Get Started Investing

Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:What ETFs actually are and how they work.How to choose ETFs (including fees, allocation, holdings- explained).The biggest mistakes beginners make with ETFs and how to avoid them.Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.Chapters:00:00 Why ETFs Feel So Confusing00:03:00 The Easiest Way To Understand ETFs00:06:30 Cut Through Thousands Of Options00:10:30 Build A Portfolio That Hits Your Goal00:15:30 The Cost Mistake To Avoid Early00:19:30 What A Real Beginner Actually DidLinks Mentioned in this episode:🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us Submit here🎟️ FinFest tickets - Register for early bird hereWant to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here. Or browse all her Morningstar articles hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Now that Jess has set her financial goals, how should she put her money to work so she can meet them?She knows she wants to invest, should she be saving too? What about superannuation?Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.Chapters: 00:00 What Would You Do With Extra Income00:43 Setting Goals That Actually Work03:11 Splitting $3k Wisely10:26 Investing For Long Term Wealth13:33 Why Super Is More Powerful Than You Think22:45 Turning Advice Into A Clear Plan26:37 How Real People Use Their MoneyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.This recording was the first time the two had met and Glen takes Jess through the same process as any new client.But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.Chapters: 00:00 Jess Faces First Advice Session05:15 Listener Andrew Shares His Turnaround10:25 Glen Maps Jess Money Goals16:25 Super, Insurance And Big Decisions22:17 Planning For An Unknown Future28:26 Dream Life By The WaterJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Before investing a single cent, you need to get your cashflow sorted.So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible.To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser.Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it.By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too!Chapters: 00:00 Do This Before You Invest02:02 The Financial House Framework04:48 Why Systems Beat Good Intentions09:42 Fixing Jess’ Money Flow12:23 The Budget That Changed Everything16:01 Setting Up Money Buckets20:12 Real Example of Chaos to Control23:05 How Systems Kill Money AnxietyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereCheck out the Glen James Spending Plan hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Jess wants start investing. She’s tried to start before but every time- she freezes, chickens out, or puts it off entirely.So what’s actually holding her back?Jess sits down with Money Coach Karen Eley to unpack the psychology behind her hesitation. They explore how early money experiences, beliefs, and behaviours can shape the way we think about investing - often without us even realising it.Plus, Jess chats with Equity Mates community member Rebecca, who shares her journey from financial avoidance to building consistent investing habits. Proof that change is possible, no matter where you’re starting from.By the end of the episode, Jess will understand what’s holding her back and walk away with practical strategies to finally take that first step.Chapters: 00:00 The Real Reason You Feel Stuck05:54 You Are Not Too Late To Start09:54 Knowing Isn’t Enough To Act13:54 Hidden Beliefs Driving Money Habits22:15 Why Saving And Investing Feels Scary29:11 Build Self Trust And Break The CycleJoin our community of beginner investors; Sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereGet in touch with Karen or take her money type quiz here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Our colleague Jess has been keeping a secret. During a 10 year career in the finance industry, she had never told a soul- until now.Jess has never invested.She wanted to start, she knew how to start (even listened to our 12 Steps to Get Started three times.)But she has not started.So why not start now and document the journey?Over the course of the next 12 episodes, Jess will start investing- in real time. Each week, she’ll speak to an expert who will walk her through the steps, answer her questions and help her take action to get invested. Plus she’ll chat to Equity Mates community members about their investing journey, getting real-world advice from all walks of life.If you’ve been delaying investing or have someone in your life who wants to- this is the sign to start and go on the journey with her.Chapters: 00:00:00 Why Jess Said Yes To This Series00:03:04 A Finance Career Without Investing00:07:21 The Lifestyle Shift Boosting Her Savings00:10:21 The Moment She Backed Out00:13:09 What It Will Take To Start Investing———Join our community of beginner investors; Sign up to the Get Started Investing newsletter hereWant to share your investing story? Submit here or DM us on InstagramWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Congratulations, you’ve made it to the final episode of this series!To wrap up this journey, we leave you with the most important lesson yet- how to get out of your own way by automating your investing.Now you’ve heard these 12 Steps- you have all the tools you need to improve your financial future.It’s time to go forth and use them! If you’ve enjoyed / found value in this series, please join us in our mission to make Australia more financially literate and share it with others.In this episode you will learn: • How your brain stops you being a great investor• Why automation is so powerful• Other tips to remain consistent and focus on what matters• 3 key tips from Patrick O’Shaugnessy, one of our favourite investorsChapters: 00:00 - Beat Your Brain’s Biases04:27 - Your Future Self Not a Stranger06:19 - How We Automate Investing09:03 - Other Ways We Overcome Biases12:04 - Three Tips To Leave You With14:04 - You Have The Tools, Now Use ThemLinks Mentioned: 📖 Patrick O’Shaugnessy Millennial Money (terrible title, great book).🎧 Episode on Brokers.This is Part 12 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

So far you’ve learnt how to build a portfolio, now we get into the specifics of how to buy shares plus keep it regular and less stressful!You’ll hear our best tips for buying and selling your investments to help stay on track for the long term.In this episode you will learn:• How do I actually buy shares or ETFs?• 3 ways of ordering shares: Market, Limit, Stop• Why we don’t time the market• The power of dollar cost averaging (DCA)• Knowing when to sellLinks Mentioned:📕 Just keep buying by Nick MaggiulliChapters:00:00 - Three Types of Buying7:54 - Never Try to Time the Market11:07 - Introducing Dollar Cost Averaging (DCA)13:40 - Buying the Dip vs DCA15:56 - Three Signs You Should SellThis is Part 11 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Investing with an expert or ‘active manager,' is not something you need to add to your portfolio. But if you do, you have to know why you’re doing it and choose an expert well. We walk you through our reasons for investing with an expert and the 6 factors we use when looking for one. In this episode you will learn: How you can invest with experts Why the experts don’t always get better returns What to look for when choosing an expert How we include expert investors in our portfolio Links Referenced: Morning Star ETF List Chapters: 00:00 - What is Active Management? 06:45 - 6 Factors to Choosing an Expert 11:10 - Do you need one? 13:25 - Active in Our PortfoliosThis is Part 10 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

It's time in this series introduce the world of single stock investing- finding and investing in great companies through the stock market.We’re cranking the investing lessons up a notch and going beyond the basics of ETFs.So how you find a good company to invest in? What do you need to look for? and where?You've probably heard legends of everyday people who invested in the early days of Apple or Microsoft and made millions. It might not always be as flashy as those tales- but investing in companies through the stock market can be a powerful way to build wealth and we think a great way to learn about the world around you.In this episode you'll learn:Why invest in companies?Three ways to narrow down your choices4 steps to find a great companyKey tips when buying individual companiesLinks referenced:Download our free 4-step stock checklistOther resources we mentioned: https://www.reddit.com/r/SecurityAnalysis/, TIKR, GuruFocus, quartrThis is Part 9 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What is a portfolio? And how do you create one?Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio.Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals.In this episode you will learn:·      What is a portfolio?·      What to think about: goal, time horizon, risk tolerance·      The importance of diversification·      How we approach our portfolios: Core & Satellite·      Other ways to construct a portfolioThis is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00 Setting a Portfolio Goal04:02 Time Horizon06:22 Risk Tolerance08:22 Importance of Diversification11:01 Core and Satellite13:26 Other Ways to Build Portfolios15:20 What is Rebalancing17:01 Make it Easy For Yourself———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Introducing the simple investor’s best friend… the index ETF.You don’t have to be an expert on financial markets to be an investor. In fact, it’s arguably easier today than it’s ever been to invest and most of that is thanks to our friend; index ETFs.In this episode you will learn:What we would buy if we were starting again todayWhat is an indexDifferent indexes around the worldHow you can buy an index: ETFsWhy an index is all you needChapters:This is Part 7 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Once you’ve decided what to invest in, how do you actually make an investment? If you're investing outside of superannuation, you’ll need to use a broker. But which broker should you use? It’s one of the most frequent questions we get from people starting their investing journey. There are so many of them available, it can be hard to know where to start. But no need to stress, that’s why we’re here and making this series! In this episode you’ll learn: ·      The two ways every person can invest ·      What is a broker?·      The 4 factors we use when choosing a broker (and why they matter):·      Which brokers we use This is Part 6 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The First Choice Every Investor Makes00:02:21 Super Or Outside: Your Two Options00:05:05 Why You Need A Broker00:06:41 The Four Broker Rules We Use00:11:20 Avoid Dodgy Fees And Products00:15:40 Brokers That Tick The Boxes——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

You can invest in all kinds of things through the stock market. You might have heard a few of them thrown around like; Stocks, Bonds or Property. They’re called different Assets or Asset Classes. So how choose which is right for you and how do these assets make you money? That’s what we’ll cover in part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.You will learn: ·      What is an investable asset?·      The most common forms of investments·      How you can access them all through the stock market·      How do you actually make money from any of these assets? (2 ways)·      Why we prefer stocks over all the other assetsThis is Part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 What Is An Investable Asset?00:02:15 The Four Most Common Investments00:04:53 ETFs are like Bundles00:06:31 Two Ways Investments Make Money00:07:47 Investing Versus SpeculatingThe Seth Klarman Clip at 7:42 is from 'Margin of Safety' on the Active Investor Magazine YouTube Channel, 14 Feb 2025.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

How do you actually invest? Well there's no one “right” way to do it; there are different styles which suit different goals and appetites for risk. The first three episodes of this series covered the foundations you need to get sorted before you can start investing. Now, it’s time to tackle how to make an investment. In this episode we cover what’s actually happening when you invest in the share market and how to know which investing style is right for you. You will learn: ·      What is the share market ·      What is a share and what does it mean to own one?·      The different styles of investing This is Part 4 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 Why Investing Beats Letting Cash Sit00:04:44 Owning Small Pieces Of Big Brands00:08:10 Hands-On Or Hands-Off Investing00:11:39 Three Hands-On Styles Explained00:18:58 Finding A Style That Suits You——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The single most influential factor in growing your long-term wealth, is the amount you’re able to save. Maximise your ‘savings rate’, then put that money to work by investing it and your future self will thank you. So, how do you do that? In this episode you will learn:How much money you need to start investingWhy the most powerful factor is your savings rateBryce’s approach: Rule of 3’sRen’s approach: Pay yourself firstThis is Part 3 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The Money Habit With the Biggest Impact00:01:58 Investing Isn’t Just For High Earners00:02:58 This Is the Part You Can Control00:05:28 How We Each Stay Disciplined00:11:30 Find the Spending That Trips You Up00:14:50 Saving Now Equals Freedom Later——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

When is the “right” time to start investing? How do you know if you're ready? We’ve heard plenty of reasons why people put it off. Not enough money, it feels too risky and more! We are here to tell you: now is the time. You have everything you need.  In this episode you will learn:Why now is the time to start investingWhat you need to get started investingHow to clear your high-interest debtAbout other debt: Mortgage, HECs etc.Building your emergency fundThis is part 2 in our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 Why Delaying Feels Sensible00:02:21 Waiting Wastes Your Advantage00:04:07 Everything You Need To Begin00:06:07 Clearing Costly Debt First00:08:08 Mortgage And HECs: What Matters00:12:54 An Emergency Fund Comes First00:14:47 You Can Start With Just One Dollar——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

 Investing. It can feel daunting, confusing or just too hard. The great news is that getting started is not as difficult as you might think. The stock market is a powerful wealth-creating machine, yet so many people miss out on utilising it. That’s why back in 2019, we created this series to break down the barriers and explain how to start investing. 7 years on, we're doing it again! An updated (even simpler to follow) 12 part series, sharing everything we’ve learned about investing to help you get started or to remind you of why it’s so important. Welcome to the first instalment! And if this is your first episode. Congratulations: your investing journey has officially begun. In this episode you will learn:What is Equity MatesWho we are – Bryce & RenOur first investments4 reasons why we invest (and you should too!)Chapters: 00:00 What this 12-part series will cover02:35 Who we are (and why that matters)04:40 If we can do it, anyone can07:06 How our investing journeys began11:16 Hear why other listeners invest 12:03 Our four reasons for investing13:15 The power of compounding explained17:17 The $1 a day investing challenge20:10 In the next episode... ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Still haven't started investing because you're not sure what to actually buy? We're solving that today. In this episode, Ren and Simon each reveal exactly what they'd invest in with $5,000. Real holdings, real strategy, but fake dollars. These two portfolios are concrete examples to show you how simple getting started can be.Timestamps:00:00:00 – Why Starting Feels So Hard00:02:05 – The Logic Behind Core and Satellite00:06:39 – How Simon Builds a $5K Portfolio00:09:54 – What Other Investors Would Choose00:10:56 – Ren’s Approach to a Diversified $5K00:18:07 – Takeaways for Your Investment PlanETFs mentioned: DHHF, QBTC, HACK, GHHF, EXUS | Stocks mentioned: Tesla, Coinbase, LVMH, Goodman GroupLinks Referenced:🎧 Listen to: core and satellite | Cybersecurity ETF: HACK | Our interview with Coinbase CEO Brian Armstrong📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Hilda knows with the amount she’s earning- she should be saving more. But money is something she hates dealing with. Normally, she lacks the motivation to do anything about it. But with a recent pay cut, it’s clear things need to change. So- she joins us on our series; Boost my Budget to get help building a low touch budget that will have her spending less, saving more and even- starting to invest. Your saving rate has the biggest impact on building your wealth. If you’re someone who’s been burying their head in the sand or coasting by, knowing you could be making your money work better- good news. It doesn’t have to be hard or scary. In this episode we cover ways everyone can improve their savings rate.Timestamps: 00:00:00 – Why Money Feels Hard To Face00:01:34 – What Hilda Wants To Change00:03:19 – Her Current System00:05:37 – What Her Spending Says About Her00:07:32 – The Surprises In Her Cashflow00:09:26 – Where Her Food Budget Goes00:10:52 – The Savings Gap She Didn’t See00:12:42 – Is The Credit Card Helping?00:14:13 – A System To Make Money Easier00:16:28 – The Budget That Actually Works00:18:49 – How To Make Savings Grow00:20:40 – A Simple Way To Start Investing00:22:07 – What To Do From HereLinks Referenced: 💸 Want your Budget Boosted next? Apply here💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly).Or our FREE ETF Handbook: everything you need to get started with ETFs.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Black Friday and end of year sales are here and you have the opportunity to use it to your advantage. In this episode we present our 3-step guide to tackling this high spend season with a financially literate, investing savvy mindset. Every dollar you don’t spend, is a dollar you can invest- so here’s how to make your money work harder for you. We cover:-       The doggy sales tactics to watch for and how to avoid them.-       How to get the best deals and stop impulse buying or overspending.-       Our 3-step guide to tackling Black Friday Sales as an investor Timestamps:00:00:00 –  We're Talking about Shopping Now? Not Quite00:02:04 – How Black Friday Takes Shape in Aus00:04:53 –  Sales Tactics To Watch Out For00:06:00 – How to Avoid Those Traps00:08:59 –  Our Three Step Plan To Use Sales Well00:13:35 – Build Investing Skills with Black Friday Links Referenced:🎧 Listen to: What is the stock market and how does it actually work?📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly).Or our FREE ETF Handbook: everything you need to get started with ETFs.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.  Hosted on Acast. See acast.com/privacy for more information.

If you’re stuck deciding which ETF to invest in, use our 5 steps to compare any ETF. In 10 mins you’ll have all the information you need to make the best choice for you.ETFs have made investing super accessible. So accessible in fact, that there are now so many to choose from that it can be overwhelming. If decision paralysis is getting in your way, these steps will help you focus on what really matters and get invested.Links Referenced:📈 ETFs mentioned: VHY, VAS🎧 Listen to: We hate fees! Here are the Cheapest ETFs in Australia📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes here. Timestamps: 00:00:00 – Introduction And Episode Setup00:01:29 – How To Compare Any ETF In Ten Minutes00:02:27 – Listener Question: VHY Or VAS00:04:13 – Step One: Look At The Name00:05:08 – Step Two: Understand Its Purpose00:05:55 – Step Three: How It Achieves That Goal00:07:15 – Step Four: What It Costs00:08:36 – Step Five: After-Fee Returns00:09:51 – How To Compare Two ETFs00:10:41 – VHY Versus VAS: Key Differences00:13:21 – Fee Comparison And Returns00:15:15 – Long-Term Performance00:16:30 – Final Thoughts And Takeaways———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Feeling nervous about investing right now? That’s perfectly normal. All time highs have been reached in many places as of late- It’s got some people talking about a Bubble, or impending crash. But what does that mean? Should you be worried? And how should you invest in response? In this episode we:-      Explain the theory behind stock market bubbles-      The impact on your investing-      How we personally are investing in the current market-      Five steps to take if you’re worried about investing right now Links Referenced:📈 Probability of loss chart 🎧 Listen to: Don’t time the market, Cognitive biases, why we love index funds,📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs. Timestamps: 00:00:00 – Introduction & Listener Questions00:03:59 – Are We in a Stock Market Bubble?00:07:55 – The AI Boom vs. Dotcom Era00:09:37 – The Risk of Waiting to Invest00:12:44 – Companies Die Indexes Are Forever00:15:50 – Five Steps for Investing Right Now00:20:57 – Outro Disclaimer——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Investing isn’t just a financial game, it’s a mental one. In fact, mindset is so pivotal to good investing, that if you’re yet to start (investing consistently, or at all), the chances are it’s your mindset- not your finances, holding you back. We’re here to help you break out of the biases keeping you from a better financial future. In this episode we explain 4 common cognitive biases that prevent you from investing and detail how to combat each of them, so you can invest to your full potential. Links Referenced:🎧 Listen to next: How much money do you need to start investing? 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our YouTube channel here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.——— Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Should you invest in the stock market or buy property? It’s debate we’re here to settle.In this episode we explain the role both property and stocks can play in a portfolio. It’s not about either/or, its about your goals and the timing. We cover:·      Why the Property vs Stocks debate is a false choice.·      How and when you investing in stocks.·      Knowing if or when you should buy property.·      The role each asset plays in a portfolio.Links Referenced:🎧 Listen to this GSI ep: how to invest in property without a mortgage📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.———Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Fees are the silent killer of investing returns. Luckily, they’ve never been easier to avoid.Even a tiny fee difference can cost you thousands over time. In this episode, we break down the lowest-fee ETFs in Australia and show how to make every dollar work harder for you. We Explain:-      How ETF management fees work-      A worked example of the impact a tiny % difference in fees can have on your wealth over 30 years-      The 3 lowest-fee Australian Index ETFs, S&P 500 ETFs and Global ETFs on the ASX-      The most expensive Australian ETFs you might want to avoid Links Referenced:👀 MoneySmart fee Calulator and Morningstar ETF List🎧 Listen to: what is the stock market and how does it work?📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our YouTube channel here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

When’s the last time you checked your savings rate? Some popular accounts have recently made changes, so it’s time to check that you’re still getting the best bang for those bucks. We were surprised just how much this list had changed in only 3 months, since we last made this episode.In this edition we share the top savings accounts as of October 2025:Top 5 accounts with conditions Top 5 accounts with no hurdles or conditions.Explain the recent changes to popular savings accounts in Australia including Up BankLinks Referenced: 🎧 Listen to: best savings accounts July 2025 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our YouTube channel here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------ Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Knowing what to invest in and how to invest in it, can get confusing. Not only are there now more options than ever, the terms used to describe them are full of acronyms and jargon. But don’t be disheartened. These terms are simpler than you might think. In this episode we explain 4 common terms you’ll hear beyond single stock investing; ETFs, Indexes, Mutual Funds and LICs. By the end of this episode, you’ll know what each of these terms mean and the key differences between them. Links Referenced: 🎧 Listen to: why we love index funds (and you should too)📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our YouTube channel here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------ Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

If there’s one thing to get right in your financial life, it’s superannuation. It’s the biggest free kick you’ll ever get and worth bothering about.To wrap up Super September, we’ve built the Ultimate Super Checklist: 9 complete steps that'll make your super work harder today to set you up for success tomorrow.Listen to this episode, download the free checklist, and start ticking them off.xLinks Referenced: 📝 Download the Utlimate Super Checklist.🎧 Listen to: Super September on Equity Mates and Your Super Questions Answered📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our book: Get Started Investing and Follow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

How you structure your cashflow is the key to achieving your savings goals, no matter your income. Becca dreams of sipping cocktails in Fiji, but her budget feels messy. With a small mortgage, investment properties, and even some shares- she’s built a strong base. But a recent drop in income has made it hard to balance today’s spending with tomorrow’s goals.In this episode, financial adviser Alex Luck joins Bryce to help Becca clean up her cashflow and prove that even on a low income, goals are still within reach.We cover:Setting up a simple account system which makes saving feel effortless.Why cashflow structure matters when it comes to hitting goals.How to balance short-term treats with long-term plans.Links Referenced: 👋 Want to speak to Alex? Get in touch. 💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our book: Get Started Investing and Follow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What your portfolio looks like at 60 should be very different to 20, or even 40. Your investing should evolve as your life does. In this episode, we show you how to make every decade count.It’s never too late to change your financial future. At every stage of life there are steps you can take to get the most out of the years ahead.We cover:A model portfolio for each key decade; 20s, 40s and 60s.Why time is your biggest advantage in your 20s.The traps to avoid in your 40s (hello, lifestyle creep).How to de-risk in your 60s without missing out on incomeLinks Referenced: 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.📚 Read our book: Don’t Stress, Just Invest🎧 Listen to: What’s in our portfolios on Equity Mates 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our book: Get Started Investing and Follow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Consistent returns and time. That's the recipe for the most powerful force available to an investor; compounding. You don’t need to chase crazy returns to build meaningful wealth, compounding alone can get you there. In this episode we explain how. We cover: What is compounding and just how powerful it isThe steps you need to take advantage of it.A common misconception about how compounding works.Answer a listener question about compounding inside super vs outside of itLinks Referenced: 🎧 Listen to: Our episode on Dollar Cost Averaging and Super September on Equity Mates📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on the Get Started Investing YouTube channel here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

It's a dreaded word in investing… Inflation. If you’ve felt the cost of living pinch, you’ll be no stranger to the corrosive effect of inflation on your finances. But what actually is it? How does it work? Why does it change? In this episode we explain everything you need to know about inflation, importantly, how you can use it to your benefit.We cover: What is Inflation and why is it so harmful?How to avoid losing money to inflation: have it working in a way that beats it.3 ways to take advantage of inflation.Links Referenced: 🎟️ Live Event Tickets here🎧 Listen to: Best Savings Accounts 2025, Why saving alone won’t make you rich📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

YouTube is big business these days. In this episode we chat with finance creator Brandon van der Kolk who built a 1M+ subscriber channel; New Money. We hear about his investing journey, his money philosophy and how he built his internet hobby into a full time business. We chat about: How Brandon built his hobby channel into a full time gigHis investing journey from questionable single stocks to ETFs back to Warren Buffet Value style single stock investingHow he manages his money as a business owner His “make more not save more” money mindsetLinks Referenced: 👋 Check out Brandon’s Channel here📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Kara tracks every cent she spends in a detailed spreadsheet… yet still feels her budget’s slipping away.With a single income, two kids, and the goal of retiring at 60 with a fully paid off property- Her monthly retail spend could be holding her back. Can financial coach Lexi Smith help Kara swap the impulse buys for investing?In this edition of Boost My Budget, we unpack Kara’s cashflow, tackle her doom-scroll fuelled spending sprees and help her find ways to tame that onerous spreadsheet. We cover:Kara’s monthly spending breakdown.Quick wins to make budgeting feel less restrictive and more sustainable.How to spot and manage spending triggers. Why focusing on just one category can simplify money management.Links Referenced: 💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🎧 Listen to: all Boost my Budget episodes📞 Want your budget boosted? Apply here.🙋‍♀️ Want to get in touch with Lexi? Use this form.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

We don’t call ourselves ‘The Index Boys’ for nothing. Index funds are the bread and butter of how we invest. They’re low cost, diversified and make it possible to grow meaningful wealth without spending hours stock picking. In fact, we believe index investing alone, can be enough. So in this episode, we explain what index funds are and why we think they’re the best investing method for beginners and seasoned investors alike. Plus, we share how we each use them in our own portfolios.We cover: What is an index fund and how do they work? A look through their historical performance.How we invest these funds.Examples of ASX listed Index ETFs. Links Referenced in this episode: 🎧 Best ETFs for Quitting Your Job📚 Don’t Stress, Just Invest.📞 Thanks Emily for sending in today's question! Have one too? Leave us a voicemail, and we'll answer it on the podcast!🎥 Watch Get Started Investing on YouTube here.—------Want more Equity Mates?📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Follow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Revenue and Profit might sound like the same thing, but they can tell very different stories about a company. In this episode, we cut through the jargon and explain in clear, simple terms what revenue and profit each actually mean and why they matter to you as an investor.We cover:What revenue and profit are.How they're different.Why this difference matters to you as an investor.How to use them when evaluating or researching a company.Links Referenced: 🎧 Listen to: What is the stock market | Dividend Reinvestment Plans 📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly). 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

No one can predict the market, but anyone can Dollar Cost Average. In this episode we show you how. This simple strategy is the ultimate approach to long term investing. DCA or Dollar Cost Averaging is how we invest, and it’s proven to build wealth over the long term. In this episode we cover: What is DCA?When does it make sense to use it?Examples of the compounding power of DCAHow to automate it. Links Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The stock market: A magical place where wealth is made. But when you buy a stock or an ETF- what actually happens? In this episode we explain in simple terms, how the stock market actually works (and what as an investor, you need to understand about it.) We cover: What is a stock market How trading works What moves share prices What matters & what doesn’t matter as an investor Links: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What if the shares you already own could help grow your portfolio faster? In this episode, we break down how Dividend Reinvestment Plans (DRPs) can quietly boost your returns over time. This one's for the set-and-forget investors; your comprehensive guide to dividend reinvestment.We cover:What DRPs areHow they work and when to use themSteps to set them up in your portfolioHow we use them in our own investing strategiesLinks Referenced: 🎧 Listen to: Everything you need to know about Tax📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!More from Get Started Investing🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this instalment of Boost My Budget, we meet Chloe; 21 years old, self employed and the first to admit her money habits are a bit of a mess. Sporadic saving and impulse spending, blurred lines between business and personal cashflow, a budgeting system based mostly on vibes. She’s ready to change that. She wants accountability. In this episode, with expert help from financial coach Lexi Smith, we help bring structure (and sanity) to her budget. Showing that it’s possible to spend smarter, without sucking the fun out of life.We cover: a live review of Chloe’s spending.Tips for separating business and personal cashflow as a sole trader.How to tackle irregular saving and impulsive spending.The “75 hard” challenge, for your money. Links Referenced: 👉 Want your Budget Boosted? Submit here! (under ‘show segments’) 🤑 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🙋‍♀️ Want to get in touch with Lexi? Use this form. 🎧 Listen to: our previous Boost my Budget’s—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

“Hi, I’m Glen and I’m a recovering spender”, Glen James has built a career helping Aussies feel confident with money, but his own investing journey has been far from textbook. Intuitive, successful and at times unconventional. In this episode, we chat to Glen about how approach has evolved; from impulsive spender, to financial adviser, to now running one of Australia’s biggest money podcasts. (or money ‘show’, we should say 😉)We cover:Why Glen ditched setting investing goals (and what he does instead).His “give some, save some, then spend some,” philosophy.The guardrails he used to break out of bad money habits.How he invests today (including a detailed breakdown of his flows from payday to portfolio).Links Referenced: 👋 Find Glen’s show money money money, his books and or his instagram.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our free ETF Handbook: a guide to get started investing with ETFs.📝 Check out the Glen James Spending Plan here.🎥 We're on YouTube! Watch full episodes on the Get Started Investing channel.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

If you are only saving your money, you risk falling behind. You can’t argue the numbers- investing beats saving in the long term. They’re both essential in a healthy financial set up. But we believe that too often, savings play a larger role than they should.In this episode we explain why and help you find a healthy balance between saving and investing. We cover: The difference between saving and investing.The role they each can play in financial freedom and building wealth.Why saving alone won’t make you rich (Meet the dreaded “I” word; Inflation)How we each balance saving and investing in our own financial set up. If you're a serial saver, we're here to convince you that it's time to start investing.Links Referenced: 🎧 Listen to: Could you be getting more for your savings? Australia’s best savings accounts – July 2025📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

"I don’t have enough money to invest.” We hear this a LOT. It’s a common misconception that to be an investor, you have to be earning a high income or have a chunk of spare cash, but that’s not true at all. In this episode we teach you how to get started investing on any budget.We cover: Understanding the minimum investments to get startedStarting with microinvesting (and what that is)Minimum investments at the major investment platforms (4 microinvesting apps and 8 broker platforms)Why small investments can grow into big goals The dirty little secret of choosing a broker Links Referenced: 🎧 Listen to: This episode for more broker info including Chess and Custodian.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you.—------📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Chances are that right now, you have some amount of cash tucked in a savings account. But when was the last time you checked if it’s working hard enough?In this episode, we take you through the top 5 savings accounts on offer right now in Australia. With two interest rate cuts, the list has changed since the start of 2025. Choosing the best HISA (High Interest Savings Account) is what Bryce calls, “The bread and butter of getting your finances sorted.” So break open a baguette and slather it in Lurpak- because after this episode, you can be sure to know if your savings are getting the best interest. We cover: Top 5 savings accounts in Australia Top 5 no-gimmick savings accounts in Australia (base rates)Accounts you should avoid (Dishonourable Mentions) NO honeymoon rates - we’re not doing it. You’ll hear why.Links Referenced: 🔍 Our source for this episode: The Accounts Leaderboard🎧 Listen to: The best brokers, savings accounts & investing apps for 2025📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

It’s Bryce’s favourite time of year, tax time! As an investor, it can get confusing, particularly if this is your first financial year investing. This episode is your Tax Time essential listen, covering everything you need to know as an investor. Including: Capital gains tax (What it is, how it works and what to consider)investing Income like dividends Tax rule differences between asset classesCommon deductions for investors ATO hotspots for 2025 (avoid getting caught on these mistakes the ATO have announced they’re watching!) You’ll leave this episode with a better understanding of what you need to do this tax season and help you with ways to make the administrative burden lighter this financial year. Thanks to Caitlyn, Julie, Simon and Roxanne for their questions this episode! If you have an investing question- Leave us a voicemail, and we'll answer it on the podcast!Head to betashares.com.au/direct and make tax time smarter this year.**Note this episode was updated on 27th of Jun with a correction on the calculation of capital losses and the capital gains discount.Links Referenced: 🎧 Listen to: 2020 vs 2025: how our portfolios have changed🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

It’s the final episode of our Best Investing Ideas for FY26 series! And we’re bringing something a little different for your consideration.Stepping beyond the usual suspects (cash, stocks, and bonds), we pitch 4 alternative assets that we’re watching as FY26 kicks off.These are ideas that might fly under your radar but could add meaningful growth and diversification to your portfolio.We cover: What alternative assets actually are and why they’re worth consideringHow to get access to these opportunities, even with a small budgetWhy these ideas made our personal watch lists for the new financial year Bryce picks:Ways to invest in private equity that are more accessible than everThe cryptocurrency that makes up 10% of his portfolioRen picks:A tried and tested commodity that shines during economic uncertaintyA unique corner of Australian property that’s quietly delivered over 200% growth in two decadesLinks Referenced: 🎧 Listen to: our episode on Gold ETFs and How to buy property without a mortgage. 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: our step by step guide to get started with ETFs.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In today's episode we continue our 'Best Investment Ideas For FY26' series - the ETFs and stocks that we’re watching or buying to help you get inspiration to freshen up your FY26 portfolio. In this episode, we bring you 4 stocks. Some we own, some we're interested.Bryce picks: A 'once-in-a-generation opportunity'The librarian of the internet - it's more interesting that it sounds! Ren’s picks:A company with an incredible moat and AI potentialA leveraged play on crypto but with more downside protection Links Referenced: 📝 Download our FREE ETF Handbook it’s our complete guide to investing with ETFs.📞 What are your best investment ideas for FY26? Leave us a voicemail, and we’ll feature them in the next episode. 🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Looking for fresh investment ideas for the new financial year? Over the next three episodes, we’ll be sharing our best investment ideas for FY26. You’ll hear the ETFs and stocks that we’re watching or buying and get inspiration to freshen up your FY26 portfolio. In this first episode, we bring you 4 ETFs. These are NOT the same core index ETFs you’ve already heard us plug. We bring you 4 new ideas for the new financial year, including...Bryce picks: A compelling pitch for investing in the global banking sector.A small cap surprise. Ren’s picks:An actively managed ETF with a strong 10-year track record (18%+!)A way to access Aussie growth ETF that “cuts the riff raff,” and that Bryce calls “the best ETF in Australia.”Links Referenced: 🎧 Listen to our episodes on core and satellite investing:  how we use core and satellite, how we would invest our first $5000 and how we’re investing for 2025📝 Download our FREE ETF Handbook it’s our complete guide to investing with ETFs.📞 What are your best investment ideas for FY26? Leave us a voicemail, and we’ll feature them in the next episode. 🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.