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The Strategy Stacker - Luke Talks Money
The Strategy Stacker - Luke Talks Money episodes
- Luke on 2CC – Exchange Traded FundsExchange Traded Funds – How do they work? Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 11 September 2020 and the topic: What is an Exchange Traded Fund (ETF)? Financial Planner Luke Smith joins 2CC to explore a type of investment called an Exchange Traded Fund, or ETF for short. … Luke on 2CC – Exchange Traded Funds Read More »21 min
- Luke on 2CC – Exchange Traded FundsExchange Traded Funds – How do they work?Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 11 September 2020 and the topic: What is an Exchange Traded Fund (ETF)?
Financial Planner Luke Smith joins 2CC to explore a type of investment called an Exchange Traded Fund, or ETF for short. This type of investment vehicle has become more popular in the last 5 years. Be sure to seek advice if you need help with your own investment planning. They start the show however talking about how good the weather is getting as we come out of winter, what a great day for a round of golf.
Key highlights include:
- What is an Exchanged Traded Fund (ETF)?
- Did you know you can buy ETFs on the sharemarket and you buy and sell them like a share?
- What investment areas do ETFs cover?
- What are the benefits of an ETF within an investment portfolio?
- What’s the difference between a Standard ETF and a Synthetic ETF?
- Can you still get franking credits using ETFs?
- Like all investments, ETFs have costs and risks, so understand what you’re buying into.
- Think about how an ETF fits with your own risk profile and investment needs.
- Can ETFs hold other kinds of investments other than shares?
- Luke’s top tips to think about before you invest.
- An offer for a free appointment to talk about your own investment planning goals and objectives. Everyone has different goals and personal financial planning advice can help you achieve them more effectively.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/09/11092020-The-Strategy-Stacker-Luke-Talks-Money.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’How can an ETF work towards your investment goals?Seek advice about how ETFs can form part of your investment portfolioLuke Smith at Envision Financial can help you set and work towards your own financial goals including investment planning and the use of ETF’s to help you achieve your goals. We’re very pleased to let you know that we’ve returned to the office for appointments given Covid-19.
Envision 2CC offer: Your first appointment is at our cost. Make an appointment to confidentially discuss your own financial, work and investment goals. 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 Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
21 min - Luke on 2CC – How much do you need to retire?How much money will I need to retire? Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 4 September 2020 and the topic: How much do you need to retire? Financial Planner Luke Smith joins 2CC to explore the issues around determining what you actually need in retirement as well as … Luke on 2CC – How much do you need to retire? Read More »20 min
- Luke on 2CC – How much do you need to retire?How much money will I need to retire?Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 4 September 2020 and the topic: How much do you need to retire?
Financial Planner Luke Smith joins 2CC to explore the issues around determining what you actually need in retirement as well as what the Government considers. Be sure to seek advice if you need help with your own retirement planning. They start the show however off topic – someone in Canberra just won $1 million in Wednesday’s lotto. Congratulations to them. If you need advice we’re here to help!
Key highlights include:
- So have you thought about how much you need to retire?
- Everyone’s situation is different – don’t worry about what others do, look at your own needs
- The danger young people face – What you don’t understand, doesn’t scare you
- ASFA say that $61,909 is a comfortable retirement income for a couple and $40,380 is a modest retirement income for a couple
- An example of a self funded retirement and Centrelink retirement with some assets
- Should you spend the kids inheritance?
- What might a normal person’s expenses look like in retirement – that is, how much do you need?
- Can you access Centrelink or use Franking Credits?
- Are there things you should do before you get to retirement?
- Luke’s top tips and take-a-ways for people working towards a happy retirement
- How long does it take to transition to retirement from a financial perspective?
- An offer for a free appointment to talk about your own retirement planning goals and objectives. Everyone has different goals and personal financial planning advice can help you achieve them more effectively.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/09/04.09.2020-The-Strategy-Stacker-Luke-Talks-Money.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’
Would you like help to work out how much you’ll need?Financial planning advice can help you achieve your retirement goalsLuke Smith at Envision Financial can help you set and work towards your own financial goals including the planning to get you to the retirement you’d like. We’re very pleased to let you know that we’ve returned to the office for appointments given Covid-19. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost. Make an appointment to confidentially discuss your own financial, work and retirement goals. 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 Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
20 min - Luke on 2CC – Can I go back to work after I’ve retired?Going back to work after retirement Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 28 August 2020 and the topic: Can you go back to work after you retired? Financial Planner Luke Smith joins 2CC to explore the issues around returning to work and the key issues you should think … Luke on 2CC – Can I go back to work after I’ve retired? Read More »20 min
- Luke on 2CC – Can I go back to work after I’ve retired?Going back to work after retirementLuke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 28 August 2020 and the topic: Can you go back to work after you retired?
Financial Planner Luke Smith joins 2CC to explore the issues around returning to work and the key issues you should think about. Luke shares his knowledge and experience around helping clients make the decision to return to work after their retirement. Be sure to seek advice if you need help.
Key highlights include:
- Covid has given many an insight into what retirement might be like the reality of retirement might not be that great
- There traditional stigma around going back to work after retirement has changed
- There are benefits in going back to work both financially and non-financially – it’s not all about money
- Going back to work doesn’t have to be full time – part-time work often makes more sense and provides the extra income you need!
- What are the options and strategies you might consider when making the decision to return to work – eg structures, tax and super
- Don’t forget about the value of time, it’s not all about money
- The benefits of tax free pensions, but you’ll still need a super fund if you’re working as an employee
- Luke’s top tips and take-a-ways for people thinking about going back to work
- An offer for a free appointment to talk about your own retirement planning or back to work goals and objectives. Everyone has different goals and personal financial planning advice can help you achieve them more effectively.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/08/The-Strategy-Stacker-Luke-Talks-Money-28082020.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’
Would you like help with your own retirement or back to work plans?Returning to work has benefitsLuke Smith at Envision Financial can help you set and work towards your own financial goals and help you better manage your retirement. We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost. Make an appointment to confidentially discuss your own financial, work and retirement goals. 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 Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
20 min - Luke on 2CC – Can I retire?Can I retire – What do you need to think about? Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 21 August 2020 and the topic: Can you retire from work? Financial Planner Luke Smith joins 2CC to explore the issues around making the decision to retire from work and the … Luke on 2CC – Can I retire? Read More »19 min
- Luke on 2CC – Can I retire?Can I retire – What do you need to think about?Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 21 August 2020 and the topic: Can you retire from work?
Financial Planner Luke Smith joins 2CC to explore the issues around making the decision to retire from work and the key issues you should think about. In this episode Luke shares his experience and insight around helping people achieve their life after work goals. And remember, seek advice if you need help.
Key highlights include:
- Covid has impacted many, and it will affect retirement plans
- A good place to start is answering a this important question: What does retirement mean to you?
- How Luke defines ‘retirement’
- How will you fill your time and what will it cost?
- Why working isn’t a bad thing – even a couple of days a week
- What’s the impact of working on retirement on tax and Centrelink?
- Retirement planning also involves lifestyle decisions and discussions with your partner
- What are some the key issues you should consider in retirement planning?
- Why is your investment timeframe for retirement important?
- Luke’s top retirement planning tips and take-a-ways
- An offer for a free appointment to talk about your own retirement planning goals and objectives. Everyone has different goals and personal financial planning advice can help you achieve them more effectively.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/08/The-Strategy-Stacker-Luke-Talks-Money-210820.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’
Would you like help with your own retirement plans?Luke Smith at Envision Financial can help you set and work towards your own financial goals and help you better manage your retiremnet planning. We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost. Make an appointment to confidentially discuss your own financial and retirement goals. 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 Talking Canberra next Friday from 4.30pm. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
19 min - Luke on 2CC – Adding to your superWhen should you start adding to your super? Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 14 August 2020 and the topic: Adding to your superannuation. Financial Planner Luke Smith joins 2CC to explore the issues around making contributions to your own super. We all know whay superannuation is, but #8230; Luke on 2CC #8211; Adding to your super Read More #187;20 min
- Luke on 2CC – Adding to your superWhen should you start adding to your super?Luke Smith joined 2CC Talking Canberra 1206AM. The Money Show aired on Friday 14 August 2020 and the topic: Adding to your superannuation.
Financial Planner Luke Smith joins 2CC to explore the issues around making contributions to your own super. We all know whay superannuation is, but are you actually setting yourself up for the retirement that you want? In this episode Luke shares his experience and insight around how adding to your super can help you achieve your goals. And remember, seek advice if you need help.
Key highlights include:
- When should I start adding to my super?
- Funding contributions, ways to do it successfully
- What to do with a payrise?
- The more you earn the more you spend – do you know where your income goes?
- Super contribution strategies – Super splitting, catch-up concessional contributions, new job, change of salary, returning to the workforce
- What happens when the mortgage is paid off?
- What are the benefits of adding to your super early – compounding, tax benefits, taking advantage of current legislation – that can change
- Actions for PSS members – government super, check yout accrued benefit multiple
- The benefits of compounding interest
- Strategies to help you add to your super
- An offer for a free appointment to talk about your own financial planning goals and objectives. Everyone has different goals and personal financial planning advice can help you achieve them more effectively. You’re also invited to join The Budget Program starting in October.
Listen to the Podcast right now
https://www.envisionfinancial.com.au/wp-content/uploads/2020/08/The-Strategy-Stacker-Luke-talks-Money-14082020.mp3
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’
Would you like to explore strategies around adding to super?Adding to super can sweeten your retirementAre you making the most of your super while you’re still working? Envision Financial can help you set and work towards your own financial goals and help you better manage your financial well-being. We’re very pleased to let you know that we’ve returned to the office for appointments. Make an appointment to catch up with Luke face to face, over the phone or via video appointment.
Envision 2CC offer: Your first appointment is at our cost. Make an appointment to confidentially discuss your own superannuation and retiremnet goals. 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 Talking Canberra next Friday from 4.30pm for the 101th show. Tune into listen live or visit our website again to catch up on the podcast. You can also check out our YouTube Channel at Envision Financial Canberra.
20 min
About The Strategy Stacker - Luke Talks Money
From the publisher's feed
Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks…
down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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