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

Published: Nov. 21, 2023, 8 p.m.

b"Ready for a financial planning Q&A?\\nIn 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.\\xa0\\nEvery week, Rask's panel of experts answer your questions, no matter which channel you list to. \\nASK YOUR QUESTION: https://bit.ly/3QtiY00\\nIn this episode, Owen Rask & Alex Luck cover:\\n1. How much does it cost to get financial advice and how does it work?\\n2. What are the most common 'problem areas' in someone's financial life?\\n3. Can I claim on two insurance policies at once? Trauma/Critical Illness and Income Protection\\n4. Do I pay tax if I don't get dividends or sell my shares?\\n5. Why is Owen/Rask no longer bullish on Core Lithium (ASX: CXO)? Because we never liked it!\\n6. How can I invest for my kids?\\xa0\\n\\U0001f4da Enjoyed this episode? You'll love Kate's book, Buying Happiness, which you can order on Booktopia or Amazon.\\n~~ Resources you'll love ~~\\n\\n\\nInvest with Owen: https://bit.ly/R-invest\\n\\n\\n\\nMortgage Broking: https://bit.ly/broke-rask\\n\\n\\n\\nFinancial Planning: https://bit.ly/R-plan\\n\\n\\n\\nProperty Coaching: https://bit.ly/R-P-coach\\n\\n\\n\\n100-point property checklist (PDF): https://bit.ly/prop-check\\n\\n\\n\\nAccounting with Grey Space: http://bit.ly/3DG5lWS\\n\\n\\n\\nBusiness Coaching: https://bit.ly/o-coach\\n\\n\\n\\nAsk a question: https://bit.ly/3QtiY00\\n\\n\\n\\n~~ Our Amazing sponsors have stuff for you ~~\\nPearler, the broker for long-term investors. Sign up to Pearler using the code \\u201cRASK\\u201d for $15 of Pearler Credit: bit.ly/Pearler and learn more about Pearler Rewards.\\nWe're proudly supported by Global X ETFs. Their latest ETF, N100 offers Australian investors exposure to 100 of the largest non-financial companies listed on the NASDAQ stock exchange. Learn more here: https://bit.ly/GX-N100\\nDISCLAIMER: 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\\u2019re 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.\\nAccess The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"