Get Started Investing

Equity Mates Media
  • 0,0 (0)
  • ІНВЕСТУВАННЯ
  • ЩОТИЖНЯ

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. My first financial adviser meeting: how to actually set goals | Jess Gets Investing

    23 ГОД ТОМУ

    My first financial adviser meeting: how to actually set goals | Jess Gets Investing

    Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had. So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare. We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life. This recording was the first time the two had met and Glen takes Jess through the same process as any new client. But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting. Chapters: 00:00 Jess Faces First Advice Session 05:15 Listener Andrew Shares His Turnaround 10:25 Glen Maps Jess Money Goals 16:25 Super, Insurance And Big Decisions 22:17 Planning For An Unknown Future 28:26 Dream Life By The Water Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch 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.

    32 хв
  2. The simple system that unlocked my 38% savings rate | Jess Gets Investing

    20 КВІТ.

    The simple system that unlocked my 38% savings rate | Jess Gets Investing

    Before investing a single cent, you need to get your cashflow sorted. So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible. To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser. Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it. By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too! Chapters: 00:00 Do This Before You Invest 02:02 The Financial House Framework 04:48 Why Systems Beat Good Intentions 09:42 Fixing Jess’ Money Flow 12:23 The Budget That Changed Everything 16:01 Setting Up Money Buckets 20:12 Real Example of Chaos to Control 23:05 How Systems Kill Money Anxiety Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here Check out the Glen James Spending Plan 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 хв
  3. I know I should start investing.. why can't I? | Jess Gets Investing

    13 КВІТ.

    I know I should start investing.. why can't I? | Jess Gets Investing

    Jess wants start investing. She’s tried to start before but every time- she freezes, chickens out, or puts it off entirely. So what’s actually holding her back? Jess sits down with Money Coach Karen Eley to unpack the psychology behind her hesitation. They explore how early money experiences, beliefs, and behaviours can shape the way we think about investing - often without us even realising it. Plus, Jess chats with Equity Mates community member Rebecca, who shares her journey from financial avoidance to building consistent investing habits. Proof that change is possible, no matter where you’re starting from. By the end of the episode, Jess will understand what’s holding her back and walk away with practical strategies to finally take that first step. Chapters: 00:00 The Real Reason You Feel Stuck 05:54 You Are Not Too Late To Start 09:54 Knowing Isn’t Enough To Act 13:54 Hidden Beliefs Driving Money Habits 22:15 Why Saving And Investing Feels Scary 29:11 Build Self Trust And Break The Cycle Join our community of beginner investors; Sign up to the Get Started Investing newsletter here Share your investing story with us Submit here Get in touch with Karen or take her money type quiz 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.

    37 хв
  4. She works in finance but has never invested (we’re fixing that) | Jess Gets Investing

    6 КВІТ.

    She works in finance but has never invested (we’re fixing that) | Jess Gets Investing

    Our colleague Jess has been keeping a secret. During a 10 year career in the finance industry, she had never told a soul- until now. Jess has never invested. She wanted to start, she knew how to start (even listened to our 12 Steps to Get Started three times.) But she has not started. So why not start now and document the journey? Over the course of the next 12 episodes, Jess will start investing- in real time. Each week, she’ll speak to an expert who will walk her through the steps, answer her questions and help her take action to get invested. Plus she’ll chat to Equity Mates community members about their investing journey, getting real-world advice from all walks of life. If you’ve been delaying investing or have someone in your life who wants to- this is the sign to start and go on the journey with her. Chapters: 00:00:00 Why Jess Said Yes To This Series 00:03:04 A Finance Career Without Investing 00:07:21 The Lifestyle Shift Boosting Her Savings 00:10:21 The Moment She Backed Out 00:13:09 What It Will Take To Start Investing ——— Join our community of beginner investors; Sign up to the Get Started Investing newsletter here Want to share your investing story? Submit here or DM us on Instagram 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.

    18 хв
  5. 12. Automate it & get out of your own way | 12 Steps to Get Started Investing

    2 ЛЮТ.

    12. Automate it & get out of your own way | 12 Steps to Get Started Investing

    Congratulations, you’ve made it to the final episode of this series! To wrap up this journey, we leave you with the most important lesson yet- how to get out of your own way by automating your investing. Now you’ve heard these 12 Steps- you have all the tools you need to improve your financial future. It’s time to go forth and use them! If you’ve enjoyed / found value in this series, please join us in our mission to make Australia more financially literate and share it with others. In this episode you will learn: • How your brain stops you being a great investor • Why automation is so powerful • Other tips to remain consistent and focus on what matters • 3 key tips from Patrick O’Shaugnessy, one of our favourite investors Chapters: 00:00 - Beat Your Brain’s Biases 04:27 - Your Future Self Not a Stranger 06:19 - How We Automate Investing 09:03 - Other Ways We Overcome Biases 12:04 - Three Tips To Leave You With 14:04 - You Have The Tools, Now Use Them Links Mentioned: 📖 Patrick O’Shaugnessy Millennial Money (terrible title, great book). 🎧 Episode on Brokers. This is Part 12 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important. ———   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. 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.

    18 хв
  6. 11. Tips for buying and selling | 12 Steps to Get Started Investing

    2 ЛЮТ.

    11. Tips for buying and selling | 12 Steps to Get Started Investing

    So far you’ve learnt how to build a portfolio, now we get into the specifics of how to buy shares plus keep it regular and less stressful! You’ll hear our best tips for buying and selling your investments to help stay on track for the long term. In this episode you will learn: • How do I actually buy shares or ETFs? • 3 ways of ordering shares: Market, Limit, Stop • Why we don’t time the market • The power of dollar cost averaging (DCA) • Knowing when to sell Links Mentioned: 📕 Just keep buying by Nick Maggiulli Chapters: 00:00 - Three Types of Buying 7:54 - Never Try to Time the Market 11:07 - Introducing Dollar Cost Averaging (DCA) 13:40 - Buying the Dip vs DCA 15:56 - Three Signs You Should Sell This is Part 11 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important. ———   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. 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.

    21 хв
  7. 10. Back the professionals | 12 Steps to Get Started Investing

    2 ЛЮТ.

    10. Back the professionals | 12 Steps to Get Started Investing

    Investing with an expert or ‘active manager,' is not something you need to add to your portfolio. But if you do, you have to know why you’re doing it and choose an expert well. We walk you through our reasons for investing with an expert and the 6 factors we use when looking for one. In this episode you will learn: How you can invest with experts Why the experts don’t always get better returns What to look for when choosing an expert How we include expert investors in our portfolio Links Referenced: Morning Star ETF List Chapters: 00:00 - What is Active Management? 06:45 - 6 Factors to Choosing an Expert 11:10 - Do you need one? 13:25 - Active in Our Portfolios This is Part 10 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important. ———   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. 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.

    20 хв
  8. 9. How to find a great company | 12 Steps to Get Started Investing

    26 СІЧ.

    9. How to find a great company | 12 Steps to Get Started Investing

    It's time in this series introduce the world of single stock investing- finding and investing in great companies through the stock market. We’re cranking the investing lessons up a notch and going beyond the basics of ETFs. So how you find a good company to invest in? What do you need to look for? and where? You've probably heard legends of everyday people who invested in the early days of Apple or Microsoft and made millions. It might not always be as flashy as those tales- but investing in companies through the stock market can be a powerful way to build wealth and we think a great way to learn about the world around you. In this episode you'll learn: Why invest in companies?Three ways to narrow down your choices4 steps to find a great companyKey tips when buying individual companies Links referenced: Download our free 4-step stock checklist Other resources we mentioned: https://www.reddit.com/r/SecurityAnalysis/, TIKR, GuruFocus, quartr This is Part 9 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important. ———   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. 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.

    20 хв
Переглянути всі (390)

Анонс

Ведучі й гості

Опис

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.

Інформація

  • Канал
    Equity Mates Media
  • Автор
    Equity Mates Media
  • Роки діяльності
    2019 - 2026
  • Епізоди
    390
  • Категорія
    Не відверті
  • Авторське право
    © Equity Mates Media
  • Вебсайт шоу
    Get Started Investing

Більше від каналу «Equity Mates Media»

Теж може цікавити