Show Noteswww.medicalmoney.com/episode23Today my guest is Rose Cocchiaro who is a family law and divorce specialist. Rose is the founder of Resolve Divorce. After witnessing years of painful courtroom litigation she sought to provide a resolution focussed approach that nurtures the well being and personal growth of people and their families.Topics we cover:What is a prenup or binding financial agreementWhat to do if you are served a prenupWhat constitutes a de facto relationshipFinancial prob...

Show Noteswww.medicalmoney.com/episode22Every year, Barrons and the Australian publish their list of Australia’s Top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years and is the first woman to top the list since the rankings began. This interview was recorded on June 10, about 2 weeks before the 2020 list is due to be published.In this interview we cover:the positive impact of the Royal Commissionroutine ques...

Show Noteswww.medicalmoney.com/episode21Episode 21bLinear vs exponential thinkingInvestment thesesBuy low & buy higherWhen to sellCorona and the futureToday’s GuestMatt JoassChief Investment Officer of Maven FundsWebsitewww.mavenfunds.com.auBlogwww.mattjoass.comLinkedInwww.linkedin.com/in/mattjoassTwitter@MattJoass

Show Noteswww.medicalmoney.com/episode21Episode 21aMatt’s Investing JourneyHis Investing StyleSmall cap investingCatching MonstersToday’s GuestMatt JoassChief Investment Officer of Maven FundsWebsitewww.mavenfunds.com.auBlogwww.mattjoass.comLinkedInwww.linkedin.com/in/mattjoassTwitter@MattJoass

Show Noteswww.medicalmoney.com/episode20Today’s GuestVeronica MorganVeronica is a buyers’ agent and property expert with over 20 years of industry experience. She’s a real estate media personality, the host of Location, Location, Location Australia on the Lifestyle Channel and also co-hosts the real estate podcast called Elephant In the Room.Veronica’s been Published in The Sydney Morning Herald, Your Investment Property and Australian Property InvestorOriginally a sales agent, Veronica ...

Show Noteswww.medicalmoney.com/episode20Today’s GuestVeronica MorganVeronica is a buyers’ agent and property expert with over 20 years of industry experience. She’s a real estate media personality, the host of Location, Location, Location Australia on the Lifestyle Channel and also co-hosts the real estate podcast called Elephant In the Room.Veronica’s been Published in The Sydney Morning Herald, Your Investment Property and Australian Property InvestorOriginally a sales agent, Veronica ...

Show Noteswww.medicalmoney.com/episode19Today’s guest is Ilan Israelstam. In 2009, shortly after the global financial crisis, he co-founded BetaShares. In just 10 short years they have become one of Australia’s leading ETF managers with over $10 billion in funds under management.BetaShares’ goal is to provide intelligent investment solutions that help Australian Investors meet their financial objectives.In this interview we chat to Ilan about his background, dig deep into the world of po...

Show Noteswww.medicalmoney.com/episode19Today’s guest is Ilan Israelstam. In 2009, shortly after the global financial crisis, he co-founded BetaShares. In just 10 short years they have become one of Australia’s leading ETF managers with over $10 billion in funds under management.BetaShares’ goal is to provide intelligent investment solutions that help Australian Investors meet their financial objectives.In this interview we chat to Ilan about his background, dig deep into the world of po...

Show Noteswww.medicalmoney.com/episode18Topics covered:ETFsVASMarket makersThe Fund vs ETF price discrepancyShould I buy the fund or ETF?New productsFactor exposureESGManager Select SeriesPersonal Investor- Funds, ETFs & Direct Shares Active Managed Funds & ETFsListener QuestionsFeesAustralian DomicileAustralian ESG ETFOverseas InvestorsIndexing & Price DiscoveryToday's GuestBalaji GopalHead of Product Strategy at Vanguard AustraliaLinkedInhttps://www.linkedin.com/in/balajigo...

Show Noteswww.medicalmoney.com/episode18Topics covered:Vanguard’s Four Investing PrinciplesPopular ProductsIndex FundsOpen & Closed-Ended FundsRetail & Wholesale Funds Investing & RedemptionsSwitching Funds & CGTToday's GuestBalaji GopalHead of Product Strategy at Vanguard AustraliaLinkedInhttps://www.linkedin.com/in/balajigopalUseful LinksVanguard Australiahttps://www.vanguardinvestments.com.auVanguard Personal Investorhttps://www.vanguard.com.au/personal/homeInvestor Resourc...