Episodes

Wednesday Feb 07, 2018
Preparing for earnings season
Wednesday Feb 07, 2018
Wednesday Feb 07, 2018
February earnings season offers an opportunity for investors to get a greater insight into company performance, compare results within sectors and re-balance their portfolios. If you are new to investing or just want to update your market knowledge, earnings season also brings a wealth of insights and commentary to retail investors – but it’s important not to get overwhelmed.
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Tuesday Jan 23, 2018
Busting the $1million retirement myth
Tuesday Jan 23, 2018
Tuesday Jan 23, 2018
To provide for a reasonable retirement, many pundits will tell you that you need a superannuation balance of $1m or more. Others believe such estimates are unhelpful and assert that you may need only a fraction of that amount to enjoy a long and comfortable retirement.
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Tuesday Jan 16, 2018
Investing in a low yield environment
Tuesday Jan 16, 2018
Tuesday Jan 16, 2018
With interest rates at historical lows around the world, investors who rely on income from their portfolios have been forced to seek yield from other assets or suffer a real decline in their standard of living. For many retirees, and others, this is a real and persistent problem, and alternative portfolio solutions are needed.
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Tuesday Jan 09, 2018
Understanding IPOs and Capital Raisings
Tuesday Jan 09, 2018
Tuesday Jan 09, 2018
Many of the biggest investment success stories in recent times have listed in the last several months. Australian IPOs outperformed the overall ASX by over 25% in the first three quarters of 2017*. For investors, however, the decision to buy stock in a company that has previously been private can be a challenging one.
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Tuesday Jan 02, 2018
Understanding hybrid securities
Tuesday Jan 02, 2018
Tuesday Jan 02, 2018
Hybrid securities have become a popular choice among investors seeking income in the current low yield environment. But hybrids are not without risks. In this episode, we take you through many of the essentials that investors should understand about hybrids including their history, why banks issue them and how they work.
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Monday Dec 25, 2017
Saving for retirement, without using super
Monday Dec 25, 2017
Monday Dec 25, 2017
In this episode, we look at strategies to save for your retirement outside superannuation. Superannuation continues to be the most popular and tax effective vehicle for saving for retirement, but the reduced contribution caps and Transfer Balance Cap have now limited its effectiveness for many people, leaving many investors wondering what alternatives will assist them to achieve their retirement savings objectives.
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Wednesday Dec 20, 2017
Super vs mortgage
Wednesday Dec 20, 2017
Wednesday Dec 20, 2017
In this episode, we look at two of the most popular strategies to build wealth: paying off non-deductible debt and saving through super, and do the maths on which is most likely to give you the best financial outcome.
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Thursday Dec 14, 2017
Saving for your kids' education
Thursday Dec 14, 2017
Thursday Dec 14, 2017
Welcome to Your Wealth. In our pilot episode, we look at strategies to save for your children’s education expenses – a serious topic for many parents and grandparents with young kids. I interview finance expert Katie Whiffen about when to start saving, how much you need, saving vs investing and whether borrowing can help.
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