On this Australian Investors Podcast, OwenRask is joined by Northeast Wealth's founder and financial adviser James O'Reilly to answer your questions about helping your kids into property. 
Topics covered by James & Owen: 

Gifting money to kids

Guarantor loans

Centrelink impacts from gifting

Loans versus cash handouts

Setting expectations 

How to protect your Super, nest egg and retirement from kids


~ Resources ~

Access Show Notes: https://bit.ly/R-notes



Invest with Owen: https://bit.ly/R-invest



Mortgage Broking: https://bit.ly/broke-rask



Financial Planning: https://bit.ly/R-plan



Property Coaching: https://bit.ly/R-P-coach



Property checklist (PDF): https://bit.ly/prop-check



Business Coaching: https://bit.ly/o-coach



Ask a question: https://bit.ly/3QtiY00



WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

How to help your kids into property, ft. financial adviser James O'Reilly

The Australian Investors Podcast is a bi-weekly podcast (Wednesday & Saturday), featuring laid back but intelligent short- and long-form conversations about markets, business, psychology, lessons learned and investment process. At Rask, our goal is to bring you the best insights, information and proven strategies to help you invest your time and money. | | ** Join The Intelligent Investor & save ** This podcast is brought to you by The Intelligent Investor, Australia's premier investment research membership service. Use the code "RASK", to get $100 off your annual membership or get a free 15-day trial (no credit card details required), by heading to: Join today ($100 off): https://www.rask.com.au/ii-100?utm_source=AIP Free 15-day trial: https://www.rask.com.au/ii-trial?utm_source=AIP || *** GET OWEN'S ANALYST RESEARCH & TRAINING ** http://bit.ly/aip-discount || SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-investors-podcast/

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Why did Warren Buffett sell Apple? What's in his portfolio right now? 
On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about market omens, forecasts, Warren Buffett and Michael Burry, plus provide their take on the budget 2024.
WATCH THE VIDEO VERSION: https://www.youtube.com/live/2CESJcY5Pn0
ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info

~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00

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

Warren Buffett's 5 biggest stock holdings

Do you want to live and work better?
In this conversation, we had the opportunity to sit down and chat with media entrepreneur, author and digital nomad Tim Duggan.
Tim has spent a lot of time thinking about how and why we work over the past few years and has some great ideas about how to rethink how we work and live for the better. We discuss some of our favourite topics, such as meaningful work, building a good life, and reclaiming our time.
WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

Work Backwards: a better way to live and work with Tim Duggan

Catriona Burns is the portfolio manager of Wilson Asset Management's Global LIC (ASX: WGB), a listed investment company with $870 million under management. 
In this episode of The Australian Investors Podcast, Catriona speaks with Owen Rask, Chief Investment Officer of The Rask Group, about the big winners and losers from US reporting season - including Apple (NASDAQ: AAPL), which is a loser. 
Catriona also names the businesses that have surprised to the upside, reflects on some previous stock calls from this show, as well as the competitive advantages of bohemoths like Visa, McDonald's, Starbucks and more.
Learn more: 
WAM website: https://wilsonassetmanagement.com.au/lic/global/
Catriona's first podcast with Owen
Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop


Navexa - tax tracking 20% off: https://bit.ly/track-stocks

~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

McDonald's or Starbucks: Big winners & losers from US reporting season, ft. Catriona Burns from Wilson Asset Management

Is $500,000 invested in ETFs good? Or risky? Plus, which stocks would you buy for a Fallout world? 
On this Australian Investors Podcast, Owen Rask & Drew Meredith, CFP answer your investing questions about ASX shares, ETFs and more. 
WATCH THE VIDEO VERSION: https://www.youtube.com/watch?v=R4ouoKvqE2c
ASA Event tickets: https://cis.eventsair.com/asa-2024-investor-conference/registration-info
Topics covered:
- Bridgewater Associates is clawing its way back
- Hybrid securities - are they worth it? 
- VanEck Subordinated Debt ETF (ASX: SUBD)
- Stocks for a 200-year winter - Pepsi Co v Coca Cola
- How to invest $500,000 in ETFs

~~ Resources you'll love ~~
Access Show Notes: https://bit.ly/R-notes
Invest with Owen: https://bit.ly/R-invest
Mortgage Broking: https://bit.ly/broke-rask
Financial Planning: https://bit.ly/R-plan
Property Coaching: https://bit.ly/R-P-coach
100-point property checklist (PDF): https://bit.ly/prop-check
Accounting with Grey Space: http://bit.ly/3DG5lWS
Business Coaching: https://bit.ly/o-coach
Ask a question: https://bit.ly/3QtiY00

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

Fallout stocks: Pepsi v Coca-Cola; plus, I got $500,000 in ETFs - is that good?

Billy Leung is an ETF investment strategist at Global X ETFs. 
While Billy’s current role is steeped in exchange-traded funds (ETFs) he has a wide and deep knowledge of technology companies and trends across the world, having been a sell-side analyst and worked in a high frequency trading business. He’s been tracking technology stocks since the 2000s. 
If you have your technology and AI related questions for Billy, come to next week’s AI investing webinar: https://www.youtube.com/watch?v=ean88c7KZOw
In this Australian Investors Podcast Owen Rask and Billy Leung from Global X talk about:

Billy’s background and analysing markets bottom-up and top-down

Valuation of technology stocks and how they changed value investing

The AI companies leading the pack: MSFT, GOOGL, META, NVDA, AAPL

AI stocks no-one follows…

How the AI ecosystem can be divided into three levels of abstraction: hardware, infrastructure and application

China’s AI push versus USA: Ali Baba, Baidu and Tencent

Why an ETF approach can help you capture a theme without identifying winners


Episode resources:


Join the Rask community - it's FREE

ASA events & Owen's workshop


Navexa - tax tracking 20% off: https://bit.ly/track-stocks


Discounted business books - including The Golden Years


~ Resources ~

Access Show Notes

Invest with Owen

Mortgage Broking

Financial Planning

Property Coaching

Property checklist (PDF)

Business Coaching

Ask a question


WARNING: This podcast contains general financial information only issued by The Rask Group Pty Ltd. The information does not take into account your objectives, financial situation, or needs. Speak with your financial planner or tax agent before acting on this information. 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

How to help your kids into property, ft. financial adviser James O'Reilly

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