Q&A: $4,000 for financial planning, getting insurance, mistakes & Alex's 5-minute challenge
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.
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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?
📚 Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.
~~ Resources you'll love ~~
- Invest with Owen: https://bit.ly/R-invest
- Mortgage Broking: https://bit.ly/broke-rask
- Financial Planning: https://bit.ly/R-plan
- Property Coaching: https://bit.ly/R-P-coach
- 100-point property checklist (PDF): https://bit.ly/prop-check
- Accounting with Grey Space: http://bit.ly/3DG5lWS
- Business Coaching: https://bit.ly/o-coach
- Ask a question: https://bit.ly/3QtiY00
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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
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