Your Wealth

What Scott Phillips wants you to prepare for

Despite recent falls and another interest rate increase, share prices haven’t quite dipped enough for investors to start buying again. So what will it take, and how should you think about the market in this environment?

The Motley Fool’s Scott Phillips joins the podcast to share his always entertaining thoughts on:

• How Warren Buffett screwed up an $8bn opportunity
• Why getting ‘too clever’ can cause you to miss the real gains
• His favourite beaten up stocks and sectors
• The gift horse you shouldn’t look in the mouth, and
• How to prepare for the next leg of growth.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention

The bucket strategy - a research-based plan for protecting your wealth in retirement

Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.

Wealth manager and CIO Roger Montgomery joins the podcast to discuss:

• How the bucket strategy was developed and how it works
• Simple methods for limiting the downside when you’re no longer working
• The importance of investing for the short, medium and long term in retirement, and
• Tips and strategies for making the most of your accumulated wealth.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Australian equities, small caps and how to invest for yield

While the macroeconomic environment remains complex, many Australian companies are just going about their business, serving their customers, making money and rewarding investors. So how does an investor find them?

Fidelity International's Casey McLean joins the podcast to discuss:

• Why one hot sector may have seen its best days
• Where to find yield and growth potential on the ASX
• How to look through challenging conditions to see future winners, and
• Where he's investing now.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Lithium, iron ore, and the next big opportunity in resources

Australian investors love the resources sector, and have become accustomed to strong growth and even dividends from their favoured mining stocks. But after a sizeable correction in the red-hot lithium space and the easy money of special dividends coming to an end, should they re-think?

Gavin Wendt of MineLife joins the podcast to share:

• The outlook for iron ore, oil, lithium and more
• Why the re-rating of sky-high lithium stocks was necessary
• Which sectors are likely to be winners and losers in the near term, and
• His top pick for the energy transition and more.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

How to find an extra $12,000 this year, and other tips from a personal finance pro

Taking a 50% pay cut doesn't sound like a great financial strategy, but for Effie Zahos, author, speaker, board member and all-round finance professional, the risk she took 20 years ago has certainly paid off. From editing Money magazine to the Financial Literacy Foundation board, she's learned a lot, and taught many.

In this broad-ranging discussion, Effie shares: 

• Her four key tips for getting your finances right
• Why she avoided one of the last decade's hot stocks
• The key behavioural traits holding us back, and what to read to understand yours, and
• Where to find an extra $12,000 this year by reviewing your finances

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Soft landing – could we really pull it off, and what does it mean for markets?

Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?  

Anthony Doyle from Firetrail joins the podcast to discuss:

• How confident central banks remain in their actions to date
• What a soft landing means for markets and the economy
• The steps that central banks are taking to keep their plan on track, and
• How to prepare for any eventuality, as an investor.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Investment legend Peter Thornhill – by popular demand

By far the most requested guest for the podcast, Peter Thornhill, has authored books, given hundreds of seminars and taught thousands his (relatively) simple strategies for building and maintaining wealth.

In this interview, he discusses his views on:

• How to build wealth over time, with his simple method
• Why income matters far more than many investors believe
• His favoured stocks and companies
• How to make money in real estate (it's definitely not what you think)
• Why ETFs are not the best solution for everyone.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

 

Return to the office – is CBD property dead, or a great buying opportunity?

With the world returning to travel, festivals and more, it’s easy to believe that the impacts of Covid are behind us. But central business districts in many countries are still struggling, and businesses are finding the challenge of getting workers back to the office harder than expected. So should investors be wary, or opportunistic?

Morningstar analyst Alex Prineas joins the podcast to share:

• What the 17% fall in the value of a single CBD office tower means for the rest of the industry
• How to measure the return to the office when the data is patchy
• Whether valuations of office AREITs have fallen sufficiently to give investors something to cheer, and 
• Why your superannuation is likely affected, even if you hold no REITs in your portfolio.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

 

Global commercial property – opportunities and challenges in a post Covid world

While the headlines are dominated by the remarkable resilience of residential property, the world of commercial real estate beyond our borders looks increasingly interesting. Despite the challenges for office, seniors housing, data centres and more can offer attractive returns. 

Julian Campbell-Wood of Resolution Capital joins the podcast to discuss:

• The range of commercial property sectors that Australian investors generally don't have access to  
• Which sectors offer the greatest opportunity in a rising rate world - and which have the greatest risk
• Why debt levels should be front of mind for investors, and
• How to look at property assets when building a portfolio for income and growth.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

 

The outlook for Australian house prices – what’s ahead and what it means for the economy

NAB Chief Economist Alan Oster has a wealth of real-time economic data at his fingertips - how Australians are spending and saving, what businesses are doing and more. And it's very helpful for forecasting many things, including house prices. 

Alan joins the podcast to discuss: 

• Why he's optimistic about house prices - and the economy - in the medium term
• The challenges ahead as the economy starts to slow
• How consumer behaviour is shifting in the face of 12 rate hikes
• Which sectors of the economy are performing well, and
• How to plan for this changing environment 

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.