Unscrupulous executors, family conflict, grief and simple mistakes can all trigger estate challenges, but there are ways to mitigate the risk, an estate planner has said. On this week's podcast, the Nest Egg team chats with Australian Unity Trustees national manager of estate planning Anna Hacker about the changing estate planning landscape. According to Ms Hacker, things like cryptocurrency are throwing up new challenges, but the key is to plan early and review regularly. She also told the team: 1. Why a will kit is often not enough. 2. Why some Australians are burying their cryptocurrency wallet keys in literal holes. 3. How effective planning can reduce not only stress, but eventual tax bills. Thanks, Anna, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Anna and Australian Unity Trustees are up to here. www.australianunity.com.au/pfs/trustee-home Have an investment story to share? Get in touch [email protected] and you might get featured on the next episode.

For investors used to one of the longest bull runs in history, February's volatility a disconcerting experience. However, according to a trading coach, the market plunge wasn't, and isn't, a cause for concern. Speaking to the Nest Egg podcast team, senior trading coach at Learn To Trade Jeff Triganza called for calm in the wake of February's stock market volatility. He said the plunge was a classic example of the stock market hot air balloon; what goes up must come up. It's up to investors to keep their nerve and avoid making rash decisions to sell, he continued. Jeff also spoke with the Nest Egg podcast team about: 1. The role of cryptocurrency in the fall; 2. The credit default swap risk that could trigger another GFC; and 3. Why he's surprised Aussie investors are still hanging onto their term deposits. Thanks, Jeff, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Jeff and Learn To Trade are up to here. Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode.

Bonds aren't usually associated with international travel, the US Superbowl, or a mid-career gap year, but according to Centuria's Neil Rogan, investment bonds are much sexier than people think. Speaking to the Nest Egg podcast team, general manager of Centuria's investment bonds division Neil Rogan said bonds are a tried and tested structure, and in a world of near-constant superannuation reforms, investment bonds are making a comeback. He also spoke with the Nest Egg podcast team about: 1. Using investment bonds to fund education; 2. How investment bonds fit into a goals-based investment strategy; and 3. When, and how, bonds may be a more suitable investment than superannuation. Thanks, Neil, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Neil and Centuria are up to here. (https://centuria.com.au/centuria-capital/news-and-media/) Have an investment story to share? Get in touch at [email protected] (mailto: [email protected]) and you might get featured on the next episode.

Bonds aren't usually associated with international travel, the US Superbowl, or a mid-career gap year, but according to Centuria's Neil Rogan, investment bonds are much sexier than people think. Speaking to the Nest Egg podcast team, general manager of Centuria's investment bonds division Neil Rogan said bonds are a tried and tested structure, and in a world of near-constant superannuation reforms, investment bonds are making a comeback. He also spoke with the Nest Egg podcast team about: 1. Using investment bonds to fund education; 2. How investment bonds fit into a goals-based investment strategy; and 3. When, and how, bonds may be a more suitable investment than superannuation. Thanks, Neil, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Neil and Centuria are up to here. (https://centuria.com.au/centuria-capital/news-and-media/) Have an investment story to share? Get in touch at [email protected] (mailto: [email protected]) and you might get featured on the next episode.

Superannuation is neither set-and-forget nor fully DIY, so savers need to understand what they can and can't control and the impact this will have in retirement. That's according to BT Financial Group's head of technical literacy, Bryan Ashenden. Speaking with the Nestegg podcast team, Mr Ashenden said there's always a lot to say about to super, but the critical area for awareness is how the 1 July 2018 changes will impact superannuation, and SMSF strategies. "We really need to make sure everyone understands about what the changes are and we don't overreact to them," he explained. He also spoke with the Nest Egg podcast team about: - The first home super saver scheme and the downsizer scheme - Investing in cryptocurrencies through SMSFs - The $1.6 million transfer balance cap Thanks, Bryan, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Bryan and BT Financial Group are up to at http://www.bt.com.au Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode. http://www.nestegg.com.au

Superannuation is neither set-and-forget nor fully DIY, so savers need to understand what they can and can't control and the impact this will have in retirement. That's according to BT Financial Group's head of technical literacy, Bryan Ashenden. Speaking with the Nestegg podcast team, Mr Ashenden said there's always a lot to say about to super, but the critical area for awareness is how the 1 July 2018 changes will impact superannuation, and SMSF strategies. "We really need to make sure everyone understands about what the changes are and we don't overreact to them," he explained. He also spoke with the Nest Egg podcast team about: - The first home super saver scheme and the downsizer scheme - Investing in cryptocurrencies through SMSFs - The $1.6 million transfer balance cap Thanks, Bryan, for sharing your insights with the Nest Egg podcast team! You can stay up to date with what Bryan and BT Financial Group are up to at http://www.bt.com.au Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode. http://www.nestegg.com.au

The Australian ETF sector grew by 39 per cent in 2017, and is set to continue growing but there are a few things investors need to know before jumping in. With this in mind, the Nest Egg podcast team spoke to ETF Securities Australia' associate director and business development manager, Kanish Chugh to get the low-down on what's happening in the ETF space, the opportunities he sees and what investors should be aware of. In this episode, Kanish tells us about: - How ETFs can form part of a portfolio - Accessing a number of domestic and global assets in one trade - Dissecting the potential megatrends such as ROBO and TECH ETFs Thanks, Kanish, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Kanish and ETF Securities are up to here. Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode. www.nestegg.com.au

The Australian ETF sector grew by 39 per cent in 2017, and is set to continue growing but there are a few things investors need to know before jumping in. With this in mind, the Nest Egg podcast team spoke to ETF Securities Australia' associate director and business development manager, Kanish Chugh to get the low-down on what's happening in the ETF space, the opportunities he sees and what investors should be aware of. In this episode, Kanish tells us about: - How ETFs can form part of a portfolio - Accessing a number of domestic and global assets in one trade - Dissecting the potential megatrends such as ROBO and TECH ETFs Thanks, Kanish, for sharing your insights with the Nest Egg podcast team! You can stay up-to-date with what Kanish and ETF Securities are up to here. Have an investment story to share? Get in touch at [email protected] and you might get featured on the next episode. www.nestegg.com.au

It could be your favourite topic of discussion, or maybe a mention of crypto means $1 in the swear jar, but either way, Bitcoin's pervasiveness can't be denied. Hear from Learn to Trade's trading floor manager, Adam Truelove and trader coach, Jeff Triganza as they talk to Nestegg about what blockchain is, the rise of bitcoin and the future for the top 10 alt-coins. They also tell us about initial coin offering safety and what Learn to Trade has learnt about crypto in the last few years. Thanks, Adam and Jeff for joining us.

It could be your favourite topic of discussion, or maybe a mention of crypto means $1 in the swear jar, but either way, Bitcoin's pervasiveness can't be denied. Hear from Learn to Trade's trading floor manager, Adam Truelove and trader coach, Jeff Triganza as they talk to Nestegg about what blockchain is, the rise of bitcoin and the future for the top 10 alt-coins. They also tell us about initial coin offering safety and what Learn to Trade has learnt about crypto in the last few years. Thanks, Adam and Jeff for joining us.