Published by Vince Scully
this is investing is your weekly dose of realistic, no-hype investing encouragement. Hosted by Vince Scully, each short episode is designed to help you build long-term wealth by focusing on what actually matters: consistency, mindset, and simple strategy over noise and hype. Whether you're new to investing or looking to stay on track, this series will keep you grounded and growing. Hosted on Acast. See acast.com/privacy for more information.
Listen on Apple Podcasts39 min
The US has dominated recent headlines. But zoom out, and the story looks very different. In this episode, Vince Scully breaks down the real role of “home bias,” why diversification still matters, and how to think about Australian vs global exposure without getting caught up in short-term noise. Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Have a question or topic for the show? Post it in our Facebook group . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Outro Music: "Photograph" by nomaBeats Licensed via Pixabay Music – royalty-free for commercial use. No copyright infringement intended. All music used under appropriate commercial licences. Hosted on Acast. See acast.com/privacy for more information.
28 min
Are your investments underperforming because of the market or because of your behaviour? In this episode, Vince Scully breaks down four investor behaviours that can quietly destroy returns and shares practical ways to reduce the damage. Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
30 min
Breaking ETF news you actually need to know! Vince Scully unpacks major changes to HBRD and whether Vanguard’s new S&P 500 ETF is worth switching for. He covers: 👉🏼 what is HBRD 👉🏽 history of HBRD 👉🏾 bank capital explained 👉🏿 why regulators are killing hybrid securities 👉🏻 what’s changing with HBRD 👉 fees, risk & the new strategy 👉🏼 Vanguard launches S&P 500 ETF 👉🏽 V500 vs IVV vs SPY 👉🏾 Vince’s thoughts on V500 Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
21 min
Dollar cost averaging is often promoted as the safest investing strategy but is it actually the best one? In this episode Vince breaks down where the idea came from, why it helps investors stay disciplined, and what the evidence says about lump sum investing vs drip feeding money into the market. He covers: 👉🏼 the history behind dollar cost averaging (DCA) 👉🏽 what is DCA? 👉🏾 it's link to behavioural investing 👉🏿 lump sum or DCA, which is better? 👉🏻 Vanguard’s research paper on lump sum vs DCA returns Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
27 min
In this episode, Vince unpacks where the 4% rule came from and why it may not apply to Australian investors, especially early retirees. 👉🏽 what is the 4% rule? 👉🏾 where did the 4% rule come from? 👉🏿 The Trinity Study explained 👉🏻 flaws in the studies used 👉 the biggest reason the rule does not reflect Australian spending habits in retirement Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
31 min
In this episode Vince breaks down where the core and satellite investing strategy came from, why it became so popular, and whether it genuinely adds value for investors. He covers: 👉🏼 what is core & satellite investing? 👉🏽 where the strategy came from 👉🏾 flaws of the strategy 👉🏿 benefits of the strategy 👉🏻 thematic fund return examples & considerations 👉 the Australian thematic landscape 👉🏼 covered calls explained 👉🏽 and his closing thoughts Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
31 min
Should you rebalance your portfolio or are you watering the weeds and cutting the flowers as Peter Lynch would say? In this episode Vince Scully unpacks: 👉🏼 what is rebalancing and how does it work? 👉🏽 should you double down on winners or rebalance? 👉🏾 asset allocation is the #1 driver of risk and return for long term investors 👉🏿 how to rebalance to your portfolio 👉🏻 key benefits of rebalancing 👉 frequency and timing 👉🏼 does rebalancing impact performance? 👉🏽 Vince's final thoughts Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
53 min
In today's episode Vince Scully looks beyond Australia to the global and US index funds available on the market. He covers: 👉🏼 the global market & US landscape explained 👉🏽 how developed and emerging markets are classified 👉🏾 what is considered small, mid and large cap globally 👉🏿 currency diversification & risk 👉🏻 US % of the global equity market 👉 US ETF analysis - IVV, SPY, NDQ, VTS 👉🏼 ETFs including US - VGS, IOO, BGBL, IWLD 👉🏽 developed market funds excluding US - VEU, IVE, XUS 👉🏾 emerging market funds excluding US - lEM, EMXC, EMKT, VGE, IZZ, IAA, FEMX 👉🏿 constructing your portfolio 👉🏻 getting small cap exposure 👉 Vince’s closing thoughts on portfolio construction Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
36 min
Ethical investing and ESG sound appealing but do they actually make a difference? Vince Scully breaks down the reality of ESG-aware investing - why people choose it, how it’s implemented in practice, and whether it genuinely makes a difference to the world and/or your returns. 👉🏼 why people choose to invest ethically 👉🏽 ESG explained: environmental, social & governance 👉🏾 why ESG screening is complex 👉🏿 the main ESG investing approaches 👉🏻 why ESG screening is complex 👉 does ethical investing really make a difference? 👉🏼 how have ethical funds performed? 👉🏾 cost, constraints & portfolio impacts 👉🏽 impact on security selection 👉🏿 applying ESG investing in your portfolio 👉 how to decide if ESG investing is right for you Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
26 min
Real estate and infrastructure play a powerful role in diversified portfolios. Vince Scully explains how they work, how they perform in downturns, and how to access them through ETFs. 👉🏼 3 key characteristics of these two asset classes 👉🏽 how real estate performs in market downturns 👉🏾 your home vs investment property vs REITs 👉🏿 property syndicates vs listed REITs 👉🏻 global real estate ETFs: hedged vs unhedged 👉 Australian real estate risks & concentration 👉🏼 why infrastructure is different to property 👉🏽 what actually qualifies as “core” infrastructure 👉🏾 infrastructure performance in the GFC & COVID 👉🏿 long-term return drivers for infrastructure 👉🏻 the currency-hedging problem explained 👉 infrastructure ETFs & portfolio role 👉🏼 how real estate & infrastructure work together Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
32 min
Are bonds the boring cousin of other investment options? Not entirely. In this episode Vince Scully unpacks what you need to know about bonds and fixed interest investing options: 👉🏼 what is a bond? How do they work? 👉🏽 other types of bonds you need to know 👉🏾 how to apply your knowledge of bonds to your investing portfolio 👉🏿 aren't bonds just the same as cash? Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
33 min
Gold has delivered strong returns and big headlines but is it really worth holding and is bitcoin really digital gold? Vince unpacks: 👉🏼 why gold is everywhere right now 👉🏽 mixed opinions on holding gold 👉🏾 what gold actually does in a portfolio 👉🏿 why gold works differently for Aussie investors 👉🏻 gold vs bonds in market downturns 👉 how gold performed in real crashes 👉🏼 is bitcoin really digital gold? 👉🏽 how to invest in gold 👉🏿 ETFs and ETPs you can buy that track physical gold Vince Scully is the founder and portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/ Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
41 min
Should Aussie investors stick close to home or look offshore? In this episode Vince breaks down home bias, franking credits, ASX concentration and how to work out your allocation to Aussie equities. 👉🏾 advantages of investing in Aussie equities 👉🏿 disadvantages of investing locally 👉🏻 criticism of investing in Aussie equities 👉 what to look for when selecting a large cap equity fund 👉🏼 some popular large cap funds 👉🏽 smart beta strategies 👉🏾 small and micro cap funds 👉🏿 how much should you hold in Aussie equities? Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
40 min
ETFs, managed funds or LICs, which one should you actually choose? Vince breaks down the real differences between each structure, how tax and pricing work behind the scenes and why starting with what you want to invest in matters more than the wrapper you use. 👉🏾 why ETF vs managed fund is the wrong starting point 👉🏿 why most investors use pooled investments 👉🏻 listed investment companies: how they work, pros & cons 👉 managed funds: how they work, pros & cons 👉🏼 ETF vs managed fund equivalent performance 👉🏽 how ETFs solved most structural problems, pros & cons 👉🏾 how to choose the right structure for you Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
34 min
In this episode Vince Scully breaks down how market indexes were created, how they’re constructed and how to use them effectively as an investor. He covers: 👉🏾 why indexes exist and what problem they solved 👉🏿 how the s&p 500 actually works 👉🏻 the origins of major global indexes 👉 price indexes vs accumulation indexes 👉🏼 index funds and the rise of passive investing 👉🏽 when active management can make sense 👉🏾 where index investing goes wrong 👉🏿 how investors should really use indexes Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
52 min
In today's episode of the investing principles series, Vince Scully walks through how to actually choose funds for your investment portfolio that fit your goals, risk tolerance and life stage. He covers: 👉🏾 actively managed vs index funds 👉🏿 allocating across countries, sectors and company size 👉🏻 why global market weights don’t equal good portfolios 👉 why choosing active or passive is the wrong question 👉🏼 7 measures for choosing an index fund 👉🏽 6 Ps for selecting an active fund manager 👉🏾 4 ways to monitor and rebalance your portfolio Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
22 min
In this episode, Vince unpacks one of the biggest misconceptions in investing - the difference between real risk and day to day volatility. He also breaks down concentration, leverage, investor behaviour and how to find the right level of risk so you can actually stay the course. Watch this is investing on Youtube: https://www.youtube.com/@thisisinvesting Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Nick Bradley is now over on Youtube! Subscribe to his show, 15 Minute Money: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1 Want more investing content? Find 'this is investing' wherever you listen to podcasts. Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
33 min
Vince breaks down the 5 Bs which make up the core building blocks of every investment portfolio: bills, bonds, bullion, bricks and businesses + 6 common factors of a winning stock. Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
14 min
Vince Scully kicks off a new era of this is investing with a back to basics 4-part series. In this episode Vince looks at why we invest in the first place. He breaks down inflation, long-term returns and the mindset that makes investing decisions easier over time. Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
13 min
Glen puts Simran Kaur from Friends That Invest in the hot seat with his signature 10 questions. They chat about: 👉 what makes a successful investor 👉🏿 invest inside or outside of retirement? 👉🏼 pay down mortgage or invest? 👉🏽 the biggest barrier stopping people investing 👉🏾 do you have to be smart to be good with money? 👉🏿 Sim’s definition of success 👉🏻 handbag investments and value 👉 her best investment to date 👉🏼 how capitalism and climate guilt connect 👉🏾 the one book every investor should read Connect with Sim on Instagram: https://www.instagram.com/friendsthatinvest/ Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store Nick Bradley is now over on Youtube! Subscribe to his show, 15 Minute Money: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1 Want more investing content? Find 'this is investing' wherever you listen to podcasts. Have a question or topic for the show? Post it in our Facebook group . To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.
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