Investment Deep Dive: HUB24 (ASX: HUB)
In this episode, we explore HUB24 (ASX: HUB), a $5.9 billion diversified financial services business known for its cutting-edge platform solutions and cloud-based technology. With a 7.5% share of the…
Investment Deep Dive: CSL Ltd (ASX: CSL)
In this episode, we analyse CSL Limited (ASX: CSL), a $134 billion market cap biotechnology company specialising in plasma-derived therapies, vaccines, and rare disease treatments. Operating in over 100 countries…
Bad Habits of Ineffective Investors
In this episode, Rob and Amy draw inspiration from the insightful article Nine Bad Habits of Ineffective Investors: Common Mistakes Investors Make by Dr. Shane Oliver, Head of Investment Strategy and…
Investment Deep Dive: LVMH (Louis Vuitton Moët Hennessy)
In the fourth episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman take a deep dive into LVMH, the world’s leading luxury goods company….
How to retire on $650k as a non-home owner couple
In this episode of the Investment Motivation podcast, Rob Goudie and Amy Lehmann break down retirement planning for a non-homeowner couple with $650,000 in savings. They explore spending strategies, tax…
Investment Deep Dive: ASML Holding
In this third episode of our new series on the Investment Motivation podcast, Rob and Rachael take a deep dive into ASML Holding (originally standing for Advanced Semiconductor Materials Lithography),…
Investment Deep Dive: Lovisa
In the second episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman analyse Lovisa Holdings (ASX: LOV), a fast-growing fashion jewellery retailer. With over…
What are the risks of small cap stocks
In this episode, Rob and Amy explore the risks of investing in small cap stocks. While these companies offer the potential for significant long-term growth, they also come with higher…
Investment Deep Dive: Microsoft
In this first episode of a new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman dive into all things Microsoft from an investment standpoint. They explore 9…
Learning from past investment mistakes
In this episode, Rob and Amy reflect on past investment failures, exploring what went wrong and the lessons learned. They share insights on how to spot potential pitfalls and avoid…
Education Bonds Explained: with Marie Lazar
In this episode, we sit down with Marie Lazar from Futurity Investment Group to explore the incredible benefits of investment bonds for securing your children’s or grandchildren’s financial future. We…
Meeting our investment mentor: Peter Thornhill
In this episode, Rob & Amy chat with their investment mentor Peter Thornhill about all things investing… Including the popularity of property investment in Australia, the influence of his overseas…
Is a SMSF right for you?
In this episode, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super. They’ll…
Making the Most of a Lump Sum
In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or…
How to save tax in Australia
Rob & Amy discuss all things tax this week, exploring the tax implications of investment properties, and how Aussies use negative gearing as an investment strategy. They also challenge the…
What to expect: First appointment with a Financial Adviser
In this episode, Rob & Amy walk you through what to expect during your first visit to a financial adviser. From understanding your financial goals to discussing strategies for your…
Retirement is more about coffee than overseas holidays
Just as the name of this podcast implies, retirement is often more about the simple pleasures than the big, costly dreams we might have imagined during our working years. This…
Do you help your children buy a home?
In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins…
Smart moves in a high ASX market (& Altium Sale)
This week we said goodbye to tech stock Altium from the Australian share market as its buyout by Renesas was officially completed… As a result, large cash payouts have been…
What not to do in Retirement
In this episode, we provide essential advice for a fulfilling and financially secure retirement. We discuss the importance of balancing frugality with enjoying your time and making memories. Staying active…
Finding your ideal Financial Adviser
In this episode, we walk you through the essential steps to finding the right financial adviser for you. From using online tools (like Adviser Ratings and Google Reviews), and seeking recommendations from…
Financial First Steps for New Grads
In this episode, Financial Advisers Rob & Amy share essential tips for graduates to kickstart their financial journey. Discover the key steps you should take to manage your finances effectively,…
Smart money moves this EOFY
In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins…
How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore…
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