Podcasts about investsmart

Erik Oliver, Vice President of National Accounts at Cost Segregation Authority, dives deep into the benefits and processes of cost segregation in real estate. He clarifies how this tax strategy can accelerate depreciation, reduce tax liability, and enhance cash flow for property owners. With new tax policies on the horizon, understanding these advantages is more crucial than ever.   Key Takeaways To Listen For What is cost segregation? Cash flow benefits of accelerated depreciation A strategy for managing large capital gains and tax liabilities How shifts in political climate can affect tax benefits Expert advice for new investors   Resources/Links Mentioned In This Episode Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback   About Erik Oliver​Erik Oliver serves as the Vice President of National Accounts at Cost Segregation Authority, a national provider of cost segregation services that help building owners maximize tax benefits through specialized depreciation strategies. With a solid accounting background, Erik educates commercial real estate owners nationwide on tax deductions, simplifying complex tax incentives. He is a sought-after speaker at regional and national events, sharing his expertise on accelerating depreciation, minimizing tax liabilities, and optimizing wealth building. In addition to his role at Cost Segregation Authority, Erik holds a Bachelor of Applied Science in Accounting from Westminster College. Before joining the company, he gained valuable experience in operations management. His practical knowledge and ability to simplify complex tax incentives make him a sought-after speaker at regional and national events. His work helps real estate investors accelerate depreciation, minimize tax liabilities, and optimize wealth building.   Connect with Erik Website: Cost Segregation Authority LinkedIn: Erik Oliver   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Sensational headlines scream that tariffs and buyer fatigue are crushing new‑home construction, but the data tell a more nuanced story. In this episode, we'll dissect the latest MarketWatch report, unpacks regional construction trends, and walk you through the Atlanta Fed's Home Ownership Affordability Monitor (HOAM) to show why inventory shifts, interest rates, and affordability, not celebrity gossip, should guide your real‑estate strategy. WHAT YOU'LL LEARN FROM THIS EPISODE   Why scary housing headlines often ignore key data points and how to spot the omissions How March housing‑start numbers can dip while building permits rise—and what that signals for investors The real impact of interest‑rate swings on buyer sentiment and affordability Los Angeles vs. Kansas City: Regional affordability gaps and how they drive builder activity Practical tactics for staying opportunistic when rates, tariffs, or media noise create market paralysis   RESOURCES MENTIONED IN THIS EPISODE Home Ownership Affordability Monitor MarketWatch   CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter    

In this exciting episode, Dr. Mike Fuljenz dives into the world of precious metals, exploring the rising prices of gold and silver and what they mean for investors. From gold potentially hitting $3,500 to silver's surge driven by industrial demand, Dr. Fuljenz shares crucial insights on why central banks are loading up on gold and how you can safely tap into the market. He stresses the importance of education, being cautious of scams, and choosing reputable dealers to avoid counterfeit coins. Whether you're looking to invest 20-25% of your portfolio in precious metals or interested in adding gold to your IRA, this episode is packed with expert advice and resources to guide you in making smart, informed investments! Don't miss out—tune in and learn how to navigate the precious metals market with confidence!Secure your silver today with First Fidelity Reserve. Get your one-ounce .999 fine American Silver Eagle for only $35 + free shipping. Call 800-336-1630 and visit https://www.FirstFidelityReserve.com

Big changes are happening, and we're kicking off this next chapter with a game-changing conversation. Marcus Crigler joins us to break down the financial strategies every entrepreneur needs to know—why passive income isn't really passive when investing too soon can kill your business growth, and how to make better decisions with your money. If you're ready to rethink your approach to wealth and scale smarter, this is the perfect episode to start fresh with us!   Here's What You'll Learn in This Episode Why a successful business is the fastest way to passive income  Biggest mistake entrepreneurs make when investing before their business is financially stable How to use financial statements to make better business decisions The power of understanding your return on equity and how to use it to scale your wealth Key financial habits that allow you to scale and sustain long-term business growth   RESOURCES/LINKS MENTIONED Business Secrets from the Bible by Rabbi Daniel Lapin | Kindle and Hardcover   TWEETABLES "Better decisions equals better results. It's that simple." ABOUT MARCUS CRIGLER, CPA Marcus is the founder and CEO of BEC CFO and CPA LLC. He founded BEC in 2020 to help real estate entrepreneurs grow and scale their businesses. Marcus started his career performing low-income house tax credit audits and preparing their related tax returns. That is where his love of real estate collided with his passion for helping people make business decisions.    CONNECT WITH MARCUS Website: BEC: Accounting, Tax, CFO for Real Estate Investors LinkedIn: Marcus Crigler, CPA Facebook: Marcus Crigler

Submit your stock picks here: ausbiz.co/callpicksMathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from InvestSMART go in-depth and stock specific on ‘the call.'Lovisa (LOV) Camplify (CHL) AUB group (AUB) Steadfast (SDF) Findi (FND) Vista Group (VGL) NewsCorp (NWS) Pro Medicus (PME) IGO (IGO) Ramelius (RMS) Stock of the day: James Hardie (JHX)Get your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Are you struggling to land your first storage deal? The problem isn't a lack of opportunities—it's what's happening in your mind. In this powerful episode, Alex Pardo shares the real mindset obstacles that stop most investors from taking action, why most “challenges” are self-imposed, and how to start seeing and seizing real estate opportunities right in front of you. If you're serious about storage investing, this is the shift you need to make.   KEY TAKEAWAYS How to assess whether your actions match your ambitions The importance of quick execution and why delaying action kills momentum Why most challenges in business and investing are perceived, not real The biggest mindset blocks holding people back from closing their first storage deal Actionable ways to leverage your existing skills, time, and network to create value in storage investing   RESOURCES/LINKS MENTIONED   Get one-on-one coaching with Alex Pardo and learn the exact steps to find, fund, and close your first deal without using your own money. Text "STORAGE DEAL" to 305-318-6213 to see if you're a fit! TWEETABLES "The best resource is resourcefulness." - Alex Pardo 

The market is in flux, and uncertainty is at an all-time high—political shifts, tariffs, and the potential for 24-hour trading are all shaking up investor sentiment. Dr. Ryan Peckham and Cameron break down what's happening, why emotions drive market moves, and how investor behavior evolves across generations. With the NASDAQ in correction territory and the Magnificent Seven stocks feeling the pressure, is now the time to buy, hold, or sit tight?We also dive into the hidden costs of trading, the impact of tariffs on major companies, and why understanding your portfolio's exposure is more critical than ever. Plus, a surprising strategy that could help long-term investors stay ahead, even in a turbulent market.Get your mind right—let's get to work!

Take Charge of Your Finances with Eva Moulton, CFP®Join Eva and Katana as they discuss:The first steps to building a healthy financial foundation for taking control of your money.The best resources and strategies to help you manage and grow your finances.The one simple step you can take today to make a lasting impact on your financial future.Eva started her career with Ameriprise as a financial advisor over 25 years ago and now runs a practice focused on empowering and guiding clients to financial stability and fulfillment by offering comprehensive solutions, through expertise and unwavering integrity. As a mom of three girls, and a daughter to a woman who was widowed at 57, she is an ardent advocate of women in finance and was the president of the Ameriprise Women's Empowerment network which sought to not only educate and engage women in finance both personally and professionally but also to empower them to strive for financial equality.To learn more about Eva, visit www.ameripriseadvisors.com.#SmartWomenTalk #EvaMoultonCFP #MoneyMatters #WomenWhoInvest #InvestSmart#FinancialFreedom #WealthBuilding #FinanceForHer #BudgetLikeABoss #CFPTipsDISCLAIMER: The information Smart Women's Empowerment and Smart Women Talk provides is for general informational purposes only. All information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF OR RELIANCE ON ANY INFORMATION PROVIDED SOLELY AT YOUR OWN RISK. We cannot and do not offer financial and/or medical advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, we encourage you to consult with the appropriate professionals before taking any actions based on such information.

Submit your stock picks here: ausbiz.co/callpicksMathan Somasundaram from Deep Data Analytics and Gaurav Sodhi from InvestSMART go in-depth and stock specific on ‘the call.'QBE Insurance (QBE)Challenger (CGF)Dexus (DXS) Aussie Broadband (ABB) ANZ (ANZ) Vection Technologies (VR1)EZZ Life Science (EZZ) Australian Strategic Metals (ASM) Origin Energy (ORG)Orica (ORI)Stock of the day: WiseTech (WTC) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Unlock the keys to self-storage investing success with Alex Pardo's top 5 actions for buying your first facility in 2025. In this value-packed episode, we share proven strategies for generating leads, analyzing deals, and securing funding to help you achieve your investment goals. Dive in!   KEY TAKEAWAYS Daily must-do for generating storage leads Benefits of having 3–5 meaningful conversations with storage owners every day. The importance of familiarizing yourself with industry jargon, revenue numbers, and what makes a facility a good deal Perks of using a quick revenue-based calculator for crafting soft offers  Why you need to continuously build relationships with potential lenders and partners   RESOURCES/LINKS MENTIONED Google Maps Crexi.com LoopNet TWEETABLES "Adopt the mindset of progress, not perfection.” - Alex Pardo  “The time to want what you want is not when you want it, but you need to plant seeds much earlier in the process."- Alex Pardo 

Looking to add probate to your investing toolbox? Al Nicoletti shares his step-by-step blueprint for navigating this niche. From identifying leads to closing deals, these proven strategies and checklists will help you make probate your next big win. So, if you're ready to level up your real estate game, this is the episode for you.   KEY TAKEAWAYS What is probate, and how it works? Al's checklist-driven approach and efficient systems ensure fast and smooth probate resolutions. Key mistakes to avoid and underestimating the importance of communication with heirs How to identify probate leads, vet their potential, and partner with the right experts to navigate complex cases Benefits of partnering with experienced probate professionals TWEETABLE “When you get into deals, you have to get with the right people and the right experts, and you have to check your numbers and your steps." - Al Nicoletti ABOUT AL NICOLETTI  Al Nicoletti is a Florida Probate Attorney. He has carved out a unique niche in solving simple and complex probate matters that once stalled real estate deals. He developed a strategy to structure probates so they are fast, efficient, and done right. Al's law practice is strongly focused on Probate, Quiet Title, Partition, Trust Administration, and Real Estate Litigation. He has a no-nonsense approach and is dedicated to positive quality results. The Law Offices of Al Nicoletti work with real estate investors, real estate agents/brokers, and other real estate professionals. Al's success has been driven by the desire to serve each client with the attention they deserve, going above and beyond to find the most creative solutions, even if it takes an extra trip to the courthouse to see a Judge. In addition to managing his law practice, Al has a live weekly podcast show is an educational speaker, influencer, and social media content creator. Al enjoys traveling the State of Florida, speaking at real estate investor association meetings, boot camps and masterminds to educate audiences on unique real estate niches.   CONNECT WITH AL Website: Al Nicoletti, Esq. Instagram: @attorneynicoletti YouTube: Al Nicoletti Facebook: Law Offices of Al Nicoletti  Phone number: 904-999-0053

In this episode, Mat chats with Alan Kohler, Editor in Chief at InvestSMART and founder of The Constant Investor, to unpack the housing crisis and explore solutions. With decades of experience in finance and journalism, Alan dives into topics like the impact of rising interest rates, transport-oriented developments, and the challenges of balancing migration with skills shortages. Drawing on insights from his latest essay, The Great Divide, Alan offers a fresh perspective on fixing Australia's housing mess. Tune in now! CONNECT WITH US ON SOCIAL MEDIA! WEBSITE: https://www.buildipedia.au/ LINKEDIN: https://www.linkedin.com/company/buildipedia/ FACEBOOK: https://www.facebook.com/buildipediapod/ INSTAGRAM: https://www.instagram.com/ballastpointprojects/ CREDITS INTRO: Rita Mastrantone INTRO & OUTRO MUSIC: Coby Wilk If you LOVED the episode, please make sure you share this on your Instagram stories and tag us @ballaspointprojects. Thanks for listening & talk soon! Mat

In this episode, Nick Lamagna explores the crossover between martial arts and entrepreneurship. Drawing from years of experience, he shares strategies for building a localized real estate portfolio, leveraging data to stay ahead of market trends, and making smart, calculated moves. If you're ready to take your real estate game to the next level, this episode delivers the playbook.     KEY TAKEAWAYS The importance of narrowing your focus to build a stronger, localized real estate presence Why tracking local market data is critical and how to pivot based on real-time insights Nick's decision-making framework: when to hold properties versus when to sell Why most marketing strategies fail and how to stay consistent with fewer channels Parallels between entrepreneurship and martial arts     RESOURCES/LINKS MENTIONED BiggerPockets Henry Washington James Dainard Ray Longo Alex Pardo TWEETABLES “When you get a good team, you want to keep them busy, and hold on to quality people that are reliable.” - Nick Lamagna "Never get into a deal unless, before you get in, you know you can get out."- Nick Lamagna “There's so much wisdom that comes from experience.”- Nick Lamagna ABOUT NICK LAMAGNA Nick has been investing in real estate since 2005. He does fix and flips, rehabbing, cash flow rentals, portfolios, wholesaling, commercial real estate, and Developments. He has mentored, consulted, and put together programs and curriculums, and he has done public speaking for years on real estate investing. He is the director of a major company and also hosts a podcast. He loves dogs, real estate investing, his family, and Brazilian Jiu-Jitsu.     CONNECT WITH NICK  Website: Nick Lamagna Podcasts: The A Game Podcast | Apple Podcasts LinkedIn: Nick Lamagna

Chris Haddon takes a deep dive into the world of private lending in real estate. With a rich background in investor relations and managing a significant loan portfolio, he traces his path from banking to founding a top private lending firm in the Mid-Atlantic. Dial in as he discusses the influence of institutional capital, the critical nature of conservative lending practices, and how private lending has evolved over time. Key Takeaways To Listen For An efficient approach for managing a vast loan portfolio with minimal overhead The evolving landscape of private lending vs. institutional funding Strategies for handling loan defaults in mitigating financial losses Why you must maintain conservative lending practices How institutional capital has changed the dynamics of private lending Resources/Links Mentioned In This Episode The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover Hard Money Mastermind About Chris Haddon Chris began his career in real estate finance with a large commercial bank, where he learned the business of lending, real estate, and personal and commercial finance. This base of knowledge, combined with his entrepreneurial spirit and extensive business connections, led him to found a real estate investment firm prior to starting Hard Money Bankers, LLC with his partners. His roles with Hard Money Bankers include partner, loan originator, and underwriter. He realizes that every private money scenario is different and requires the expertise of an experienced investor. His goal with our borrower and broker partners is to be a valuable resource, available for advice on any type of transaction. Connect with Chris Website: Hard Money Bankers  LinkedIn: Chris Haddon Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

In this insightful episode, James Kandasamy sits down with Dr. Glenn Mueller, a visionary in real estate market cycles, to explore the post-election commercial real estate (CRE) landscape. Recorded from their highly anticipated webinar, this discussion provides a wealth of knowledge for anyone invested in or curious about CRE. What You'll Learn: How the recent election results are influencing CRE's economic fundamentals. The key supply and demand drivers across major asset classes like retail, industrial, multifamily, and office spaces. Predictions for 2024 and beyond, and actionable strategies to adapt your portfolio to shifting market cycles. Insights into safeguarding and growing your investments in a dynamic market. Dr. Mueller's unparalleled expertise, combined with James Kandasamy's hands-on experience as a multifamily operator and developer, makes this episode a must-listen for passive investors, real estate professionals, and high-net-worth individuals navigating uncertain markets. Don't miss this episode—your roadmap to clarity and resilience in the ever-evolving world of commercial real estate awaits!   ---

Patrick Grimes returns to the show to delve into alternative investment strategies that provide robust financial security. With a focus on diversifying investment portfolios beyond traditional assets, he shares insights on commercial debt, litigation finance, and more. Find out how these investments safeguard against market volatility and learn about his new fund dedicated to diversified litigation portfolios. Key Takeaways To Listen For Patrick's journey from high-tech to real estate and alternative investments Litigation finance and how it provides access to justice while offering strong returns The mechanics of investing in diversified litigation portfolios Specific cases such as Camp Lejeune, AFFF foam, and Roundup lawsuits Strategies for achieving financial security through non-correlated assets Resources/Links Mentioned In This Episode Ep48: Set Yourself Up for Success with Diversified Investments - Patrick Grimes Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities by Kyle Wilson et al. | Paperback and Hardcover About Patrick Grimes Patrick Grimes, Founder and CEO of Passive Investing Mastery and Invest on Main Street, has led diverse alternative investments since 2007, managing nearly 5,000 multifamily units and assets in commercial lending and energy. He's also a Forbes Business Council member and an international bestselling author of Persistence, Pivots, and Game Changers and Persuasive Leadership. Patrick's funds include the Diversified Litigation Fund, delivering returns from late-stage legal cases, and the Recessionary Acquisitions Fund, which targets cash-flow stability through real estate debt. He holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University and resides in Irvine, CA, with his family. Connect with Patrick Website: Passive Investing Mastery | Invest on Main Street LinkedIn: Patrick Grimes Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

ETFs (exchange traded funds) are booming - and while they've given investors easier access to many different markets, the principles of investing still apply: diversification, time in the market, and understand what you're investing in.InvestSMART's ETF Scorecard tells us the best and worst performing ETFs, and gives everything in between a star rating out of five. Ron Hodge, Group CEO of InvestSMART, talks to Sean Aylmer.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Explore an in-depth analysis of the key factors shaping the housing market, from rising construction costs to the lack of foreclosure inventory, and get a realistic preview of what's ahead for home prices and sales. If you've been holding off on investing, waiting for a market collapse, this episode may change your perspective. Dive in!   WHAT YOU'LL LEARN FROM THIS EPISODE   Factors making housing affordability a major challenge   Impact of decreasing interest rates and increasing demand for housing Market conditions in 2008 vs. the current housing market Why it's better to invest based on the numbers rather than timing the market   RESOURCES MENTIONED IN THIS EPISODE #164: Self-Directed IRAs Made Simple – Jon Galane | Apple Podcasts    CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter

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Navigating today's real estate market is challenging, with rising home prices and fluctuating interest rates. In this episode, we break down the latest insights from Citi and the Atlanta Fed's Home Affordability Monitor. Discover why now might be the perfect time to invest, learn actionable strategies, and make informed decisions to stay ahead in the market.   WHAT YOU'LL LEARN FROM THIS EPISODE   Home Affordability Index: The latest data from the Atlanta Fed and what it means for potential home buyers Analysis of Citi's prediction of multiple interest rate cuts starting in September 2024 How expected interest rate cuts could affect the housing market Implications of the ongoing supply shortage in the housing market    RESOURCES MENTIONED IN THIS EPISODE Home Ownership Affordability Monitor - Federal Reserve Bank of Atlanta   Fortune   CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Get the latest trends and insights: RP Capital Newsletter

Effie Zahos, Chief Content Officer and Money Commentator at InvestSMART joins Alan Kohler on this week's episode of The Money Café, to share her golden rules when it comes to money, as the pair discuss where the interest rate dial is heading, look at the latest movements in house prices, as well as super returns, lifestyle creep, and much more!See omnystudio.com/listener for privacy information.

 Discover the hidden costs that could derail your retirement plans! Join Miguel Gonzalez as he reveals the unexpected financial challenges you might face and how to safeguard your future. Cortburg Speaks Retirement - episode #192 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez,  RetirementPlanning, FinancialSecurity, UnexpectedCosts, FamilyFinances, LongTermCare, RetirementGoals, SecureFuture, FinancialAdvice, ElderCare, InvestSmart, MiguelGonzalez, CortburgRetirementAdvisors  Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

In today's episode Glen talks with one of Australia's leading personal finance commentators, Effie Zahos. From being a regular money expert on The Today Show, Editor-at-Large of Canstar, Chief Content Officer at InvestSmart and more, Effie has built a career around helping people make the most of their money. In today's chat she shares where this passion comes from along with her own personal money story. Effie also shares her personal budgeting style and how she navigates money with her partner along with some tips on how to make your money go further.Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don't create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which 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. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

You might spend $135 on Valentine's Day this year, but where's the value for money if you really love your partner?!See omnystudio.com/listener for privacy information.

It can be a challenge to know what the market wants and what people like, so this episode will help you understand the best strategy for you! Buyer's agent Amy Lunardi and Rask founder Owen Rask talk through actionable ways for you to understand how to add value to your property. On this episode of the Australian Property Podcast: Amy and Owen's personal experiences renovating Renovation goals Ways to add value Things that do not necessarily add value Ways to save money Sprucing up for sale Extra considerations Podcast resources: Amy's 100-point checklist (PDF) Amy's new property course APP on Apple podcasts: https://podcasts.apple.com/us/podcast/australian-property-podcast/id1674727768 APP on Spotify: https://open.spotify.com/show/57F7k7o79fFKSk5o5DWWLq Rask Invest – invest with Owen Mortgage Broking Financial Planning Property Coaching Business Coaching Accounting with Grey Space Ask a question Rask Core  – DIY investing Owen's FREE investor bootcamp

In this episode of The Australian Finance Podcast, Owen Rask is joined by Chris Bates, mortgage broker and founder of Blusk, to answer your property questions. We L-O-V-E your property questions, so send them through to Chris Bates & Owen Rask: https://bit.ly/3QtiY00 Property questions answered today: What is Lenders Mortgage Insurance (LMI), and am I eligible for a waiver? Redraw vs Offset: What's better between offset accounts and redraw facilities? Where should I keep my emergency fund if I already own a property? I want to upgrade my property, but we're in a rental crisis - should I sell my property or buy first? Is it risky to tell real estate agents my budget? How can I make the most of the local real estate agents without divulging everything?  Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

Want to know what's going on in the world of money? Catch up with the world of finance in Owen's November 2023 market update, covering major market moves, what's going on in the world of interest rates & the employment market. Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

Do you know what the largest ASX companies inside your ETFs and superannuation are? In this episode, Kate Campbell & Owen Rask give you an overview of the 10 LARGEST Australian companies that feature heavily in many core ETFs (for example, VAS, A200, IOZ & STW).   Please check the latest data - this list changes daily, and we recorded this episode on the 20th of October, 2023! Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

Have you made your first investment and are wondering what's next? We're talking to you in this episode and bringing you five tips to upgrade your investing game and ensure you're on track. Plus, we're right by your side during the journey, keeping you on track and accountable for reaching your long-term investing goals. Let's start building wealth (slowly) together! Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

Thinking about making a property purchase soon? Let's help you avoid some critical mistakes that can be costly during this significant journey! In this conversation, Kate Campbell chats to expert mortgage broker Chris Bates about his top ten property green & red flags when dealing with experts like real estate agents, mortgage brokers, buyer's agents and lawyers. Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

Can investing actually be...easy?! Catch this light-hearted Friday conversation between Kate Campbell and the guys from Equity Mates as they chat about their brand-new book, Don't Stress, Just Invest. Alec & Bryce share their investing tips with listeners and explain that investing can be pretty simple once we have the foundations in place. Focus on getting rich slowly because you might just do it! Resources you'll love Rask Invest - 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 Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00

How does an active fund manager approach investing? Kate Campbell chats to Elisa Di Marco, a Portfolio Manager & ESG Analyst at Magellan Financial Group, who shares her insights on investing in great global companies and managing a fund. Tune in to learn more about Elisa's approach to finding quality global investments as she takes us through the investment case for Nestle (SWX: NESN).

Happiness is a strategic advantage in the workplace. So, let's invest intentionally in it. We've got Declan Edwards, the happiness guy, back on the show to discuss the benefits of workplace happiness. While our personal happiness is our responsibility, we can make changes in our workplace to boost everyone's happiness and improve results across the board. Catch Declan's first episode on The Australian Finance Podcast here

Think of that thing that's been on your mind for a while that you still haven't completed. You got it? Now, think about the smallest possible daily goal you can set that will take you one step closer to that. Are you laughing at how small this goal seems? Good, you're doing it right. Now, write this goal down somewhere prominent where you'll see it every single day.

How can you make your financial plan more resilient? Wilson Chen, a personal insurance specialist from WeLifeInsure, discusses personal insurance: life insurance, income protection, trauma cover and TPD insurance. Insurance is one of those things we unwillingly pay for and hope to never have to use. But in certain situations, you'll be very glad you have it.

Are you cut out to invest in individual companies? Hear from Motley Fool Portfolio Manager, Ryan Newman, about just what it takes to discover and invest in great companies and build wealth over time.

What questions should you be asking your mortgage broker before getting a home loan? Kate Campbell talks to expert mortgage broker Chris Bates about the essential questions you should be asking your mortgage broker in this episode of The Australian Finance Podcast. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen. Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here!

How super is your super? Financial adviser, Fatuma Akalo, takes us through a quick checkup of the annual member statement you've probably received recently from your super fund. This includes things like your super balance, fees you've paid, insurances, investment options and more! And we'll do it in less time than it takes to watch a Netflix episode. Contact Fatuma: Financial Planning | Rask + Wattle Partners

Do you want to invest your time and money better? Then listen to THIS episode. Owen Rask interviews host of The Australian Finance Podcast and brand new author, Kate Campbell, about her book, Buying Happiness: Learn to invest your time and money better. Kate discusses her journey into investing, why she wrote a book on money and happiness, how our community is boosting their happiness and some practical ways you can use your money and time to improve your life right now.

What are some of the MAJOR challenges that couples face when it comes to money? In this episode with money coach and former financial adviser Karen Eley, we dive into financial intimacy, money challenges, being curious about how our partner makes money decisions, understanding each other's money stories and much more! Plus, Karen challenges us to reflect on whether our values align with our actions. Have you listened to Part 1 with Karen Eley? Tune into our chat about our relationship with money here.

This episode originally aired on The Australian Business Podcast with Owen Rask last month. Emma Edwards from The Broke Generation breaks down some of the most important emotional aspects of running a business, including how to overcome imposter syndrome, invest for growth confidently, price your products and services properly, celebrate your wins, and build an online brand that people love.

What was life like for you growing up in relation to money? Fear, guilt and shame are the three most common emotions surrounding money, says money coach and former financial adviser Karen Eley. On this episode of The Australian Finance Podcast, Kate Campbell chats to Karen about our money mindset and how that impacts our relationship with money today.

This Indicator Only Has Happened 5 Times In 40 Years! Affordability got you puzzled?

On this episode of The Australian Finance Podcast, we're hosting our first Property Q&A with Owen Rask and Chris Bates, founder of Blusk. Chris & Owen discuss what a 'good asset' in property looks like, what to do if you can't afford your dream house, deciding on fixed or variable, upgrading and property deposits. Chris Bates was recently voted the #1 mortgage broker in Australia by The Adviser! You might know Chris from The Australian Property Podcast, which he co-hosts with Pete Wargent, Amy Lunardi and Owen. Want Chris and the team to help on your property-buying journey? Get in touch with the team at Blusk here!

The conversations we have about money in our relationships can be tricky, but they're very important to have. In this episode, Kate Campbell talks to Marie Vakakis, who is an Accredited Mental Health Social Worker and a Couples and Family Therapist. Kate and Marie talk about how to have money conversations with your partner, the importance of understanding each other's money stories, communicating your values around spending, saving and investing, managing conflicting money goals and some activities to try with your partner.

Buying Happiness: Learn to invest your time and money better by Kate Campbell is out now! In this very short bonus episode, I discuss why I wrote the book and what you'll learn, and I read out the introduction.

It's time for another listener Q&A episode! Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include: - When is the best time to invest - What are Initial Public Offerings (IPOs) and where to find them - Moving from a robo-adviser to a DIY broker - Buying US shares - Managing investment losses - A reminder to protect your data Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning | Rask + Wattle Partners

⚠️ Warning: This is not a serious episode, but we have a whole back catalogue for that. Kate Campbell, Owen Rask and Monique Pizzica are back for our September Money & Chill episode. Owen brings us a mini economic update (plus a small rant about Qantas), Monique shares her tips on reducing your grocery bill, and Kate shares her favourite book right now, The Blue Zones of Happiness.

This episode of The Australian Finance Podcast features a review of the Global X US 100 ETF (ASX: N100) with Kanish Chugh, from Global X. Before we start please note, this is not a recommendation from Kate, Owen or the Rask Team, and neither Kate or Owen hold a position in N100. Global X is a long term partner of The Australian Finance Podcast. Owen and Kanish discuss the new Global X N100 ETF, some of the top holdings, provide an overview on the US tech sector and explore the difference between the S&P500 index and the NASDAQ. Plus, Kanish shares his best investment, how he would invest for his children and what forms the core and satellite of an investors portfolio. Learn more about the N100 ETF here: https://bit.ly/GX-N100 This episode is part of our monthly series where we dive into a share/ETF and provide you with a high level overview. Free free to pitch a company/ETF to us via Twitter, Instagram or our question form.

Recent research suggests mortgage borrowers are facing the highest housing costs relative to income since at least 1984, slashing the amount of cash they have spare to spend in the community.  Effie Zahos is known for making complex financial concepts simple and accessible to all Australians.  Effie is Editor-at-Large at Canstar, sits on the board of Ecstra Foundation, and is an Independent Director of InvestSMART.  You can subscribe to the newsletter here: https://lnkd.in/e7C8akgj.  Join the Facebook Group. Follow Mark Bouris on Instagram, LinkedIn & YouTube. See omnystudio.com/listener for privacy information.