Investing Compass

Oct 26 2024 232 ep. 22 mins 363
Investing Compass Podcast artwork

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.
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How to build a travel fund

Oct 26 2024 18 mins  
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 [email protected] or leave us a voicemail to feature o

Replacing hybrids

Oct 19 2024 18 mins  
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 [email protected] or leave us a voicemail to feature on the podcast here.Additional resources from our episodes a

The Sandwich Generation: handling caring responsibilities on both ends

Oct 12 2024 19 mins  
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 [email protected] or leave us a voicemail to feature on the podcast 

Chances are your estate will be contested. Here's how to protect it.

Oct 05 2024 17 mins  
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 [email protected] or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are av

All in one Vanguard ETF deep dive

Sep 28 2024 16 mins  
This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article hereClick the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to fe

The value of franking credits

Sep 21 2024 18 mins  
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/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morni

The lessons of Dollarmites

Sep 14 2024 15 mins  
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/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to f

Aussie stocks to hold forever

Sep 07 2024 29 mins  
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/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.A

Decoding stock picks from experts

Aug 31 2024 17 mins  
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/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] o

DCA vs Lump Sum Investing

Aug 24 2024 17 mins  
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/YEE71vpxInterested in our investing course? Find it here. To s