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Welcome to Shares Month 2022 on The Australian Finance Podcast! This month is all about how to analyse stocks like a pro investment analyst.In today’s episode we’re going to run you through a high level version of our share investing checklist that you can use while researching companies. This includes looking at what a company does, who runs is, competitive advantages, whether it’s in a growing industry and looking at it’s valuation.Over the next few weeks, we'll start with the basics, discuss building an ethical portfolio, tackle an analysis on a company you’ve probably heard about Xero (ASX: XRO), and we’ll finish the month with a share investing specific Q&A and a special (and brand new) hypothetical portfolio.Stay tuned for all eight parts of Shares Month in May/June 2022 as the Rask Australia team walk you through how to analyse your own companies (from scratch) and ways you can make investing in great companies easy as 1-2-3 (4-5).Our next Q&A session will be focused on answering your questions on share investing. The ENTIRE Rask Australia team will be on standby to answer your questions. So... SEND THEM IN! Email us at podcast@rask.com.au and use the subject line "SHARES MONTH". We'll prioritise your questions to be answered in our Q&A episode.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of May 2022
Money & Chill is a new monthly segment on The Australian Finance Podcast featuring Owen, Kate and our producer Monique. We’ll chat about the personal finance and investing news, hacks & lessons we discover during the month, along with Rask and community updates.This month Kate chats about the start of her property buying journey, Owen discusses interest rates and Monique shares a public database for creatives and freelancers to compare rates.Plus, we share the exciting news that our podcast is now supported by Pearler and InvestSMART, who will help us bring more great guests and resources your way!Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of May 2022
How do you find the next big success story (think Canva, Atlassian & Apple)?Well in this episode Jessy lifts the lid on Venture Capital (VC) in Australia, including an overview of the venture capital asset class, some of the challenges of investing in start-ups, the high-risk/high-reward trade-off, characteristics they looks for when investing in companies and what makes a good VC fund manager.Hopefully this episode gives you an insight as an investor and employee (maybe even an employer), into some of the behind the scenes stuff that happens at start-ups and in the Australian funding ecosystem! If you’re keen to learn more in this space, hit us up on socials or in our FB Community to let us know.Episode transcript now available via the show notes page.Ready-made ETF portfolios? Rask ETFs has you covered (use code ‘AFP’ for $50 off your lifetime membership).Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: bit.ly/PearlerWe're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFSBoost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlaterInvesting Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pmaDISCLAIMER: 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.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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
In this listener story episode on The Australian Finance Podcast Kate chats to podcast listener Patti about her money journey, moving to Australia to study and paying back $150k of student debt, along with all the lessons she learnt along her journey. Plus, Patti shares her first experiences investing and the resources she discovered along her way.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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 Pearler, the broker for long-term investors. Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler |||| 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 24th April 2022
Are you ready to get started investing?In this special crossover episode between Rask Australia and Equity Mates, Owen Rask and Bryce & Alec from Equity Mates, announce the Get Started Investing with Equity Mates course, which will help you take the first step on your investing journey.Plus, Owen discusses whether value investing is dead, mental biases we face as investors, and an overview of an ASX company on his watchlist.Get Started Investing with Equity Mates (FREE): education.rask.com.au/courses/get-started-investing-equity-matesTake the Value Investor Program (USE CODE 'LEVELUP' FOR $100 OFF): education.rask.com.au/courses/value-investor-program-course-with-equity-matesEpisode transcript now available via the show notes page.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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 the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler ||| Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/ |Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pma |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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 22nd April 2022
In the world of money and finance, things can seem pretty murky at the best of times. This is one of the reasons Owen and Kate started The Australian Finance Podcast many years ago. Why should Australians be held back from taking the reins of their financial future, just because the gatekeepers like it that way?Thankfully, consumers are pretty savvy these days and know that if they put in the work, they can figure a lot of the basics out in all areas of their lives.That’s not to discount the experts like financial advisers and accountants, but it’s about knowing enough to sense check claims, double check solutions and make sure you’re working towards your own financial goals and no one else's.But there’s a few financial myths that have managed to stick around like a bad smell, which we want to unpack with you in today’s episode.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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 the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler | || Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/ | Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pma | 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: April 18 2022
Why should we be investing?Well according to today’s guest Nick Maggiulli, we should invest to save for our future selves, preserve our money against inflation and replace our human capital with financial capital.Nick Maggiulli is the author of brand new release Just Keep Buying, the Chief Operating Officer for Ritholtz Wealth Management LLC and a wonderful writer in his own right, through his website Of Dollars and Data.Kate and Owen chat to Nick about his new book Just Keep Buying and why we shouldn’t wait for the dip, the biggest lie in personal finance, investing in ETFs versus individual shares and dealing with lifestyle creep.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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 the growing range of leading ETFs, on the ETF Securities website: https://bit.ly/fundsETFS ||| Have you heard of Pearler: Our proud NEW sponsor! || We're proudly supported by Pearler, the broker for long-term investors.Sign-up to Pearler using the code “RASK” for $10 of Pearler Credit: https://bit.ly/Pearler|| Want to InvestSMART? || Boost your investment potential, with FundLaterWith InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: https://www.rask.com.au/inv-fundlater/Investing Made SimpleThanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: https://www.rask.com.au/inv-pmaDISCLAIMER: 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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 19th of April 2022
This episode of The Australian Finance features a review of the BetaShares Global Sustainability Leaders ETF (ASX: ETHI).Kate and Owen cover how ETHI works, the ETF's ethical investing framework, an overview of the key holdings and how ETHI could be used in an investors portfolio.Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate nor Owen hold a position in ETHI.This episode is part of our monthly series where we dive into a share/ETF for 20-30 minutes and provide you with a high level overview. Free free to pitch a company/ETF to us via our FB Community, Twitter or podcast@rask.com.auEpisode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 19th of April 2022
Confused about all the different schemes and incentives floating around for first home buyers?So were we!In this episode, we asked mortgage broker Phoebe Blamey to walk us through the high level details of the Family home Guarantee (single parents’ scheme), First home loan deposit scheme, Rural Guarantee, Super saver scheme, Victorian Home Buyers Fund and the FHOG (first homeowners grant).There’s a lot of finer details to each of these incentives, so if anything catches your attention, it’s a good idea to bring it up with your mortgage broker.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th April 2022
Inventing Anna, The Dropout, Tinder Swindler, WeCrashed, The Crypto King...We’ve been glued to our screens the past few months watching countless stories where millions (or even billions) have disappeared, narratives have been crafted and court cases have played out globally in real time.So what can we learn from all of this?In this light-hearted episode of The Australian Finance Podcast, Kate & Owen attempt to justify their entertainment choices by drawing out five lessons we can learn from these shows about protecting ourselves from scams and investments that are just too good to be true.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th of April 2022
Have you ever wondered why the stock market goes up?Well, Brian Feroldi certainly has! In this episode, Kate & Owen chat to US investor, educator and author Brian Feroldi, about his brand new book Why Does the Stock Market Go Up?Brian shares his early lessons with investing a market crashes, how he got comfortable investing in the market, why the market has always recovered over time, his thoughts on individual share investing versus ETFs, plus, some of the mistakes he’s made along his journey.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of April 2022
I’m not good with money and numbers, I’m not smart enough, I don’t have enough time, I’ll never be wealthy (so what’s the point?), I’m afraid to make the wrong choice (analysis paralysis)...Do any of these statements resonate with you?If so, this is the episode for you. Kate, Owen and Tash explore five of the main limiting beliefs that hold people back from taking control of their financial future.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 5th April 2022
Have you ever made an emotional spending decision?In this episode of The Australian Finance Podcast Kate Campbell and Owen Rask chat to Emma Edwards from The Broke Generation, who helps people feel better about their finances and strengthen their money habits.Emma shares some practical strategies listeners can use to improve their relationship with money, balance present you vs future you when making spending decisions, tips to bringing fun and happiness back into your budget and outlines how to do a weekly spending review.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 4th April 2022
In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore Magellan Financial Group Ltd (ASX: MFG), an Australian funds management business.Kate & Owen provide a high level overview of MFG, including what they do, some of their investment products, key team members and shareholders, alongside a quick walkthrough of some of the financials.PLEASE NOTE: This is not a recommendation from Kate, Owen or the Rask Team. We have no previous or current recommendations on MFG.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 29th of March 2022
Welcome back to our first listener Q&A episode for 2022, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.This month we cover a great range of questions covering how to work out your ideal investment frequency (using an investment calculator), investing inside and outside of super and strategies on managing separate finances.Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 28th of March 2022
Are your finances stuck in analysis paralysis?In part two of our winning the money game conversation with high performance mindset coach Claudine Chicheportiche, we talk about the psychology behind your money goals and getting out of analysis paralysis mode.Have you listened to part one first? Listen to episode ‘Can you win the money game?’ before tuning into this episode.Claudine helps us unpack our core beliefs about money, figure out why we actually want to achieve our financial goals, identify any limiting beliefs that hold us back on our financial journey, strategies for dealing with comparison, and ultimately, how to play our own money game.All core beliefs and mindsets can be changed, we are not fixed in stone - but you must be willing! Fixed mindsets don’t win the game, growth mindsets do. So play to win at money and at life!ACCESS THE MONEY GAME WORKBOOK (FREE PDF): https://www.raskmedia.com.au/wp-content/uploads/2022/03/Rask-Education-Money-Mindset-Workbook-Free-Download.pdfEpisode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 15th March 2022
Do you invest in bonds or gold?In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to Chris Brycki from Stockspot, as he shares his case for defensive assets being included in an investors portfolio.MoneySmart defines defensive assets as “cash or fixed interest investments that are generally low risk and less volatile than growth investments”.Chris discusses how he views defensive assets like cash, bonds & gold, why long-term investor should consider investing in defensive assets, the role they play in a diversified portfolio, and why he invests in gold.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th March 2022
Ever wondered what happens if an ETF closes down?In this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask chat to Evan Metcalf from ETF Securities, about how ETFs actually work.Evan shares more on how ETF market makers operate, why ETFs charge management fees, what happens to your money if the ETF issuer falls over and what happens if your ETF closes down.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th March 2022
When does a BUY become a SELL?In this episode Owen and Kate cover five key reasons that investors may consider when selling their shares in Australia.Owen and Kate talk about how to buy ETFs and shares all the time on The Australian Finance Podcast, but rarely talk about when to sell. It’s usually because most of our listeners are just getting started and the selling conversation can be very overwhelming at the beginning.But if you’re a bit further along in your journey, you’re probably asking yourself when and how you should be selling your shares and moving that money into other investments.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 2nd March 2022
We often get caught up in the game of more, better, faster, and the goals always keep growing. So, can we ever win the money game, or is pursuing an endless goal going to lead us to unhappiness?I’m your host Kate Campbell, and my guest today is Claudine Chicheportiche, a high performance mindset coach to everyone from world champion athletes, to thought leaders and executives. We’re going to be talking about how YOU can win the money game.Claudine shares her strategies and practices in relation to winning to high-performance mindsets, and the types of mindsets that may be holding us back from reaching our goals.ACCESS THE MONEY GAME WORKBOOK (FREE PDF): https://www.raskmedia.com.au/wp-content/uploads/2022/03/Rask-Education-Money-Mindset-Workbook-Free-Download.pdfStay tuned for part two where we’ll unpack the iceberg model Claudine introduced us to and how to use it in your own life, not giving up your money journey even when you make mistakes, setting the right financial goals for our lives and stopping the goal posts from moving and the cost of comparing yourself to others around you.Episode transcript now available via the show notes page.Take one of our amazing financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).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.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 23rd Feb 2022
Comments (15)

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 (1)

Tsari

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 (3)

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
Reply

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
Reply

brett Dyson

9 .c8vs 'om88'rm

Dec 9th
Reply

Nigel Polzin

just finished all the episodes very helpful. highly recommended

Nov 13th
Reply

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
Reply

Ana Karoline Souza

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

Jul 31st
Reply
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