Following on from our mini-series in 2020 on the future trends and investment impacts, we have a look at some of the tools you can use in portfolio construction to gain exposure to some of those trends. In this episode, Alex is joined by Michael Brown from Betashares Exchange Traded Funds to talk about some of the tools available to get some exposure to the megatrends of Climate Change Innovation, Robotics, Artificial Intelligence, Cloud computing, and Cybersecurity. More info on the host www.ma...
Jun 01, 2021•40 min
Following on from our mini-series in 2020 on the future trends and investment impacts, we have a look at some of the tools you can use in portfolio construction to gain exposure to some of those trends. In this episode, Alex is joined by Damon Gosen from VanEck Vectors to talk about the clean energy revolution, the rise in Gaming and eSports, how the Chinese economy is changing, and discuss why the factor of Quality should be considered in portfolios. More info on the hosts www.mastersoffinance....
May 18, 2021•55 min
In this episode of the Masters of Finance Podcast, Alex is once again joined by Dr. Paul Moran to go through some of the changes that have been announced for the Australian superannuation system. We have a look at Downsizing, increases in contribution caps and the changes to everyone's favourite work test. Some of these will take effect from the 1st of July 2021, others will only come into effect on the 1st of July in the financial year following Royal Assent is granted (which really means 1 Jul...
May 14, 2021•26 min
Following on from our mini-series in 2020 on the future trends and investment impacts, we have a look at some of the tools you can use in portfolio construction to gain exposure to some of those trends. In this episode, Alex is joined by Ganesh Balendran from ETF Securities to talk about how all that glitters is gold and some of the cooler and niche investment options they have in their stable. More info on the host www.mastersoffinance.com.au To email us directly [email protected]...
Apr 28, 2021•47 min
In this episode, we go into detail about the mechanics of bond yields and talk about how changing bond yields and their impacts on risk premiums can influence share prices. There is also a short faux interview with Jonathan Pain with the audio taken from his presentation at the Portfolio Construction Forum Markets summit earlier this year (a big thank you to the Portfolio Construction form for allowing me to use the audio). More info on the host www.mastersoffinance.com.au To email us directly m...
Apr 13, 2021•25 min
in this episode of the #mastersoffinancepodcast Alex is once again joined by Dr. Paul Moran to delve into the mysterious world of Self Managed Super Funds (SMSF's). While these have a lot of similar characteristics to normal super funds, there are some particularly appealing differences and benefits, if they fit your situation. #havealisten More info on the host www.mastersoffinance.com.au To email us directly [email protected] Please read and acknowledge the following before liste...
Mar 30, 2021•41 min
For those that loved our podcast titled Biased Much? , here is the follow-up with DR Paul Moran. Paul has completed his doctorate in behavioral finance which looked at whether investors behaved rationally based on their beliefs, and were their beliefs rational in the first place? #havealisten Find out more about Paul Moran at https://www.moranfp.com.au/ or find him on LinkedIn . More info on the host www.mastersoffinance.com.au To email us directly [email protected] Please read and...
Mar 17, 2021•32 min
If you are thinking of becoming a parent, whether for the first time or once again, and you are worried about how to make the family finances work, then #havealisten to this episode. Alex is joined by Steve Crawford from Experience Wealth who had the same challenges when starting his family and basically built a business around how to manage cash flow. This episode focuses on financially preparing for a family, as the host is just about to welcome a new member to the brood. You can find out more...
Mar 04, 2021•59 min
In this episode of the #mastersoffinancepodcast we have a look at Modern Monetary Theory which basically says the government deficits are lot less relevant than a household deficit because they can pay their debts with the money they print. There's a lot more to it than that and we have a look at why the purpose of deficits matter and some interesting policy ideas for governments of the future. #havealisten Links to things mentioned in this episode: MUST WATCH - Clarke & Dawe – Quantitative ...
Nov 03, 2020•34 min
As we finish up our Future trends and Investment Impacts series, we go through some of the thematic ideas that could be incorporated into your investment portfolios or superannuation to benefit from some of the trends we have discussed over the last 4 episodes. To see the results of the RIAA 2020 Benchmark report mentioned in this episode, you can download the report here . More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebo...
Oct 22, 2020•51 min
This is the fourth episode of our #mastersoffinancepodcast miniseries that looks at what the future may hold. This time we are discussing how Cryptocurrency is going to change the way we handle our money. #havealisten to learn more about what Cryptocurrency is, how it's regulation is changing, which central banks are developing their own and when we will see this filter down significantly into our everyday lives. More info on the hosts www.mastersoffinance.com.au To email us directly masters@mas...
Oct 06, 2020•33 min
This is the third episode of our #mastersoffinancepodcast miniseries that looks at what the future may hold. This time we are discussing how Artificial Intelligence is going to change the way we live and work #havealisten to hear how we think AI will become more and more a part of our everyday lives. More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.com/moranfp/ Please read and acknowledge the follow...
Sep 22, 2020•26 min
This is the second episode of our #mastersoffinancepodcast miniseries that looks at what the future may hold. This week we discuss the impact of de-globalisation and what this could mean for our lives, from the way we get from A-to-B to how we utilise 3D printing. In light of COVID-19 are we looking toward a future of more Australia-based suppliers? #havealisten More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://w...
Sep 08, 2020•27 min
While in lockdown here in Vic we've had time to think about what the future might hold for the new world post COVID-19. We're kicking off a miniseries on the #mastersoffinancepodcast we were looking at future trends and the investment impacts. First up we are looking at the future of transport and thinking about what the electrification of transport might mean as well as the impacts of self-driving cars. #havealisten More info on the hosts www.mastersoffinance.com.au To email us directly masters...
Aug 25, 2020•32 min
In this #mastersoffinancepodcast special guest Paul Benson joins us to discuss the difference between Financial Autonomy and Financial Independence, why Financial Autonomy is better, and how to achieve it. #havealisten More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.com/moranfp/ Please read and acknowledge the following before listening to this episode. This podcast is for entertainment purposes on...
Aug 12, 2020•47 min
As we make our way through the second half of 2020, many of us have found the increased down time due to COVID-19 has allowed us to “take stock” of our lives and consider what the future may hold. In this episode of #mastersoffinancepodcast we dive into productive goal setting using a S.M.A.R.T. method that encourages you to dream big. #havealisten More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.co...
Jul 28, 2020•35 min
The times that we live in! In the midst of the global pandemic which feels like in our little world, is centred on Melbourne, we unpack our best tips for managing your money during the Coronavirus pandemic. In this episode of the #mastersoffinancepodcast we discuss things you should think about with your investments, who to become really good friends with, who you should listen to or not listen to, and how to not let your eyes become bigger than your wallet. #havealisten
Jul 07, 2020•33 min
In light of the recent COVID-19 lockdowns that created significant barriers to social interaction, exercise and being outdoors in general, focus on mental health has become more important than ever. In this episode of the #mastersoffinancepodcast we look at how our mental health and financial wellbeing are intrinsically linked, while exploring methods to ensure optimal health in both areas. Do you want to hear about what your mental health could be doing to your finances? #havealisten Please rea...
Jun 23, 2020•42 min
In this episode of the #mastersoffinancepodcast we delve into the mysterious things known as investment bonds or insurance bonds. We breakdown how these tax structures can benefit you for things like an early retirement but also look at some specialised versions where you can potentially claim all your tax back if you're using it for education costs. #havealisten More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://...
Jun 09, 2020•36 min
With everyone stuck at home and working from home due to the COVID-19 pandemic, #havealisten to this episode of the #mastersoffinancepodcast for some tax tips on how you can claim the most of your working from home expenses at tax time. More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.com/moranfp/ Please read and acknowledge the following before listening to this episode. This podcast is for enterta...
May 26, 2020•28 min
What's with all the negativity? Interest rates or bond yields have gone negative. Oil prices have gone negative. Where are the optimists among us? In this episode we have a look at how bond yields can go negative and what the implications these anomalies have on some specific sectors and the overall economy. There is even a mention of a mortgage with a negative interest rate! We also dive into the recent negative spike in Oil prices and wonder at how can the price of something that you buy to co...
May 12, 2020•29 min
With the arrival of COVID-19 to disrupt our economy and way of life, the Australian government have announced that people who have lost their job or seen a reduction in their income or hours worked, can apply to access up to $20,000 of their superannuation savings. But is this actually a good idea? In this episode of the #mastersoffinancepodcast we explore some of the consequences of accessing your super early and attempt to quantify what this could mean for your balance over time. #havealisten...
Apr 29, 2020•29 min
We follow the last episode of the #mastersoffinancepodcast with one aimed at going through the support measures available for individuals who need assistance amidst the COVID-19 pandemic and effective shutdown. Have a listen to see if you might qualify for any of the initiatives on offer. More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.com/moranfp/ Please read and acknowledge the following before l...
Apr 20, 2020•25 min
In this episode of the #mastersoffinancepodcast we look at some of the government assistance measures available amidst the COVID-19 pandemic and effective shutdown. If you are an employer or a Sole trader then this one is for you. More info on the hosts www.mastersoffinance.com.au To email us directly [email protected] Follow us on Facebook https://www.facebook.com/moranfp/ Please read and acknowledge the following before listening to this episode. This podcast is for entertainment...
Apr 20, 2020•29 min
The Coronavirus or COVID-19 has caused chaos and fear around the world and the sharemarkets have certainly not escaped the shocks. Social distancing is becoming a term we are all familiar with and Chris and Alex recorded this episode from separate locations for the first time ever. If you are wondering how the virus is impacting the economy and investment markets then #havealisten to this episode of the #mastersoffinancepodcast to find out whether we think it is an over reaction, where interest ...
Mar 18, 2020•32 min
There is change in the winds and it is rolling in like a storm set to hit at the end of March 2020 and will be brutal for self-employed people. The Australian Prudential Regulation Authority has scolded the naughty insurance companies for making big losses on their income protection insurance policies and has changed the rules around what type of income protection insurance contracts they can offer. Have a listen to this episode of the #mastersoffinancepodcast to find out what the changes are th...
Mar 10, 2020•31 min
Want to get into the property market but can’t afford to buy where you want to live? Rentvesting might be your ticket to having it all. On this episode of the #mastersoffinance podcast we talk about how a rentvesting strategy works and how you can benefit from it. Stay tuned to the end for our masterful tips on what we have learned from personal and professional experience. Have a listen! More info on the hosts Ü www.moranfp.com.au Follow us on Facebook Ü https://www.facebook.com/moranfp/ Please...
Feb 25, 2020•37 min
Climate change is very much front of mind at the moment after the horrendous bushfire season we are in the middle of here in Australia. It is starting to make its way into the decision-making process of investment firms and fund managers as key drivers of long-term profitability. On this episode of the #mastersoffiancepodcast we take an in depth look at the current investment landscape, dissect another 3-letter acronym in ESG factors (Environmental, Social & Governance) and look at how you c...
Feb 11, 2020•50 min
Welcome to our summer miniseries called #moneyforjam on the #mastersoffinancepodcast. Part 3 of our miniseries has a look at the economic benefits of solar PV systems for retirees and how hugely beneficial they can be for people on a part Age Pension Have a listen! More info on the hosts Ü www.moranfp.com.au Follow us on Facebook Ü https://www.facebook.com/moranfp/ Please read and acknowledge the following before listening to this episode. This podcast is for entertainment purposes only and does...
Jan 28, 2020•9 min
Welcome to our summer miniseries called #moneyforjam on the #mastersoffinancepodcast. Part 2 of our miniseries goes back to look at how you can get free money from the government by way of the co-contribution. There aren’t many of these opportunities around so make the most of while you can! Have a listen! More info on the hosts Ü www.moranfp.com.au Follow us on Facebook Ü https://www.facebook.com/moranfp/ Please read and acknowledge the following before listening to this episode. This podcast i...
Jan 14, 2020•8 min
