Part 1 of 12: Knowing your values, setting goals and where to get financial help

Australian Finance Podcast

On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer OwenRask dive into part 1 of 12 of our 2025 summer series on financial foundations.

In our summer series episodes for 2025, you will find:

1. 20-25 minutes of essential finance concepts
2. An explainer of where to get help and who to work with
3. A link to Gemma & Owen's full PDF workbook
4. 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)

Today's topic is goal setting, knowing your values and where to get help.

PDF workbook: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf

Get help from Rask: https://bit.ly/R-services

View the Betashares funds: https://bit.ly/beta-25

This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25

~~ Show partner resources ~~

Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

~~ Rask Resources ~~

Invest with Owen: https://bit.ly/R-services

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

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