Get Started Investing

We are back with another ETF Explained, a series where we dive into one ETF to better understand it and give you the skills to analyse any ETF. 

This time we take a look at JEPI - JPMorgan Equity Premium Income Active ETF (Managed Fund). It's the biggest active ETF in the world available in AU and the US. But we aren't unpacking this one alone, the portfolio manager of this ETF, Hamilton Reiner CIO of US core strategies at J.P. Morgan Asset Management joins us to break down JEPI.

This income focused ETF is an active ETF, we talk with Hamilton about how this ETF might fit into a portfolio. Have an ETF you would like us to cover? Or an investing question? Ask via our website and we'll answer it on the podcast.

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• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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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.

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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.

Hosted on Acast. See acast.com/privacy for more information.

We have learnt many lessons about investing since we began our journeys, and shared many of them too. 

In this episode of Get Started Investing, we get personal and reflect on 5 lessons we've have learnt that you haven’t heard before. 

Markets change, investing strategies evolve, but these 5 things have remained true for us in any investing circumstance. So no matter where you are on your journey, how advanced your portfolio, this episode is a good check point for you. 

The Equity Mates Daily Newsletter has been popping off of late, subscribe here to get in on the action. 

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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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. 

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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 are back with another ETF Explained, a series on Get Started Investing where we dive into one ETF to understand it and give you the skills to analyse any ETF.  This time we take a look at QUAL, VanEck MSCI International Quality ETF. This popular international ETF tracks the MSCI All World Stock Index. 

How does this ETF decide what is “quality” enough to be included? We bust the jargon and help you unpack what’s inside this ETF and how it might fit in a portfolio. 

For all the info on QUAL, always look at the issuer website. Which you can find here: https://www.vaneck.com.au/etf/equity/qual/snapshot/

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Have an ETF you would like us to cover? Or an  investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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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. 

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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're back for the next episode in our new series, Best ETFs for. In these episodes we'll be diving deep into the world of ETFs and unpacking which products are generally suitable for different investing goals.

There are a huge amount of ETFs designed to give you the overall growth of a particular market or the world's stock market as a whole. Those are index ETFs and if you dollar cost average into them over years, you'll see plenty of growth. But today we're asking - what about ETFs designed to achieve growth above the index?

In today's episode we're asking what are the best ETFs for above-average growth.

To do it, we're covering 3 different categories:

• Leveraged ETFs
• Active ETFs
• Thematic ETFs

Let us know what you think of this series by joining the conversation in the Facebook Discussion Group or get in contact directly via our website.

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok & LinkedIn

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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.

Dollar Cost Averaging (DCA) is a foundational investing strategy, it can be a powerful tool to grow your portfolio. 

But what is DCA? And how do you implement it? 

Today on Get Started Investing we cover: 

• What is DCA 
• How does it work
• What are the benefits 
• Who is it for 
• And how to implement it

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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

Hosted on Acast. See acast.com/privacy for more information.

Welcome to our new series: Inside the ETF. In each episode we're diving deep on one ETF to understand what it is suitable for, who should invest in it and how we can analyse it.

Over the course of this series we want to better understand the most popular ETFs in Australia and build the skills to analyse any ETF.

In this episode we are looking at one of the most popular ETFs in Australia: Vanguard Diversified High Growth Index ETF (ASX: VDHG)

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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.

Financial freedom. Choice. Building the life you want.

For many these are the reasons we invest. On today's episode we speak to Natasha Etschmann (aka Tash Invests) about her new book How To Not Work Forever on how everyone can invest their way to financial freedom.

Want more Tash Invests?

• Check out Tash's book, co-authored with Ana Kresina: How to Not Work Forever
• Follow her on Instagram or TikTok

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• 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.

Today's question comes from Emily in Sydney: "Who is Vanguard, Betashares and iShares? How do I actually buy an ETF?"

That is what we are answering on today's episode of Get Started Investing. We cover:

• The role the ETF issuers (Vanguard, Betashares, iShares) play
• How you can actually invest in an ETF
• Then we do a live walkthrough of the steps to buy an ETF online

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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.

Welcome to our new series: Inside the ETF. In each episode we're diving deep on one ETF to understand what it is suitable for, who should invest in it and how we can analyse it.

Over the course of this series we want to better understand the most popular ETFs in Australia and build the skills to analyse any ETF.

In this episode we are looking at the biggest ETF in Australia: Vanguard Australian Shares Index ETF (ASX: VAS)

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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.

This is the #1 question we get here: what broker should I sign up with?

In today's episode we answer the question in detail. We cover:

• What are the options for investors
• Factors that you may want to consider when choosing
• Our 4-point criteria for choosing our broker
• The brokers that meet that criteria in Australia [as of July 2024]

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news 
• Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

—------

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.