In this episode, Pete Wargent from the Australian Property Podcast and Gemma Mitchell from the Australian Finance Podcast are back to dive into a big topic – raising financially confident, and competent kids. From choosing between private or public schooling, to saving (or not saving) for your kids, we cover it all. We chat about:

Private vs public schooling – the real pros and cons

Saving and investing for kids vs focusing on healthy household money habits

How you can set your kids up for success without necessarily saving a fortune

The money habits (good and bad) to watch for early on

Keen to hear more? Check out our other episodes on the Australian Finance Podcast. Want property tips? Make sure you check out other episodes of the Australian Property Podcast. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Rask Resources - these are included by default

Pete's Buyers Agency: https://www.allenwargent.com.au

PreSales for Gemma’s book The Money Reset- https://amzn.to/42Uz0aK

Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au 

Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking 

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 Huw Lam from BetaShares take you inside the ATEC ETF – Australia’s homegrown tech fund. This episode covers:

What the ATEC ETF is and what companies it holds

Why investors are paying attention to Australian tech

How sectors like AI and cloud computing are driving growth

The role ATEC can play in a diversified portfolio

If you like this Australian Finance Podcast episode on the ATEC ETF, you'll love our other ETF breakdowns. 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

What is ATEC?

The index behind the ETF

Key holdings: Xero, Pro Medicus, NextDC

Tech sector in the ASX 200

How ATEC fits in a portfolio

Management fees & costs (0.48%)

Annual distributions & rebalancing

Understanding risk in tech ETFs

Why diversify into Australian tech?

Final thoughts & where to learn more

Resources for this episode 📄

Learn more about ATEC: BetaShares ATEC ETF Overview

~~ 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 full range of funds – https://bit.ly/beta-25

~~ Rask resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Finance Podcast – https://bit.ly/R-quest

📲 Follow us on social media: Instagram: @rask.invest – https://www.instagram.com/rask.invest/ TikTok: @rask.invest – https://www.tiktok.com/@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) – 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 Phil from Skye Wealth sit down to talk all things life insurance. They explore:

If you like this Australian Finance Podcast episode on reviewing and rebuilding life insurance, 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

Resources for this episode

📄 Learn more about Skye Wealth and life insurance:

Skye Wealth – About Us

~~ 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 full range of funds - https://bit.ly/beta-25

~~ Rask resources ~~

🔗 Explore all Rask services - https://bit.ly/R-services

📋 Learn about Rask Financial Planning - https://bit.ly/R-plan

📈 Start investing with Rask - https://bit.ly/R-invest

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

❓ Ask a question - just select the Finance Podcast - https://bit.ly/R-quest

📲 Follow us on social media:

Instagram: @rask.invest - https://www.instagram.com/rask.invest/

TikTok: @rask.invest - https://www.tiktok.com/@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) - 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 and Gemma are back for your weekly Q&A and answering your questions- covering super, investing, property and much more! Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. And send in your questions via the link below. 

Your questions answered today:

What is the epitome of wealth?

My super fund has been fined millions- should I be worried?

House flipping dilemma-should I renovate or pay off my loan?

What should I invest in for my 18 year old niece? 

Rask advice updates and big moves!

PLUS what has Owen losing sleep.. Hint: it's a big financial commitment! 

Resources for this episode

Tax on ETFs and Shares info- ATO tax on shares explained (full 2024 guide for share investors & traders) | Rask Media

PreSales for Gemma’s book The Money Reset- https://amzn.to/42Uz0aK

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, Owen Rask shares four Australian dividend shares that you can add to your investing watchlist. Whether you're chasing income, franking credits or long-term growth, you'll learn:

What dividends are and how they work

The difference between yield and total return

Why chasing high dividend yields can be risky

4 dividend shares (3 companies + 1 ETF) to research further

If you like this Australian Finance Podcast episode on dividend shares, you'll love our investing courses and weekly episodes. Don’t forget to subscribe on Apple, Spotify, YouTube, or wherever you get your podcasts!

Follow us on Instagram and TikTok for more investing tips.

Topics Covered

What is a dividend and how does it work?

The power of franking credits and tax efficiency

Common beginner mistakes with dividend investing

The growth vs. income "seesaw" analogy

MQG: Macquarie Group – stability & global reach

CLW: Charter Hall Long WALE REIT – property & yield

SOL: Washington H. Soul Pattinson – long-term growth

VHY: Vanguard High Yield ETF – diversify your income

How to pick sustainable dividend investments

Resources for this episode

📄 Learn more about dividend investing and shares:

💡 Beginner Shares Course – Start Here

📈 Share Valuation Course (Intermediate)

💬 Join the Rask Investing Community – It’s Free

🔓 Get a Free Rask Account

~~ 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://www.pocketsmith.com/rask/ 📈 View Betashares full range of funds – https://bit.ly/beta-25

~~ Rask resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Finance Podcast – https://bit.ly/R-quest

📲 Follow us on social media: Instagram: @rask.invest – https://www.instagram.com/rask.invest/ TikTok: @rask.invest – https://www.tiktok.com/@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) – https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Australian Finance Podcast, Gemma Mitchell is joined by Amy Parfett from WedShed to talk about all things weddings — the trends, the must-haves, and how to save without sacrificing the celebration.

With the average Aussie wedding now topping $35,000, Amy shares tips on how to set a realistic budget, what’s changing thanks to the rising cost of living, and how to keep your big day true to you.

Plus, they chat about how parents can support their kids financially without overstepping or overspending.

If you enjoyed this chat, don’t forget to subscribe for more episodes on Apple, Spotify, YouTube or wherever you get your podcasts.

In this episode, Gemma and Amy dive into:

Resources for this episode

~~ 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 episode of The Australian Finance Podcast, your host Gemma Mitchell is joined by the newest member of the Rask Advice team – financial adviser Tahli Cavagnino.

They chat about Tahli’s path into financial advice and unpack a tricky client case from the week involving the family fallout that can happen when an inheritance is split between siblings.

The main focus of the episode? What to prioritise in your finances through every decade of life. From building a solid foundation in your 20s, to maximising your wealth in your 40s, and preparing for retirement in your 60s – Gemma and Tahli break it down with clear, practical tips for every life stage.

Whether you’re just getting started or fine-tuning your long-term plan, this episode is packed with guidance to help you stay on track.

If you like this Australian Finance 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.

Resources for this episode

~~ 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

#finance #asx

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In this Australian Finance Podcast episode, your host Owen Rask shares three budgeting strategies that actually work, so you can take control of your money without giving up the things you love. In this short but powerful episode, you'll learn:

Why budgeting isn’t about sacrifice

The importance of value-aligned spending

How to use the 50/30/20 budget as a beginner

How to make budgeting easier with free tools and apps

If you like this Australian Finance Podcast episode on budgeting, 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

Why most people struggle with budgeting

Rethinking budgeting: It’s not about sacrifice

The 10 things activity: What brings you joy?

Strategy 1: The 50/30/20 budget

Strategy 2: Use our free budgeting spreadsheet

Strategy 3: PocketSmith – the advanced budgeting app

Final thoughts & tools that can help

Resources for this episode 📄 Learn more about budgeting:

~~ 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://www.pocketsmith.com/rask/ 📈 View Betashares full range of funds – https://bit.ly/beta-25

~~ Rask resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Finance Podcast – https://bit.ly/R-quest

📲 Follow us on social media: Instagram: @rask.invest – https://www.instagram.com/rask.invest/ TikTok: @rask.invest – https://www.tiktok.com/@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) – https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

If you like this Australian Finance 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:

Resources for this episode

~~ 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 episode of the Australian FInance Podcast, Owen and Gemma are back for your weekly Q&A and answering your questions! Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. And send in your questions via the link below. 

Your questions answered today:

Disposable vs Cloth Nappies: Cost, Convenience & Sustainability

Investment Bonds: Are They Worth It?

ETF Tax Time: How to Handle the Paperwork

$500k to Invest: Lump Sum or Dollar Cost Averaging?

Joint Super Accounts: Should Couples Combine?

The 4% Rule: Does It Still Stack Up in 2025?

PLUS Keep an eye out for the episodes coming out in the next few weeks around sustainability, and also investing in trust structures 

Resources for this episode

Grant Hacket episode https://youtu.be/JLoIKV68-hw

Lump sum vs Dollar Cost Averaging- Dollar-cost average or lump sum investing: which is best for ETFs? - Rask

Info on Tax: ATO tax on shares explained (full 2024 guide for share investors & traders) | Rask Media

Ethical investing course- Ultimate Australian ethical investing course

PreSales for Gemma’s book The Money Reset- The Money Reset: Take Control of Your Money and Your Life : Mitchell, Gemma: Amazon.com.au: Books

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