The Sum Of It

Sharesies AU
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The Sum Of It Podcast

The Sum of It gives jargon-free answers to guilt-free questions. Our panel covers the concepts that can help on your investing journey—no matter how big or small the question may be. www.sharesies.com.au Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure document

  1. How will AI change investing?

    JUN 24

    How will AI change investing?

    Sharesies co-CEO Sonya Williams talks to Telescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing. The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4,  how businesses need to embrace AI, and the impact on capital markets.  You’ll also get to hear about the new Sharesies AI Search feature which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!   Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893). Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

    26 min
  2. Taking stock of 2023 with Scott Phillips (The Motley Fool AU)

    12/18/2023

    Taking stock of 2023 with Scott Phillips (The Motley Fool AU)

    Leighton Roberts (Sharesies) and Scott Phillips (The Motley Fool AU) dive into the biggest share market events of 2023 and what to look out for as an investor in 2024. Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    43 min
  3. Passive income & life on your own terms with Glen James

    09/17/2023

    Passive income & life on your own terms with Glen James

    Demetria Chelepy (Sharesies) and Glen James (My Millennial Money) dig into Glen’s concept of LOOT (Life On Own Terms), and what this means for your money and investing.  Find out how to create passive income, Glen’s ‘holy trinity’ of budgeting, and tips on how to level up if you’ve been investing for a couple of years.  Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    35 min

  4. 07/30/2023

    How ETFs can fit in your portfolio

    In this bonus episode Brendan Doggett (Sharesies’ AU Country Manager) and Cameron Gleeson (Betashares’ Senior Investment Strategist) chat about the power of exchange-traded funds (ETFs) in preparing your portfolio for the ups and downs of the share market. Find out why people invest in ETFs, strategies for constructing your portfolio, and what the future of ETFs might hold. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    23 min

  5. 07/11/2023

    Fireside chat with Jess Brady

    In a special bonus episode of The Sum of it, join us for a fireside chat with Jess Brady, financial adviser and founder of The Greenhouse and Ladies Talk Money, and Sharesies’ Senior Legal Counsel Demetria Chelepy. Jess and Demetria spoke about the impacts of the broader economy, personal goal-setting, your money mindset, and what that means for your financial future. Get insights into the decisions you need to be making now—for your financial freedom. Plus we had a great listener Q&A at the end of the webinar, find out about Rent-vesting, where to find a financial advisor and more! --- Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    59 min

  6. 07/04/2023

    Bonus: Victoria Devine on ETF's, fee's & rebalancing your portfolio

    In the final of our bonus episodes, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about ETF's or exchange traded funds, rebalancing your portfolio including when to pull out of an investment, and how fees can actually be a good thing. This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    22 min

  7. 03/02/2023

    Bonus: Victoria Devine's 3 Top Budgeting Tips

    In the second of our special bonus episodes for you, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about her top 3 budgeting tips. This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    8 min

  8. 02/22/2023

    Bonus: Victoria Devine on your top money questions

    You asked, we listened, and we answered.  We have some special bonus episodes for you, from our first webinar of 2023, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about the top money questions from the Sharesies community.  From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covers a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal.  Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.

    30 min
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About

The Sum of It gives jargon-free answers to guilt-free questions. Our panel covers the concepts that can help on your investing journey—no matter how big or small the question may be. www.sharesies.com.au Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure document

Information

  • Creator
    Sharesies AU
  • Years Active
    2022 - 2024
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Sharesies AU
  • Show Website
    The Sum Of It

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