An approach for investors that have just a few dollars to invest. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

This listener requested episode runs through how to pick a super option. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

A look into Power-of-Attorney and related documents to protect yourself and your assets, and why they're important. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for...

Three high-quality growth companies that have wide moats and a history of good capital allocation. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Retirement aside, travel is the most common goal for many investors. We look at the best way to build a portfolio of passive income, that can be applied to any goal that requires a regular and sustainable income. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and...

On this listener requested episode, we discuss the phasing out of hybrids and the way that investors can replace them in their investment portfolios. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more...

Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents.  You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on...

More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information. ...

This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article here Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer...

We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are...

Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer...

James Gruber goes through Aussie stocks he would hold forever. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted...

We try to increase your media literacy with a 101 on how to critically evaluate fund manager investment picks in the media. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via...

What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing. You can find the article Shani wrote, as well as the graphs from the study here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on...

We look at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios.  Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio...

We go through what's happening in markets, and talk about the 'manic-depressive' episodes of Mr. Market. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us...

Should investors hedge against risks like currency?. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the...

We go through the implications of inheriting or bequeathing property. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email...

Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here:...

A dividend aristocrat is a US coined term that denotes a company that has raised dividends for the last 25 years. There are none in Australia. We discuss the implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat. You can read the full article here.   Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. We don't agree.  Note: this podcast was recorded before 1 July, 2024. It is stated that the Super Guarantee is 11%, correct at time of recording. The Super Guarantee is now 11.5%. You are able to view the accompanying article here which includes data and graphs to complement the discussion in the podcast episode. Interested in our investing course? Find it here. To submit any...

We use the Guzman y Gomez IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price. You can read further details on our pre-IPO report here. Subscribers may access the full report on Morningstar Investor. The best way to get more insights from the Morningstar team is to sign up to our newsletter. Interested in our investing course? Find it here. To submit any questions or feedback, please email...

Chasing performance can lead to poor results but investors can still learn from top performers.  You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^ Sign up for a FREE 4-week trial^ and check out with...

Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals. You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.  Additional resources from our episodes are available via our website. Save 33% off Morningstar Investor^ Sign up for a FREE...