This week Nicola and Di celebrate their 100th episode!! To mark this special occasion, Nicola and Di chat with the successful and relatable Roger Montgomery. 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.

We really wanted to have Roger on our podcast because he has a gift for making investing andfinances so easy to understand, and he keeps things relevant and fun. He is full of wise advice and has even been described as the Warren Buffet of Australia. Roger is also a family man, with a beautiful wife and 3 children, who we get to hear more about in this interview.

In this conversation Roger helps us understand how we can become more aware of our attitude towards money and how it forms when we’re really young. He shares with us a great little test you can do with your kids, which will give you a good idea of whether they’ll be a good saver when it comes to money, or whether they’ll spend it. 

Roger chats to us about the money challenges that women in their 50s and over are facing, with divorce rates going up and many women being faced with a situation they weren’t expecting, and having to learn how to navigate their financial future, which can feel a bit daunting at times. We talk about why it’s so important to learn more about managing your money, slow down rather than being rushed into a financial decision, surround yourself with people you trust, and be more empowered when it comes to your money. 

We also get to hear a little bit of Roger’s personal story, the jobs he had as a kid and the values his mum instilled in him at an early age. Roger shares the beautiful story of how he met his wife on the ferry when he was 27, and they’ve now been married for 26 years.  

Di brings up her fear of the stock market, and Roger gives her some great, calming advice. The good news is, this is the very beginning of our conversations with Roger, who is going to teach us everything we need to know about finance and help break down some of the fears we might have when it comes to money or investing. We are thrilled to announce we will be doing a monthly series with Roger called Over the Money Fence, which is going to help us all feel more confident about managing our money. 

Happy 100th episode! We hope you enjoy this conversation as much as we did and we want to say a huge THANK YOU to all our listeners who have been with us from the beginning, and to those who have joined along the way. We could not do this without you.  

This episode is proudly sponsored by Eir Women. Use code OTBF20 at checkout to receive a 20% discount on any purchase.

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/

Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discount

 

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