Australian Finance Podcast

Rask
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Sep 25, 2025 • 45min

Lessons from Peter Lynch, Charlie Munger and Warren Buffett – Q&A

Mitchell Sneddon, Head of Funds at Rask and co-host of the Australian Investor Podcast, shares invaluable insights on investing. He explains the concept of franking credits and their benefits, demystifies ETF management fees, and discusses what annual fees look like on an $800,000 portfolio. For beginners, he highlights the need for financial advice and suggests practical first steps to start investing. The episode also dives into wisdom from investing legends Peter Lynch, Charlie Munger, and Warren Buffett, making it a must-listen for aspiring investors.
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11 snips
Sep 24, 2025 • 40min

Life insurance in Australia: What cover do you really need?

Dive into the essential world of life insurance in Australia. Discover the various types of cover, including life, TPD, and income protection, and learn why each is crucial. The hosts discuss the common ways Australians obtain insurance and the advantages of consulting financial advisers. Tune in for insights on child cover options, the claims process, and the typical mistakes people make. Find out how life insurance can protect your loved ones and ensure your financial security.
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15 snips
Sep 22, 2025 • 48min

Financial planning tips from a pro: What you need to know in your 30s

In this insightful discussion, financial planner Alex Luck, co-founder of Everest Wealth, shares valuable lessons for young professionals and families. He emphasizes the importance of building an emergency fund, highlighting that three months of expenses is just the start. Alex explains the magic of early investment and compounding returns, plus why property is still a smart long-term move. He also dives into the benefits of smart tax structuring and encourages listeners to remain open-minded in their financial journeys. A treasure trove of practical advice!
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9 snips
Sep 18, 2025 • 28min

Q&A: Salary sacrifice, first home super, and when to use credit cards

Tahli Cavagnino, a Senior Adviser at Rask Advice known for her expertise in financial planning and superannuation, joins to answer listener questions. She breaks down what occurs when super transitions into pension mode and explores tax-free investment strategies for kids. Tahli also clarifies salary sacrifice rules and details on the First Home Super Saver Scheme. Plus, she offers insight on when credit cards might benefit young investors, emphasizing the importance of understanding rewards and risks.
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21 snips
Sep 17, 2025 • 26min

AI investing made easy: The beginner’s guide

Unlock the secrets of AI investing with a practical framework. Discover four types of companies to target in high-growth sectors and learn how giants like Nvidia and Microsoft shape the AI landscape. Dive into key subsectors, from chips to cloud applications, and explore rising stars like Palantir and OpenAI. Understand how ETFs can minimize risk while maximizing exposure to AI innovations. Distinguish the hype from structural trends and ensure your portfolio is built on a solid core before embracing AI opportunities.
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4 snips
Sep 15, 2025 • 49min

5 ASX ETFs for a passive income portfolio

Tom Wickenden from Betashares, an expert in analyzing ETFs, joins to discuss the growing importance of income from ETFs. They explore strategies for generating passive income, particularly in a low interest rate environment. The conversation covers blending growth and income through ETFs and highlights specific funds like the BetaShares S&P Australian Shares High Yield ETF. Listeners learn about the dynamics of income-focused ETFs and the potential for royalty income, while also addressing the complexities of managing these investments for a prosperous portfolio.
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28 snips
Sep 11, 2025 • 51min

Offset vs Investing, Helping Family with Property, and Big Lessons at 40

Explore the pressing question of whether homeownership is necessary in Australia. Discover the re-contribution strategy and how it can impact your finances. Dive into the differences between holding ETFs directly and through share registries. Learn tips for buying investment properties while helping family. Gemma shares personal insights and valuable money lessons as she celebrates a milestone birthday, shedding light on evolving attitudes towards finance and homeownership.
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10 snips
Sep 10, 2025 • 17min

Pearler review 2025: Automate your investing & take control

Discover the unique features of Pearler as an investment platform. Learn how it encourages stress-free, long-term investing through powerful automation. Dive into why a surprising 87% of users prefer ETFs over individual stocks. Explore Pearler's evolution, including options for superannuation and US shares. If you're seeking to simplify your investment strategy and take control of your finances, this discussion offers valuable insights for both new and experienced investors.
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9 snips
Sep 8, 2025 • 40min

From credit cards to 60 staff: Building Everest & listener Q&A

Discover the fascinating journey of a former soccer hopeful who transitioned into financial advising and co-founded Everest Wealth. Learn how a simple golf outing led to the creation of a firm focusing on scalable advice for Australians under 50. Hear about their impressive growth from zero to 60 staff and 85 advice plans monthly, as well as the unique challenges faced along the way. If you're looking for financial insights or entrepreneurial inspiration, this conversation delivers valuable lessons for aspiring planners and business owners alike.
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Sep 4, 2025 • 46min

Owens best investing tips, super hacks, and the secret to free money – Q&A

Discover powerful money-saving and investing tips that'll elevate your financial game. Learn about free tools to compare ETFs and stocks, and the nuances of super contributions that can benefit spouses. Delve into the surprising realities of cashback investing and Raiz rewards—are they truly free money? Plus, hear personal insights on managing family finances and coping with financial struggles of loved ones. Get ready to rethink your approach to money and investment!

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