ОБ ЭТОМ ЭПИЗОДЕ
We've been on a round the world trip the last few weeks, talking about why investing beyond Australia's borders is a really good idea. Before we boarded the plane home, Alec and Bryce thought it would be good to hear from an expert. So we gave Emma Kirk from Magellan a call, and she agreed to come on the show and talk about how she started investing. Emma is a Key Account Manager - Listed Funds, for Magellan, an Australian fund manager with just shy of $100 billion in assets under management. With over 25 years experience in the financial services industry, Emma has worked at AMP, BT Financial Group and ANZ before Magellan. She talks about why it's a good idea to have a global focus as an investor, and what factors beginner investors should be considering, and then serves up the best analogy of the differences between LITs, LICs, Active ETFs and unlisted funds, with the use of a never-ending Tim Tam packet.
Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Some of our favourite resources and offers to help you during your journey:
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates...
Pre order the book on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Some of our favourite resources and offers to help you during your journey:
- $50-$200 OFF some amazing investing courses by our friend-of-the-show, Owen
- Track your investment portfolio with Sharesight.
- Get a free stock when you sign-up to Stake, using the code EQUITYMATES
- Get exclusive access to our favourite data and insights platform, TIKR
- Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-up
- Get $15 of Bitcoin, using one of our favourite crypto-currency exchanges, Swyftx
- Get 5 free trades if you plan to use the broker SelfWealth
Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates...
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ДРУГИЕ ЭПИЗОДЫ В ЭТОМ ПОДКАсте
Larissa thought she knew how to invest. She’d read the books, listened to the podcasts and watched her first investments climb. Then it went downhill.What followed was a shift to simple ETFs and an unconventional plan to buy property with her partner; give up renting and house-sit their way to a de…
It’s not everyday Jess meets someone whose first investment was a cow.But for 42-year-old dairy farmer Justin, that was the case. Bought with the profits of selling manure by the side of the road might we add! 😆It’s no secret that farming is a tough, often volatile profession. Justin watched his pa…
Don't let a lump sum sit in the wrong place. So how should you use it?Save it, invest it, pay off debt, put it in super, or spend it? Jess asks Financial Adviser Tom Hayes from Shadforth to run the numbers on every option.By the end of this episode, you'll know the trade-offs of each, and how to ch…
Should Jess add an active manager to her passive portfolio?After logging into her super and noticing that a portion is actively managed- it got her thinking, should she add active management outside of super too?And she’s not the only one wondering, the equity mates facebook group had a lot to say …
How do you know when it's time to change your strategy?At just 21, listener Ben is already asking when he should prepare his portfolio for retirement. He's invested entirely in a geared ETF and wants to know what that means for his future.It's something Jess hasn't really considered either. She's i…
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