Callum's story: from hot stocks to ETFs and property

Sep 17, 2024

Callum, a community member and financial storyteller, shares his intriguing journey through the world of investing. He discusses overcoming early fears, the lessons learned from family about frugality, and the evolution from risky investments to diversified ETFs. Callum shares the emotional ups and downs of buying his first home in Perth, emphasizing the importance of community and professional support in navigating the market. He also highlights how starting early in investments can securely pave the way for financial success.

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Episode notes

Intro

00:00 • 2min

Exploring Personal Financial Journeys through Storytelling

01:58 • 4min

From Seeds to Stocks: A Personal Investment Journey

06:02 • 15min

Navigating the Path to Homeownership

21:09 • 5min

Navigating the Financial Landscape

26:00 • 6min

Maximizing Property Value through Tax Strategies

31:46 • 4min

The Importance of Starting Early in Financial Investment

35:39 • 2min

Connecting Over Investments and Future Meetups

37:17 • 3min

Welcome to this Rask listener story episode with Callum.

This is a deep dive into the journey of someone in our community. We’ll talk about overcoming their fears and uncertainties, the failures and the successes they had with money, business and investing. These episodes are designed to tell a story, rather than be a source of financial expertise. By telling your stories, my hope is that we can bring the Rask community closer together and allow you to feel welcome, not matter what brought you here.

If you want to share your own story or simply reflect on the stories of others, head over to the free Rask community and send me a message. I’d love to hear from you.

Rask Community: https://bit.ly/rask-com

~~ Key resources for this episode ~~

Book a call with Flint: https://bit.ly/broke-rask
Rask community (have your say!):

~~ Resources you'll love ~~

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

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