Many investors share with us that they are income investors. Some used covered call strategies to boost income. This episode explores the strategy and how it works. 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...

Charlie Munger passed away recently at 99 years of age. We go through 5 of his best quotes and the lessons that investors can take from them. You are able to access the accompanying article here. You are able to access the lessons from market history 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.  Save 33% off Morningstar Investor^ Sign up...

Three things to consider when planning for an early retirement. You are able to find the accompanying article here that includes data and graphs that complement the discussion in this episode. 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...

Aussie investors have come out on top in a recent study. We explore some of the reasons why. You are able to see the accompanying article here, which includes data and graphs that complement the issues discussed in this podcast. 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%...

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan? 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.

Chances are you've got heavy exposure to the mining sector if you're an Aussie investor. We go through the key takeaways from Morningstar's Mining Outlook report, including how to find opportunities in the sector. You can read more about Morningstar's top opportunities in mining here. You are able to read an explainer on the mining industry here that contains useful graphs and data to accompany the information from the podcast. Interested in our investing course? Find it here. To submit any...

Nvidia is the stock every investor is talking about due to its meteoric rise. In this episode, we look at whether it is still a good investment and what our analysts think about the company. Morningstar analyst Brian Colello justifies raising Nvidia's fair value in this article. Firstlinks' James Gruber talks about how to find the next 100-bagger in this article. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected]...

What our analysts think about the stocks that are forever holdings for Berkshire Hathaway. 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.

We go through what's needed to get to $100k in passive 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 mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Should you leverage equity that you have built in your home to purchase an investment property? 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 wide moat stock that is currently undervalued, has exemplary capital allocation and is fully franked. 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.

Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision. The costs for Shani's first home are outlined in this article. The recommendations from a buyer's agent for what to look in an investment property can be found 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...

We look at the three ETFs you are most likely to invest in and what our analysts think about them. 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.

Are you taking on too much risk in your portfolio? 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.

Men and women experience different health outcomes which need to be taken into account during retirement planning. You're able to find the spreadsheet referenced in this article. 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...

Ever wonder how to pick your first investment, or whether your portfolio is going to get you to your end goal? We talk through a four step framework to align your goals to your investment portfolio. Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself. 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.

Our guest James Gruber discusses how to build a lazy portfolio with 3 ETFs, and the issues that you come across when you do this. James Gruber is the Assistant Editor of Firstlinks. Prior to that, he covered Asia as a leading fund manager, stockbroking analyst and journalist. More recently, he was a portfolio manager for Asian equities at AMP Capital, managing Asia and China. During his time there, the China fund was ranked number one globally over one and two years. He was also a television...

The argument for why investing is supported by the tax code. Find the referenced 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.

And why the arguments against income investing don't stack up. Want to read Mark's full article? You can find it 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.

We go through the four factors that led to the success of Philip Morris, and what you can look for to find a strong opportunity today. Read the article and find the referenced graphs 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...

Our guest Steven Le, a manager research analyst at Morningstar, goes through what to look for and what to avoid with ETFs, and how investors can apply the Morningstar process themselves for choosing investment products. 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...

We run through Mark's top ten holdings, how they fit into his investment strategy and when to sell shares. . 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.

Our third most popular episode for 2023, and the last of our Best of 2023 series. The age old question. This episode goes through the main considerations between paying down your mortgage and investing. 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...

Our second most popular episode of 2023. We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh. 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...