Weekly Q&A- your investment questions answered

Australian Finance Podcast

#Personal Finances #Lifestyle #Trading #Business #Australia Economics #Australia #Australian Finance #Podcasting Education #Rask

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

5 days ago 50:30

MP3•Episode home

In this episode, Owen is joined by Gemma Mitchell who steps in for Drew Meredith while he is away. This week they are answering your questions plus a quick update on how the portfolios are going and talk about transferring shares- what it means, why you’d do it and how it can go wrong.

Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

What are buybacks, and why do companies offer them?
Diversifying inside vs. outside super
Optimising dollar-cost averaging
What is momentum investing?
How to identify crossovers in your ETFs' asset allocations

Resources for this episode

ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard
Ask a question (select the Investment podcast): https://bit.ly/R-quest

~~ Show partner resources ~~

Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

View Betashares range of funds: https://bit.ly/beta-25

~~ Rask resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

636 episodes

Australian Finance Podcast

Weekly Q&A- your investment questions answered

Australian Finance Podcast

651 subscribers

published 5 days ago

MP3•Episode home

Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

What are buybacks, and why do companies offer them?
Diversifying inside vs. outside super
Optimising dollar-cost averaging
What is momentum investing?
How to identify crossovers in your ETFs' asset allocations

Resources for this episode

ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard
Ask a question (select the Investment podcast): https://bit.ly/R-quest

~~ Show partner resources ~~

Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

View Betashares range of funds: https://bit.ly/beta-25

~~ Rask resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

Learn more about your ad choices. Visit megaphone.fm/adchoices

636 episodes

#Personal Finances #Lifestyle #Trading #Business #Australia Economics #Australia #Australian Finance #Podcasting Education #Rask

All episodes

Australian Finance Podcast

1
How to Start Investing in 2025: A Step-by-Step Guide 24:08

3 hours ago24:08

24:08

In this Australian Finance Podcast episode, your host Owen Rask walks you through how to start investing in 2025 , covering everything from investment platforms and brokerage accounts to micro-investing and ETFs . You'll learn: Why an emergency fund is crucial before investing How to choose the right investment platform (Raiz, Perla, CommSec, etc.) What ETFs are and why they’re great for beginners The step-by-step process to get started today If you like this Australian Finance Podcast episode, don’t forget to subscribe for weekly shows on Apple , Spotify , YouTube , or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered Why You Need an Emergency Fund Before Investing The 3-Year Investing Apprenticeship: What You Should Learn Starting Small: The Best Way to Begin Investing Understanding ETFs: Why They’re a Great First Investment How to Pick the Right Investment Platform Micro-Investing Apps: Perla Micro, Raiz, Sharesies, CommSec Pocket Traditional Brokerage Accounts: SelfWealth, Stake, NABTrade Automated Investing & Diversified ETFs (VDHG, DHHF, etc.) How to Write an Investment Thesis (Your Personal Investing Plan) Understanding Brokerage Fees & How to Minimize Costs Verifying Your Investment Platform: Checking for an AFSL How to Avoid Scams & Ensure You’re Investing Safely Resources for this episode 📄 Learn more about ETF investing: Learn ETF investing basics from the Rask team Rask Beginner Shares Course ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit - Sign up here 📊 Get 50% off your first two months using PocketSmith - Start tracking your money 📈 View BetaShares' full range of funds - See ETFs here ~~ Rask resources ~~ 🔗 Explore all Rask services - Check them out 📋 Learn about Rask Financial Planning - Find out more 📈 Start investing with Rask - Get started 📜 Access Show Notes - View here ❓ Ask a question - just select the Finance Podcast - Submit your question 📲 Follow us on social media : 📸 Instagram : @rask.invest 🎵 TikTok : @rask.invest 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 - Read it now . Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
What do I do about my private health insurance? 46:57

2 days ago46:57

46:57

In this Australian Finance Podcast episode, your host James O'Reilly , from Northeast Wealth speaks with longevity expert Dr Steven Lu about how to get the best Private Health cover for you, the health issues where you’ll most need it, and the times you won’t. If you like this Australian Finance Podcast episode on navigating Private Health Insurance , you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. This episode was originally featured on the Australian Retirement Podcast. Topics covered today : The history of Private Health Insurance (PHI) in Australia Why having PHI can significantly reduce your tax bill When does PHI deliver good value for policy holders? What are the major pitfalls of PHI? Spending on disaster recovery, versus disaster prevention How Australian Private Health Cover is changing today Your options if not taking out PHI How you can take action today Resources for this episode Dr Steven Lu’s practice - Everlab: https://www.everlab.com.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Weekly Q&A- your investment questions answered 50:30

5 days ago50:30

50:30

In this episode, Owen is joined by Gemma Mitchell who steps in for Drew Meredith while he is away. This week they are answering your questions plus a quick update on how the portfolios are going and talk about transferring shares- what it means, why you’d do it and how it can go wrong. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : What are buybacks, and why do companies offer them? Diversifying inside vs. outside super Optimising dollar-cost averaging What is momentum investing? How to identify crossovers in your ETFs' asset allocations Resources for this episode ETF fund compare- Compare ETFs - Fund Comparison Tool | Vanguard Ask a question (select the Investment podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
[Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking 27:19

7 days ago27:19

27:19

Chris Bates , founder and CEO of Alcove , speaks with Owen Rask , Chief Investment Officer of Rask , about the lessons learned growing Alcove, the role of a broker and future of property advice. Topics: Chris' journey from financial planning The partnership with Rask Name & brand changes Lessons learned working in an unsuccessful business partnership The future of mortgage broking ~~ Episode resources ~~ Mortgage broking: https://bit.ly/R-services ~~ Rask Resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
How geared ETFs can grow your portfolio, ft. Betashares' Cameron Gleeson 37:09

9 days ago37:09

37:09

In this episode of The Australian Finance Podcast , Owen Rask is joined by Cameron Gleeson from BetaShares to discuss geared ETFs. They cover: What gearing means and how it applies to investments Margin loans vs. internally geared ETFs Why gearing is commonly used in property but under-utilised in shares How BetaShares Wealth Builder ETFs provide structured leverage Why self-managed super funds (SMSFs) might benefit from these ETFs 🎧 Listen & Subscribe: Apple Podcasts Spotify YouTube 📲 Follow us on Social Media: Instagram – @rask.invest TikTok – @rask.invest Topics Covered & Timestamps 0:00 Welcome & Introduction 2:30 What is Gearing & How Does It Work? 6:00 Why Gearing is Common in Property but Not in Shares 10:20 The Role of Leverage in Building Wealth 15:50 Risks & Benefits of Geared Investing 20:30 How BetaShares’ Wealth Builder ETFs Work 25:10 The Difference Between Margin Loans vs. Internally Geared ETFs 30:20 How Interest Rates on Geared ETFs Are Determined 35:00 Gearing in Self-Managed Super Funds (SMSFs) 40:10 Comparing Returns: Geared vs. Ungeared ETFs 45:00 Who Should Consider These ETFs? 50:00 Cameron’s Advice for Investors Considering Gearing 55:00 Final Thoughts & How to Stay Connected 📄 Resources for this Episode 🔗 Learn More About Geared Investing & ETFs: BetaShares Wealth Builder ETF – betashares.com.au Rask Education – raskmedia.com.au ❓ Ask a question (select the Finance podcast) ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit 📊 Get 50% off your first two months using PocketSmith 📈 View Betashares full range of funds ~~ Rask resources ~~ 🔗 Explore all Rask services 📋 Learn about Rask Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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) Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Market Crashes, Brokers going bust, and Owens model portfolios | Q&A with Gemma and Owen 54:37

12 days ago54:37

54:37

If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Listener questions answered: What is going on with the share market right now? Novated Lease update from last week's discussions Is Owen Rask on Twitter? Why it pays to be cautious online. What is a diversified portfolio? ETFs, asset allocation & risk. What happens if Pearler or Stake go bust? Do you keep your shares? Owen’s model portfolios vs. VDHG —which is better for you? Loyalty programs & subscriptions—worth it or a waste? Plus.. Gemma shares some big news! Got questions? Send them in & subscribe for weekly episodes Resources for this episode Join the rask community- Free Rask Account sign up - Rask Free investing courses - Beginner's ETF Investing Course and Beginner Shares course ETFs Owen discussed - F100 and IVV Rask Advice: http://www.rask.com.au/advice Gemma's Instagram: https://www.instagram.com/gemmamitchell.finance/?hl=en Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
How to Build Passive Income with ETFs 46:19

14 days ago46:19

46:19

In this Australian Finance Podcast episode, your hosts Owen Rask and Tom Wickenden break down how to build passive income with ETFs. They cover: What passive income is and how it works The best ETFs for generating reliable income How the 4% rule helps you reach financial freedom Why diversification is essential for income stability If you like this Australian Finance Podcast episode on building passive income, you'll love our series. Don't forget to subscribe for weekly shows on Apple , Spotify , YouTube , or wherever you get your podcasts! Follow us on Instagram and TikTok for more investing insights. Topics Covered & Timestamps 0:00 Welcome & Introduction 2:30 What is Passive Income? 6:45 How ETFs Can Pay You an Income 10:20 Understanding Yield & Distributions 15:30 The 4% Rule & Retiring Early 20:15 Common Passive Income Sources 25:10 The Risk of Chasing High Yield 30:40 Why Diversification Matters for Income 35:50 ETF Breakdown: QOZ (Smart Beta Aussie Shares) 40:20 ETF Breakdown: YMAX (Boosting Dividends with Options) 45:00 ETF Breakdown: MMKT (Cash Plus ETF – Better Than a Bank?) 48:30 ETF Breakdown: OZBD (Bonds for Income & Stability) 53:00 How to Structure a Passive Income Portfolio 58:15 Final Thoughts & How to Ask Your Finance Questions Resources for this episode 📄 Learn more about passive income investing: QOZ – Smart Beta Aussie Shares YMAX – Yield Maximizer Fund MMKT – Cash Plus ETF OZBD – Composite Bond Fund What is the 4% Rule for Retirement? ❓ Ask a question (select the Retirement podcast) ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit 📊 Get 50% off your first two months using PocketSmith 📈 View Betashares full range of funds ~~ Rask resources ~~ 🔗 Explore all Rask services 📋 Learn about Rask Financial Planning 📈 Start investing with Rask 📜 Access Show Notes ❓ Ask a question 📲 Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest 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) Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
The Power of Equality: It’s for All of Us 55:50

16 days ago55:50

55:50

In this Australian Finance Podcast episode, your host Gemma Mitchell chats with Lacey Filipich, founder of MoneySchool, about International Women’s Day—what it really means, why it matters for everyone, and how gender equality benefits both women and men. If you like this Australian Finance Podcast episode, you'll love the other episodes where we cover lots of areas to help your financial journey. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : What International Women’s Day is and why it matters What about International Men’s Day? (Spoiler: It’s Nov 19!) The gender pay gap vs. equal pay – what’s the difference? Financial challenges women face in pay, super, and investing Why more women in leadership benefits everyone How gender equality helps men too One simple action to create change Resources for this episode Connect with Lacey- Money School | Financial independence and education Learn more about IWD: International Women's Day 2025 Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Crystal ball on ETF performance, Market crashes in retirement & investing in business | Q&A with Gemma and Owen 35:06

19 days ago35:06

35:06

If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!. Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : Listener questions answered: Should you consider your business an investment? Should an emergency fund be in an offset account? What happens if the market crashes and you're retired? Can I cancel my financial adviser? And Owens insights into which ETF he would love a crystal ball to sneak peak its future performance and why Resources for this episode Free business course Rask Advice Gemma's Instagram ETFs mentioned by Owen: HACK, FOOD Ask a question (select the Finance podcast) ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
RSUs: How can I get the most from my package? 41:28

21 days ago41:28

41:28

In this Australian Finance Podcast episode, your host Owen Rask , Chief Investment Officer at RASK, talks with James O'Reilly , from Northeast Wealth about how to maximise the financial outcomes from your RSUs and ESPP options. If you like this Australian Finance Podcast episode on maximising your RSUs , you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : What are RSUs? How do they differ from ESPPs? Why do RSUs exist and how do they work? The inevitable tax complexities that accompany RSUs Effectively managing cashflow How can I ensure my RSUs help me to achieve my big financial goals? Common mistakes made with RSUs How you can take action today Resources for this episode Northeast Wealth’s free RSU Management spreadsheet: Https://docs.google.com/spreadsheets/d/1d3KtS73aazJsS2OTj43VHPPG2Yqqsj_h/edit?usp=sharing&ouid=106053867535240111886&rtpof=true&sd=true Video from James explaining how to use this: https://www.loom.com/share/dc24459682964b24961a2cdf664eccdb Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Love, Lies & Lost Savings: Tracy Hall’s Journey After a $70M Con 55:32

23 days ago55:32

55:32

In this Australian Finance Podcast episode, your host Gemma Mitchell, chats to Tracy Hall, author of The Last Victim , to hear her incredible story of love, deception, and financial betrayal at the hands of notorious conman Hamish McLaren. Tracy opens up about how she lost everything—her trust, her savings, and her sense of security and how she hasrebuilt stronger than ever. If you found this Australian Finance Podcast episode on rebuilding your finances insightful, there's more to explore! Check out our other episodes covering investing, saving, financial resilience, and smart money moves to help you take control of your financial future. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : What happened? How it happened and if there were any red flags? What was the hardest part of rebuilding—your finances, your confidence, or something else? How Tracy rebuilt, and how others can- regardless of the set back they've faced How the experience has shaped her life, work and money now. Plus, a dive into how different financial crimes unfold, their lasting impact, and the lessons we can learn to protect ourselves. Resources for this episode Connect with Tracy - The Last Victim | Tracy Hall (1) Tracy Hall | LinkedIn www.instagram.com/tracyleehall/ Ask a question (select the finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Reverse Mortgages, debt & super contributions and picking your platform| Q&A with Gemma and Owen 46:26

26 days ago46:26

46:26

In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell answer the questions you have sent in. If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names! Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : Listener questions answered: What should I expect to pay for financial advice? And payment options? Should I take out a personal loan to add money to super? How do I pick an investing platform? Reverse mortgages- will we need one? And we have an update on the Education fees we discussed in last week's episode. Resources for this episode See if you are on track for super- MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au See if you are on track to pay off your mortgage by your planned retirement- Mortgage calculator - Moneysmart.gov.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Where to find (good) income in Australian shares & ETFs, ft. Tom Wickenden 33:32

4 weeks ago33:32

33:32

Where can an investor find income from shares or ETFs in 2025? Given the rise of the share market, people are worried about where their income might come from. VIDEO VERSION: https://youtu.be/QT1bPgbIVKc In this Australian Finance Podcast episode, your host Owen Rask , Chief Investment Officer of Rask Invest, is joined by Betashares' Tom Wickenden , to talk about finding passive income from ETFs. If you like this Australian Finance Podcast episode on passive income from ETFs , you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : Why income matters in 2025 What is "yield" and how is it calculated? Are Australian shares still good for income? Why ETFs can unlock more sources of income One big theme for 2025 & beyond An overview of 5 ETFs: A200 AAA YMAX CRED EX20 Resources for this episode Betashares ETFs to research: https://bit.ly/beta-25 Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ View Betashares range of funds: https://bit.ly/beta-25 Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLOSURE: Betashares is a long-term sponsor of the podcast. 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
Family trusts, super contributions and saving tax | Q&A with Gemma and Owen 39:24

5 weeks ago39:24

39:24

If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!. Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today : Listener questions answered: My employer super contributions showing as personal contributions – is this an issue? Is setting up a family trust or company a good tax strategy for property investment? I’m adding extra to super- is this worth it for me? How much do I need to retire comfortably? Do I have enough? Resources for this episode MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au Ask a question (select the Finance podcast): https://bit.ly/R-quest ~~ Show partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith View Betashares range of funds: https://bit.ly/beta-25 ~~ Rask resources ~~ All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest 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. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices…

Australian Finance Podcast

1
PocketSmith co-founder Jason Leong: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users 46:47

5 weeks ago46:47