Get Started Investing

It's a dreaded word in investing… Inflation. If you’ve felt the cost of living pinch, you’ll be no stranger to the corrosive effect of inflation on your finances. But what actually is it? How does it work? Why does it change? In this episode we explain everything you need to know about inflation, importantly, how you can use it to your benefit.We cover: What is Inflation and why is it so harmful?How to avoid losing money to inflation: have it working in a way that beats it.3 ways to take advantage of inflation.Links Referenced: 🎟️ Live Event Tickets here🎧 Listen to: Best Savings Accounts 2025, Why saving alone won’t make you rich📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

YouTube is big business these days. In this episode we chat with finance creator Brandon van der Kolk who built a 1M+ subscriber channel; New Money. We hear about his investing journey, his money philosophy and how he built his internet hobby into a full time business. We chat about: How Brandon built his hobby channel into a full time gigHis investing journey from questionable single stocks to ETFs back to Warren Buffet Value style single stock investingHow he manages his money as a business owner His “make more not save more” money mindsetLinks Referenced: 👋 Check out Brandon’s Channel here📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

Kara tracks every cent she spends in a detailed spreadsheet… yet still feels her budget’s slipping away.With a single income, two kids, and the goal of retiring at 60 with a fully paid off property- Her monthly retail spend could be holding her back. Can financial coach Lexi Smith help Kara swap the impulse buys for investing?In this edition of Boost My Budget, we unpack Kara’s cashflow, tackle her doom-scroll fuelled spending sprees and help her find ways to tame that onerous spreadsheet. We cover:Kara’s monthly spending breakdown.Quick wins to make budgeting feel less restrictive and more sustainable.How to spot and manage spending triggers. Why focusing on just one category can simplify money management.Links Referenced: 💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🎧 Listen to: all Boost my Budget episodes📞 Want your budget boosted? Apply here.🙋‍♀️ Want to get in touch with Lexi? Use this form.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

We don’t call ourselves ‘The Index Boys’ for nothing. Index funds are the bread and butter of how we invest. They’re low cost, diversified and make it possible to grow meaningful wealth without spending hours stock picking. In fact, we believe index investing alone, can be enough. So in this episode, we explain what index funds are and why we think they’re the best investing method for beginners and seasoned investors alike. Plus, we share how we each use them in our own portfolios.We cover: What is an index fund and how do they work? A look through their historical performance.How we invest these funds.Examples of ASX listed Index ETFs. Links Referenced in this episode: 🎧 Best ETFs for Quitting Your Job📚 Don’t Stress, Just Invest.📞 Thanks Emily for sending in today's question! Have one too? Leave us a voicemail, and we'll answer it on the podcast!🎥 Watch Get Started Investing on YouTube here.—------Want more Equity Mates?📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Follow us on social media: Instagram, TikTok, & LinkedIn—------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.

Revenue and Profit might sound like the same thing, but they can tell very different stories about a company. In this episode, we cut through the jargon and explain in clear, simple terms what revenue and profit each actually mean and why they matter to you as an investor.We cover:What revenue and profit are.How they're different.Why this difference matters to you as an investor.How to use them when evaluating or researching a company.Links Referenced: 🎧 Listen to: What is the stock market | Dividend Reinvestment Plans 📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly). 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

No one can predict the market, but anyone can Dollar Cost Average. In this episode we show you how. This simple strategy is the ultimate approach to long term investing. DCA or Dollar Cost Averaging is how we invest, and it’s proven to build wealth over the long term. In this episode we cover: What is DCA?When does it make sense to use it?Examples of the compounding power of DCAHow to automate it. Links Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

The stock market: A magical place where wealth is made. But when you buy a stock or an ETF- what actually happens? In this episode we explain in simple terms, how the stock market actually works (and what as an investor, you need to understand about it.) We cover: What is a stock market How trading works What moves share prices What matters & what doesn’t matter as an investor Links: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------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.

What if the shares you already own could help grow your portfolio faster? In this episode, we break down how Dividend Reinvestment Plans (DRPs) can quietly boost your returns over time. This one's for the set-and-forget investors; your comprehensive guide to dividend reinvestment.We cover:What DRPs areHow they work and when to use themSteps to set them up in your portfolioHow we use them in our own investing strategiesLinks Referenced: 🎧 Listen to: Everything you need to know about Tax📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!More from Get Started Investing🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). 📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

In this instalment of Boost My Budget, we meet Chloe; 21 years old, self employed and the first to admit her money habits are a bit of a mess. Sporadic saving and impulse spending, blurred lines between business and personal cashflow, a budgeting system based mostly on vibes. She’s ready to change that. She wants accountability. In this episode, with expert help from financial coach Lexi Smith, we help bring structure (and sanity) to her budget. Showing that it’s possible to spend smarter, without sucking the fun out of life.We cover: a live review of Chloe’s spending.Tips for separating business and personal cashflow as a sole trader.How to tackle irregular saving and impulsive spending.The “75 hard” challenge, for your money. Links Referenced: 👉 Want your Budget Boosted? Submit here! (under ‘show segments’) 🤑 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🙋‍♀️ Want to get in touch with Lexi? Use this form. 🎧 Listen to: our previous Boost my Budget’s—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

“Hi, I’m Glen and I’m a recovering spender”, Glen James has built a career helping Aussies feel confident with money, but his own investing journey has been far from textbook. Intuitive, successful and at times unconventional. In this episode, we chat to Glen about how approach has evolved; from impulsive spender, to financial adviser, to now running one of Australia’s biggest money podcasts. (or money ‘show’, we should say 😉)We cover:Why Glen ditched setting investing goals (and what he does instead).His “give some, save some, then spend some,” philosophy.The guardrails he used to break out of bad money habits.How he invests today (including a detailed breakdown of his flows from payday to portfolio).Links Referenced: 👋 Find Glen’s show money money money, his books and or his instagram.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our free ETF Handbook: a guide to get started investing with ETFs.📝 Check out the Glen James Spending Plan here.🎥 We're on YouTube! Watch full episodes on the Get Started Investing channel.—------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.

If you are only saving your money, you risk falling behind. You can’t argue the numbers- investing beats saving in the long term. They’re both essential in a healthy financial set up. But we believe that too often, savings play a larger role than they should.In this episode we explain why and help you find a healthy balance between saving and investing. We cover: The difference between saving and investing.The role they each can play in financial freedom and building wealth.Why saving alone won’t make you rich (Meet the dreaded “I” word; Inflation)How we each balance saving and investing in our own financial set up. If you're a serial saver, we're here to convince you that it's time to start investing.Links Referenced: 🎧 Listen to: Could you be getting more for your savings? Australia’s best savings accounts – July 2025📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

"I don’t have enough money to invest.” We hear this a LOT. It’s a common misconception that to be an investor, you have to be earning a high income or have a chunk of spare cash, but that’s not true at all. In this episode we teach you how to get started investing on any budget.We cover: Understanding the minimum investments to get startedStarting with microinvesting (and what that is)Minimum investments at the major investment platforms (4 microinvesting apps and 8 broker platforms)Why small investments can grow into big goals The dirty little secret of choosing a broker Links Referenced: 🎧 Listen to: This episode for more broker info including Chess and Custodian.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

One of the biggest episodes in Equity Mates history. We have an exciting announcement to share. It means big things for the future of Equity Mates and our mission to make financial literacy and investing more accessible to all Aussies. Don't worry, we’re not going anywhere. In fact- entirely the opposite. We’re entering a new era, one that will help us reach more community members and investors than ever before. We can't wait to share it with you.—------📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

Chances are that right now, you have some amount of cash tucked in a savings account. But when was the last time you checked if it’s working hard enough?In this episode, we take you through the top 5 savings accounts on offer right now in Australia. With two interest rate cuts, the list has changed since the start of 2025. Choosing the best HISA (High Interest Savings Account) is what Bryce calls, “The bread and butter of getting your finances sorted.” So break open a baguette and slather it in Lurpak- because after this episode, you can be sure to know if your savings are getting the best interest. We cover: Top 5 savings accounts in Australia Top 5 no-gimmick savings accounts in Australia (base rates)Accounts you should avoid (Dishonourable Mentions) NO honeymoon rates - we’re not doing it. You’ll hear why.Links Referenced: 🔍 Our source for this episode: The Accounts Leaderboard🎧 Listen to: The best brokers, savings accounts & investing apps for 2025📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get investing with ETFs.—------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.

It’s Bryce’s favourite time of year, tax time! As an investor, it can get confusing, particularly if this is your first financial year investing. This episode is your Tax Time essential listen, covering everything you need to know as an investor. Including: Capital gains tax (What it is, how it works and what to consider)investing Income like dividends Tax rule differences between asset classesCommon deductions for investors ATO hotspots for 2025 (avoid getting caught on these mistakes the ATO have announced they’re watching!) You’ll leave this episode with a better understanding of what you need to do this tax season and help you with ways to make the administrative burden lighter this financial year. Thanks to Caitlyn, Julie, Simon and Roxanne for their questions this episode! If you have an investing question- Leave us a voicemail, and we'll answer it on the podcast!Head to betashares.com.au/direct and make tax time smarter this year.**Note this episode was updated on 27th of Jun with a correction on the calculation of capital losses and the capital gains discount.Links Referenced: 🎧 Listen to: 2020 vs 2025: how our portfolios have changed🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.—------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.

It’s the final episode of our Best Investing Ideas for FY26 series! And we’re bringing something a little different for your consideration.Stepping beyond the usual suspects (cash, stocks, and bonds), we pitch 4 alternative assets that we’re watching as FY26 kicks off.These are ideas that might fly under your radar but could add meaningful growth and diversification to your portfolio.We cover: What alternative assets actually are and why they’re worth consideringHow to get access to these opportunities, even with a small budgetWhy these ideas made our personal watch lists for the new financial year Bryce picks:Ways to invest in private equity that are more accessible than everThe cryptocurrency that makes up 10% of his portfolioRen picks:A tried and tested commodity that shines during economic uncertaintyA unique corner of Australian property that’s quietly delivered over 200% growth in two decadesLinks Referenced: 🎧 Listen to: our episode on Gold ETFs and How to buy property without a mortgage. 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE ETF Handbook: our step by step guide to get started with ETFs.—------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.

In today's episode we continue our 'Best Investment Ideas For FY26' series - the ETFs and stocks that we’re watching or buying to help you get inspiration to freshen up your FY26 portfolio. In this episode, we bring you 4 stocks. Some we own, some we're interested.Bryce picks: A 'once-in-a-generation opportunity'The librarian of the internet - it's more interesting that it sounds! Ren’s picks:A company with an incredible moat and AI potentialA leveraged play on crypto but with more downside protection Links Referenced: 📝 Download our FREE ETF Handbook it’s our complete guide to investing with ETFs.📞 What are your best investment ideas for FY26? Leave us a voicemail, and we’ll feature them in the next episode. 🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------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.

Looking for fresh investment ideas for the new financial year? Over the next three episodes, we’ll be sharing our best investment ideas for FY26. You’ll hear the ETFs and stocks that we’re watching or buying and get inspiration to freshen up your FY26 portfolio. In this first episode, we bring you 4 ETFs. These are NOT the same core index ETFs you’ve already heard us plug. We bring you 4 new ideas for the new financial year, including...Bryce picks: A compelling pitch for investing in the global banking sector.A small cap surprise. Ren’s picks:An actively managed ETF with a strong 10-year track record (18%+!)A way to access Aussie growth ETF that “cuts the riff raff,” and that Bryce calls “the best ETF in Australia.”Links Referenced: 🎧 Listen to our episodes on core and satellite investing:  how we use core and satellite, how we would invest our first $5000 and how we’re investing for 2025📝 Download our FREE ETF Handbook it’s our complete guide to investing with ETFs.📞 What are your best investment ideas for FY26? Leave us a voicemail, and we’ll feature them in the next episode. 🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.—------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.

“We want to enjoy life, drink great wine, go on holidays whenever we want… but we also want to save”Introducing our brand new series; Boost My Budget. We unpack our listener's real budgets live. And with expert help, we show them how to track better, save more, and stress less.Our first listeners to get their budget boosted, are couple Emily T and Emily B, who want to save for their dream family home while still living in the moment. Is it an achievable goal, or delusional thinking? They're not sure.They don't have a budget to get them there. In fact, Emily B and Emily T don’t have a budget at all. In their submission to the show, instead of sending us one- they attached a picture from a recent holiday in Bali. (Which told us all we needed to know.)That's where we come in. With a live unveiling of their spending, cashflow expert and financial coach Lexi Smith from MoneyVine digs into the figures and helps Emily B and Emily T step closer to their goals. Links Referenced: 👉 Want your Budget Boosted? Submit here! (under ‘show segments’) 🙋‍♀️ Want to get in touch with Lexi? Use this form. 🤑 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!—------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.

Even the most hands-off investors need a plan for staying on track. That's where rebalancing comes in. Markets are always moving and life is always changing- rebalancing is a simple way to keep your portfolio aligned with your goals so that you can reap the maximum benefit.In this episode, we break down this fundamental (and underused) investing habit step by step, and share a mistake we see far too many people make. Are you one of them?We cover:What rebalancing is (and how we apply it to our portfolios)Why it matters (shouldn’t you want your winning stocks to run?) How to actually rebalance (two simple methods, with pros & cons)How often to rebalance (and how often we do it)The most common mistake (and how to avoid it)Links Referenced: 🎧 Listen to: 2020 vs 2025 how are portfolios have changed and our DHHF and GHHF episode.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). Thanks to Betashares Direct for sponsoring this episode. Betashares Direct is designed to help self-directed investors build long-term wealth, find out more here.—------Want more Equity Mates?Sign up to our daily news emailFind more of what we do here—------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.