Matthew Fish, Head of Product at Betashares, joins Owen Rask on this Australian Finance Podcast episode to talk about the power of technology in combating behavioural bias. Matthew Fish is the co-founder of FirstStep Investing, an educational and fractional investing platform which was acquired by BetaShares and later became Betashares Direct. Matthew and Owen talk about: The importance of understanding behaviour when investing Matthew's story buying and holding Telstra shares The role of techno...
Nov 25, 2024•41 min
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 c...
Nov 21, 2024•40 min
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/...
Nov 20, 2024•34 min
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 M...
Nov 18, 2024•46 min
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 I...
Nov 14, 2024•21 min
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 savi...
Nov 13, 2024•31 min
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: ...
Nov 11, 2024•40 min
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: htt...
Nov 07, 2024•46 min
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 fa...
Nov 06, 2024•43 min
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’...
Nov 04, 2024•44 min
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? - Came...
Oct 31, 2024•48 min
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 t...
Oct 30, 2024•42 min
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 ...
Oct 28, 2024•35 min
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://j...
Oct 24, 2024•1 hr 13 min
"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 ...
Oct 21, 2024•43 min
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 ...
Oct 17, 2024•25 min
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 ve...
Oct 14, 2024•49 min
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: htt...
Oct 10, 2024•35 min
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 Hap...
Oct 09, 2024•45 min
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 shoul...
Oct 07, 2024•1 hr 26 min
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.l...
Oct 03, 2024•38 min
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...
Oct 02, 2024•36 min
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...
Sep 30, 2024•55 min
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/3UkF...
Sep 26, 2024•42 min
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, Buy...
Sep 23, 2024•48 min
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-ama...
Sep 19, 2024•55 min
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 ...
Sep 16, 2024•55 min
Getting income from ASX shares or ETFs is pretty much second to none. The consistency of income, the laws that incentivise boards to pay income to ASX shareholders, and the franking credits make the Australian share market unlike any other. Owen Rask discusses why companies pay dividends, shares his tips on finding high-quality dividend shares, and talks about five he's got on his watchlist at the moment. Owen's free passive income report Owen's free Value Investor Program (2020 version) Series ...
Sep 12, 2024•44 min
Chances are, if you listen to the Australian Finance Podcast, you also enjoy reading (audiobooks definitely count). Kate & Owen have learnt so much about their personal finances and approach to investing from books, so in this episode, they’re sharing some of their favourite reads in 2024 with you. 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 Inves...
Sep 09, 2024•43 min
Claiming on life insurance, income protection, TPD, Trauma or Childs Cover insurance can be daunting. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk about how to make a claim. Topics covered: - How to make a claim on income protection - Steps to make a life insurance / death cover claim - Trauma, TPD and Childs cover claim process - How an insurance adviser can make a big difference to your stress levels - How ...
Sep 08, 2024•32 min
