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
Jul 14, 2025 • 43min
Queenie tan on making money fun and reaching $1m net worth
Queenie Tan, a finance creator and founder of the budgeting app Billroo, shares her journey to a $1 million net worth. She discusses how her parents' financial lessons shaped her mindset and the importance of making finance enjoyable. Queenie introduces her innovative three-part budgeting framework: foundation, fun, and freedom. She advocates for 'mini retirements,' ensuring life is fulfilling now, and likens ETFs to candy for easy investing. Her practical tips on balancing saving and spending are designed to inspire listeners to embrace their financial growth.
9 snips
Jul 10, 2025 • 41min
Smart money moves in your 20s: Property, investing & the First Home Super Saver
James O'Reilly, a senior advisor at Rask Advice, shares his journey from retail to financial planning. He discusses crucial money decisions for 20-somethings, like choosing between property and ETFs for investment. The First Home Super Saver Scheme is explained, along with its benefits and tax implications for first-time buyers. James also emphasizes emergency funds during career transitions and offers insights on financial preparations for starting a family. His personal lessons on financial planning are both relatable and practical for young investors.
Jul 9, 2025 • 19min
3 US companies I’d love to own (but don’t yet!)
Discover why Costco is a standout for customer loyalty and value, including their must-try hot dog deal. Explore how Intuitive Surgical is revolutionizing surgery with advanced robotics and dominating the market. Dive into American Express's strong hold on the premium credit card space despite high fees. The discussion emphasizes investment valuation and the allure of great companies that aren't always in the headlines, offering insights on when to invest and the comparison between ETFs and individual stocks.
9 snips
Jul 7, 2025 • 43min
Betashares founder Alex Vynokur: from zero to $50 billion & beyond
Alex Vynokur, Founder and CEO of Betashares, shares his remarkable journey of building a $50 billion investment platform. He discusses the sacrifices made, including mortgaging his home, to democratize wealth access. Alex emphasizes the need for simpler investing tools and the importance of financial education. He reveals how feedback drives product development and touches on the challenges of superannuation and homeownership in Australia. His insights on leadership and cultural values offer a fresh perspective on fostering trust in financial services.
9 snips
Jul 3, 2025 • 1h 16min
Why property in super might be a trap: SMSFs explained [triple treat]
Discover the ins and outs of using a self-managed super fund for property investment. The hosts reveal why the numbers often don’t add up and present alternative strategies that may yield better returns. They highlight the appeal versus the reality of property in retirement portfolios, discussing common myths and pitfalls. Insights about market performance and the evolving landscape of investments make this an engaging listen for anyone considering their financial future.
15 snips
Jul 2, 2025 • 42min
Three ASX shares for exciting growth: ResMed, GenTrack & Pinnacle
Ryan Newman, Director of Research at The Motley Fool Australia, shares his insights on investing in ASX shares. He reveals how to identify promising companies, spotlighting ResMed's innovations in sleep apnea care. Newman discusses GenTrack’s disruptive solutions for utilities and airports, and explains how Pinnacle effectively manages boutique funds. Tune in to learn about the importance of patience in investing, researching like a pro, and recognizing the right business models for long-term growth.
4 snips
Jun 30, 2025 • 38min
Buy Now, Panic Later- hacks to curb bad habits
In this insightful discussion, Lexi Smith, a money coach at MoneyVine and former financial advisor, shares her expertise on managing personal finances without falling into debt. The conversation highlights the recent changes to Buy Now Pay Later services, emphasizing the risks involved and practical tips for responsible use. Lexi introduces a traffic light system for budgeting and countering impulse spending, while also discussing the impact of BNPL on creditworthiness. Tune in for actionable strategies to improve financial habits and relationships!
Jun 26, 2025 • 29min
Business cashflow, first job, and Gemma’s bad debt confessions - Q&A
Lexi Smith, a passionate money coach specializing in cash flow, joins Gemma for an engaging Q&A. They dive into the vital role of effective cash flow management and share actionable tips for balancing debt repayment with emergency funds. Lexi discusses the mindset needed to navigate personal and business finances and emphasizes the importance of financial literacy for children. The conversation also highlights practical strategies for introducing kids to money management through everyday discussions, ensuring they grow up with a solid understanding of finances.
Jun 25, 2025 • 23min
How to invest in AI using ETFs
Discover how artificial intelligence could boost the global economy by $16 trillion. Explore different ETFs that provide exposure to AI megatrends, from NVDA to major tech players like Microsoft and Google. Learn about the core versus satellite ETF strategy and the importance of staying diversified. Get insights on potential risks, including management fees and currency fluctuations. Whether you're a seasoned investor or just starting, this guide offers valuable tips for effectively navigating AI investment opportunities.
Jun 23, 2025 • 33min
How Melissa Browne rebuilt wealth and confidence after financial setbacks
In this captivating discussion, Melissa Browne, an entrepreneur, author, and the driving force behind ‘Her Wealth Her Way’, shares her inspiring journey of rebuilding her finances after divorce. She reveals key insights about the importance of financial agency and understanding your unique money personality. Melissa also highlights why traditional age-based advice often falls short. Her enlightening Financial Adulting Plan has empowered many, especially women, to navigate financial challenges and reclaim their wealth and confidence.
