A recent Vanguard survey showed that the best way for investors to take action with their super is to show them the actual difference it would make to their retirement outcomes. We run you through the steps that you can go through using a free, Moneysmart tool to model your own circumstances. You can find the tool here , or search for 'Moneysmart Retirement Planner'. Find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email ma...
Nov 30, 2024•17 min•Season 5Ep. 47
An approach for investors that have just a few dollars to invest. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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....
Nov 23, 2024•23 min•Season 5Ep. 46
This listener requested episode runs through how to pick a super option. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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....
Nov 16, 2024•16 min•Season 5Ep. 45
A look into Power-of-Attorney and related documents to protect yourself and your assets, and why they're important. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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 info...
Nov 09, 2024•14 min•Season 5Ep. 44
Three high-quality growth companies that have wide moats and a history of good capital allocation. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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....
Nov 02, 2024•26 min•Season 5Ep. 43
Retirement aside, travel is the most common goal for many investors. We look at the best way to build a portfolio of passive income, that can be applied to any goal that requires a regular and sustainable income. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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: Will...
Oct 26, 2024•19 min•Season 5Ep. 42
On this listener requested episode, we discuss the phasing out of hybrids and the way that investors can replace them in their investment portfolios. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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 inform...
Oct 19, 2024•19 min•Season 5Ep. 41
Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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. Se...
Oct 12, 2024•20 min•Season 5Ep. 40
More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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. Host...
Oct 05, 2024•17 min•Season 5Ep. 39
This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article here Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mix...
Sep 28, 2024•16 min•Season 5Ep. 38
We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are availabl...
Sep 21, 2024•19 min•Season 5Ep. 37
Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted. You can find the full article here . Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and ...
Sep 14, 2024•16 min•Season 5Ep. 36
James Gruber goes through Aussie stocks he would hold forever. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com 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...
Sep 07, 2024•29 min•Season 5Ep. 35
We try to increase your media literacy with a 101 on how to critically evaluate fund manager investment picks in the media. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our we...
Aug 31, 2024•18 min•Season 5Ep. 34
What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing. You can find the article Shani wrote, as well as the graphs from the study here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the p...
Aug 24, 2024•17 min•Season 5Ep. 33
We look at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Produce...
Aug 17, 2024•21 min•Season 5Ep. 32
We go through what's happening in markets, and talk about the 'manic-depressive' episodes of Mr. Market. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a v...
Aug 10, 2024•21 min•Season 5Ep. 31
Should investors hedge against risks like currency?. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional ...
Aug 03, 2024•15 min•Season 5Ep. 30
We go through the implications of inheriting or bequeathing property. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass 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 mark.lamonica1@morningstar.co...
Jul 27, 2024•17 min•Season 5Ep. 29
Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here : https://www.surveymonkey.com/r/investingcompass Yo...
Jul 20, 2024•23 min•Season 5Ep. 28
A dividend aristocrat is a US coined term that denotes a company that has raised dividends for the last 25 years. There are none in Australia. We discuss the implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat. You can read the full article here. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Jul 13, 2024•21 min•Season 5Ep. 27
A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. We don't agree. Note: this podcast was recorded before 1 July, 2024. It is stated that the Super Guarantee is 11%, correct at time of recording. The Super Guarantee is now 11.5%. You are able to view the accompanying article here which includes data and graphs to complement the discussion in the podcast episode. Interested in our investing course? Find it here. To submit any questions o...
Jul 06, 2024•20 min•Season 5Ep. 26
We use the Guzman y Gomez IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price. You can read further details on our pre-IPO report here. Subscribers may access the full report on Morningstar Investor. The best way to get more insights from the Morningstar team is to sign up to our newsletter. Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com...
Jun 29, 2024•15 min•Season 5Ep. 25
Chasing performance can lead to poor results but investors can still learn from top performers. 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 mark.lamonica1@morningstar.com 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 for a FREE 4-week trial^ and check out with code: IC...
Jun 22, 2024•17 min•Season 5Ep. 24
Time in the market? Timing the market? Going against the herd? Investing success requires a bit of thought to achieve your goals. 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 mark.lamonica1@morningstar.com 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 for a FREE 4-week ...
Jun 15, 2024•16 min•Season 5Ep. 23
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 mark.lamonica1@morningstar.com 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 I...
Jun 08, 2024•18 min•Season 5Ep. 22
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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Save 33% off Morningstar Investor^ Sign up for a...
Jun 01, 2024•15 min•Season 5Ep. 21
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 mark.lamonica1@morningstar.com 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 for a F...
May 25, 2024•16 min•Season 5Ep. 20
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 mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Save 33% off ...
May 18, 2024•18 min•Season 5Ep. 19
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 mark.lamonica1@morningstar.com 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....
May 11, 2024•21 min•Season 5Ep. 18
