Australian Investors Podcast

• [Bonus] Chris Bates on Alcove, lessons learned in business & future of mortgage broking

  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

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• Where to invest $100 million, investing active ETFs, private markets & more

  Where would you invest $100 million in the stock market? On this episode of The Australian Investors Podcast, Owen Rask is joined by Drew Meredith, CFP, for questions and answers, where they would invest a massive lump sum, how to invest in private markets via an SMSF, discuss the opportunity within active small cap ETFs like FCAP, and more. ~~ Episode resources ~~ $10,000 portfolio: https://www.raskmedia.com.au/portfolio ~~ 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

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• PocketSmith co-founder Jason Leung: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users

  In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, 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: https://bit.ly/R-PocketSmith Pocketsmith global spending map: https://www.pocketsmith.com/spending/ Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/  Ask a question (select the Retirement podcast): https://bit.ly/R-quest 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

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• Premier (PMV) or Myer (MYR)? Chemist Warehouse, Sigma & I've got 50% in GARP

  In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, and Drew Meredith, Director at Wattle Partners dive head first into the latest ASX news and answer your stock market questions.  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: Recap of the three $10,000 portfolios  Chemist Warehouse's deal with Sigma Healthcare Ltd (ASX: SIG) What the Premier Investments Ltd (ASX: PMV) deal with Myer Holdings Ltd (ASX: MYR) actually means How to get conviction in your investing skills, if you've only been doing it for 3 years How a new investor went from spending $350 per week on cigarettes, to a $20,000 portfolio A GARP primer and is 50% invested in one ETF a bad thing? Resources for this episode $10,000 portfolios Ask a question (select the Retirement 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

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  57:47
• The best, the worst & the closed ETFs, why I'm now bullish on AI & 2025 game plan, ft. Marc Jocum

  On this episode of The Australian Investors Podcast, Owen Rask is joined by Marc Jocum from Global X ETFs Australia, for a discussion on the best, the worst and the closed ASX ETFs of 2024, and why they're bullish on AI and ways to invest in 2025. Topics covered: Is 20% from the stock market... normal? Why is GOLD up 35%? Are you worried about US stock market valuations? Why Owen is now seriously bullish on AI How to invest in ETFs, but still consider valuation How to invest in AI stocks without stock picking Marc's game plan for 2025 ~~ Episode resources ~~ ETFs for further research: OZXX FANG GARP GOLD GXLD ~~ 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

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