Do you know what the largest ASX companies inside your ETFs and superannuation are? In this episode, Kate Campbell & Owen Rask give you an overview of the 10 LARGEST Australian companies that feature heavily in many core ETFs (for example, VAS, A200, IOZ & STW). Please check the latest data - this list changes daily, and we recorded this episode on the 20th of October, 2023! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/bro...
Oct 30, 2023•51 min
Have you made your first investment and are wondering what’s next? We’re talking to you in this episode and bringing you five tips to upgrade your investing game and ensure you’re on track. Plus, we’re right by your side during the journey, keeping you on track and accountable for reaching your long-term investing goals. Let’s start building wealth (slowly) together! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financia...
Oct 26, 2023•27 min
Thinking about making a property purchase soon? Let's help you avoid some critical mistakes that can be costly during this significant journey! In this conversation, Kate Campbell chats to expert mortgage broker Chris Bates about his top ten property green & red flags when dealing with experts like real estate agents, mortgage brokers, buyer's agents and lawyers. Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financia...
Oct 23, 2023•35 min
Can investing actually be...easy?! Catch this light-hearted Friday conversation between Kate Campbell and the guys from Equity Mates as they chat about their brand-new book, Don't Stress, Just Invest. Alec & Bryce share their investing tips with listeners and explain that investing can be pretty simple once we have the foundations in place. Focus on getting rich slowly because you might just do it! Resources you'll love Rask Invest - Invest with Owen: https://bit.ly/R-invest Mortgage Broking...
Oct 19, 2023•35 min
How does an active fund manager approach investing? Kate Campbell chats to Elisa Di Marco, a Portfolio Manager & ESG Analyst at Magellan Financial Group, who shares her insights on investing in great global companies and managing a fund. Tune in to learn more about Elisa's approach to finding quality global investments as she takes us through the investment case for Nestle (SWX: NESN). 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Ama...
Oct 16, 2023•44 min
Happiness is a strategic advantage in the workplace. So, let's invest intentionally in it. We've got Declan Edwards, the happiness guy, back on the show to discuss the benefits of workplace happiness. While our personal happiness is our responsibility, we can make changes in our workplace to boost everyone's happiness and improve results across the board. Catch Declan's first episode on The Australian Finance Podcast here 🎧 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, whi...
Oct 12, 2023•43 min
Think of that thing that’s been on your mind for a while that you still haven't completed. You got it? Now, think about the smallest possible daily goal you can set that will take you one step closer to that. Are you laughing at how small this goal seems? Good, you’re doing it right. Now, write this goal down somewhere prominent where you’ll see it every single day. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show...
Oct 10, 2023•21 min
How can you make your financial plan more resilient? Wilson Chen, a personal insurance specialist from WeLifeInsure, discusses personal insurance: life insurance, income protection, trauma cover and TPD insurance. Insurance is one of those things we unwillingly pay for and hope to never have to use. But in certain situations, you’ll be very glad you have it. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes f...
Oct 09, 2023•38 min
Are you cut out to invest in individual companies? Hear from Motley Fool Portfolio Manager, Ryan Newman, about just what it takes to discover and invest in great companies and build wealth over time. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios? Rask Core has you covered! Take one of ...
Oct 06, 2023•1 hr 2 min
What questions should you be asking your mortgage broker before getting a home loan? Kate Campbell talks to expert mortgage broker Chris Bates about the essential questions you should be asking your mortgage broker in this episode of The Australian Finance Podcast. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen. Want Chris and the team to help o...
Oct 02, 2023•38 min
How super is your super? Financial adviser, Fatuma Akalo, takes us through a quick checkup of the annual member statement you've probably received recently from your super fund. This includes things like your super balance, fees you've paid, insurances, investment options and more! And we'll do it in less time than it takes to watch a Netflix episode. Contact Fatuma: Financial Planning | Rask + Wattle Partners 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can orde...
Sep 29, 2023•25 min
Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now. 📚 Enjoyed this episode?...
Sep 27, 2023•45 min
What are some of the MAJOR challenges that couples face when it comes to money? In this episode with money coach and former financial adviser Karen Eley, we dive into financial intimacy, money challenges, being curious about how our partner makes money decisions, understanding each other's money stories and much more! Plus, Karen challenges us to reflect on whether our values align with our actions. Have you listened to Part 1 with Karen Eley? Tune into our chat about our relationship with money...
Sep 25, 2023•41 min
This episode originally aired on The Australian Business Podcast with Owen Rask last month. Emma Edwards from The Broke Generation breaks down some of the most important emotional aspects of running a business, including how to overcome imposter syndrome, invest for growth confidently, price your products and services properly, celebrate your wins, and build an online brand that people love. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or A...
Sep 22, 2023•51 min
What was life like for you growing up in relation to money? Fear, guilt and shame are the three most common emotions surrounding money, says money coach and former financial adviser Karen Eley. On this episode of The Australian Finance Podcast, Kate Campbell chats to Karen about our money mindset and how that impacts our relationship with money today. 📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon. 🎟️ We're going on the road from S...
Sep 20, 2023•43 min
On this episode of The Australian Finance Podcast, we're hosting our first Property Q&A with Owen Rask and Chris Bates, founder of Blusk. Chris & Owen discuss what a 'good asset' in property looks like, what to do if you can't afford your dream house, deciding on fixed or variable, upgrading and property deposits. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargen...
Sep 18, 2023•44 min
The conversations we have about money in our relationships can be tricky, but they're very important to have. In this episode, Kate Campbell talks to Marie Vakakis, who is an Accredited Mental Health Social Worker and a Couples and Family Therapist. Kate and Marie talk about how to have money conversations with your partner, the importance of understanding each other's money stories, communicating your values around spending, saving and investing, managing conflicting money goals and some activi...
Sep 14, 2023•44 min
Buying Happiness: Learn to invest your time and money better by Kate Campbell is out now! In this very short bonus episode, I discuss why I wrote the book and what you'll learn, and I read out the introduction. 📚 Get your copy today through Dymocks, Amazon, Booktopia* or Readings. Add it to your Goodreads booklist here. * Please note: I will receive a small payment if you use my Booktopia affiliate link to place your preorder. *** Access the show notes for The Australian Finance Podcast: www.ra...
Sep 13, 2023•19 min
It's time for another listener Q&A episode! Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include: - When is the best time to invest - What are Initial Public Offerings (IPOs) and where to find them - Moving from a robo-adviser to a DIY broker - Buying US shares - Managing investment losses - A reminder to protect your data Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning ...
Sep 11, 2023•48 min
⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our September Money & Chill episode. Owen brings us a mini economic update (plus a small rant about Qantas), Monique shares her tips on reducing your grocery bill, and Kate shares her favourite book right now, The Blue Zones of Happiness. 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopi...
Sep 08, 2023•36 min
This episode of The Australian Finance Podcast features a review of the Global X US 100 ETF (ASX: N100) with Kanish Chugh, from Global X. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in N100. Global X is a long term partner of The Australian Finance Podcast. Owen and Kanish discuss the new Global X N100 ETF, some of the top holdings, provide an overview on the US tech sector and explore the difference between...
Sep 06, 2023•38 min
Everything feels just a little bit…well…expensive right now. So let’s talk about it. We’re big fans of being proactive with our finances, so this episode is going to cover some actionable ways to manage your money while living costs are going up. 💡 Has all this talk about the cost of living got us opening up more about our finances and thinking about what goals we really want to achieve? If you’re listening via Spotify, let us know via the question box in your podcast player. Otherwise, send us...
Sep 04, 2023•52 min
Have you had to reduce or press pause on your money goals this year? In this episode, Kate Campbell & Evan Lucas discuss managing all those feelings that come up when you have to reduce or press pause on your goals, breaking solid habits and feeling like you’re ‘getting behind’. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon. *** In our la...
Sep 01, 2023•28 min
In 2020, I got involved in a community project with Pearler (who partner with us on The Australian Finance Podcast), who were putting together an eBook to connect Australia's Financial Independence Retire Early (FIRE) community. They recently turned this into a FREE audiobook, with each chapter released as a podcast episode on Apple Podcasts & Spotify. It's a great way to hear from different voices in this space, as everyone's path to financial independence looks different. If the idea of FI...
Aug 30, 2023•17 min
Sophie Dicker from You’re In Good Company set out to make money and investing conversations more engaging for her friends. In this episode with Kate Campbell, Sophie shares her journey into investing, fun ways to have money conversations with friends, learning from her mistakes and the importance of being accountable on your journey. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which yo...
Aug 28, 2023•34 min
Never invested? Brand new to investing? Returning to investing after a long hiatus? You’re in the right spot! In this episode, we’re going to pull everything from this series together and run you through our pre-investing checklist, to make sure you’re ready to go. ✅ Access our New Investor Checklist! Remember, our last episode of Investing Month will be an Investing Q&A, so make sure you send your questions via this question form: https://bit.ly/3QtiY00 This episode is part of our Beginners...
Aug 21, 2023•32 min
Property OR shares (or a bit of both)?! In today's episode, we're opening the can of worms that many Australians can relate to: the great debate over investing in property or shares. Kate Campbell moderates the debate between Owen Rask (team property) and Tom Wilson from InvestSMART (team shares). Who won? Let us know via Instagram. Please note: InvestSMART are a flat-fee sponsor of The Australian Finance Podcast. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 ...
Aug 18, 2023•49 min
This might sound like a less exciting episode, but please bear with us. We can promise you that taking some time to put together a sound record-keeping system for your financial life will pay off down the track. In this episode, Kate & Owen cover record keeping, tax time, Dividend Reinvestment Plans (DRPs) and paperwork. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can pre...
Aug 16, 2023•21 min
Today we're talking about something we’re all familiar with, cash. In this episode, we’re going to discuss the role cash plays in an investor's portfolio and the different places you can put your cash. A lot of people don’t think they should just have cash sitting around…but Kate & Owen share how it can be used as part of your investment portfolio. 🎟️ We're going on the road from August - October 2023; get your tickets here! 📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying ...
Aug 14, 2023•18 min
In this episode, we’re going to introduce you to your new investing best friend, Exchange Traded Funds, or ETFs, as you’ll come to know them. ETFs are a great investment option for new and experienced investors and are an easy way to build a low-cost and diversified portfolio with just a few trades. They’re simple, they work, and you don’t need to be a financial wizard to get your head around them. Investing can be as easy as opening up a brokerage account, picking a low-cost, diversified ETF an...
Aug 11, 2023•29 min
