planning questions answered (for every age!) - podcast episode cover

10 financial planning questions answered (for every age!)

Apr 30, 2025β€’1 hr 2 min
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Episode description

In this Australian Finance Podcast episode, Owen Rask is joined by financial adviser Alex Luck from Everest Wealth to answer 10 of your most pressing money questions. Whether you're starting out, growing a family, or managing a business, this episode covers smart strategies for long-term financial success. They discuss: How Trump, tariffs & uncertainty impact your investments Choosing the right investment platform for your goals What is debt recycling & how to do it safely The biggest fear holding people back from investing Two smart ways to save for your children’s education One cash flow tip every family needs to hear Super strategies for 35-year-olds & why most people get them wrong Is a balanced fund right for you, or should you go higher growth? The First Home Super Saver Scheme: is it worth it? The biggest money mistake business owners make (and how to avoid it) If you found this episode helpful, follow the show on Apple, Spotify, YouTube, or wherever you listen to podcasts! Follow us on Instagram and TikTok for more investing insights. Resources for this episode 🎧 Listen to this episode on debt recycling πŸ“š Check out our investing and personal finance courses πŸ“ˆ Learn more about Everest Wealth ~~ Show partner resources ~~ πŸ’° Join Pearler using code β€œRASK” for $15 of Pearler Credit πŸ“Š Get 50% off your first two months using PocketSmith πŸ“ˆ View Betashares full range of funds ~~ Rask resources ~~ πŸ”— Explore all Rask services πŸ“‹ Learn about Rask Financial Planning πŸ“ˆ Start investing with Rask πŸ“œ Access Show Notes ❓ Ask a question – just select the Finance Podcast πŸ“² Follow us on social media: Instagram TikTok DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial 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 unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past 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) – here Learn more about your ad choices. Visit megaphone.fm/adchoices
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10 financial planning questions answered (for every age!) | Australian Finance Podcast - Listen or read transcript on Metacast