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Australian Finance Podcast

Author: Rask Australia

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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today.

Save money, invest better and live life on your terms.
110 Episodes
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On this episode of The Australian Finance Podcast, Kate Campbell and Owen Raszkiewicz chat to ABC Everyday journalist, Pat Wright. You may have read some of Pat's stories before on ABC Everyday, and they're a great read for those new to money and investing!We talk to Pat about teasing out biases in your financial news, finding a balanced view within a sea of clickbait, identifying old-fashioned scams repackaged for the modern world and his favourite personal finance resources.Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Recorded in May 2021 (pre lockdown). Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
🏡 Ready to level up your property buying game in 2021?On this episode of The Australian Finance Podcast, Kate & Owen bring in the big guns, to present you with 10 awesome tips, designed at making your first home buying journey just that much better in 2021 and beyond!Amy Lunardi (buyer's agent) and Chris Bates (mortgage broker) discuss everything from buying a quality first home, finding those elusive off-market and pre-market properties and designing your property brief, to whether LMI is your friend and speaking to local council.Then if you're ready to go one step further, we've launched our free Property 101 Course on Rask Education (which is curated by Chris & Amy), to take you through the entire property buying process!Head to education.rask.com.au/product/rask-property-course to get the property party started today 🏘️Editor's Note: Kate pronounced vehemently incorrectly, don't worry, she's figured it out now 😜Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Recorded in Feb 2021. Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In today's episode, Kate interviews Owen about one of his favourite topics: investing in small-cap companies listed on the ASX. It's an area that Owen has spent a lot of time and effort learning about and researching over the last decade.Owens discusses why he personally chooses to invest in the wild west of small-caps, how to better understand ASX small-caps, understanding the hype/fear cycles, expanding your circle of competence, staying sceptical and finding information on undiscovered companies.Want to invest in small companies? Register for Rask Rockets Beyond!To register your interest in joining the Rask Rockets Beyond program, click here or paste the following link into your web browser: http://bit.ly/afp-beyondEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.In today's episode, we discuss our hypothetical $10,000 share portfolio ideas. Rask Invest analysts Owen, Cathryn, and Kevin, along with Kate, each identify 3 share and ETF ideas that they'd add to a hypothetical investment portfolio, along with the key opportunities and risks for each choice.Editor's note: Owen says Soul Pattinson (SOL) owned Amcal when in fact they own part of Priceline Pharmacies via their Australian Pharmaceuticals Industries (API) investment. This was a mistake. We apologise for any inconvenience caused.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!Full individual disclosures for each guest are available via the show notes page. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |IMPORTANT DISCLAIMER: We don't like disclaimers but it's super important you understand these next two paragraphs. This episode of The Australian Finance Podcast contains general financial advice only, issued by The Rask Group Pty Ltd, the general information is NOT personal financial advice since it does not take into account your needs, goals or objectives. Therefore, you must speak with your financial adviser before acting on the information.While we try to ensure the facts are correct at the time of recording, always remember that investing involves risk of permanent capital loss. You could invest in shares or ETFs and lose money. So, no matter what we say in the podcast, what we believe the future might look like or what our forecasts might suggest, this episode contains hypothetical investment ideas only. Any returns or performance cited is strictly hypothetical and past performance is not indicative of future performance. Please ensure your read the Product Disclosure Statement (PDS) of any ETF or managed fund mentioned in this episode -- before you invest. Please refer to The Rask Group Pty Ltd's Financial Services Guide (FSG), available at www.rask.com.au, before investing.
If you really put the work in to understand the business, you can get an edge.Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.In today's episode, we answer all of your questions about share investing that you've sent us during the month! Rask Invest analysts Owen, Cathryn and Kevin, along with Kate, discuss the meaning behind some common share investing jargon, buying your first share, investing in blue chip companies, paying CGT, mergers and acquisitions and the merits of analytical tools to help you research companies.Send any questions to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!At the time of recording, Kate owns shares in BHP and AMZN. Kevin owns shares in MELI and AMZN. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.Today's episode continues the conversation from our 5-part investing checklist (that we introduced you earlier this month), and takes our analysis of The Walt Disney Company (NYSE: DIS) to the next level. It's Kevin Fung's debut on the show, to chat all things investing with Owen!We chat about Disney's intellectual property and intangible assets, short term v long term incentives, customer acquisition costs and explore a few different valuation models (including the classic DCF model).Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.Score $100 off our premium ASX & US share research service, Rask Invest!At the time of publishing, Kevin owns shares in DIS, BRK, APPL, NFLX, XRO & CSU. Owen owns shares in APPL & XRO. Owen, Kate, Cathryn, Kevin or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. We discuss ethical alternatives to VDHG, setting rules for your investment portfolio, when to rebalance ETFs and do a deep dive into REITs. So, grab a cup of coffee and tune into our latest Q&A episode.Send your questions for future Q&A episodes our way at podcast@rask.com.auEpisode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns units in VDHG & A200. Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.Today's episode applies our 5-part investing checklist (that we introduced you to last week), to a company that we all know and love, The Walt Disney Company (NYSE: DIS). It's Cathryn Goh's debut on the show, so Kate throws her in the deep in analysing Disney! We chat about Disney's revenue sources, the size of its moat, comparable companies, management and more.If you've listened to our earlier share investing episodes, dive straight into the checklist around 8 minutes.Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of recording, Kate owns shares in DIS, EML, SPOT & APPL. Cathryn owns shares in EML, XRO & APT. Owen, Kate, Cathryn or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Have you ever wanted to be your own Sherlock Holmes and start investigating companies?Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a DIY investment analyst.Today's episode introduces you to Rask's 5-part investing checklist that will help you get started researching Australian and global companies. Kate and Owen chat about how to research a company, the importance of having a moat, finding growing industries and whether valuation should make or break your investment case.If you've listened to our earlier share investing episodes, dive straight into the checklist at around 8:20.Send your share investing questions to podcast@rask.com.au with the subject line SHARES MONTH, and we'll include them in our share analyst Q&A episode later this month.Episode transcript now available via the show notes page.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns shares in APPL, FB & PPH. Kate owns shares in AMZN & DIS. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
This episode is part of The Rask Financial Resilience Mission for 2021. Financial resilience is all about having the resources and tools needed to overcome financial setbacks in your life.In this episode, Owen and Kate have a fun chat with podcast listener Tash (known on insta as @tashinvests). Tash shares her investment journey over the last few years, her relationship with money growing up, framing money as a tool in your life and how she's approached sharing her finances publicly online.To submit your own story, head to https://forms.gle/SN9fth9yMf4JVc3r6 or email podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Robots can do just about anything nowadays can’t they?On this episode of The Australian Finance Podcast, Kate & Owen try something a little different, having a debate of-sorts on the merits and downsides of robo-investing (robo-advice) in Australia. A robo-adviser designs various investment portfolios that you can invest in, and helps automate the process for you.We cover both sides of the coin in this friendly debate, as we both have different opinions on whether they're worth the cost or not. We cover what robo-advice is, the different options currently available and the associated costs and some of the alternatives to using a robo-adviser.Take our free financial education courses on Rask Education and join our FB community.At the time of publishing, Owen owns units in the A200 and VDHG ETFs. Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
It’s not hard to invest according to your ethics — you just need to work out what they are.This is probably the most controversial episode we've ever done. Not because we're trying to push the line, but because investing investing is just so d*mn personal. There's no one size fits all answer, and as we're sure you'll work out during this episode, there's a lot of different views on what constitutes an "ethical" investment.In this episode we dive into everything ethical investing, to celebrate the launch of our brand new (and definitely free) course on Rask Education. We discuss figuring out your own values, different ethical investing strategies, positive and negative screens to explore and 5 tips for ESG share investors.Enrol in our free Ethical Investing 101 course today.Take our free financial education courses on Rask Education and join our FB community.Episode Disclosure: At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate or The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Everyone deserves an equal opportunity to build their wealth.In this episode of The Australian Finance Podcast, Kate and Owen chat to Brooke Roberts, the co-founder of micro-investing platform Sharesies. As a company that makes investing as easy as online-shopping, Sharesies shook up the investing game in NZ, and is now bringing their platform over to Australia.We chat about her entrepreneurship journey in NZ, bringing Sharesies to Australia, the NZ investment market, some common barriers from investing and strategies to talk about money with your friends and family.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
The world is changing rapidly.Teams are becoming distributed, working-from-home in professional industries is more common, employers need more flexible business models. All the change can be overwhelming, especially for people looking to change careers or start one. One of the most important things is getting hands-on experience in a job.But with the work-from-home movement and change underway in many industries, there are challenges with this.On this episode of The Australian Finance Podcast, Kate chats with Tom Brunskill, the CEO of Forage, about exactly how possible it is for you to stand out from the crowd in today's job market, with little more than an investment of your time and effort.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing DRPs & DSSPs, when to get a tax agent, side hustles v overtime and LICs or ETFs, grab a cup of coffee and tune into our latest Q&A episode.By the way, if you want to get straight into the questions, skip from the first 7 minutes (Owen tried playing radio host)!Send your questions for future Q&A episodes our way at podcast@rask.com.auTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
Getting financial advice is a big decision, so in this episode, Kate chats to Aussie financial adviser Paul Benson about some essential questions to keep in mind when making this decision. We discuss what financial advisers can help you with, key questions to ask when finding a financial adviser, and most importantly...what it actually costs.Grab your tea or coffee, and tune in now for a great conversation with Kate & Paul.Rask Education Article: Finding a financial adviser in Australia (and the 5 questions you should ask)Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
"If you let the small decisions paralyse you, you'll run out of time to spend on the big ones."In this episode of The Australian Finance Podcast, Kate and Owen dive into the art of making better financial decisions, inspired by the great Annie Duke (and her fairly new book, How To Decide).Financial decisions we make today are among the most important life decisions we'll ever make, so it’s critical to focus on ways to make those decisions as effectively as possible.In this ep, we explore why making good financial decisions is so important, the dangers of a process called "resulting", how to build your own decision-making framework, and overcoming "analysis paralysis".Grab your coffee or tea, and tune in now for a relaxed conversation with your hosts, Kate & Owen.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
FIRE stands for Financial Independence, Retire Early (or as some people like to call it, FIOR - Financial Independence, Optional Retirement). It’s as much of a mindset as it is a way of life or an aspirational goal. FIRE is all about increasing your savings rate, consuming less, pursuing happiness, and having the financial freedom and flexibility to choose if, how, and when you work.In this episode of The Australian Finance Podcast, Kate & Owen chat about the brand new FIRE course available on Rask Education, some of their key takeaways from putting it together, and how their ideas of financial independence have changed over the last few years.Grab your coffee or tea, and tune in now for a relaxed conversation with your hosts, Kate & Owen.ENROL HERE: https://education.rask.com.au/product/fireTake our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
What's up with the ACDC ETF? In this episode of The Australian Finance Podcast, Owen talks to Kanish Chugh from ETF Securities about their battery technologies ETF, aptly named ACDC. ETF Securities is the sponsor of this podcast series.SEE WHAT'S INSIDE THE ACDC ETF: https://bit.ly/acdcpodOwen's warning: Always consider the risks of investing. The ACDC ETF can be a volatile investment and it has risks. Always read the Product Disclosure Statement (PDS) and speak to your financial adviser before investing.Owen & Kanish talk about these points during the session:An overview of the battery technology & industry- the history of energy storage (where did batteries start, did the industry innovate quickly or slowly, etc).- how big the market is today?- What goes into making batteries?- What's the difference between lithium, nickel & cobalt?- Where and who produce the most lithium?- Who are the biggest users of battery technologies today?- What will be the biggest users of battery technology going forward? (cars, houses, buses, buildings, etc.)An overview of ACDC and the ETF holdings - The process/methodology for selecting shares/companies to include- Portfolio positioning & weights (maybe rebalancing too)- Performance since inception & characteristics to consider (e.g. is it tactical/satellite or Core?)- Risks of investing in ACDC (please speak to your financial adviser and always read the Product Disclosure Statement before investing)- How to invest|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
In this episode of The Australian Finance Podcast, Kate & Owen crack open the podcast inbox for another in-depth Q&A episode. From discussing current market valuations, investing for private school fees, student side hustle ideas, and keeping on top of your investment paperwork, grab a cup of coffee and tune into our latest Q&A episode.By the way, if you're not interested in listening to our off-topic discussion on private school fees, skip from 19:15 to 28:50 (we got a tad distracted)!Send your questions for future Q&A episodes our way at podcast@rask.com.au.Take our free financial education courses on Rask Education and join our FB community.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |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.
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Comments (11)

John G

really enjoyed having a buyers advocate and mortgage broker on for this topics. overlapping tips and slight opinion difference. Fantastic!

Jun 10th
Reply

John G

Thanks for the consolidated lessons/tips....but I have to say Phillip just spend most of the time talking about his podcasts and his groups....wasn't much content here, which is disappointing because I was wanting to find a nice intro episode for a non investor friend. thanks for the podcast overall, but more content and less brand/name dropping.

Dec 31st
Reply

Tsari Kharanda

You lost me when your guest said he likes his podcast guests to simplify information as if they're "talking to their mother". Yawn, if you're going to have dinosaur gendered speech like this, I'm just going to listen to 'She's on the Money'

Nov 1st
Reply

Philip Muscatello - Host & Producer of Shares for Beginners

Thanks so much for having me on the show, it's great to meet you and chat sensible long-term investing.

Oct 31st
Reply (1)

Kathy

great overview...

Aug 2nd
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Amitesh sharma

You guys said within the episode that you've discussed what's defensive and aggressive approaches and that you'll put it in the show notes but I can't find it. Can you pleas specify which episode you discussed it in? Thanks.

Jan 22nd
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brett Dyson

9 .c8vs 'om88'rm

Dec 9th
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Nigel Polzin

just finished all the episodes very helpful. highly recommended

Nov 13th
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Sam Bailey

Love this podcast for realistic and relevant advice for young investors! Also an abundance of resources available to make the most of

Oct 23rd
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Ana Karoline Souza

very good. But I'd like to listening with the transcript

Jul 31st
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