Australian Finance Podcast
Rask
The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms.~~New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast.~~SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/~~DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.
Episodes
Mentioned books
16 snips
Nov 18, 2024 • 46min
Creating a financial plan to buy your first home (ft. financial adviser Alex Luck)
Host Kate Campbell chats with Alex Luck, a financial advisor from Everest Wealth, about crafting a financial plan for first-time homebuyers. They delve into the significant role of financial advisors in navigating the complexities of homeownership. Alex breaks down practical government incentives and smart strategies, like leveraging superannuation for deposits. He emphasizes the importance of realistic budgeting and long-term planning to handle unforeseen costs. Listeners gain invaluable insights to boost their home-buying journey with confidence.
5 snips
Nov 14, 2024 • 21min
Have I learnt enough about money yet? [🧠 Brain Hacks]
In this engaging discussion, the hosts highlight the importance of taking action, no matter how small, in your financial journey. They explore the distinction between being rich and truly wealthy, emphasizing financial autonomy. The conversation encourages listeners to transition from learning to actionable steps while addressing psychological barriers to investing. Key takeaways include the role of diversification in wealth building and the significance of continual financial education. It’s all about making progress, one small step at a time.
6 snips
Nov 13, 2024 • 31min
👶🏼 Family Finance: 10 things you don't need to buy for your baby
New and expecting parents often face overwhelming pressure to spend on unnecessary baby items. In a humorous discussion, co-hosts share their own expensive blunders and the ten baby products that really aren't worth it. They emphasize the benefits of buying second-hand and making smarter financial decisions. From frustrating baby gear to practical essentials, they guide parents towards what truly matters, ensuring a more enjoyable and cost-effective parenting experience. Personalized financial advice is also highlighted as a crucial resource.
Nov 11, 2024 • 40min
How to talk to your parents about money (and having an epic retirement)
Bec Wilson, a modern retirement expert, joins to share invaluable insights on talking with parents about finances. She discusses the evolving nature of retirement and the importance of proactive planning. The conversation touches on the six pillars of an epic retirement, including health and financial confidence. Bec also highlights the science of happiness in retirement, encouraging open discussions about housing and community support. With an emphasis on adventure and personal growth, she inspires listeners to reimagine their post-career life.
Nov 7, 2024 • 46min
Life changing money habits, financial scams & our book recommendations [Money & Chill]
Discover life-changing money hacks and automation tips that can transform your financial habits. The hosts share humorous anecdotes about battling fraud while stressing the need for vigilance. Enjoy engaging book recommendations, including psychological thrillers and insights into corporate culture. Nostalgia takes center stage as they reminisce about video rental stores versus today's streaming services. Plus, they delve into the importance of teaching financial literacy and discuss the pros and cons of wild versus conventional blueberries.
9 snips
Nov 6, 2024 • 43min
Finding good work, life experiments & challenging the default path ft. Paul Millerd
In this engaging discussion, Paul Millerd, an author known for his works "Good Work" and "The Pathless Path," challenges traditional career paradigms. He shares insights on defining 'good work' and the significance of pursuing joy over societal expectations. Paul emphasizes the chaotic yet rewarding nature of life transitions and the importance of personal fulfillment over financial metrics. Listeners are encouraged to conduct small life experiments and embrace community support on their journeys towards a more meaningful existence.
4 snips
Nov 4, 2024 • 44min
How interest rates work, economics 101 & the housing crisis ft. Dr Sam Wylie
Dr. Sam Wylie, an Associate Professor of Finance at the University of Melbourne, sheds light on the intricate world of interest rates and economic policy. He explains how the RBA's decisions shape borrowing costs and inflation. Wylie tackles the Australian housing crisis, discussing affordability for younger generations and comparing it to the U.S. scenario. He emphasizes the need for structural changes and government initiatives to support first-time buyers, while encouraging listeners to discern between financial facts and opinions.
Oct 31, 2024 • 48min
ETF Q&A: Currency hedged ETFs, Cam's top ETF for 10 years, influential books and ethical investing
Cameron Gleeson from Betashares, an expert in currency hedging and ETFs, brings insightful discussions on the importance of currency hedging for international investments. He explains the mechanics of currency-hedged ETFs and dives into ethical investing, recommending sustainable options. Cameron also shares his thoughts on the potential ETF bubble and effective asset allocation strategies for young investors. Get ready to discover his top ETF pick for the next decade and the most influential books that shaped his investment philosophy!
9 snips
Oct 30, 2024 • 42min
Our checklist for choosing an active investment
Mitchell Sneddon, Head of Funds Management at Rask, shares his insights on navigating active investment strategies. He presents a practical checklist for selecting active managers, including evaluating fees, understanding fund manager backgrounds, and assessing performance. The discussion also delves into the importance of combining active and passive strategies for effective investing. Throughout, Mitchell emphasizes the value of long-term thinking over short-term decisions, empowering listeners with essential knowledge for confident investing.
Oct 28, 2024 • 35min
How to live off dividends forever (aka building an income-generating portfolio)
Dreaming of financial freedom? Discover how to build an income-generating portfolio that lets you live off dividends. Learn about the importance of ETFs and diversification as key wealth-building tools. The hosts share personal insights on passive income streams and strategies beyond traditional superannuation. Plus, get practical tips on starting small, understanding tax implications, and making informed investment choices to achieve your financial goals.
