We're back with another episode in our ETF Explained series. This time, we unpack one of the most popular ETFs in Australia, the iShares core s&p 500 ETF (IVV). In this episode we break down all you need to know about IVV and teach you the skills to analyse any ETF. We also answer a question from listener Jen about the differences in IVV listed in the US vs Aus- why are they different prices and why do they produce such different returns? Should she buy one over the other?

Have an investing question?

• Ask via our website or leave us a voicemail 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.

Investing is a tried and tested way to build wealth, even to become a millionaire. But do you need a complicated investing strategy to get there? What if you used ETFs?

In this episode we hear from 23 year old listener Jasmine; New to investing, she’s aiming to crack a million dollar portfolio on a long term horizon and asks for our ETF picks that could help her get there.

We love answering your questions! Leave us a voicemail and we’ll answer your question on the show. Listen to our Index Investing series over on Equity Mates Investing podcast here.

Get a daily dose of Equity Mates in your inbox by signing up to our newsletter

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Have an investing question?

• 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?

• 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. 

—------

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 episode we answer a question from listener Anna about how to get the balance right between Core and Satellite stocks in your portfolio. So we dive into this strategy; who it’s for, some Do’s and Don’ts for constructing one and what our own core/satellite splits looks like. 

We love answering your questions! Leave us a voicemail and we’ll answer your question on the show.

Get a daily dose of Equity Mates in your inbox by signing up to our newsletter

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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.

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. Today we look at- JPMorgan Global Equity Premium Income Complex ETF (ASX:JEGA). 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. Have an ETF you would like us to cover? Send it in via our website.

Want more Equity Mates?

• Join the conversation in the Facebook Discussion Group
• 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.

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

In today’s episode we look at one of the biggest financial decisions you will make: Parenthood. To unpack how much it ACTUALLY costs to have a kid and how to financially plan for it, we sat down with Author of ‘Kids Ain’t Cheap’ Ana Kresina. Are we planning on popping out a few? Who knows! But after this conversation we definitely better understand how to financially set up for it. 

Check out Ana’s (multiple) books here.  

We love hearing from you! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.

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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?

• 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.

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 look at JPEQ - JPMorgan US 100Q Equity Premium Income Active ETF (Managed Fund). 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. This income focused ETF tracks the Nasdaq 100 Index, 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? Leave us a voicemail 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.

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

In this episode we answer a question from listener Austin; Why does he get so many letters in the mail about his investments? Couldn’t this all be in an email? It’s one of the more annoying parts of investing - the paperwork. Yes, we really did a whole episode on this…Ren even brought a stack of papers into the studio to prove that this tree-killing correspondence does happen to a lot of us. We break down: 

• What is the deal with the paperwork and why can there be so much of it? 
• What do you need to keep/ pay attention to
• How we keep our records (mostly) digital

We love hearing from you! Leave us a voicemail and we’ll answer your question on the show. Get a daily dose of Equity Mates in your inbox by signing up to our newsletter.

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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

—------

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 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

—------

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.

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

—------

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 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

—------

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.