Q&A: When NOT to get advice, hedging AUD & your best portfolio
06/28/21 • 48 min
In today's episode Kate & Owen crack open the inbox for a brand new listener Q&A episode. We discuss what the benefits and disadvantages of hedging your investments are, when to clear out early mistakes from your portfolio, reasons when we would seek out financial advice and managed fund performance fees.
Send any questions to [email protected] for us to answer on future Q&A episodes.
Episode transcript now available via the show notes page.
Take our free financial education courses on Rask Education and join our FB community.
Score $100 off our premium ASX & US share research service, Rask Invest!
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's episode Kate & Owen crack open the inbox for a brand new listener Q&A episode. We discuss what the benefits and disadvantages of hedging your investments are, when to clear out early mistakes from your portfolio, reasons when we would seek out financial advice and managed fund performance fees.
Send any questions to [email protected] for us to answer on future Q&A episodes.
Episode transcript now available via the show notes page.
Take our free financial education courses on Rask Education and join our FB community.
Score $100 off our premium ASX & US share research service, Rask Invest!
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
Getting a home loan? Your crash course guide to mortgages with Chris Bates
On this episode of The Australian Finance Podcast, Kate & Owen bring back Chris Bates (mortgage broker) to discuss everything from what mortgage brokers can do for you, how they're paid in Australia and finding the best rate for you to fixed vs variable loans and owning your own home in less than 30-years.
Then if you're ready to go one step further, we've launched our free property 101 course on Rask Education (that's curated by Chris & Amy), to take you through the entire property buying process! Head to education.rask.com.au/product/rask-property-course to get the property party started today 🏘️
Send any questions to [email protected] for us to answer on future Q&A episodes.
Recorded in Feb 2021. Episode transcript now available via the show notes page.
Take our free financial education courses on Rask Education and join our FB community.
Score $100 off our premium ASX & US share research service, Rask Invest!
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
10 must-know ATO tax rules for 2021 | How to save on tax (businesses & PAYG!)
Argh... tax time is upon us! What tax deductions can I claim? How does my tax work? Can I salary sacrifice or add extra to Super and claim?
In this episode of The Australian Finance Podcast, Owen Rask talks to expert tax agent Jacob Fenech, part of the Airtax team, about the 10 "must know" tax rules for 2021 & beyond.
Remember, it's okay to claim tax deductions! The ATO (Australian Tax Office) expects people to claim tax deductions -- after all, it's part of the Aussie tradition to get a fat tax refund, right?
Episode transcript now available via the show notes page.
Take our free financial education courses on Rask Education and join our FB community.
Score $100 off our premium ASX & US share research service, Rask Invest!
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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