"Just listen to the words."

Phil Muscatello is known for his Shares for Beginners podcast, and the investing education empire he's built around it. He's a gun interviewer but we've put him on the other side of the table, chucking him in the hot seat to answer questions on his own investing mistakes and learnings — and there are many. 

This conversations links psychology to politics to investment theory. Some finer points are below:

• Changing your mind about capitalism
• Raising the middle class
• Aleks and Phil's investing mistakes
• Phil's favourite investing quotes and theories
• Whether investors are waiting for the dip
• LICs and their dividends

You can follow Phil on LinkedIn, and Twitter, and listen to all of his six (!) podcasts through his website.

The ASA code Phil mentions is: shares22. The code is valid through to the end of 2022 and will provide a year's free membership.

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

"My mum tried to do a budget with me and I cried."

Molly Benjamin used to be horrible with money. She had a high-paying bank job in London's Canary Wharf and was living pay check to pay check. She remembers seeing male friends ready to invest in property and female friends struggling to pay rent, and had the epiphany: financial education is crucial to survival.

The fastest growing demographic of homelessness people in Australia is women over the age of 55. A stat attributed, in part, to the garbage financial education of yesteryear women were taught.  

In this episode Aleks speaks to Molly about:

• Why things can't be 'male, pale, and stale'
• Molly's new course for investing
• Crying while budgeting
• Molly's investment history
• Dating men who didn't diversify
• Molly's turning point
• Representation and role models

You can learn more about Ladies Finance Club and their education through their website.

You can view the Ladies Finance Club courses here.

You can follow Ladies Finance Club on Instagram, Facebook, and LinkedIn.

See omnystudio.com/listener for privacy information.

More financial literacy means more women in finance, which means more Cathie Woods and a much more interesting investing space. Bianca Hartge-Hazelman is doing a lot to expedite that future.

An ex journalist, Bianca's love of data led her to create Financy and track women's financial progress through the Financy Women's Index (FWX). 

As Aleks puts it, "the data drives inertia," and the FWX is an important tool in Australia's financial landscape that tells us how long it will be until things are fair.

In this chat, Aleks speaks to Bianca about:

• How she learned about investing by not investing
• How COVID and unpaid work helps equality
• How far we are away from corporate equality
• Whether things are even getting better
• What it will take to get us to equality

See more about Financy by clicking this link.

Follow Bianca on:

• Facebook,
• Twitter,
• LinkedIn,
• and Instagram.

You can download the full Financy Women's Index report here.

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

Sometimes a chance encounter with an investing-savvy builder in a Nissan Skyline GTR can make all the difference…

We're back with another episode of $0 - $100k, and this time we're doing something a little different. Deviating from stock market investing, we're talking to brothers in a family owned real estate business, Linkers Group, who made their wealth the hard way in Sydney real estate. 

Mish and Rubayet's inspirational story spans

• Property gains in low socio-economic environments and undesirable suburbs
• Having to camp on land-lots to secure sales
• Insecurity driving bad investments
• Succeeding in a culture that values scholastics despite underachieving in school
• Wading through the world of FinTok
• and a rapid-fire Q&A.

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

What's the difference between your investments being managed actively or passively? If you don't know, it might be because most finance comms suck at teaching you. 

Jodi Pettersen from eInvest is bucking that trend through @eInvestau, reaching a new demographic with social media quizzes, videos, and a decidedly less 'blokey' tone because stocks aren't all Wolf of Wall Street. 

In this episode, Aleks chats to Jodi about:

• Why Jodi's investing memories are tied to schoolies
• Fashion inspiring her investment education
• How E-Invest's IMPQ fund is getting returns while maintaining ethics
• ESG… E. And what the second E means.
• What Jodi is invested in personally
• Small Cap Investing

Resources mentioned in this episode are:

• The Economist Podcasts
• Shares for Beginners Podcast
• The Impact Investing Podcast

You can also read more about eInvest's IMPQ fund here

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

“Money isn’t made easily, and it shouldn’t be for free.”

Magellan's Nikki Thomas is a legend in the Australian investment scene. She was a one of the Magellan's early hires and, after a small sabbatical, is now its Global Portfolio Manager. 

In this episode, she talks to Aleks about:

• Investing memories with nanna and candy on the farm,
• Why it's important that every investor knows (at least a little) about evaluating,
• Trajectory of growth versus inflation,
• Magellan being human asset intensive,
• How Magellan identifies a global theme, 
• and the magic behind Magellan's 9% annual return over 15 years.

 

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

 

 

See omnystudio.com/listener for privacy information.

Have you ever thought about how you want to retire? Because you should — especially if you're a woman. 

The superannuation gender retirement gap means that women retire with a fraction of their male counterparts, and Craig and Trenna from Super Fierce want to change that. 

Just like Big Swinging Stocks, Super Fierce exists to address the latent issues from finance's boys' club. Craig and Trenna are using their expertise from years of working at Macquarie (Trenna as Head of Strategy and Craig as Chief Investment Officer and Head of Innovation) to create a superannuation fund that makes wealth accessible to women through lower fees and a community centred on closing the gap.

In this episode Aleks talks to them about:

• Their $100 million milestone
• Why women are disenfranchised from super
• How to determine if you're in a 'good fund'
• Why they left Macquarie
• Their best advice for their 20yro selves. 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

Aleks is introducing a new segment to Big Swinging Stocks — Controversy Corner. 

The special is one of her favourites from Broke Girl Wealth. She reaches out to followers for input on a salacious topic, and reports on it. This time, we've brought Selfwealth's community into the mix as well. 

In this episode, we do some digging into the data to report on an age-old source of ageist bickering: which generation has it easiest? Are the kids these days just too damn lazy?? 

In our quest to assess, we look into the following:

• Debt to income ratios
• The cost of living
• Fleetwood Mac
• Variable interest rates
• Mortgages
• Non-pension funded retirement
• And stats on which generation is the most productive

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

This episode, we're doing things a little differently with a personal story.

Aleks is baring all, sharing the ups and downs of her journey from deep in debt to a net wealth of $180k.

This journey isn't meant to be easy. And anyone staring at the sea of red in their portfolios will attest that right now it's harder than ever.

Aleks' story isn't a perfect one. She's made some questionable choices with credit cards and over indexed instead of paying bills.

But every mistake is a teachable moment. And in this episode she's sharing her learnings so that you might not make the same mistakes — or at least be a little easier on yourself.

 

 

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.

Podception! Owen Rask and Kate Campbell from The Australian Investors Podcast and The Australian Finance Podcast join Aleks to talk about what on earth is happening with the markets right now. 

We decided to get this esteemed investing pod duo on because it's time to talk to the big dogs. Kate and Owen have been talking investing to the masses for years now, and they've got nuggets of wisdom we can all learn from. 

Aleks talks to them about:

• Their investing memories in drones and banking
• Investing behaviour and why beating 'alpha' isn't necessary
• Bear markets and recessions in the context of now versus the past
• Alternative investment types we should all be mindful of
• Plus we harass them with our first true/false quick-fire round and spring hairy questions on them

Selfwealth Ltd ACN 52 154 324 428 (“Selfwealth”) (Australian Financial Services Licence Number 421789). The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice.

See omnystudio.com/listener for privacy information.