It's time for another listener Q&A episode!
Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include:
- When is the best time to invest
- What are Initial Public Offerings (IPOs) and where to find them
- Moving from a robo-adviser to a DIY broker
- Buying US shares
- Managing investment losses
- A reminder to protect your data
Remember to send your questions our way for our next Q&A session
Contact Drew: Financial Planning | Rask + Wattle Partners


Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser

The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen & Kate bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms.
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New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2022, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast.
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SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/
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DISCLAIMER: The information in this podcast series is general financial information/advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms of Service and Financial Services Guide on www.rask.com.au/fsg.

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This episode features a review of the Betashares Nasdaq Next Gen 100 ETF (ASX: JNDQ).
Kate and Owen explain how JNDQ works, what distinguishes it from the NDQ ETF, and how it could be used in a portfolio.
Before we start, please note that this is not a recommendation from Kate, Owen, or the Rask Team. Neither Kate nor Owen holds a position in JNDQ or NDQ. Betashares is a long-term partner of The Australian Finance Podcast.
This episode is part of our regular series, where we dive into a share or ETF and provide you with a high-level overview. You can pitch a company or ETF to us via the Ask a Question link below.

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


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


Kate's book, Buying Happiness: https://bit.ly/kate-amazon


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



Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
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

ETF Review: Betashares Nasdaq Next Gen 100 ETF (ASX: JNDQ)

In this episode, Chief Investment Officer Owen Rask updates listeners on the economy, inflation, interest rates, big news headlines and shares his Core & Satellite investing approach.

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


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


Kate's book, Buying Happiness: https://bit.ly/kate-amazon


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



Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
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

How to invest using the Core & Satellite method: Owen's Market Update Vol. 2 (May 24)

To HECS or not to HECS, that is the question!
Owen Rask & financial adviser Alex Luck answer YOUR questions today, covering HECS debts, car loans, building an ethical investment portfolio, making super contributions, investment properties and more.

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


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


Kate's book, Buying Happiness: https://bit.ly/kate-amazon


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



Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
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

To HECS or not to HECS, bad financial decisions & ESG ETFs (Adviser Q&A)

Our time is precious, which Lacey Filipich understands better than most of us.
But what would you do if money wasn't a barrier?
As someone who reached financial independence early on, Lacey is uniquely positioned to talk about the importance of financial education, making the most of our lives and how we can make better financial decisions.

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


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


Kate's book, Buying Happiness: https://bit.ly/kate-amazon


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



Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
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

Reaching financial independence, buying your time back & personal responsibility ft. Lacey Filipich

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.

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


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


Kate's book, Buying Happiness: https://bit.ly/kate-amazon


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



Pearler, the broker for long-term investors. Sign up to Pearler using the code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
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

Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser

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