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Q&A: $4,000 for financial planning, getting insurance, mistakes & Alex’s 5-minute challenge

In this episode of The Australian Finance Podcast, Rask's Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your financial planning questions and tip-toe around the important topics of Super and insurance.

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About this episode

Ready for a financial planning Q&A?

In this episode of The Australian Finance Podcast, Rask’s Chief Investment Officer, Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your financial planning questions and tip-toe around the important topics of Super and insurance.

Every week, Rask’s panel of experts answer your questions, no matter which channel you list to.

ASK YOUR QUESTION: https://bit.ly/3QtiY00

In this episode, Owen Rask & Alex Luck cover:

1. How much does it cost to get financial advice, and how does it work?

2. What are the most common ‘problem areas‘ in someone’s financial life?

3. Can I claim on two insurance policies at once? Trauma/Critical Illness and Income Protection

4. Do I pay tax if I don’t get dividends or sell my shares?

5. Why is Owen/Rask no longer bullish on Core Lithium (ASX: CXO)? Because we never liked it!

6. How can I invest for my kids?

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

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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.

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