Relationships with money & growing wealthy, ft. therapist Marie Verkakis

12/30/24 • 57 min

In this Australian Investors Podcast episode, your host Owen Rask speaks with Marie Verkakis, an experienced therapist, mental health and relationship educator, and host of the This Complex Life Podcast.

In this podcast with Marie Verkakis, Owen and Marie discuss:

How our relationship with money impacts our investments and money management
How to identify our own issues with money
The financial superpower that comes with a strong relationship
How to talk to your partner, kids or parents about money
What it takes unpack a bad habit with money

~~ Episode resources ~~

Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/

Discount code to get 30% off: RASK2025

Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/

~~ Rask Resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

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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In this podcast with Marie Verkakis, Owen and Marie discuss:

How our relationship with money impacts our investments and money management
How to identify our own issues with money
The financial superpower that comes with a strong relationship
How to talk to your partner, kids or parents about money
What it takes unpack a bad habit with money

~~ Episode resources ~~

Marie's upcoming webinar - Relationship Refresh: https://marievakakis.com.au/etn/relationship-refresh/

Discount code to get 30% off: RASK2025

Marie's first Rask podcast: https://www.raskmedia.com.au/2023/09/15/relationships-money-how-to-start-having-better-conversations/

~~ Rask Resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

Learn more about your ad choices. Visit megaphone.fm/adchoices

Previous Episode

Our $10,000 investment challenge for 2025: Owen v Drew v You

The $10,000 portfolio challenge on The Australian Investors Podcast for 2025 is HERE! It's Team Owen Rask versus Team Drew Meredith versus you, The Rask Community.

On January 1st, 2025 we'll begin tracking the three hypothetical portfolios selected by our teams. Then we'll provide weekly commentary and updates on the portfolios every Saturday morning (at 7am MEL/SYD time) as part of our '2 Sense ' instalments on The Australian Investors Podcast. Subscribe on Apple Podcasts, YouTube or Spotify.

WARNING: Remember, nothing in these portfolios should be considered as investment advice. We are NOT investing in these portfolios in real life, and the portfolios we build at Rask Invest (or Drew, via Wattle Partners) have nothing to do with these three portfolios. Please do not believe these portfolios are our actual portfolios, or represent the portfolios we professionally manage for our clients. Investing is risky and can result in permanent capital loss.

~~ Episode resources ~~

Portfolio tracking starts in January at: https://www.raskmedia.com.au/portfolio

Show notes page (show portfolio): https://www.raskmedia.com.au/2024/12/30/10000-portfolio-challege/

~~ Rask Resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

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Next Episode

Do goals even work, is the market frothy, and investing a six-figure inheritance

In this Australian Investors Podcast episode, your host Owen Rask and Drew Meredith answer your questions. Don't forget, throughout January you can ask us all types of questions by using our online Q&A form:

Ask a question >> https://bit.ly/R-quest

Topics covered today:

How to set goals
Where do goals go wrong with clients?
Breaking big goals down
Personal, investment, retirement
Giving yourself a break but staying on track
How to invest an inheritance, and
How long it takes to become a financial planner

~~ Rask Resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

~~ Episode resources ~~

ASIC resources for financial planners:

https://asic.gov.au/regulatory-resources/financial-services/financial-advice/professional-standards-for-financial-advisers/qualification-exam-and-professional-development/

CFP program:

https://faaa.au/financial-planning-education/cfp-certification/

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