

Australian Investors Podcast
Rask
The Australian Investors Podcast is a twice weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast
Episodes
Mentioned books

Mar 15, 2024 • 58min
Drew's $283,000 tax saving, the CBA share price isn't overvalued & Macquarie (ASX:MQG) surges
The Australian Investors Podcast “2 Sense” this weekOn this weekend’s instalment of “2 Sense” on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at:Drew's $283,000 tax savingCommonwealth Bank (ASX: CBA) shares are overvalued?Macquarie Group (ASX: MQG) charges higherDownsides to owning ETFsIs Owen a 'camping guy'?Is my stock overpriced? Access Show Notes: https://bit.ly/R-notesInvest with Owen: https://bit.ly/R-investMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Mar 13, 2024 • 49min
Private debt investing, with Invesco's Gerard Fogarty
Gerard Fogarty, part of the Invesco Private Credit team, is an extremely experienced private markets debt investor, with a depth of knowledge investing in US markets. In this Australian Investors Podcast with Owen Rask, Gerard Fogarty takes us through the good, bad and, very occasionally, ugly of investing in senior secured loans and private debt markets. A key point to take away: Gerard repeats how important it is to 'manage risk, not avoid it'. Resources on Senior Secured Loans and private creditInvesco Senior Secured Loans (SSL) fund: https://www.invesco.com/au/en/country-splash.html?src=%2Fau%2Fen%2Ffunds%2Finvesco-wholesale-senior-secured-income-fund.htmlSenior Secured Loans 2.0 with Ashley O'Connor: https://www.youtube.com/watch?v=h-Wwm7Z7ulQA primer on SSLs: https://www.raskmedia.com.au/2022/12/05/ashley-oconnor-invesco/~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Mar 8, 2024 • 1h 5min
2 GORILLA stocks on the ASX 🦍 Core ETFs + 2 Satellites, plus Owen quoted in ASX announcement
Is there a Gorilla stock living on the ASX? Does Audinate Group (ASX: AD8) or Wesfarmers Ltd (ASX: WES) qualify? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, cover the following topics:
Interest rates might NOT fall
Is an 80% ETF core + 2 satellite of stocks... good?
How do ETFs actually make money?
Is a 10% return from secured lending too good to be true?
Is a financial planner worth it?
Owen & Drew name 1 ASX 'Gorilla' Stock each - Owen names Audinate, Drew suggests Wesfarmers.
~~ Resources you'll love ~~Invest with Owen: https://bit.ly/R-investAccess Show Notes: https://bit.ly/R-notesMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Mar 6, 2024 • 1h 17min
Insurance: EVERYTHING you need to know about income protection, TPD & life insurance
Insurance for 80 mins? If you can make it through this episode, you can do anything in life.Owen Rask is joined by financial advisers, Phil Thompson from Skye Wealth, and Jame's O'Reilly from Northeast Wealth, on this special deep dive episode into personal insurances: income protection, life insurance, and TPD/disability. This episode is EPIC and is an amazing primer for how to get and keep insurance. Book a 15-min free insurance call with Skye: https://bit.ly/R-insurGet financial advice from James (select age 50-60): https://bit.ly/R-planVIDEO VERSION: https://www.youtube.com/watch?v=Cy5sIfOO7YY~~ Other resources ~~
Access Show Notes: https://bit.ly/R-notes
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: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler.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

Mar 5, 2024 • 46min
Better Buy: ResMed (ASX:RMD) or Cochlear (ASX:COH)
On this Australian Investors Podcast, Owen Rask speaks with Seneca Financial Solutions' Luke Laretive about two market-thumping stocks: ResMed Inc (ASX: RMD) and Cochlear Ltd (ASX: COH).What stock would you pick? And why? Let us know on Twitter: https://twitter.com/owenraskWatch the video: https://www.youtube.com/watch?v=rsLIydx5ukQFree portfolio review: https://forms.zohopublic.com/senecafinancialsolutions/form/RASKMedia/formperma/MWnob0ApZdmfsMwLb0L5Rq4ZnGnse9Pg3lWdFUdmjZM~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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

Mar 1, 2024 • 55min
Dubber's (DUB) missing millions, Costco (COST) is amazing, starting an SMSF & dollar-cost averaging into Super
Dubber (ASX: DUB) hits the skids... big time, and Motley Fool Australia's Ryan Newman joins us to fill us in. And (finally!) Owen actually answers the question: What's the best supermarket you can buy shares in? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look at dollar-cost averaging into Super with $27,500 in concessional contributions, the latest from Tattarang, small cap red flags and the pros of using an SMSF.Episode resources:Owen's Dubber report from Oct '22: https://www.raskmedia.com.au/2022/10/09/dubber-corp-ltd-asx-dub-share-price-is-in-a-bad-place/Tattarang: https://www.tattarang.com/portfolio/~~ Resources you'll love ~~Access Show Notes: https://bit.ly/R-notesInvest with Owen: https://bit.ly/R-investMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

Feb 28, 2024 • 59min
Passive income from ETFs: 3 ETFs profiled, tax & everything you need to know with Marc Jocum from Global X
On this Australian Investors Podcast, Owen Rask speaks with Global X's Marc Jocum about using ETFs for passive income.Marc steps us through 3 ETFs designed for income, how tax on ETFs works and how to analyse income ETFs. ETFs profiled include: AYLD, ZYAU, USTBWant an income webinar with that? 👉 Create a free Rask account to get notified: https://bit.ly/acc-incomeGlobal X website (all funds): https://bit.ly/gx-funds~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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

Feb 23, 2024 • 1h 1min
Owen's #1 SUPER... stock, 10% "guaranteed" returns & NASDAQ ETFs
What's the best supermarket you can buy shares in? On this weekend's instalment of "2 Sense" on the Australian Investors Podcast, financial adviser Drew Meredith, CFP and Chief Investment Officer, Owen Rask, take a look the frenzy caused by the ABC 4 Corners "investigation" into Woolworths Group Ltd and Coles Group (ASX: COL). The duo also dive into your questions. ~~ Resources you'll love ~~Access Show Notes: https://bit.ly/R-notesInvest with Owen: https://bit.ly/R-investMortgage Broking: https://bit.ly/broke-raskFinancial Planning: https://bit.ly/R-planProperty Coaching: https://bit.ly/R-P-coach100-point property checklist (PDF): https://bit.ly/prop-checkAccounting with Grey Space: http://bit.ly/3DG5lWSBusiness Coaching: https://bit.ly/o-coachAsk a question: https://bit.ly/3QtiY00DISCLAIMER: 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

5 snips
Feb 21, 2024 • 1h 3min
How to actually grow wealthy, ft. Mike Kemp [LIVE replay]
The fantastic Mike Kemp joins Owen Rask on The Australian Investors Podcast to tell us why wealth creation is like a farm and how to grow wealthy over decades, not days. Replay the LIVE show: https://www.youtube.com/watch?v=j8dVXU8YqZs~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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

Feb 16, 2024 • 58min
Oh, my... PME sinks 20%, is $850,000 enough and Altium blasts off
On this weekend's instalment of the Australian Investors Podcast:
Owen and Drew confront answer your questions on debt recycling, insurance bonds, long-term investing and more
Is $850,000 enough to draw a good income?
Pro Medicus Ltd (ASX: PME) sinks 12% (then a further 7%)
Altium Limited (ASX: ALU) lands $68 CASH offer!
Debt recycling v equity release
Where's all the Japan ETFs?
Is MMT really a good idea?
Extra resources on the Bill Mitchell ep: https://billmitchell.orgJargon explained and presented in plain speak - https://www.3cr.org.au/radiommtYouTube playlist on MMT: https://www.youtube.com/playlist?list=PLMUzeMKhbl10X-XzH-6q4iU0Ysul7cC4c~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00
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


