October 09, 2022

Luke on 2CC – Generating income from your investment portfolio

19 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 7 October 2022. Leon’s on holiday this week, but Luke is joined by a guest host. This week’s topic for discussion is: How do I generate income from my investment portfolio?

Key topics covered include:

Different assets have different sets of performance expectations within a portfolio

Asset allocation is what we call the mix your different assets within a portfolio

Asset allocations fall into two categories – growth assets and income assets

How much income do you need? Your income needs will change in retirement too!

What kind of income can you expect to earn from shares? How does it differ between Australian and overseas shares?

What kind of income can you expect to earn from property?

What is infrastructure and how does it generate income?

What do fixed income and cash generate as income?

What should people keep in mind when trying to generate income in your portfolio?

What is the benefit of franking credits in generating income?

Luke shares his top tips around investments and generating income.

Listen to the Podcast right now

https://www.envisionfinancial.com.au/wp-content/uploads/2022/10/The-Strategy-Stacker-Luke-Talks-Money-07102022.mp3

Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’

Do you need financial advice to generate income?

Making decision to invest can be complex. Seek advice if you need assistance and before you make important decisions. Generating income is a goal of many wealth accumulators and retirees, while managing risk.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.

Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcasts on our website too.

We look forward to your company again and sharing more news about the book that’s coming in 2023!

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By Luke Smith