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
19 snips
Aug 11, 2025 • 45min
Money moves from your 20s to 60s
Pete Wargent, from Alan Wargent Property Buyers and the Australian Property Podcast, dives into essential financial strategies for different life stages. He discusses the importance of investing versus paying down debt, offering practical tips for young professionals navigating homeownership. As listeners progress through their 30s to 60s, he emphasizes the need for financial literacy and adapting to life's changes, like retirement. Wargent also highlights learning from past financial mistakes and balancing present enjoyment with future planning.
7 snips
Aug 7, 2025 • 47min
Investment Hacks & Financial Hot Takes- Rapid Fire Q&A
Dive into investment strategies like debt recycling and the pros of family trusts. Discover whether fees in super are tax-deductible and if you really need a financial adviser. Learn about schooling your finances if they feel chaotic. Plus, hear about the impact of AI on jobs and the differences between investment products like ETFs and shares. Tune in for practical tips to build your wealth, even on a modest income!
27 snips
Aug 6, 2025 • 23min
How to get rich in Australia: no fluff, just strategy
Forget about quick riches! This insightful discussion reveals the truth behind wealth-building in Australia. Learn five practical steps to reach $100k fast and how to grow that into a million. Drawing on wisdom from great investors, discover the power of compounding and the importance of personal agency in financial decisions. Emphasizing hard work, saving, and creative side hustles, the conversation highlights the value of specialization and responsible investing for long-term success.
7 snips
Aug 4, 2025 • 30min
How defined income ETFs can give your portfolio certainty
Cameron Gleeson, a senior team member at BetaShares, dives into defined income ETFs that provide certainty for income-seeking investors. He explains how these ETFs differ from traditional bonds, showcasing their fixed maturity dates and steady distributions. Gleeson discusses their rising popularity in a falling interest rate environment and compares them to term deposits. He emphasizes their potential for retirees and highlights important factors like credit quality and liquidity that investors should consider when incorporating these ETFs into their strategies.
8 snips
Aug 1, 2025 • 43min
ETF Deal Breakers, Fee Shock & Portfolio Overload- Special Investing Q&A
Mitchell Sneddon, Head of Funds Management at Rask and a regular on The Australian Investors Podcast, dives into a treasure trove of investing insights. He tackles the tax deductibility of advice fees and helps beginners navigate individual shares versus ETFs. The conversation also highlights the long-term effects of volatility decay in geared ETFs and how to diversify beyond common options like VAS and VGS. Comparisons of management fees shine a light on what truly matters when investing, making this a must-listen for savvy investors.
Jul 30, 2025 • 18min
Easy money maths you’ll actually use
Discover simple money math concepts that can help you take charge of your finances without the intimidation of complicated calculations. Learn the Rule of 72 to estimate how long it takes to double your money. Understand the FIRE number to gauge the savings needed for financial independence. Explore the 4% rule for safe annual withdrawals in retirement. These practical tips are designed for anyone looking to improve their financial literacy and build a secure future.
10 snips
Jul 28, 2025 • 37min
7 expert money tips to start the new financial year
In this episode, Alex Luck, financial advisor and co-founder of Everest Wealth, shares invaluable insights on money management. He emphasizes the importance of setting achievable financial goals and the balance between education and advice. Listeners learn strategies for dealing with debt and cash flow, aligning spending with personal values, and making that crucial first investment. Alex also addresses common pitfalls like analysis paralysis. His practical tips provide a solid foundation for anyone looking to kickstart their financial year with confidence.
7 snips
Jul 25, 2025 • 40min
Debt recycling, travel tips, and free super money - Q&A
Explore the intriguing world of debt recycling and learn how to transform your home loan into a tax-effective investment strategy. Discover tips for finding a good accountant or financial adviser to navigate your finances. Delve into superannuation strategies, especially for those on maternity leave, and consider crucial questions around investing that $10,000 thoughtfully. Plus, find out about government co-contributions and the impact of setting boundaries to protect your funds from family mishaps. It's a treasure trove of financial wisdom!
34 snips
Jul 23, 2025 • 19min
5 questions to ask your accountant this tax season
Discover the vital questions to ask your accountant this tax season to unlock missed deductions and minimize your tax. Learn why taking charge of your tax responsibilities is essential and how proactive planning can enhance your financial future. Explore the hidden perks of regular communication with your accountant and why understanding investment structuring matters. This engaging discussion also highlights the pitfalls of DIY tax returns, making it clear that having a skilled accountant can significantly impact your financial strategies.
18 snips
Jul 21, 2025 • 45min
Currency hedging: should you protect your overseas investments?
In this discussion, Cameron Gleeson from BetaShares, a leading expert on currency and investments, explores the intricacies of currency hedging for Australian investors. He breaks down what currency hedging means and how the AUD/USD exchange rate impacts returns. Gleeson distinguishes between hedged and unhedged ETFs, explaining why hedging can reduce volatility. He also offers insights into tax implications and shares strategies for managing risk, providing valuable tips for anyone with a global investment portfolio.
