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Q&A: Bonds, how to become an investor & graduating from Superhero

Australian Finance Podcast
Australian Finance Podcast
Episode • Oct 25, 2021 • 53m

Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.


This month we cover a great range of questions covering the role bonds and defensive assets play in an investors portfolio (including your super), how to rebalance your portfolio as you get closer to retirement, what to study for a career in finance and investing, and whether you need to 'graduate' from the modern brokerage platforms like Sharesies, Pearler, Superhero & Stake.


Send any questions you have to podcast@rask.com.au for us to answer on future Q&A episodes.


Episode transcript now available via the show notes page.


Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.


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If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it’s a 5 second task which really helps support the show (and puts a big smile on our faces).


Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.


|| We're proudly supported by ETF Securities ||


Learn more about ETF Securities: https://bit.ly/fundsETFS |


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


Date recorded: 22nd October 2021