Get Started Investing

Equity Mates Media
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Get Started Investing is here to help you make the most of your money. We cover all the basics that you need to start your investing journey. We unpack all the jargon and confusing bits, hear your investing stories, with the goal of making investing less intimidating - and we want to have a good time along the way. Hosted on Acast. See acast.com/privacy for more information.

  1. Where should my next $500 go: Super or my portfolio?

    před 1 dnem ·  Video

    Where should my next $500 go: Super or my portfolio?

    Which is better in the long run- adding extra cash to super? OR to your own portfolio instead? Jess wants to know. Jess’ Superannuation balance is smaller than it should be, for her age. As those who’ve followed her investing journey will know, deciding what to about it- has been tricky for her. And she’s not alone. Community member Matt also wants to know the benefits of over putting extra cash in super over in the market himself. So Julie Bullen, Financial Advisor at Fox & Hare joins the show to run the numbers. Can she convince Jess that she’ll be rewarded in the long run for investing in Super now? Chapters: 00:00:00 Why Where You Invest Matters 00:01:12 Matt's Question 00:02:30 Super Is A Structure, Not A Product 00:05:00 Jess's Super Balance Reality Check 00:06:30 The Case For Contributing To Super 00:08:34 Breaking Down Jess's Money Split 00:10:00 First Home Super Saver Scheme 00:12:30 The Real Numbers On $500 A Month 00:15:00 Flexibility Vs Two Buckets 00:16:34 Can The Government Change The Rules? 00:17:57 What the CGT Changes Mean 00:19:32 Julie's Own Super Story 00:21:30 Jess's Final Projected Numbers 00:23:54 Start Small And Start Now Links mentioned in this episode: 📞. Have a question? Send it to Jess here 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 🗣️ Think you might want a financial adviser from the team at Fox and Hare? We can put you in touch Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    26 min
  2. From beginner to investor: I reveal my final portfolio. | Jess Gets Investing

    22. 6. ·  Video

    From beginner to investor: I reveal my final portfolio. | Jess Gets Investing

    Three months ago, Jess wasn't an investor. That has changed through out the past 12 episodes- in fact, she has a whole new lease on her financial life. Clear goals, a solid portfolio and and the confidence in herself to keep investing. In this final episode of ‘Jess Gets Investing’ Jess sit’s down with Bryce and Ren to reveal her final portfolio; (including her first ever stock pick and a thematic ETF), what she learned from finally getting invested and what is next for Get Started Investing. Chapters: 00:00:00 The Portfolio Reveal 00:02:27 The Three-ETF Core Strategy 00:07:06 Turning Sushi Into Investments 00:09:04 Is This Stock Still A Buy? 00:17:18 The Super Decision 00:20:00 Stop Comparing Your Portfolio 00:23:00 What Jess Wants To Learn Next 00:25:16 The Advice That Stuck Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 🎧 Listen to the Equity Mates Investing Podcast episode covering AINF Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. If you've been listening along thinking 'okay, I'm ready to start', this is your sign. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Disclaimer: Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    29 min
  3. I made my first Investing mistake - here’s how to avoid it | Jess Gets Investing

    15. 6. ·  Video

    I made my first Investing mistake - here’s how to avoid it | Jess Gets Investing

    Jess just made her first investing “mistake”. A purchase she made, regretted and then almost immediately sold. She thought starting investing was the hard part! It turns out that staying invested- despite what life or the market throws at you- is the hardest part. To avoid making the same mistake again, Jess wants to automate the investing process. To find out how, she sat down with Jess Brady, a former financial adviser turned money educator and author of Get Growing. They walk through how to set up systems and techniques to help you stay invested long term. Plus friend of the show and thrifty Aussie investor- Bree on a Budget pays Jess a visit! They chat through Bree’s best frugal tips to keep the space in your budget to stay investing consistently. Chapters: 00:00:00 Staying Invested Is The Real Challenge 00:03:03 The Question Every Investment Needs 00:07:12 Automate Investing And Avoid Mistakes 00:11:44 Prepare For The Bear 00:17:21 How Often Should You Check? 00:20:38 When Life Changes The Plan 00:27:38 Spending Habits That Build Wealth Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 👋 Check out Jess’ new book, ‘Get Growing’ here, or follow her instagram or website 👋 Hear more from Bree on instagram or TikTok Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. It's an easy way to test the platform, see how it feels to own a piece of the market. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    38 min
  4. A professional investor teaches me how to pick stocks | Jess Gets Investing

    8. 6. ·  Video

    A professional investor teaches me how to pick stocks | Jess Gets Investing

    Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating! After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite. But she’s never bought a stock before, let alone analysed a company. So where on earth should she begin? Who better to answer that then a professional investor who picks stocks for a living. Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like: How to start researching a company.Where to find the information you need.The Red & Green flags to look for. Plus - Jess meets a community member who’ll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio. Chapters: 00:00:00 How Do You Pick Stocks? 00:02:10 What Stock Picking Really Means 00:04:19 How Experts Find Ideas 00:07:50 The Research Most Ignore 00:10:05 Green Flags to Watch For 00:12:58 Warning Signs To Watch For 00:16:42 Great Business But Bad Buy? 00:20:36 When is Enough Research? 00:25:09 Mistakes Beginners Make 00:27:49 Chad Warner's Investing Journey 00:31:49 Inside Chad's Portfolio 00:36:00 The Investing "Bug" 00:38:38 Chad's Advice For Beginners Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    41 min
  5. I’ve built my ETF Portfolio - what’s next? | Jess Gets Investing

    1. 6. ·  Video

    I’ve built my ETF Portfolio - what’s next? | Jess Gets Investing

    Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she’s finally started a portfolio of well diversified index ETFs. But now she’s wondering…what’s next? Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online? So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time. Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess. Chapters: 00:00:00 Intro 00:02:22 What is portfolio construction? 00:05:23 Core vs satellite explained 00:07:36 What can go in a satellite 00:10:01 Fitting a satellite into your DCA strategy 00:14:43 Why we get bored of passive investing 00:16:22 How much is too much satellite? 00:19:27 Using bonuses for satellite buys 00:21:53 Alex's story: building beyond the core 00:25:00 Alex's three satellite buckets Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. If you've been listening along thinking 'okay, I'm ready to start', this is your sign. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. It's an easy way to test the platform, see how it feels to own a piece of the market and get past the bit where you're just thinking about investing instead of doing it. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    29 min
  6. I made my first investments - here’s what I bought | Jess Gets Investing

    25. 5. ·  Video

    I made my first investments - here’s what I bought | Jess Gets Investing

    Today is the day Jess makes her very first investments!! Bryce and Ren are back to hear what she has decided to buy. She’s spent weeks learning the ropes - working on her mindset, building a budget, setting goals, understanding ETF’s… But hasn’t actually put any money into the market. Until now. Chapters 00:00:00 First Investment And Goals 00:04:03 Cash Versus Super Strategy 00:08:10 Emergency Buffer And ETF Mix 00:11:31 Long Term Growth Projections 00:13:45 Emerging Markets Discussion 00:17:15 Live Trades And Investor Mindset Links Mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.

    23 min
  7. This checklist helped me finally pick my investing platform | Jess Gets Investing

    18. 5. ·  Video

    This checklist helped me finally pick my investing platform | Jess Gets Investing

    Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them. She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change. It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs. Rather than just talk the checklist in theory, she wanted to run a real platform through it. BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time. There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at. Chapters 00:00 Intro 02:06 What is a brokerage platform? 05:41 What can I actually invest in? 06:54 What are the fees? 09:38 How is my money held? CHESS vs custodial 12:53 How does tax reporting work? 15:06 Anything else to consider when choosing a platform? 16:52 How do I actually make my first investment? 19:41 Can I automate recurring investments? 21:07 How to sell an ETF 21:28 What else a beginner should know 23:55 Trends Matt sees with beginner investors Links Mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us Submit here 🎟️ FinFest tickets - Register for early bird here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  8. Too many ETFs to choose from? Here’s how to pick | Jess Gets Investing

    11. 5.

    Too many ETFs to choose from? Here’s how to pick | Jess Gets Investing

    Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in? Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms: What ETFs actually are and how they work.How to choose ETFs (including fees, allocation, holdings- explained).The biggest mistakes beginners make with ETFs and how to avoid them. Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way. Chapters: 00:00 Why ETFs Feel So Confusing 00:03:00 The Easiest Way To Understand ETFs 00:06:30 Cut Through Thousands Of Options 00:10:30 Build A Portfolio That Hits Your Goal 00:15:30 The Cost Mistake To Avoid Early 00:19:30 What A Real Beginner Actually Did Links Mentioned in this episode: 🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us Submit here 🎟️ FinFest tickets - Register for early bird here Want to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here. Or browse all her Morningstar articles here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

    24 min
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Get Started Investing is here to help you make the most of your money. We cover all the basics that you need to start your investing journey. We unpack all the jargon and confusing bits, hear your investing stories, with the goal of making investing less intimidating - and we want to have a good time along the way. Hosted on Acast. See acast.com/privacy for more information.

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