Shared Lunch Sharesies

In this Kids & Money school holiday episode, Brooke Roberts chats with ZM Drive host Clint Roberts (no relation!). Clint hosts The Parenting Hangover podcast, and shares his money experiences as a dad of two young daughters. We find out about growing up Roto-vegas, his DJ side hustle, and how tips from Hamish Blake & co-host Jordan 'How to Dad' Watson, have informed his family spending habits. 

As you'd expect from a nationwide drive show host, it's a great chat, with insightful perspectives on navigating kids and money as a modern dad. Plus how educational games and his Wolves of West Auckland investing club contribute to raising money-savvy kids.

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

Join Sharesies co-founder Brooke Roberts in this Kids & Money school holiday episode for her conversation with Jamie Beaton, CEO of Crimson Education and NZ Young Entrepreneur of the Year 2023. Jamie shares his inspiring story of getting into top universities like Harvard and Yale and starting Crimson to help other students achieve their academic dreams.

Jamie talks about the money lessons he learned from his family, and multiple business ventures, which has helped form his belief of letting kids hustle as entrepreneurs from an early age. He points out how parents prioritise being academic in some countries (not NZ), and his take on the traits a successful student should have. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

When it comes to climate investing: where are we? Where do we need to be? How will we get there? 

We ask former Climate Change Minister and co-leader of the Green Party, James Shaw, before he leaves Parliament on May 1.

Shaw explains that while much of his job was telling the truth about a bleak subject, he’s buoyed by the ‘astonishing’ amount of money that’s going into so-called green finance globally. And he  believes the transition from fossil fuels is the greatest investment opportunity of a lifetime.

You’ll learn why climate reporting by listed companies is a gamechanger, the likely fate of forestry, why the carbon markets are failing, and what’s misunderstood about methane.

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

In this quick bite, Smartshares CEO Anna Scott, explains some of the advantages when it comes to the tax treatment of NZ based exchange-traded-funds. Plus what to consider—including currency exchange—when buying offshore ETFs versus local ‘wrapper’ versions. This is from our previous episode ‘Why invest in ETFs from NZ?’

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

There are many advantages to investing in exchange-traded-funds (ETFs), but with so much choice how do you know whether to invest locally or go offshore? 

We ask these questions and more of Anna Scott the CEO of Smartshares—a fund manager owned by the NZX.    

We find out about moves to make it easier to invest in NZ infrastructure. Plus basics around ETFs, tax and currency considerations and what sort of Smartshares Bitcoin offering might be on the cards. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.

In this bonus episode we talk to Aaron Hockley, fund manager of Vital Healthcare Property Trust Fund, which is the only specialist healthcare property fund listed on the NZX. 

You’ll find how REITs (real estate investment trusts) work and in particular what’s unique to investing in healthcare real estate using this structure. Plus how rising interest rates have impacted property valuations, what Vital Healthcare's doing to mitigate these risks, and its future direction. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.
See omnystudio.com/listener for privacy information.