Australian Finance Podcast

Australian Finance Podcast

The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanced listeners might enjoy our other show, The Australian Investors Podcast. ~~ SHOW NOTES: https://www.raskmedia.com.au/podcasts/australian-finance-podcast/ ~~ 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.

Episodes

Forget everyone else: goal-setting your way

October 6, 2025 • 34 mins
In this episode, Pete Wargent from the Australian Property Podcast and Gemma Mitchell from the Australian Finance Podcast dig into one of the biggest game-changers for your finances – setting clear goals. But not just any goals — the right ones for you. We cover: Is it really a goal, or just a nice idea? Do you actually need clear goals to succeed? Why most goals fail (and what people get wrong) How to set go...
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ETFs vs Mortgage: Where’s Your Money Best Spent? – Q&A

October 3, 2025 • 29 mins
Questions we answer on this episode:  - How the Age Pension works alongside superannuation (and yes, you can have both)- What happens to your super if you die without a will- Mortgage vs ETFs: which should you focus on after buying your first property? - What debt recycling actually means, and whether it’s worth considering- Wrap accounts explained: are advisers incentivised to recommend them? Plus:  What to ask your adviser to u...
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How I built a $4.5m business, with Phil Thompson

October 1, 2025 • 55 mins
In this Australian Finance Podcast episode, your host Owen Rask sits down with Phil Thompson, the founder of Skye Wealth. Phil reveals how he bought into a financial advice business at 24, navigated six years of no growth, and then pivoted the business to insurance-only — ultimately building a team of over 55 and generating over $4.3 million in annual revenue. If you like this episode, don’t forget to subscribe for weekly shows on...
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No Pay Rise? No Problem (Sort Of)!

September 29, 2025 • 28 mins
In this episode of The Australian Finance Podcast, Gemma Mitchell is joined by Lexi Smith from MoneyVine to unpack a little-known work perk that’s actually worth it — financial wellbeing workshops. If you enjoyed this chat, don’t forget to subscribe on Apple, Spotify, YouTube or wherever you get your podcasts. In this episode, Gemma and Lexi dive into: - What are financial being workshops - What are other employers doing - Why...
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Lessons from Peter Lynch, Charlie Munger and Warren Buffett – Q&A

September 25, 2025 • 45 mins
Franking credits, ETF fees & starting from zero – we’re answering your burning questions. In this episode of the Australian Finance Podcast, your host Gemma Mitchell is joined by Mitchell Sneddon, Head of Funds at Rask and co-host of the Australian Investor Podcast, to tackle your questions! Questions answered in today’s Q&A - What a franking credit actually is - How ETF management fees are taken (and why you don’t see the money...
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Life insurance in Australia: What cover do you really need?

September 24, 2025 • 40 mins
In this Australian Finance Podcast episode, your hosts Owen Rask and Phil Thompson from Skye Wealth dive into the world of life insurance in Australia. They cover: – What personal insurance is and why it matters – The different types of cover (life, TPD, trauma, income protection, child cover) – How Aussies typically get insurance & what options are best – The role of financial advisers & how they help simplify complex insurance d...
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Financial planning tips from a pro: What you need to know in your 30s

September 22, 2025 • 47 mins
In this Australian Finance Podcast episode, Owen Rask chats with Everest Wealth’s Alex Luck about the 5 most important lessons he’s learned from advising thousands of young professionals and families. In this honest, practical conversation, Alex shares: – Why building an emergency fund is boring—but essential – How the power of compounding favours early investors – Why getting on the property ladder is still a smart long-term move...
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Q&A: Salary sacrifice, first home super, and when to use credit cards

September 18, 2025 • 28 mins
In this episode of the Australian Finance Podcast, your host  Gemma Mitchell is joined by Rask Advice senior adviser Tahli Cavagnino (while Owen’s away!) to tackle your questions! Questions answered in today's Q&A: - What really happens when your super goes into pension mode and how the tax-free income stream works- The smart way to invest for your kids and what happens at 18 when you want to transfer the funds - Whether you can...
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AI investing made easy: The beginner’s guide

September 17, 2025 • 25 mins
In this Australian Finance Podcast episode, Owen Rask breaks down how investors can take advantage of the AI boom through a practical investing framework. Drawing inspiration from Geoffrey Moore’s classic book The Gorilla Game, Owen walks you through: – The 4 types of companies to look for in high-growth industries – Where AI is creating the most value (from chips to cloud to applications) – Which companies are leading the AI ch...
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5 ASX ETFs for a passive income portfolio

September 15, 2025 • 49 mins
In this Australian Finance Podcast episode, your host Owen Rask is joined by Tom Wickenden from Betashares to explore the world of income-focused ETFs. In this deep-dive, they discuss: – Why income from ETFs is more relevant than ever – How ETF structures can provide access to monthly or quarterly income – The difference between placing cash in an offset vs investing – What happens in a low interest rate environment – Strategi...
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Offset vs Investing, Helping Family with Property, and Big Lessons at 40

September 11, 2025 • 50 mins
From whether you really need to own a home in Australia to unpacking what a re-contribution strategy is, we’re diving into your biggest money questions. In this week’s Australian Finance Podcast Q&A, Owen and Gemma cover everything from offset accounts and investment choices to buying property for family and understanding how ETF holdings work. Plus, it’s Gemma’s birthday episode – she reflects on her biggest money lessons from fo...
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Pearler review 2025: Automate your investing & take control

September 10, 2025 • 17 mins
In this episode of The Australian Finance Podcast, Owen Rask dives into one of our most requested topics – an updated review of Pearler in 2025. Owen breaks down: – What makes Pearler unique as an investing platform – How it encourages long-term investing with less stress – The powerful automation features now available – Why 87% of users are choosing ETFs over stocks – Super, US shares, and more: How Pearler is evolving If ...
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From credit cards to 60 staff: Building Everest & listener Q&A

September 8, 2025 • 39 mins
In this Australian Finance Podcast episode, Owen Rask sits down with Scott from Everest Wealth to explore the journey of building one of Australia’s fastest-growing financial advice firms. They cover: – How Scott went from UK football trials to financial planning – Starting Everest with co-founder Alex after a round of golf – Why Everest focuses on scalable, accessible advice for under-50s – How they went from 0 to 60 staff a...
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Owens best investing tips, super hacks, and the secret to free money – Q&A

September 4, 2025 • 45 mins
From our best saving and investing tips to whether Raiz rewards are really free money, we tackle your biggest money questions. We cover spouse super hacks, bonds, free ETF tools, and how to flip resentment when your parents haven’t set up for retirement. In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A, diving into: Questions answered in today's Q&A: - Owen & Gemma’s best money savi...
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5 Money Wins (and Traps) Every 30-Year-Old Should Know

September 3, 2025 • 21 mins
In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to unpack the key money moves you should be focusing on in your 30s – from building wealth and growing investments to protecting what you’ve already achieved. They also dive into the common traps that can trip you up in this decade, and how to avoid them so you can set yourself up for the future with confidenc...
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What to do when you receive an inheritance – with Betsy Westcott

September 1, 2025 • 52 mins
In this episode of the Australian Finance Podcast, your host Gemma Mitchell is joined by financial wellness coach Betsy Westcott to unpack the complexities of inheritance. With an estimated $3.5 trillion expected to change hands in Australia over the coming decades, more people will be navigating the financial and emotional realities of receiving an inheritance. Together, Betsy and Gemma explore: – The emotional weight of receivi...
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Changing super sitch up, selling DHHF, planning for divorce and more - Q&A

August 28, 2025 • 39 mins
From Elon-level ETF worries to whether you should stick with one provider, we tackle the big investor ‘what ifs’. Plus: should high schools be teaching investing, how to prepare financially for separation, and what really happens to your FHSSS if you change super funds. We cover it all this week! In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A, diving into: - Could you really get st...
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20’s Money Playbook- 5 smart money moves for people in their 20s

August 27, 2025 • 23 mins
In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to share practical tips on making the most of your money in your 20s. This bite-sized episode packs in simple, actionable moves to help you set up your financial future without the overwhelm. If you like this Australian Finance Podcast episode, make sure to subscribe for weekly shows on Apple, Spotify, YouTub...
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More than just a budgeting tool- Pocketsmith; Time machine for your finances

August 25, 2025 • 46 mins
In this Australian Finance Podcast episode, your host Gemma Mitchell is joined by one of our very own community members who is also a Pocketsmith Super-User.  Andrew takes us through how he uses the personal finance software and how it's so much more than a budgeting tool. But don't worry, this isn't just a sales pitch for Pocketsmith (who is a sponsor and we love!) they also talk about money hacks, other ways to budget, the power ...
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Renting = dead money? Debt recycling for business, selling shares & wills made simple

August 21, 2025 • 29 mins
Travel vs Property, Debt Recycling, Selling Shares & Wills – We cover it all this week! In this episode of the Australian Finance Podcast, Owen and Gemma are back for your weekly Q&A, diving into: - Travel or buy property – which comes first?- Debt recycling (and whether it works for business).- When to sell your shares.- Making wills simple (and cheap).Don’t forget to subscribe on Apple, Spotify, YouTube or wherever you get your ...
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