Changes are happening - please bear with us while we update our site.

Join Free
Log in

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Join Free
Log in

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.

Listen to the podcast now

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?

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

Podcast episode resources

Podcast series resources

Don't look down for great deals šŸ‘‡

šŸ“± Pearler, the broker for long-term investors.

Sign-up to Pearler using the code ā€œRASKā€ for $15 of Pearler CreditĀ and learn more about Pearler Rewards here.

šŸŒ Betashares ETFs

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

šŸ’ø 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 PocketSmithā€™s Foundation plan.

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 donā€™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 ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters
Free account access

Stocks mentioned:

Popular episodes
ALL EPISDOES

Like our podcast? Get Owen & Kate's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 44,000+ Australian investors getting our newsletter and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every weekend. Grab a coffee and let Owen, Kate, Mel, Monique and the team bring you the best investment insights every week.

Skip to content