Hi! I'm Jess. This year, I finally started investing. After years of indecision, I took a leap and began documenting my journey, bringing you along to learn the investing ropes together. Designed to build your confidence, our short, easy-to-understand episodes make investing approachable- so you can make the most of your money. New episodes drop every Tuesday & Thursday. On Tuesdays: I tackle real questions from a beginner investor- whether my own or sent in by our community. We cover everything from ETFs & shares, to super, property and personal finance. On Thursdays: Our series, How I Got Started where I chat with a community members to hear the highs, lows and lessons from their investing journey- proving that investing really is for anyone. Hosted on Acast. See acast.com/privacy for more information.
Most Aussies know Hayden from MasterChef. But away from the cameras, he's gone from growing up with a fear of debt to building businesses, backing founders and investing in property. In this episode, Hayden joins Jess to share how that transformation happened—from working at Woolworths as a teenager to discovering investing later than he wishes he had. He also explains why he's already started an ETF portfolio for his five-week-old daughter, Rosie, determined to give her the investing head start he never had. Talk about getting started early... time in the market, right? 😉 This is 'How I Got Started' a series on Get Started Investing. Every Thursday Jess sits down with a community member to hear the highs and lows of their journey to investing. These are real stories that we hope will give you confidence that investing is for anyone. Chapters: 00:00:00 From MasterChef To Million-Dollar Businesses 00:04:00 Why Hard Work Shaped His Money Mindset 00:09:02 Building A Business From Scratch 00:11:30 Backing Hard Fizz Before It Took Off 00:15:00 The Reality Of Investing In Businesses 00:19:00 Overcoming The Fear Of Property Investing 00:20:07 Investing For His Newborn Daughter 00:27:01 Why ETFs Are Not His Main Strategy 00:29:22 Building Wealth Without Chasing Retirement Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here For more regular updates from Jess’ investing journey, follow along on instagram at getstartedinvesting_ 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Everyone says they want to invest in AI... but what should you actually buy? Do you buy Nvidia? An AI ETF? The Nasdaq? Or are you already getting AI exposure through the investments you own? After hearing about AI infrastructure and wondering whether she'd missed the semiconductor boom, Jess found herself asking the same question many beginner investors face: where do you even start? This week, Jess is joined by Owen Raszkiewicz, Financial Adviser at Rask and host of The Australian Finance Podcast, to unpack the different ways investors can get exposure to AI, helping you understand what you're really buying and how to choose the approach that's right for you. Plus, Owen answers a community question from Liam about adding AI exposure to a satellite portfolio. For more regular updates on Jess' journey, you can follow her on instagram at getstartedinvesting_ Chapters: 00:00:00 Where Should You Invest In AI? 00:02:30 You Already Own More AI Than You Think 00:09:22 Picking Your AI Bet Without Guessing 00:16:00 The Hidden Winners Behind AI Growth 00:21:28 Why Software Beats Hardware Over Time 00:27:27 How To Build An AI Portfolio That Lasts Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— MLC knows your super might not seem as exciting as picking your next investment, but thanks to tax advantages and decades of compound growth, it could end up being one of the hardest working investments you own. See how your super could be working harder with MLC at mlc.com.au Disclaimer: Products issued by NULIS Nominees (Australia) Ltd as trustee of MLC Super Fund. General information only. Read the PDS & TMD available at mlc.com.au and consider if it’s right for you. ——— 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
At 18 years old, in the middle of the pandemic, today’s guest gave herself 4 years to complete the following: Save 150K Graduate with two bachelors degrees Buy an investment property Build a share portfolio Secure a remote job Spoiler - she actually did it and has the portfolio to prove it. Today Jess learns how she got there and where she hopes investing will take her next. This is 'How I Got Started' a series on Get Started Investing. Every Thursday Jess sits down with a community member to hear the highs and lows of their journey to investing. These are real stories that we hope will give you confidence that investing is for anyone. Chapters: 00:00:00 She Set Five Life Changing Goals 00:03:21 The Moment Everything Changed 00:05:34 Turning Lockdown Into Opportunity 00:08:30 The Frugal Habits That Built $150K 00:11:31 From Risky Stock Picks To Smart ETFs 00:17:00 The Million Dollar Investing Plan Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
To gear, or not to gear- that is the question... Geared ETFs have had a bit of a moment in the past few years. Plenty of popular ETFs such as NDQ, A200 and DHHF now have “geared” versions. But what does that mean? How do geared ETFs work? And if their long term performance is expected to be better- should you be buying them instead? Today Cam Gleeson, Senior Investment Strategist at Betashares, joins Jess to answer community member John’s question; how he should invest in the geared version of ETFs he already owns? Plus Jess walks though her portfolio and get’s Cam’s take on switching to G200 from A200 and GGBL from BGBL. Chapters: 00:00:00 Why Borrow To Buy Shares 00:02:03 What Gearing Is And Why Investors Use It 00:06:06 Inside A Geared ETF 00:08:30 Should You Switch Or Own Both 00:11:23 Can You Time The Market 00:12:30 Core And Satellite Strategies 00:15:35 How Geared ETFs Work Behind The Scenes 00:18:30 Costs Interest Rates And Fees 00:21:30 What Happens In Bull And Bear Markets 00:25:01 Should Beginners Use Gearing 00:27:43 Cam's Rules For Using Gearing Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
PJ has five jobs, so his pay is almost never the same two weeks running. Working in a creative field, pay can be scattered and unpredictable. So how does he invest consistently? Jess learns how PJ, an actor juggling four other jobs, built a percentage-based system that invests a slice of every paycheque no matter when it lands. Plus the lithium stock punt that led him to ETFs and how he uses investing to fuel the pursuit of a dream career. This is 'How I Got Started' a series on Get Started Investing. Every Thursday Jess sits down with a community member to hear the highs and lows of their journey to investing. These are real stories that we hope will give you confidence that investing is for anyone. Chapters: 00:00 Five Jobs And A Masters In Finance 03:05 Growing Up Without Financial Literacy 04:43 A Percentage System For Unpredictable Pay 06:48 The Stock Doubled And So Did His Stress 09:02 Building A Core-Satellite Portfolio 13:44 Consolidating Super Across Five Jobs Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Jess' been seeing the headlines about Anthropic and OpenAI entering the stock market later this year and keeps thinking, “should I buy that?” Looking back on the recent Space X IPO she feels intense FOMO. It made a historic $75 billion in it’s first day on the market. Yes, billion with a B. But how can you decide if something is a good investment, when it’s new to the market? What actually is an “IPO”? And why do companies decide to go public? Bryce joins Jess to explain all this and to answer an important question- is investing at IPO a good investment or just FOMO? Chapters: 00:00:00 What Is An IPO 00:04:08 Who Gets Rich First 00:10:25 Is The Price Right? 00:13:07 The Day One Trap 00:18:50 Winners, Losers And Lessons 00:21:00 Will Bryce Buy Anthropic? 00:23:26 The FOMO Fix Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
For years, Bree hid her credit card debt from the people closest to her. "It's not just really wealthy people that are investing," she tells Jess. "It is everyday people like you and I." Jess gets into how Bree, a nurse and content creator , went from hiding $25K in debt to a fully automated investing system. Plus, what she'd tell her younger self along the way. This is ‘How I Got Started’ a new series on Get Started Investing. Every thursday Jess sits down with a community member to hear the highs and lows of their journey to investing. These are real stories that we hope will give you confidence that investing is for anyone. Chapters: 00:00 The $25K Wake-Up Call 02:23 Gambling Took It All 05:20 Systems Over Willpower 08:11 The Investing Spark 11:20 Start Before You're Ready 15:45 Sorting Out Super Links mentioned in this episode: 👋 Check out Bree on her socials here 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Which is better in the long run- adding extra cash to super? OR to your own portfolio instead? Jess wants to know. Jess’ Superannuation balance is smaller than it should be, for her age. As those who’ve followed her investing journey will know, deciding what to about it- has been tricky for her. And she’s not alone. Community member Matt also wants to know the benefits of over putting extra cash in super over in the market himself. So Julie Bullen, Financial Advisor at Fox & Hare joins the show to run the numbers. Can she convince Jess that she’ll be rewarded in the long run for investing in Super now? Chapters: 00:00:00 Why Where You Invest Matters 00:01:12 Matt's Question 00:02:30 Super Is A Structure, Not A Product 00:05:00 Jess's Super Balance Reality Check 00:06:30 The Case For Contributing To Super 00:08:34 Breaking Down Jess's Money Split 00:10:00 First Home Super Saver Scheme 00:12:30 The Real Numbers On $500 A Month 00:15:00 Flexibility Vs Two Buckets 00:16:34 Can The Government Change The Rules? 00:17:57 What the CGT Changes Mean 00:19:32 Julie's Own Super Story 00:21:30 Jess's Final Projected Numbers 00:23:54 Start Small And Start Now Links mentioned in this episode: 📞. Have a question? Send it to Jess here 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 🗣️ Think you might want a financial adviser from the team at Fox and Hare? We can put you in touch 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 only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Three months ago, Jess wasn't an investor. That has changed through out the past 12 episodes- in fact, she has a whole new lease on her financial life. Clear goals, a solid portfolio and and the confidence in herself to keep investing. In this final episode of ‘Jess Gets Investing’ Jess sit’s down with Bryce and Ren to reveal her final portfolio; (including her first ever stock pick and a thematic ETF), what she learned from finally getting invested and what is next for Get Started Investing. Chapters: 00:00:00 The Portfolio Reveal 00:02:27 The Three-ETF Core Strategy 00:07:06 Turning Sushi Into Investments 00:09:04 Is This Stock Still A Buy? 00:17:18 The Super Decision 00:20:00 Stop Comparing Your Portfolio 00:23:00 What Jess Wants To Learn Next 00:25:16 The Advice That Stuck Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 🎧 Listen to the Equity Mates Investing Podcast episode covering AINF Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. If you've been listening along thinking 'okay, I'm ready to start', this is your sign. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Disclaimer : Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— 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.
Jess just made her first investing “mistake”. A purchase she made, regretted and then almost immediately sold. She thought starting investing was the hard part! It turns out that staying invested- despite what life or the market throws at you- is the hardest part. To avoid making the same mistake again, Jess wants to automate the investing process. To find out how, she sat down with Jess Brady, a former financial adviser turned money educator and author of Get Growing. They walk through how to set up systems and techniques to help you stay invested long term. Plus friend of the show and thrifty Aussie investor- Bree on a Budget pays Jess a visit! They chat through Bree’s best frugal tips to keep the space in your budget to stay investing consistently. Chapters: 00:00:00 Staying Invested Is The Real Challenge 00:03:03 The Question Every Investment Needs 00:07:12 Automate Investing And Avoid Mistakes 00:11:44 Prepare For The Bear 00:17:21 How Often Should You Check? 00:20:38 When Life Changes The Plan 00:27:38 Spending Habits That Build Wealth Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here 👋 Check out Jess’ new book, ‘Get Growing’ here , or follow her instagram or website 👋 Hear more from Bree on instagram or TikTok Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. It's an easy way to test the platform, see how it feels to own a piece of the market. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— 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.
Jess wants to venture beyond ETFs to the world of stocks. Eeek- intimidating! After deciding to set up a Core-Satellite portfolio, she is keen to explore adding that some individual companies to the Satellite. But she’s never bought a stock before, let alone analysed a company. So where on earth should she begin? Who better to answer that then a professional investor who picks stocks for a living. Anna Milne, Deputy Portfolio Manager at Wilson Asset Management joins to the show to teach Jess what an absolute beginner needs to know about buying stocks - things like: How to start researching a company. Where to find the information you need. The Red & Green flags to look for. Plus - Jess meets a community member who’ll be a familiar face to any AFL fans- Chad Warner from the Sydney Swans. They chat about how he caught the stock picking bug and what he has in his portfolio. Chapters: 00:00:00 How Do You Pick Stocks? 00:02:10 What Stock Picking Really Means 00:04:19 How Experts Find Ideas 00:07:50 The Research Most Ignore 00:10:05 Green Flags to Watch For 00:12:58 Warning Signs To Watch For 00:16:42 Great Business But Bad Buy? 00:20:36 When is Enough Research? 00:25:09 Mistakes Beginners Make 00:27:49 Chad Warner's Investing Journey 00:31:49 Inside Chad's Portfolio 00:36:00 The Investing "Bug" 00:38:38 Chad's Advice For Beginners Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. ——— 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.
Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she’s finally started a portfolio of well diversified index ETFs. But now she’s wondering…what’s next? Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online? So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time. Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess. Chapters: 00:00:00 Intro 00:02:22 What is portfolio construction? 00:05:23 Core vs satellite explained 00:07:36 What can go in a satellite 00:10:01 Fitting a satellite into your DCA strategy 00:14:43 Why we get bored of passive investing 00:16:22 How much is too much satellite? 00:19:27 Using bonuses for satellite buys 00:21:53 Alex's story: building beyond the core 00:25:00 Alex's three satellite buckets Links mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. If you've been listening along thinking 'okay, I'm ready to start', this is your sign. Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios. It's an easy way to test the platform, see how it feels to own a piece of the market and get past the bit where you're just thinking about investing instead of doing it. Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings) Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment. ——— 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.
Today is the day Jess makes her very first investments!! Bryce and Ren are back to hear what she has decided to buy. She’s spent weeks learning the ropes - working on her mindset, building a budget, setting goals, understanding ETF’s… But hasn’t actually put any money into the market. Until now. Chapters 00:00:00 First Investment And Goals 00:04:03 Cash Versus Super Strategy 00:08:10 Emergency Buffer And ETF Mix 00:11:31 Long Term Growth Projections 00:13:45 Emerging Markets Discussion 00:17:15 Live Trades And Investor Mindset Links Mentioned in this episode: 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us submit here 🎟️ FinFest tickets - Buy early bird tickets here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them. She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change. It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs. Rather than just talk the checklist in theory, she wanted to run a real platform through it. BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time. There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at. Chapters 00:00 Intro 02:06 What is a brokerage platform? 05:41 What can I actually invest in? 06:54 What are the fees? 09:38 How is my money held? CHESS vs custodial 12:53 How does tax reporting work? 15:06 Anything else to consider when choosing a platform? 16:52 How do I actually make my first investment? 19:41 Can I automate recurring investments? 21:07 How to sell an ETF 21:28 What else a beginner should know 23:55 Trends Matt sees with beginner investors Links Mentioned in this episode : 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us Submit here 🎟️ FinFest tickets - Register for early bird here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in? Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms: What ETFs actually are and how they work. How to choose ETFs (including fees, allocation, holdings- explained). The biggest mistakes beginners make with ETFs and how to avoid them. Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way. Chapters: 00:00 Why ETFs Feel So Confusing 00:03:00 The Easiest Way To Understand ETFs 00:06:30 Cut Through Thousands Of Options 00:10:30 Build A Portfolio That Hits Your Goal 00:15:30 The Cost Mistake To Avoid Early 00:19:30 What A Real Beginner Actually Did Links Mentioned in this episode : 🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees 📩 Sign up to the Get Started Investing newsletter here 📩 Share your investing story with us Submit here 🎟️ FinFest tickets - Register for early bird here Want to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here . Or browse all her Morningstar articles here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Now that Jess has set her financial goals, how should she put her money to work so she can meet them? She knows she wants to invest, should she be saving too? What about superannuation? Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly. Chapters: 00:00 What Would You Do With Extra Income 00:43 Setting Goals That Actually Work 03:11 Splitting $3k Wisely 10:26 Investing For Long Term Wealth 13:33 Why Super Is More Powerful Than You Think 22:45 Turning Advice Into A Clear Plan 26:37 How Real People Use Their Money Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had. So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare. We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life. This recording was the first time the two had met and Glen takes Jess through the same process as any new client. But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting. Chapters: 00:00 Jess Faces First Advice Session 05:15 Listener Andrew Shares His Turnaround 10:25 Glen Maps Jess Money Goals 16:25 Super, Insurance And Big Decisions 22:17 Planning For An Unknown Future 28:26 Dream Life By The Water Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here If you want to get in touch with Glen Hare we can put you in touch here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Before investing a single cent, you need to get your cashflow sorted. So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible. To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser. Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it. By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too! Chapters: 00:00 Do This Before You Invest 02:02 The Financial House Framework 04:48 Why Systems Beat Good Intentions 09:42 Fixing Jess’ Money Flow 12:23 The Budget That Changed Everything 16:01 Setting Up Money Buckets 20:12 Real Example of Chaos to Control 23:05 How Systems Kill Money Anxiety Join our community of beginner investors; sign up to the Get Started Investing newsletter here Share your investing story with us Submit here Check out the Glen James Spending Plan here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Jess wants start investing. She’s tried to start before but every time- she freezes, chickens out, or puts it off entirely. So what’s actually holding her back? Jess sits down with Money Coach Karen Eley to unpack the psychology behind her hesitation. They explore how early money experiences, beliefs, and behaviours can shape the way we think about investing - often without us even realising it. Plus, Jess chats with Equity Mates community member Rebecca, who shares her journey from financial avoidance to building consistent investing habits. Proof that change is possible, no matter where you’re starting from. By the end of the episode, Jess will understand what’s holding her back and walk away with practical strategies to finally take that first step. Chapters: 00:00 The Real Reason You Feel Stuck 05:54 You Are Not Too Late To Start 09:54 Knowing Isn’t Enough To Act 13:54 Hidden Beliefs Driving Money Habits 22:15 Why Saving And Investing Feels Scary 29:11 Build Self Trust And Break The Cycle Join our community of beginner investors; Sign up to the Get Started Investing newsletter here Share your investing story with us Submit here Get in touch with Karen or take her money type quiz here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Our colleague Jess has been keeping a secret. During a 10 year career in the finance industry, she had never told a soul- until now. Jess has never invested. She wanted to start, she knew how to start (even listened to our 12 Steps to Get Started three times.) But she has not started. So why not start now and document the journey? Over the course of the next 12 episodes, Jess will start investing- in real time. Each week, she’ll speak to an expert who will walk her through the steps, answer her questions and help her take action to get invested. Plus she’ll chat to Equity Mates community members about their investing journey, getting real-world advice from all walks of life. If you’ve been delaying investing or have someone in your life who wants to- this is the sign to start and go on the journey with her. Chapters: 00:00:00 Why Jess Said Yes To This Series 00:03:04 A Finance Career Without Investing 00:07:21 The Lifestyle Shift Boosting Her Savings 00:10:21 The Moment She Backed Out 00:13:09 What It Will Take To Start Investing ——— Join our community of beginner investors; Sign up to the Get Started Investing newsletter here Want to share your investing story? Submit here or DM us on Instagram Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . ——— Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct , before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
