Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday.
Formerly named my millennial money professional
Host
... moreBy Dev Raga
Money concepts made simple for busy professionals, hosted by Melbourne-based doctor Dev Raga. New episodes every Wednesday.
Formerly named my millennial money professional
Host
... moreThe podcast currently has 320 episodes available.
In todayβs episode, Dev interviews Nick Nicolaides co-founder of Pearler, touching on:
ππΎ how long has Pearler been around?
ππΏ what investments are available?
ππ» what is HIN (holder identification number)?
π what is the fee structure?
ππΌ understanding their automation
ππ½ support - tech and non-tech
ππΎ what happens when Pearler goes bankrupt?
https://pearler.com/
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To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Dr. George Eskander, touching on:
ππΎ what does an executive do?
ππΏ his journey and training into his role?
ππ» what other career options do executives have?
π how does your day look like?
ππΌ junior doctors, pay and culture
ππ½ his side hustle - PassGP
ππΎ investing philosophy
ππΏ money wins
Dr. George Eskander
[email protected]
PassGP.auΒ
https://www.passgp.au/dev-raga-personal-finance
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Glen James, touching on:
ππΎ why write a book?
ππΏ how does your book differ from other investing books?
ππ» who is Nick Bradley?
π why are behaviours important?
ππΌ tell us about your 40% loss of investments as an 18-year-old
ππ½ contrarian views - go through each one
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Scott Taylor, touching on:
ππΎ what is preservation age?
ππΏ what are my options when I retire?
ππ» can I chop and change phases?
π what is Transition to Retire (TTR)?
ππΌ how does tax work in the retirement phase?
ππ½ how does an aged pension get affected?
ππΎ what is a downsizer contribution?
ππΏ what is the re-contribution strategy?
ππ» what is binding death nomination?
π how long can I continue to work and get super?
ππΌ any specific rules on investment in retirement?
Scott Taylor [email protected]
Everest Wealth (everestwealthgroup.com.au)
Instagram (@everestwealth)
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Scott Taylor, touching on:
ππΎ why does super exist?
ππΏ what are the type of contributions and their respective limits?
ππ» carry forward contributions vs bring forward contributions
π super for low income owners
ππΌ what is the first home super savers scheme?
ππ½ retail vs industry super fund
ππΎ how do taxes work in super?
ππΏ conditions of early release
ππ» what is excess contributions tax?
π what is maximum super contributions base?
ππΌ how to max out non earning spouse?
ππ½ why can't I get trauma insurance in super?
Everest Wealth was founded 6 years ago by Scott Taylor & Alexander Luck and set out to help young professionals all around Australia get ahead and build their wealth.
Everest Wealth (everestwealthgroup.com.au)
Instagram (@everestwealth)
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev explains sequence of returns risk, touching on:
ππΎ what is sequence of returns risk?
ππΏ wealth accumulation vs retirement phase
ππ» does sequence of returns risk affect everyone?
π what asset classes are effected?
ππΌ an example to highlight the principle - rising market vs falling market
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Louise Biti of Aged Care Steps, touching on:
ππΎ retirement living options
ππΏ pros and cons of each type
ππ» financial costs of each option
π should a family doctor be involved?
ππΌ how to access myaged care?
ππ½ aged care specifics
ππΎ what happens when you die?
ππΏ what is RAD?
ππ» what is the function state trustee?
π Aged care vs Centrelink
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Sarah King from Stockspot, touching on:
ππΎ what is Stockspot?
ππΏ summary of service
ππ» account types and flexibility: investing for individuals, trusts, and self-managed super funds
π what are the fees?
ππΌ does it allow automation?
ππ½ what sort of portfolio does Stockpot offer?
ππΎ what happens if Stockpot goes bankrupt?
ππΏ public vs private school
ππ» money wins
Link to the article mentioned in the podcast:
https://www.theaustralian.com.au/business/doctors-lawyers-engineers-fight-it-out-for-best[β¦]ment-returns/news-story/422ba06b68ac236db6d55624449fcdf9
Related episodes π§
π
228 what is modern portfolio theory?
ο»Ώ
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev explains retirement withdrawal strategy, touching on:
ππΎ what is a constant withdrawal strategy?
ππΏ what is a constant percentage withdrawal strategy?
ππ» what is the Guyton Klinger principle?
π retirement withdrawal fundamentals
Related episodes π§
π
037 what is the 4% withdrawal rule?
028 what is sequence of returns risk?
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
In todayβs episode Dev interviews Dr, Moz, touching on:
ππΎ his journey in medicine
ππΏ what is your subspecialty/niche?
ππ» do you think that subspecialisation is essential in 2024?
π income opportunities in your area?
ππΌ tell us about about market/podcasting
ππ½ AI in your practice
ππΎ investing philosophy
ππΏ money wins
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd trading as money money money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services license 451289.
Hosted on Acast. See acast.com/privacy for more information.
The podcast currently has 320 episodes available.
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