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Q&A: $4,000 for financial planning, getting insurance, mistakes & Alex’s 5-minute challenge

In this episode of The Australian Finance Podcast, Rask's Chief Investment Officer Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your financial planning questions and tip-toe around the important topics of Super and insurance.

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Ready for a financial planning Q&A?

In this episode of The Australian Finance Podcast, Rask’s Chief Investment Officer, Owen Rask and Alex Luck, co-founder of Everest Wealth, answer your financial planning questions and tip-toe around the important topics of Super and insurance.

Every week, Rask’s panel of experts answer your questions, no matter which channel you list to.

ASK YOUR QUESTION: https://bit.ly/3QtiY00

In this episode, Owen Rask & Alex Luck cover:

1. How much does it cost to get financial advice, and how does it work?

2. What are the most common ‘problem areas‘ in someone’s financial life?

3. Can I claim on two insurance policies at once? Trauma/Critical Illness and Income Protection

4. Do I pay tax if I don’t get dividends or sell my shares?

5. Why is Owen/Rask no longer bullish on Core Lithium (ASX: CXO)? Because we never liked it!

6. How can I invest for my kids?

📚 Enjoyed this episode? You’ll love Kate’s book, Buying Happiness, which you can order on Booktopia or Amazon.

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