Episodes

  • Behavioural finance 101: Your money mindset [Part 2 of 12]

    Behavioural finance 101: Your money mindset [Part 2 of 12]
    Jan 6 2025
    On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 2 of 12 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 knowing your money and investing mindset, and how to get started. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    32 mins
  • Part 1 of 12: Knowing your values, setting goals and where to get financial help

    Part 1 of 12: Knowing your values, setting goals and where to get financial help
    Jan 2 2025
    On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer OwenRask dive into part 1 of 12 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 goal setting, knowing your values and where to get help. PDF workbook: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf Get help from Rask: https://bit.ly/R-services View the Betashares funds: https://bit.ly/beta-25 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: 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    33 mins
  • How to set financial goals like a pro, with financial adviser Gemma Mitchell

    How to set financial goals like a pro, with financial adviser Gemma Mitchell
    Dec 30 2024
    Financial adviser Gemma Mitchell and Owen Rask explain how to set (and smash!) 2025 financial goals on this episode of The Australian Finance Podcast. Note: this episode is not part of our Summer Series (it starts this Friday) but you can jump ahead of the curve and get our financial goal-setting workbook (PDF) for free by clicking here: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf Goal topics covered: A bit about Gemma Common financial goals and how to achieve them Gemma's pro tip Owen's pro tip Why goals fail Gemma's 5-step process for goal setting Owen & Gemma's top goal for 2025 ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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
    Show More Show Less
    46 mins
  • 2024 wrap: Pearler & Rask year in review

    2024 wrap: Pearler & Rask year in review
    Dec 27 2024
    Go behind the scene at Pearler & Rask, with Owen Rask and Pearler co-founders Nick Nicolaides and Hayden Smith, as we recap 2024 together. Topics covered: Pearler's core focus areas - mistakes, successes and new horizons Rask's audience in 2024 Why Rask did our rebrand and how we did it How much money Pearler manages on its platform Future of finance technology & Rask's educational focus Video version: https://youtu.be/yhV6U9uC9MY ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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
    Show More Show Less
    40 mins
  • Inside Qantas' Chairman's Lounge, power abuse and what happens in Canberra

    Inside Qantas' Chairman's Lounge, power abuse and what happens in Canberra
    Dec 23 2024
    Joe Aston, author of The Chairman's Lounge and prolific financial journalist, joins Owen Rask to dive into corporate ethics, the role of journalists and Qantas' control over the business elite, on this episode of The Australian Finance Podcast. Get Joe's book: Amazon: https://www.amazon.com.au/Chairmans-Lounge-inside-story-Qantas/dp/1761429760 Audible: https://www.amazon.com.au/Chairmans-Lounge-Inside-Story-Qantas/dp/B0D9WJYSGJ Topics covered: 1:30 - How Joe keeps companies accountable 8:45 - Harvey Norman red flags 15:30 - Joe Aston's research process 23:00 - Joe Aston on Qantas story 26:46 - What is the Chairmans Lounge? 32:30 - Virgin & Qatar coming for Qantas? 36:20 - Finding sources in journalism 38:00 - Bias in journalism 46:15 - Power abuse in business 50:45 - Youth is wasted on the young ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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
    Show More Show Less
    56 mins
  • 2024 Year in Review: knowing yourself, crypto Gandhi, killer companies and the power of optimistim

    2024 Year in Review: knowing yourself, crypto Gandhi, killer companies and the power of optimistim
    Dec 19 2024
    Welcome to Rask's 2024 Year in Review. This episode features snippets from an Olympian, Therapist, CEO, Influencers, Authors, Founders and more! Episodes to watch next (in order of first appearance in the Review): John Addis, leukaemia and dealing with uncertainty: https://www.raskmedia.com.au/2024/10/07/john-addis-book-how-not-to-lose-1-million/ Grant Hackett, bad times don’t last forever: https://www.youtube.com/watch?v=JLoIKV68-hw Marie Verkakis (to be released), therapist: https://youtu.be/f6EH6yHzzes Dave Gow, early retirement & looking inward: https://www.youtube.com/watch?v=UjoGibsgPG0 Tim Duggan, working less: https://www.youtube.com/watch?v=kzk7toGCycQ Brian Hartzer, coaching kids: https://www.youtube.com/watch?v=xaFC9Pp2DPM Qiao Ma (to be released), Lehman lessons & killer companies: https://youtu.be/xh2D5FAR1mA Angus Donohoo, Crypto Gandi: https://www.raskmedia.com.au/2024/10/02/angus-donohoo-dating-apps/ Joe Aston, journalist & power abuse: https://youtu.be/Vu6FFGcsUBU Phil Lowe, former RBA governor: https://www.raskmedia.com.au/2024/11/27/phil-lowe-caroline-gurney-investing-on-purpose/ Paul Clitheroe, bullish on Australia: https://www.youtube.com/watch?v=AikPhtqJf48 Alec Rehehan, questions: https://www.youtube.com/watch?v=5mmCDdqV_xU Mike Kemp, market history: https://podcasts.apple.com/gb/podcast/how-to-actually-grow-wealthy-ft-mike-kemp-live-replay/id1414707038?i=1000646198287 Todd Barlow, portfolio management: https://www.raskmedia.com.au/2024/09/18/washington-h-soul-pattinson-co-ltd-asxsol-invest-ceo-todd-barlow/ ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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
    Show More Show Less
    1 hr and 30 mins
  • How Equity Mates was built, asking the right questions and Alec Renehan's favourite media business

    How Equity Mates was built, asking the right questions and Alec Renehan's favourite media business
    Dec 16 2024
    In this Australian Finance Podcast episode, Owen Rask speaks with Alec Renehan, co-founder of Equity Mates Media, about the business he and Bryce have built, the future of media and his favourite interviews. Topics covered today: How Ren asks the right questions, in any context Ren's story & how Equity Mates came to be The media company Ren would buy Where we are in the rise of ETFs Where we are in the rise of podcasting ~~ Episode resources ~~ Tune into Equity Mates, Get Started Investing: https://equitymates.com/get-started-investing/ Bryce & Ren's book: https://www.amazon.com.au/Dont-Stress-Just-Invest-investments/dp/1761470469 ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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
    Show More Show Less
    1 hr and 7 mins
  • Grant Hackett: rituals, performance, managing 300 staff and using investment bonds

    Grant Hackett: rituals, performance, managing 300 staff and using investment bonds
    Dec 16 2024
    In this Australian Finance Podcast episode, your host Owen Rask speaks with Grant Hackett, OAM, who is the CEO of Generation Development Group (ASX: GDG) - a $1.1 billion company that has grown rapidly in recent years. In this podcast with Grant Hackett, Owen and Grant discuss: What Grant took from the pool to his CEO role Why he moved into finance How to inspire and lead a team How Grant thinks about personal and professional growth Investment bonds - how and why they work The tax of investment bonds Potential changes to Superannuation you need to know How Grant makes investment decisions as a CEO ~~ Episode resources ~~ Lifebuilder (investment bond): https://bit.ly/rask-bond1 Childbuilder (investment bond): https://bit.ly/rask-bond2 Grant's LinkedIn: https://www.linkedin.com/in/grant-hackett-oam-30820225?originalSubdomain=au ~~ Partner resources ~~ Join Pearler using code “RASK” for $15 of Pearler Credit: 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 ~~ Timestamps ~~ 0:30:00 - becoming CEO of Generation Development (ASX: GDG) 7:00 - leadership skills 17:00 - a passion for finance 18:00 - overcoming doubt to win gold 22:00 - managing a team more effectively 30:00 - Investment bonds explained 35:00 - 10-year rule and 125% rule 42:00 - Investment bond rules - broken 46:00 - how investment bonds work 52:00 - changes to tax rules 55:00 - how Grant makes investment decisions 1:00:30 - advice Grant Hackett would give to his young self 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
    Show More Show Less
    1 hr and 7 mins