Share
Investing Compass
The lessons of Dollarmites
Season 5, Ep. 36
•
Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted.
You can find the full article here.
Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx
Interested in our investing course? Find it here.
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Additional resources from our episodes are available via our website.
Audio Producer and mixer: William Ton.
More episodes
View all episodes
40. The Sandwich Generation: handling caring responsibilities on both ends
19:39||Season 5, Ep. 40Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents. You can find the full article here.Interested in our investing course? Find it here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Hosted on Acast. See acast.com/privacy for more information.39. Chances are your estate will be contested. Here's how to protect it.
17:07||Season 5, Ep. 39More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured.You can find the full article here.Interested in our investing course? Find it here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.Hosted on Acast. See acast.com/privacy for more information.38. All in one Vanguard ETF deep dive
16:21||Season 5, Ep. 38This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article hereClick the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.37. The value of franking credits
18:39||Season 5, Ep. 37We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified.You can find the full article here.Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.35. Aussie stocks to hold forever
29:21||Season 5, Ep. 35James Gruber goes through Aussie stocks he would hold forever. You can find the full article here.Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.34. Decoding stock picks from experts
17:37||Season 5, Ep. 34We try to increase your media literacy with a 101 on how to critically evaluate fund manager investment picks in the media.You can find the full article here.Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.33. DCA vs Lump Sum Investing
17:08||Season 5, Ep. 33What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing.You can find the article Shani wrote, as well as the graphs from the study here.Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.32. Private Credit
21:20||Season 5, Ep. 32We look at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpxInterested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton.