Avsnitt
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Chris Bates, founder and CEO of Alcove, speaks with Owen Rask, Chief Investment Officer of Rask, about the lessons learned growing Alcove, the role of a broker and future of property advice.
Topics:
Chris' journey from financial planning
The partnership with Rask
Name & brand changes
Lessons learned working in an unsuccessful business partnership
The future of mortgage broking
~~ Episode resources ~~
Mortgage broking: https://bit.ly/R-services
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this episode of The Australian Finance Podcast, Owen Rask is joined by Cameron Gleeson from BetaShares to discuss geared ETFs. They cover:
What gearing means and how it applies to investments
Margin loans vs. internally geared ETFs
Why gearing is commonly used in property but underutilized in shares
How BetaShares Wealth Builder ETFs provide structured leverage
Why self-managed super funds (SMSFs) might benefit from these ETFs
๐ง Listen & Subscribe:
Apple Podcasts
Spotify
YouTube
๐ฒ Follow us on Social Media:
Instagram – @rask.invest
TikTok – @rask.invest
Topics Covered & Timestamps
0:00 Welcome & Introduction
2:30 What is Gearing & How Does It Work?
6:00 Why Gearing is Common in Property but Not in Shares
10:20 The Role of Leverage in Building Wealth
15:50 Risks & Benefits of Geared Investing
20:30 How BetaShares’ Wealth Builder ETFs Work
25:10 The Difference Between Margin Loans vs. Internally Geared ETFs
30:20 How Interest Rates on Geared ETFs Are Determined
35:00 Gearing in Self-Managed Super Funds (SMSFs)
40:10 Comparing Returns: Geared vs. Ungeared ETFs
45:00 Who Should Consider These ETFs?
50:00 Cameron’s Advice for Investors Considering Gearing
55:00 Final Thoughts & How to Stay Connected
๐ Resources for this Episode
๐ Learn More About Geared Investing & ETFs:
BetaShares Wealth Builder ETFs – betashares.com.au
Rask Education – raskmedia.com.au
โ Ask a question (select the Finance podcast)
~~ Show partner resources ~~
๐ฐ Join Pearler using code “RASK” for $15 of Pearler Credit
๐ Get 50% off your first two months using PocketSmith
๐ View Betashares full range of funds
~~ Rask resources ~~
๐ Explore all Rask services
๐ Learn about Rask Financial Planning
๐ Start investing with Rask
๐ Access Show Notes
โ Ask a question
๐ฒ Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
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 unsure, 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)
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Saknas det avsnitt?
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If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names!
Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Listener questions answered:
What is going on with the share market right now?
Novated Lease update from last week's discussions
Is Owen Rask on Twitter? Why it pays to be cautious online.
What is a diversified portfolio? ETFs, asset allocation & risk.
What happens if Pearler or Stake go bust? Do you keep your shares?
Owen’s model portfolios vs. VDHG—which is better for you?
Loyalty programs & subscriptions—worth it or a waste?
Plus.. Gemma shares some big news!
Got questions? Send them in & subscribe for weekly episodes
Resources for this episode
Join the rask community- Free Rask Account sign up - Rask
Free investing courses - Beginner's ETF Investing Course and Beginner Shares course
ETFs Owen discussed - F100 and IVV
Rask Advice: http://www.rask.com.au/advice
Gemma's Instagram: https://www.instagram.com/gemmamitchell.finance/?hl=en
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your hosts Owen Rask and Tom Wickenden break down how to build passive income with ETFs. They cover:
What passive income is and how it works
The best ETFs for generating reliable income
How the 4% rule helps you reach financial freedom
Why diversification is essential for income stability
If you like this Australian Finance Podcast episode on building passive income, you'll love our series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts!
Follow us on Instagram and TikTok for more investing insights.
Topics Covered & Timestamps
0:00 Welcome & Introduction
2:30 What is Passive Income?
6:45 How ETFs Can Pay You an Income
10:20 Understanding Yield & Distributions
15:30 The 4% Rule & Retiring Early
20:15 Common Passive Income Sources
25:10 The Risk of Chasing High Yield
30:40 Why Diversification Matters for Income
35:50 ETF Breakdown: QOZ (Smart Beta Aussie Shares)
40:20 ETF Breakdown: YMAX (Boosting Dividends with Options)
45:00 ETF Breakdown: MMKT (Cash Plus ETF – Better Than a Bank?)
48:30 ETF Breakdown: OZBD (Bonds for Income & Stability)
53:00 How to Structure a Passive Income Portfolio
58:15 Final Thoughts & How to Ask Your Finance Questions
Resources for this episode
๐ Learn more about passive income investing:
QOZ – Smart Beta Aussie Shares
YMAX – Yield Maximizer Fund
MMKT – Cash Plus ETF
OZBD – Composite Bond Fund
What is the 4% Rule for Retirement?
โ Ask a question (select the Retirement podcast)
~~ Show partner resources ~~
๐ฐ Join Pearler using code “RASK” for $15 of Pearler Credit
๐ Get 50% off your first two months using PocketSmith
๐ View Betashares full range of funds
~~ Rask resources ~~
๐ Explore all Rask services
๐ Learn about Rask Financial Planning
๐ Start investing with Rask
๐ Access Show Notes
โ Ask a question
๐ฒ Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
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 unsure, 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)
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your host Gemma Mitchell chats with Lacey Filipich, founder of MoneySchool, about International Women’s Day—what it really means, why it matters for everyone, and how gender equality benefits both women and men.
If you like this Australian Finance Podcast episode, you'll love the other episodes where we cover lots of areas to help your financial journey. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
What International Women’s Day is and why it matters
What about International Men’s Day? (Spoiler: It’s Nov 19!)
The gender pay gap vs. equal pay – what’s the difference?
Financial challenges women face in pay, super, and investing
Why more women in leadership benefits everyone
How gender equality helps men too
One simple action to create change
Resources for this episode
Connect with Lacey-Money School | Financial independence and education
Learn more about IWD: International Women's Day 2025
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!.
Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Listener questions answered:
Should you consider your business an investment?
Should an emergency fund be in an offset account?
What happens if the market crashes and you're retired?
Can I cancel my financial adviser?
And Owens insights into which ETF he would love a crystal ball to sneak peak its future performance and why
Resources for this episode
Free business course
Rask Advice
Gemma's Instagram
ETFs mentioned by Owen: HACK, FOOD
Ask a question (select the Finance podcast)
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer at RASK, talks with James O'Reilly, from Northeast Wealth about how to maximise the financial outcomes from your RSUs and ESPP options.
If you like this Australian Finance Podcast episode on maximising your RSUs, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
What are RSUs? How do they differ from ESPPs?
Why do RSUs exist and how do they work?
The inevitable tax complexities that accompany RSUs
Effectively managing cashflow
How can I ensure my RSUs help me to achieve my big financial goals?
Common mistakes made with RSUs
How you can take action today
Resources for this episode
Northeast Wealth’s free RSU Management spreadsheet:
Https://docs.google.com/spreadsheets/d/1d3KtS73aazJsS2OTj43VHPPG2Yqqsj_h/edit?usp=sharing&ouid=106053867535240111886&rtpof=true&sd=true
Video from James explaining how to use this: https://www.loom.com/share/dc24459682964b24961a2cdf664eccdb
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
View Betashares range of funds: https://bit.ly/beta-25
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your host Gemma Mitchell, chats to Tracy Hall, author of The Last Victim, to hear her incredible story of love, deception, and financial betrayal at the hands of notorious conman Hamish McLaren.
Tracy opens up about how she lost everything—her trust, her savings, and her sense of security and how she hasrebuilt stronger than ever.
If you found this Australian Finance Podcast episode on rebuilding your finances insightful, there's more to explore! Check out our other episodes covering investing, saving, financial resilience, and smart money moves to help you take control of your financial future.
Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
What happened? How it happened and if there were any red flags?
What was the hardest part of rebuilding—your finances, your confidence, or something else?
How Tracy rebuilt, and how others can- regardless of the set back they've faced
How the experience has shaped her life, work and money now.
Plus, a dive into how different financial crimes unfold, their lasting impact, and the lessons we can learn to protect ourselves.
Resources for this episode
Connect with Tracy -The Last Victim | Tracy Hall (1) Tracy Hall | LinkedIn www.instagram.com/tracyleehall/
Ask a question (select the finance podcast):https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell answer the questions you have sent in.
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we can't give personal advice so general questions are great and don't forget to get creative with your names!
Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Listener questions answered:
What should I expect to pay for financial advice? And payment options?
Should I take out a personal loan to add money to super?
How do I pick an investing platform?
Reverse mortgages- will we need one?
And we have an update on the Education fees we discussed in last week's episode.
Resources for this episode
See if you are on track for super- MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au
See if you are on track to pay off your mortgage by your planned retirement- Mortgage calculator - Moneysmart.gov.au
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Where can an investor find income from shares or ETFs in 2025? Given the rise of the share market, people are worried about where their income might come from.
VIDEO VERSION: https://youtu.be/QT1bPgbIVKc
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, is joined by Betashares' Tom Wickenden, to talk about finding passive income from ETFs.
If you like this Australian Finance Podcast episode on passive income from ETFs, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Why income matters in 2025
What is "yield" and how is it calculated?
Are Australian shares still good for income?
Why ETFs can unlock more sources of income
One big theme for 2025 & beyond
An overview of 5 ETFs:
A200
AAA
YMAX
CRED
EX20
Resources for this episode
Betashares ETFs to research: https://bit.ly/beta-25
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
View Betashares range of funds: https://bit.ly/beta-25
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLOSURE: Betashares is a long-term sponsor of the podcast.
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
If you like this Australian Finance Podcast episode and want to send in your questions- we’d love to hear from you. Remember we cant give personal advice so general questions are great and don't forget to get creative with your names!.
Make sure you subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Listener questions answered:
My employer super contributions showing as personal contributions – is this an issue?
Is setting up a family trust or company a good tax strategy for property investment?
I’m adding extra to super- is this worth it for me?
How much do I need to retire comfortably? Do I have enough?
Resources for this episode
MoneySmart Retirement Calculator- Retirement planner - Moneysmart.gov.au
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
View Betashares range of funds: https://bit.ly/beta-25
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leong, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country.
If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.
If you like this Australian Investors Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Creating a life-affirming budget
Open banking
Scaling a business to 300,000 SaaS customers
Vintage shopping
What a good budget looks like
The future of money automation
Resources for this episode
Get 50% off your first two months using PocketSmith
Pocketsmith global spending map
Jason's first podcast
Ask a question (select the Finance Podcast)
Rask Resources
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is Super a good investment? Should I buy a house with family? Do I save for property or for shares?
On this Australian Finance Podcast, your hosts, money coach and financial adviser Gemma Mitchell and Owen Rask, Chief Investment Officer at Rask, answer your questions and dive into what's making news this week.
Topics covered today:
When buying a house with family... goes wrong
Gemma is famous (again)
Review my budget!
Binding financial agreements
Owen is reading This Is Strategy by Seth Godin
Managing money in a couple
Does it make sense to put money in Super?
Is starting an SMSF to invest in residential property a good idea?
Private school: how to save for it as a single parent
Resources for this episode
Book a call with Gemma: https://calendly.com/gemma-rask/quick-chat-rask
Book a call with Mitchell for investing: https://calendly.com/mitchell-wswf/investing-the-rask-way-sn
Join the free community (e.g. to get event updates): https://community.rask.com.au (psst, you need a free Rask account to access it - for safety)
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
View Betashares range of funds: https://bit.ly/beta-25
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
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Are you worried about the US market? Or wondering how to invest in 2025?
In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, is joined by Betashares' Hugh Lam, to talk about exciting ways to play US and global stock market in 2025.
If you like this Australian Finance Podcast episode on investing in US stocks, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Topics covered today:
Is 2025 going to be as good as 2024?
Stock market impact of Donald Trump and AI
How to invest in AI stocks
Why US stocks are winning
How to play defence
What's driving the NASDAQ 100?
Key investing themes for 2025: defence, cyber and AI
How to carefully manage risk in your ETF portfolio
An overview of ETFs: QUS, YMAX, NDQ, HACK & ARMR
Resources for this episode
ARMR ETF: https://www.betashares.com.au/fund/global-defence-etf/
Betashares ETFs to research: https://www.betashares.com.au/fund/
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
View Betashares range of funds: https://bit.ly/beta-25
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
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On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 11 of 11 of our 2025 summer series, covering all of your questions and answers (Q&A).
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topics covered:
How do I budget if my income isn't regular?
My partner and I have different money habits?
Owen says don't add extra to Super if I'm under 45 - is it risky?
In 2024, Owen mentioned saving thousands on an engagement ring? How?
Are car leases worth it?
How can I convince my dad to see an adviser?
~~ Resources ~~
Summer Series PDF workbook
View the Betashares funds
Get advice from Rask
ASK A QUESTION FOR NEXT WEEK: https://bit.ly/R-quest
View the Betashares funds
Hnry.com.au - for sole traders & tax
The diamond website Owen used - https://www.jogiadiamonds.com.au/
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #superannuation
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When and why should you get income protection and life insurance? Do I really need a Will? Isn't my emergency fund a type of insurance?
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 10 of 11 of our 2025 summer series on income protection, life insurance, Wills & estate planning, and using an emergency fund.
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is understanding risk and how to protect your family.
PDF workbook
Get help from Rask
View the Betashares funds
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #superannuation
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How does tax work in Australia? And more importantly, how can you save on it?
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 9 of 11 of our 2025 summer series on understanding and managing tax in Australia.
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is understanding how tax works and what it means to you.
PDF workbook
Get help from Rask
View the Betashares funds
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #superannuation
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Want to start investing in shares or ETFs in Australia in 2025? Beginner investor, you're investing in the right podcast episode!
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 8 of 11 of our 2025 summer series on investing in shares and ETFs for the first time.
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is investing in shares and ETFs, and how to do it safely.
PDF workbook
Get help from Rask
View the Betashares funds
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #superannuation
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If you have Super in Australia, you're an investor in the share market! Every month, 11.5% of your salary is going to be added to your long-term investments. Congrats, you investor!
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 7 of 11 of our 2025 summer series on Superannuation and how to maximise your money.
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is Superannuation and getting the most out of it.
PDF workbook
Get help from Rask
View the Betashares funds
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #superannuation
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Australian property prices are going through the roof! So how can you nail your property goals as a first-home buyer, family home owner or investor?
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 6 of 11 of our 2025 summer series on financial foundations.
In our summer series episodes for 2025, you will find:
20-25 minutes of essential finance concepts
An explainer of where to get help and who to work with
A link to Gemma & Owen's full PDF workbook
5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is property and getting the most out of it.
PDF workbook
Get help from Rask
View the Betashares funds
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
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/fsg
#property #australianproperty
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