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10 smart money moves for every life stage

Alex Luck from Everest Wealth answers 10 of the most important money questions — from investing and super to family budgeting and debt recycling — to help you build long-term wealth with confidence.

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About this episode

In this Australian Finance Podcast episode, Owen Rask is joined by financial adviser Alex Luck from Everest Wealth to answer 10 of your most pressing money questions. Whether you’re starting out, growing a family, or managing a business, this episode covers smart strategies for long-term financial success.

They discuss:

  • How Trump, tariffs & uncertainty impact your investments
  • Choosing the right investment platform for your goals
  • What is debt recycling & how to do it safely
  • The biggest fear holding people back from investing
  • Two smart ways to save for your children’s education
  • One cash flow tip every family needs to hear
  • Super strategies for 35-year-olds & why most people get them wrong
  • Is a balanced fund right for you, or should you go higher growth?
  • The First Home Super Saver Scheme: is it worth it?
  • The biggest money mistake business owners make (and how to avoid it)

If you found this episode helpful, follow the show on Apple, Spotify, YouTube, or wherever you listen to podcasts!

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Episode resources

 🎧 Listen to this episode on debt recycling
 📚 Check out our investing and personal finance courses
 📈 Learn more about Everest Wealth

Podcast series resources

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Information warning: The information on this website and in our podcasts is general financial advice only. That means, the advice 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. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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