This week Nicola and Di are excited to bring you the first episode of our new financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. If you’ve ever felt overwhelmed by investing, unsure about what’s happening in the markets, or you just want to make a smarter decision with your money then you are in the right place. We will be joined each month by financial expert Roger Montgomery, who you may remember from our 100th episode. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able.

In this conversation we chat about a really important topic - where should you invest when markets feel wild and you feel scared? Roger gives us such reassuring and calming advice about what we need to pay attention to, what we can tune out, and why it’s important to take your time when it comes to making financial decisions. 

He is able to explain the share market in a way that’s not only understandable, but interesting and talks to us about the difference between speculating and investing. We also talk about other ways of investing that aren’t as volatile as the share market, including private credit, gold and term deposits. Roger gives us a brief overview of the pros and cons of each of these investments, and why you might choose one over the other. 

We also have a meaningful chat about what’s really important in life, and that true value lies in the relationships we have with the people we love. 

We learnt so much from Roger in this episode, and more importantly we already feel more calm and confident when it comes to our finances. Roger also set some homework for us all this month -  get all of your investments down on paper, make sure you know where all your money is, and find out what return they’ve been generating for you.

Stay tuned until the end of the episode to hear Di, Nicola and their producer Sam chat about what impacted them from this conversation - believe it or not, there are tears already. 

This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. 

If you're interested in further information about managing and protecting your financial future, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or [email protected].

Find out more about Montgomery Investment Management here - https://montinvest.com

Learn more about Roger and read his articles here - https://rogermontgomery.com

Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/

Follow Roger’s YouTube channel here  - https://www.youtube.com/user/rogerjmontgomery

Follow Roger on X here - https://x.com/rjmontgomery

Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/

Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/

Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/

Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts

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