Welcome to our two-part super crash course with financial adviser Jessica Brady. 🎟 Rask Events Roadshow: https://www.rask.com.au/road Today's conversation is about why super matters and why you don't have time to waste. Kate and Jess discuss how to prioritise our future selves in a world full of competing priorities, investing inside and outside of super and the challenges certain groups face with reaching their retirement goals. 👀 Who is Jessica Brady? Jessica is a leading licensed financial ...
Jul 05, 2023•39 min
Do you want to get clear on your finances this year? 🎟 Rask Events Roadshow: https://www.rask.com.au/road Kate Campbell & Owen Rask chat with financial adviser James O'Reilly about how to sort out your budget and cashflow on this episode of The Australian Finance Podcast. ✅ Want access to the spreadsheet & course mentioned in this episode? Head to Rask Education to get started for FREE! *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-financ...
Jul 03, 2023•45 min
✨ Can you invest in great companies while still making a social impact? 🎟 Rask Events Roadshow: https://www.rask.com.au/road Caroline Gurney thinks so. Today’s conversation features Caroline Gurney, who is the CEO of Future Generation Australia. Kate & Caroline discuss how the investment and social impact model of Future Generation work, what organisations are supported, how you measure social impact, what philanthropy looks like in Australia and how you balance making donations now versus inve...
Jun 30, 2023•35 min
How can we use technology to reduce decision fatigue in a world where we make up to 35,000 decisions daily? 🎟 Rask Events Roadshow: https://www.rask.com.au/road Kate & Evan tackle this in today's Brain Hacks episode and discuss how they use technology to reduce choice overload in their lives and improve their financial decisions. ✅ Are there any repetitive actions in your finances that you can automate? *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses c...
Jun 28, 2023•27 min
Why are you doing the things you’re doing? Dave Gow from Strong Money Australia talks about how his life has changed since reaching financial independence, creating the Aussie FIRE eBook with Pearler and the milestones on his journey. Please note: Pearler is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.co...
Jun 26, 2023•39 min
You have to decide what you want, and you must spend less than you earn. Noel Whittaker has been on a mission for decades to make money simple, but this isn't always easy. With a career spanning several decades, Noel has become a household name in the world of personal finance and investing. In today's conversation with Kate Campbell, Noel shares his thoughts on wealth creation, timeless investing wisdom and making money simple. *** Access the show notes for The Australian Finance Podcast: www.r...
Jun 23, 2023•43 min
What is something you have now that you used to desire? In today's episode, Kate Campbell and Evan Lucas are talking about the idea of never having enough, making trade-offs and financial gratitude. Plus, they discuss how to challenge these thoughts, figure out how to play your own game and making sure you enjoy the process. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat...
Jun 21, 2023•30 min
Does the 4% rule commonly discussed by the Financial Independence, Retire Early (FIRE) movement still hold up? In today’s conversation, Kate Campbell chats to Dr Paulo Costa, a senior behavioural economist at Vanguard, about the FIRE movement, keeping investing simple, balancing different financial goals and achieving financial wellness. Paulo Costa, PhD, is a senior behavioural economist in the Investment Strategy Group, where his research interests include behavioural finance, financial planni...
Jun 19, 2023•49 min
Welcome to The Australian Finance Podcast with Kate Campbell & Owen Rask, we're excited to join you on your personal finance journey! 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 our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ ASK A QUESTION: https://bit.ly/3QtiY00 If you want to thank us for putting ...
Jun 19, 2023•3 min
Today we're bringing you a conversation with an investor with decades of experience, who shares some hard-earned lessons about life, money and investing. Plus, he sprinkles in a healthy dose of history, as there's plenty we can learn about investing and ourselves from the stories of the past. Michael Kemp is the author of The Ulysses Contract and was previously Scott Pape's investment analyst behind the Barefoot Blueprint membership he used to run. *** Access the show notes for The Australian Fi...
Jun 16, 2023•46 min
Where in your life do you get stuck in short-term thinking traps? What impact does that have on achieving your goals? In today's conversation, Kate and Evan discuss why we’re geared towards short-term thinking, how that can derail our financial goals and what to do about it. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesda...
Jun 14, 2023•28 min
Want some tax tips from the ATO? In today's episode, Kate Campbell and Owen Rask chat with ATO Assistant Commissioner Tim Loh in the studio about everything you need to know to maximise your tax return in 2023. This includes some of the most common deductions individuals claim on their tax returns, what investors need to declare, what sort of records we should keep for tax time, and much more. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-...
Jun 12, 2023•46 min
Diversification is a technique used to lower the risk for an investment portfolio by spreading the specific risks of investing across many holdings. We often practice diversification in other areas of our life without even realizing it. Think friends in different groups, external industry connections, reading widely, not just eating potato chips, having new travel experiences etc. It’s the idea that we shouldn’t rely on any one single "thing" and instead incorporate different things that are not...
Jun 09, 2023•35 min
Have you ever felt FOMO when it comes to your finances? Do you compare your finances to other people you haven't even met? Do you think this has affected your decision-making process? On today's Brain Hacks episode, Kate Campbell and Evan Lucas discuss the fear of missing out, what causes investing manias, and how badly things can go when money and greed mix. *** In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discusses common behavioural biases impacting our financi...
Jun 07, 2023•29 min
Are you a first-home buyer? Then listen up! Buyer's agent Amy Lunardi and Rask's very own first home buyer Melissa Vincent are taking over the show today to talk about the current property buying environment, how to know if your dream home exists and tips for first home buyers saving their deposit. 🏘️ Ready to buy? Get in touch with Chris Bates' and the mortgage broking team at Blusk *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-p...
Jun 05, 2023•35 min
What is your rich life? We’re doing something a little different today, and discussing a recent TV show that was released on Netflix, How to Get Rich with Ramit Sethi. After following Ramit Sethi for years after reading his book, I Will Teach You to Be Rich; we were excited to see his TV series, which was released on Netflix earlier in 2023. How To Get Rich is an 8-part series that follows a range of individuals and couples on their financial journey. Kate & Owen share some of the key themes tha...
Jun 02, 2023•30 min
Are you scared of losing money? Does loss feel personal to you? Has a fear of losing (or failing) stopped you from getting started in different areas of your life? In our latest series, "Brain Hacks with Kate Campbell & Evan Lucas", the duo discuss common behavioural biases that impact our financial futures and strategies to combat them. Just look for the 🧠 episodes every Wednesday. Today's conversation is all about loss aversion and how the fear of losing money can change how we make decisions...
May 31, 2023•25 min
IVV & VGS? Which is better? You couldn't decide. So we're here to help. In today's episode, Kate Campbell and Owen Rask are taking a deep dive into two popular ETFs which help investors diversify globally. This episode of The Australian Finance Podcast features a review of the Vanguard MSCI Index International Shares ETF (ASX: VGS) & the iShares S&P 500 ETF (ASX: IVV). We take a look at the holdings, fees, any overlap between the ETFs and how they could fit into your portfolio. 🤯 WTF is an ETF?...
May 29, 2023•32 min
We're cracking out your questions for a listener Q&A episode today. Kate Campbell, Owen Rask & financial adviser, Drew Meredith, discuss getting out of debt, how the ASX is made, investment bonds and digital wills. *** 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 our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education...
May 25, 2023•53 min
What does a day in the life of an ETF Portfolio Manager look like? In this episode of The Australian Finance Podcast, Kate Campbell and Melissa Vincent talk to Global X Portfolio Manager Jessica Leung about managing ETFs, wealth creation and careers in finance. Global X is our long-term partner on The Australian Finance Podcast, and we appreciate their support in bringing this episode to life. Therefore, this is a sponsored episode. *** Access the show notes for The Australian Finance Podcast: w...
May 24, 2023•36 min
What’s the weirdest way you’ve ever saved money? As a self-described professional tight-arse, today’s guest has tried every possible way to cut his bills and save money. Joel Gibson is Australia's #1 bill-buster, a regular media commentator and the author of Easy Money, 7 Steps to Bust Your Bills. Joel joins Kate Campbell in the studio to share his top tips for crushing your household bills and saving money in 2023. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com....
May 22, 2023•43 min
Have you invested in companies and products you don’t understand? Don't worry; we've all been there! Continuing on from Wednesday's episode, Kate & Owen share another five money mistakes investors commonly make and how to avoid them. This includes: 👀 Assuming every asset always goes up (it doesn't) 👀 Get rich quick schemes 👀 Giving in too soon or changing strategy in the short-term Don't forget to listen to Part 1, which was released on Wednesday. *** Access the show notes for The Australian ...
May 18, 2023•30 min
As investors, many things keep us from getting started, including the fear of making mistakes. So, in today’s episode, Kate & Owen are rounding up five common mistakes we see investors making with their money and how to avoid them. This includes: 👀 Investing without a plan and decision-making process 👀 Following the hype 👀 Becoming a collector of investments Stay tuned for Part 2 of this episode on Friday 💸 *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/po...
May 17, 2023•37 min
Sometimes to make time for what matters, we need to give things up. The average human lifespan is undoubtedly brief, but that doesn't mean we can't make the most of it. With approximately four thousand weeks on earth, if you live to 80, Oliver Burkeman shares his insights on improving our relationship with time and embracing the finite nature of our lives. Oliver joins Kate Campbell on the show to talk about: ⏳ Why four thousand weeks? ⏳ How do we embrace the fact that our time is finite? ⏳ How ...
May 15, 2023•42 min
What's happening in the Australian job market right now? SEEK senior economist Matt Cowgill gives Kate Campbell an update on wage growth and how to earn more, the unemployment rate & the future of work. *** 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 our fantastic money & investing courses (think ETFs, shares, property and FIRE) on Rask Education. 🙋🏽♀️ AS...
May 11, 2023•32 min
Skipped Econ 101 at university and wondering what on earth is going on with the RBA, interest rates and inflation? Never fear! In this episode (which originally aired on the Investors Podcast earlier this year), Owen & Drew cover the 5 most important things (plus some) for anyone learning about economics. *** 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 our f...
May 10, 2023•26 min
How would you use $1,000 to increase your happiness? Kate & Owen pose this question to Emma Edwards of The Broke Generation, who takes a deep dive into our financial behaviour and how to improve our relationship with money. Emma also shares her thoughts on: 💸 Improving our financial wellbeing 💸 Enjoying the journey to our money goals 💸 Our invisible money rules 💸 Her spending review process 💸 Dealing with financial comparison *** Access the show notes for The Australian Finance Podcast: www...
May 08, 2023•50 min
The RBA raised interest rates again this week - what's going on? In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask discuss what's happening in the world of interest rates and inflation and what this means for your finances. Plus, we discuss actionable ways to combat inflation and feel in control of your finances right now. *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast 🌏 Ready-made ETF portfolios?...
May 05, 2023•33 min
Managed funds are the world's most important investment vehicle... that you've never heard of - until now! This bonus episode on The Australian Finance Podcast original appeared as part of the Summer Series 2023 on The Australian Investors Podcast. In this special episode, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Resources:...
May 04, 2023•28 min
Today we’re cracking open the podcast question box to riff on some of the questions you’ve asked us recently. In this episode, Kate, Owen and financial adviser Drew Meredith cover a whole heap of different topics in a relaxed style, including: 💸 Franking credits 101 💸 Dividend Reinvestment plans (DRPs) 💸 How to find our show notes 💸 Paying tax on ETFs 💸 Are 1% ongoing advice fees normal? 💸 Ways to add money to super 💸 Getting started on your personal finance journey at 30 Remember to send...
May 01, 2023•42 min
