Kate & Owen's investing checklist for new investors (our complete guide & Google Doc)
Nov 24, 2022•27 min
Episode description
New investor? Want to take the plunge and buy shares or ETFs but a little... scared?
You're definitely not alone! That's why, analyst Owen Rask and educator Kate Campbell, hosts of the super-popular Australian Finance Podcast, have just released a brand-new episode (and free Google Doc) to help you break away from the nerves and invest sensibly.
Listen to this finance podcast for new investors because:
You know investing is good for you but you're nervous.
Everyone tells you 'the share market is like gambling' but you know that doesn't make sense.
You're stuck on 'what you need to pack' (a brokerage account, steps to pick one, etc.)
A simple 'pre-flight' checklist for getting yourself sorted sounds good.
You want to learn from two of Australia's best financial educators, and
Growing wealthy sounds pretty good to you!
NEW INVESTOR GOOGLE DOC & SHOW NOTES
Join Rask Core & invest like Owen
Ready-made ETF portfolios? Rask Core has you covered!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education.
ASK A QUESTION: https://bit.ly/3QtiY00
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Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
We're proudly supported by Global X ETFs. Learn more about the growing range of leading ETFs, on the Global X website: https://bit.ly/gx-funds
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
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.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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