Join Free
My Account
Log in
Join Free
Log in

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

Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions, from the best time to invest to accessing Initial Public Offerings (IPOs).

Listen on:

Apple Podcasts
Spotify
YouTube

Listen now

About this episode

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

đź“š Enjoyed this episode? You’ll love Kate’s upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.

🎟️ We’re going on the road from September – October 2023; get your tickets here!

Episode resources

Podcast series resources

Got a question you want answered on the podcast?

Ask a question

Don’t look down for great deals 👇


📱 Pearler, the broker for long-term investors.

Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit and learn more about Pearler Rewards here.

🌏 Betashares ETFs

Discover the broadest range of Exchange-Traded Funds (ETFs) in Australia on betashares.com.au.

đź’¸ PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.

Share this episode:

Facebook
X
LinkedIn
Email
WhatsApp
At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

Information warning: The information on this website and in our podcasts is general financial 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 & Conditions and Financial Services Guide before using this website.

Latest episodes

All Episodes

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Skip to content