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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 …
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…
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…
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…
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…
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