Your Wealth

By NABBusiness Investing

Your Wealth episodes

June 12, 2019 ETFs: Things you need to know before you buy or sell
ETFs now account for a substantial proportion of daily turnover on the ASX and are often the first investment for investors looking for exposure to the sharemarket or a new sector.
Their promise of low fees and easy access appeal to a wide variety of investors – but as with any investment product, there are complexities and strategies that can improve, or reduce, their value in your portfolio.
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ETF expert and CEO of ETF Securities Australia, Kris Walesby, explains:
Why you should never buy an ETF at the open or the close of the market
How to use ETFs to ride a recovery
Hedging strategies that could protect your portfolio, and
How to minimise your costs and reduce volatility when building a portfolio.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
39 min
June 05, 2019 A day in the life of an active trader
Ever wondered what it would be like to throw in your day job and trade full time? Ten years ago, Lucio Conte left his job and has spent the last decade making a successful living trading domestic and international shares.
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Lucio loves to talk about his passion for trading, and in this podcast he shares his daily process and lessons learned, including:
- The steps he took before finally leaving the full time workforce
- How he benchmarks his performance
- What tools, strategies and resources he finds most valuable, and
- How he makes the decision to buy and sell.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
43 min
June 04, 2019 A day in the life of an active trader
Ever wondered what it would be like to throw in your day job and trade full time? Ten years ago, Lucio Conte left his job and spent the last decade making a successful living trading domestic and international shares.
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Lucio loves to talk about his passion for trading, and in this podcast he shares his daily process and lessons learned, including:
- The steps he took before finally leaving the full time workforce
- How he benchmarks his performance
- What tools, strategies and resources he finds most valuable
- How he makes the decision to buy and sell, and
- Why, if you gave him $10 million tomorrow, he'd know how to invest it immediately.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
43 min
May 28, 2019 Ethical stocks you’ll actually want to own
As InvestSmart portfolio manager Nathan Bell explains, ethical investing is not hugging trees while your returns blow in the wind. It makes good financial sense to avoid harmful industries, and he’s got the stock picks and numbers to prove it.
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Whether you’re interested in improving your portfolio’s ethical credentials or just after some cool stock ideas, this podcast covers:
- The cost of ignoring ESG in real dollar terms
- How Nathan and his team screen for positive performance
- Little known Australian companies that are changing the world, and
- Ways you can ride this trend without damaging your yield or growth prospects.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
58 min
May 22, 2019 Death and taxes: ensuring your money goes where you want it to when you die
Ensuring your loved ones are taken care of and your assets go to your intended beneficiaries is not as simple as downloading an online Will kit. Failing to get it right can cause additional grief and considerable cost to your loved ones once you’re gone, even if you feel you have very little to leave.
This week’s guest, Paul Evans of Makinson D’Apice is rated one of the top three estate lawyers in NSW according to Doyle’s, and assists his clients to prepare for the inevitable in the most effective way possible.
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In this podcast, he helps explain:
- Who can make a claim on your estate, even if they're not mentioned in your Will- Strategies to protect your assets if your loved ones are underage or otherwise vulnerable- How to plan the best outcome for your loved ones, and- Ways to maximise your estate and minimise tax for those you care about.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
46 min
May 15, 2019 WAAAXing Lyrical - the future for Australia’s tech darlings (Part 2)
Scott Phillips from the Motley Fool gives his thoughts on Australia's tech darlings, the WAAAX stocks. Can they continue to deliver great outcomes for shareholders and customers, or will they inevitably succumb to the powers of gravity?
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In the second part of this episode, Scott answers all your questions on Australia's answer to the FAANGs, including:
- Which tech stock is his preferred in the sector
- His prediction for the group as a whole
- Where the greatest risks lie for investors in Australian tech, and
- When he's a buyer of these companies and more.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
30 min
May 09, 2019 WAAAXing Lyrical - the future for Australia’s tech darlings (Part 1)
The WAAAX group of companies, Australia’s answer to the US’ FAANG megacaps, has had a stellar run in 2019. With valuations far exceeding other sectors on the ASX, however, have you missed the easy gains or is there still more upside?
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In this entertaining and informative podcast, Scott Phillips, Chief Investment Officer of Motley Fool Australia, goes into great detail on:
- The business model and future opportunities for Wisetech, Afterpay and Appen
- Whether their blue sky valuations can be justified
- His preferred pick in the tech sector, and
- What it would take for him to be a buyer.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
45 min
April 17, 2019Recession is coming: the inverted yield curve and what it means
An inversion in the yield curve is one of the most respected predictors of a forthcoming recession - the last time it occurred was in 2006. Now the yield curve has inverted again; what does this mean for your portfolio?
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NAB's fixed income guru Mark Todd talks to Gemma Dale about how a yield curve normally works and explains:
The likelihood of a recession based on this indicator
The difference between correlation and causation
Why fixed income markets are showing signs of caution, and
How to prepare if bond markets are right this time.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
35 min
April 10, 2019Budget in Reply: the Opposition’s key financial policies in focus
With an election looming and both parties seeking to win swinging voters, the key financial policies of the Opposition are as relevant to investors as those of the current Government.
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In this podcast, Gemma Dale outlines the Opposition’s key policies from the Budget Reply as well as:
Previously announced policies including those related to gearing and the rebate of excess franking credits
Tax policies and how each party compares
The likelihood of each policy being passed, and
Key considerations for your finances in this election year.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
30 min
April 02, 2019The Budget in depth
This year’s Budget is unique in its timing, and also in the fact that it has been released immediately before the announcement of the next Federal Election. Voters should be aware that all of the proposals in this Budget need to be passed into law before they become effective.
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So, what to make of the proposals announced? nabtrade’s Gemma Dale wears her interviewee hat in this podcast and covers:
Tax measures targeting individuals and eligible small and medium sized businesses
Two significant proposals from this Budget that relate to the ability to contribute for those over age 65
The one off Energy Assistance Payment you will receive if you were eligible for certain social security payments on Budget night, and
Post-Budget considerations for investors.
Visit our Budget hub for more information.
Register for our 'The Budget and your portfolio' webinar featuring industry experts Roger Montgomery, Chris Joye and Ivan Colhoun.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you are pressed for time, consider listening at 1.5x or 2x the usual speed – this can actually improve your retention of information while saving time.
23 min