Podcasts about managed funds

In today's episode of Get Rich Slow Club, we explore the differences between Exchange Traded Funds (ETFs) and Managed Funds, addressing the common confusion surrounding these investment options. Are they the same? Which one is better for your goals? We break it all down, helping you understand when and why you might choose one over the other.We discuss what ETFs and Managed Funds are, outlining their management styles, trading processes, fees, and performance. You'll learn how ETFs are often passively managed and traded like stocks on the exchange, providing liquidity and lower fees, while Managed Funds involve active management aimed at outperforming benchmarks but often come with higher costs.This episode is packed with practical insights for investors at any level. Whether you're new to investing or refining your strategy, we'll help you take the guesswork out of deciding between ETFs and Managed Funds. Don't forget to follow us on Instagram for more tips and updates!@tashinvests@anakresina@getrichslowclub@pearlerhqGet Rich Slow ClubPearlerYouTubeHow To Not Work ForeverDisclaimerAny advice is general and does not consider your financial situation needs, or objectives, so consider whether it's appropriate for you. You should also consider seeking professional advice before making any financial decision.Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/linksPearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guideIf you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer's website before deciding. Hosted on Acast. See acast.com/privacy for more information.

Tune in to the FundsMart Learning Series Podcast to gain valuable insights into professionally-managed funds with PhilEquity! In this episode, we have the privilege of learning from Ms. Nelaine M. Cariño, a seasoned professional with over a decade of experience in the financial industry. Join us as Nelaine delves into the world of professionally-managed funds offered by PhilEquity. Discover how these funds can help you achieve your financial goals, diversify your portfolio, and potentially earn competitive returns. Don't miss this opportunity to learn from a seasoned expert in the investment industry!

Declining CPI opens door to lower interest rates Inflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest reading since March 2021. Core CPI, which excludes food and energy was also positive as it came in at 3.2% which would mark the lowest reading since April 2021. Areas that continued to put upward pressure on inflation included food away from home (+4.1%), electricity (+4.9%), and motor vehicle insurance (+18.6%). Other areas that used to be problematic have now reversed course and are benefitting the inflation report. This includes used cars and trucks (-10.9%) and new vehicles (-1.0%). Shelter continues to be the heavyweight in the report as the category increased 5.1% compared to last year and accounted for over 70% of the increase in core CPI. If shelter was stripped out, CPI would have increased just 1.7% compared to last year. I believe we'll continue to see further progress on inflation as we end the year.   Retail sales data shows people are still spending money Data points continued to come in favorably for the Fed this week as retail sales increased 1.0% compared to last month. This easily topped the estimate of 0.3%. Looking compared to last year, retail sales were up a healthy 2.7%. Nonstore retailers continued to see strong growth with a 6.7% gain compared to last year and while growth has slowed, food services and drinking places still showed good growth of 3.4%. It appears both electronics and appliance stores and building material & garden equipment & supplies dealers have bottomed with gains of 5.2% and 0.4% respectively. This is the first time I remember seeing a positive gain in building material & garden equipment & supplies dealers in a long time. Furniture & home furnishing stores did remain a drag on the report as sales declined 2.4% compared to last year. Overall, I believe this was a great report considering we are seeing inflation slow and the consumer is still willing to spend. The soft landing many have wondered about is looking more and more possible with reports like this.   Are separately managed funds best for you? At Wilsey Asset Management, we manage all our accounts separately and have done that now for over 30 years. What that means is our clients actually hold the securities in their portfolio versus buying shares in a mutual fund or ETF. This trend seems to be taking hold with other brokers as asset growth for separately managed accounts (SMAs) has been 30% over the past two years. SMA's are now at $2.4 trillion in assets in professionally managed accounts. This compares to $4.3 trillion in mutual funds and $1.9 trillion in ETF's. These managed accounts will generally use an outside money manager and it will not be quite as individualized as people would prefer. One thing to understand is the fees considering you are likely paying you're an advisor/broker a fee and then an additional fee to the SMA manager. Often times this strategy can cause confusion for the investor as well, sometimes we have seen this strategy produce 50 to 100 positions which can also be a nightmare to get out of. Lastly if you have questions on why certain positions are in the portfolio you will not be able to call and talk to the person making those investment decisions and you'll be stuck with a pre-scripted response from the broker. Be sure to ask your broker/advisor many questions if they are advising SMAs as it may sound better than it really is.   Financial Planning: When to get Umbrella Insurance Both home and auto policies contain liability coverage, which pays in case you are sued for damaging property or if you are responsible for hurting someone.  An example could be someone slipping on your driveway, but more commonly it is due to a bad car accident.  An umbrella policy adds extra liability coverage that kicks in after the home and auto liability is exhausted.  In recent years, litigation across the board has been rising, but also inflation has increased the cost of medical bills and auto repairs.  This in turn has resulted in more umbrella claims as costs are more likely to exceed the coverage on home and auto polices alone.  As a result, insurance carriers have increased premiums on umbrella policies (as well as home and auto policies) and have been more likely to deny umbrella coverage increases or coverage all together.  Even with these cost increases, it is still relatively affordable at a few hundred dollars per year, so if you are underinsured you should consider purchasing a policy.  Umbrella coverage comes in increments of $1 million, and the rule of thumb is to carry insurance equal to your net worth.  However, this can be excessive in some circumstances as assets like qualified retirement accounts and home equity have some protection against lawsuits. Generally speaking, if your net worth is over a million, you should have an umbrella policy, and depending on your net worth, the types of assets you own, and your exposure to liability, you may need to carry higher amounts of coverage.  The last thing you need after building a nest egg is for an unexpected lawsuit to take all your assets and put you back to square one.   Companies Discussed: JB Hunt Transport Services (JBHT), Mobileye (MBLY), Ulta Beauty (ULTA)

We Recommend Index Funds,  But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024

At Equity Mates we hate fees! Sometimes at surface level they don't seem like a lot. But the fact is, over a lifetime of investing, fees can significantly eat into your returns. In today's episode we continue our financial check-up by reviewing what fees we're paying, and what fees you should avoid!In this episode we cover:How much are we paying in fees for ETFs and Managed Funds?Are there any cheaper alternatives?How much are we paying in brokerage? Are there any other platforms, news sites or other subscriptions I'm paying for? Have a money or investing question? Ask via our website. ______Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------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.

Learn why randomly choosing individual stocks can beat expert investing strategies — and what that means for your portfolio. Can random stock picks outperform Wall Street professionals? What kind of portfolio returns can low-cost index investing drive? Hosts Sean Pyles and Anna Helhoski delve into the astonishing results of a dart-throwing experiment by Wall Street Journal columnist Spencer Jakab and his team, which pitted random stock selections against high-profile hedge fund picks. The hosts explore this intriguing setup and its outcomes, offering actionable insights into the power of simple, low-cost index funds and ETFs over expensive investment managers. Their insights are intended to offer a better understanding of the practicality of low-cost index funds, the importance of maintaining a diversified portfolio, and the pitfalls of frequent market adjustments. Then, Sean and Anna delve into the latest financial headlines, including findings from the Federal Reserve's Economic Well-Being of US Households report for 2023, April's drop in home sales, and Google Flights adding Southwest Airlines fares to its search results. In their conversation, the Nerds discuss: index funds, investment strategies, stock market, ETFs, dart-throwing experiment, investing tips, low-cost investing, financial wellbeing, active vs. passive investing, hedge funds, portfolio diversification, The Wall Street Journal, stock picks, investment success, random stock selection, economic well-being, smarter investing, outperforming the pros, investment managers, A Random Walk Down Wall Street by Burton Malkiel, stock listings, mutual funds, stock performance, financial journalists, retirement savings, financial stress, household income, emergency expenses, high mortgage rates, affordable housing, home sales, previously owned homes, Google Flights, Southwest Airlines, travel expenses, airfare comparison, financial education, money management, financial planning, investment portfolio, stock market analysis, market adjustments, investment risks, and diversification benefits. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Bryan Corbett is the president and CEO of the Managed Funds Association, which represents the global alternative asset management industry. With offices in Washington DC, New York, Brussels, and London, MFA has over 170 members, including hedge funds, credit funds, and crossover funds that collectively manage over 3 trillion in AUM. Bryan joined the MFA in January of 2020 after spending 11 years in private equity at The Carlyle Group. Before Carlyle, Bryan worked on Capitol Hill for the US Treasury Department and as a special assistant to President George W. Bush. If you want to know where the puck is going in the industry, this is the interview. Bryan's unique experience as a private equity lawyer with Capitol Hill experience puts him in the poll position. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

On this episode of DIY Money, Quint and Daniel talk about actively managed funds and whether they are worth the additional fees.

UK investors have historically put their faith in professional fund managers to invest their hard earned cash into the stock market. But with index funds becoming more popular, will they usurp managed funds as the top choice for investors? And should they? Let's find out! If you enjoyed this episode, please leave us a 5 ⭐️ rating & a review. As a smaller podcast, it would really help us to reach more people. Thank you!

Read the full blog here. Ever wondered how you could smartly diversify your investment portfolio, reduce risk and achieve commendable performance over time? What if I told you the answer lies in Exchange Traded Funds (ETFs)? Today, we're breaking down everything you need to know about ETFs. We'll discuss what an ETF is, the process of investing in one, and the fees that come with it. We'll also introduce you to the key players who ensure ETFs run smoothly, and discuss the risks involved and how market liquidity is maintained.But we're not stopping there. We're also examining how to integrate ETFs into your investment portfolio for maximum advantages. We'll share insights on the liquidity, risk, and performance of ETFs, as well as tips on picking ETFs that align with your investment philosophy. We'll explore the wonders of diversified ETFs and discuss how combining ETFs with managed funds can give you the best of both worlds. What's more? We'll also delve into how ETFs can be a great tool for long-term savings, particularly for children. So sit back, relax, and prepare for a wealth of knowledge on ETFs and their potential role in your wealth-building strategy. This is one conversation you don't want to miss!To subscribe to Stuart's blog: https://www.prosolution.com.au/stay-connected/

Returns on low-risk managed funds, including Kiwisaver's Conservative and Moderate funds have been underperforming in recent years. Kiwisaver's Conservative fund has delivered users 0.8 per annum over the last 5 years, as the financial climate gets more turbulent. Milford Asset Management's Mark Riggall explains the dip in returns for investors. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Returns on low-risk managed funds, including Kiwisaver's Conservative and Moderate funds have been underperforming in recent years. Kiwisaver's Conservative fund has delivered users 0.8 per annum over the last 5 years, as the financial climate gets more turbulent. Milford Asset Management's Mark Riggall explains the dip in returns for investors. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Nicole Funari, Nareit vice president for research, was a guest on the latest episode of the Nareit REIT Report.Funari discussed Nareit's new project that initially involves tracking quarterly investment holdings for the 28 largest actively managed real estate investment funds that focus on REITs from 2010 to the first quarter of 2023.While performance returns offer a broad market perspective on what investors think about REITs, by narrowing the focus to active managers, or “people whose income and livelihoods depends on how well they can read the market for commercial real estate, we really get to capitalize on their unique insights and their expertise in this area,” Funari said.

As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest because one investment can open the door to a diversified portfolio of investments. In this episode, we're exploring the basics of managed funds and how they work, why people might choose to invest in managed funds over ETFs, our selection criteria for choosing a managed fund and some examples of managed funds in Australia. This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the

You would think that a Mutual Fund that is actively managed would beat the index that it's based off of, right? Not always. And in the age of ETFs with low expense ratios, rarely ever. If you have a 401(k) or any other employee sponsored retirement plan, look into its holdings to see if you're investing in these poor performing funds.   Resource: https://citywire.com/pro-buyer/news/these-were-the-15-biggest-active-funds-10-years-ago-where-are-they-now/a2416765   Host: Nic Daniels BFA™, Financial Advisor   The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS:   Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

In this week's Talking Wealth Podcast, Dale looks at managed fund fees, compares the performance and asks the question whether you really get what you pay for. The total funds being managed in Australia is huge when compared to the total value of the ASX and the funds are growing at a strong rate. Listeners will be surprised to learn how much they are really paying and the impact of this on capital growth and their spending power at retirement.

In this week's Talking Wealth Podcast, Dale looks at managed fund fees, compares the performance and asks the question whether you really get what you pay for. The total funds being managed in Australia is huge when compared to the total value of the ASX and the funds are growing at a strong rate. Listeners will be surprised to learn how much they are really paying and the impact of this on capital growth and their spending power at retirement.

In this episode, we are looking at managed funds. We'll look at the pros and cons, but perhaps more importantly, we'll give you an action plan that can give you far more control and the chance of outperforming 80% of the market.   What is a managed fund? What are their pros and cons? How do they work? What is their performance? Are they really worth it?   00:00 Intro 01:30 What is managed fund? 02:21 Examples of the benefits 03:50 A balanced fund 06:09 What about the administration side of the managed funds? 06:55 What's the difference between a hedge fund and managed fund? 10:30 Why do I really care if my fund manager underperforms the index? 12:07 What kind of impact does higher inflation have on your future buying power if you are underperforming just the basic benchmark? 15:35 ETF 19:56 What is a "tracking error"?   Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1    Wealth Masterclass: https://www.wealthmasterclass.com.au/    FREE Online Training with Andrew Baxter: https://bit.ly/cod-online 

Managed funds are the world's most important investment vehicle... that you've never heard of - until now! This bonus episode on The Australian Finance Podcast original appeared as part of the Summer Series 2023 on The Australian Investors Podcast. In this special episode, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Resources: Ask a question Australian Investors Podcast - Apple Podcasts Australian Investors Podcast - Spotify Australian Investors Podcast - Google Podcasts *** Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast

They Are Kind Of Like Index Funds Anyway Episode: #154 Podcast Date: 3/28/2023

Mark Lamonica, CFA is an investor, financial educator and the Director of Product Management, Individual Investor at Morningstar. In this episode of The Australian Investors Podcast, Mark and I -- Owen Rask -- go into great detail to discover how the Morningstar research methodologies are used to rate fund managers, determine company moat ratings and assign star ratings to stocks. If you love hunting for the best companies or just want to know how to research a managed fund or ETF, this is the episode for you! Get Morningstar Investor for just $365! ASK A QUESTION HERE Join ASA for just $49 and stand up for your rights Join Owen's Rask Core 

In this episode we compare investing through managed funds and exchange traded funds (ETFs). Whilst they are the same in many ways, we look deeper into their structure, pros and cons and when to use them or when not to.

Today's Q&A replay is sponsored by the Family Finance Mom Economic Workshop series. Build your economic literacy with a 6 workshop series to learn what causes economic cycles, how the free market works, the impact of human behavior on the economy and more. Knowledge builds confidence and empowers you to make better decisions for you, your family and your future. ENROLL NOW: http://familyfinancemom.teachable.com/p/economics-workshop-series ______________ At the request of Family Finance Mom followers, I am now posting Monday & Wednesday LIVE Q&A replays as podcast episodes! To submit your question, be sure to follow me @FamilyFinanceMom on Instagram. Look for the question box in my stories ahead of LIVE Q&A every Monday and Wednesday at 9AM ET. Today's episode addresses the following questions:

Managed funds are the world's most important investment vehicle... that you've never heard of.  Welcome to episode 9 of our Summer Series 2023 on The Australian Investors Podcast. In episode 9 of our January 2023 Summer Series, analyst Owen Rask and financial planner Drew Meredith, CFP dig into everything you need to know about managed funds. What are managed funds? What should you be looking for? Are managed funds the same as index funds? Managed fund episode resources : Owen Rask's Investor Bootcamp — my FREE 25-page training manual (GOOGLE DOC) Value Investor Program (VIP) — Owen's FULL online curriculum, templates, valuation case studies and more. $499. Summer Series Owen's favourite tackle and gear Join Rask Core 

In this Spotlight episode, Arianne Alcorta with @etfguide chats with Anu Ganti, Senior Director on the Index Investment Strategy Team at S&P Dow Jones Indices. Ganti breaks down the latest performance trends contained within the SPIVA scorecard, a semi-annual report on the performance trends of actively managed funds against their relevant benchmark. The SPIVA scorecard is celebrating its 20-year history and it's the go-to tool for measuring active funds vs. their corresponding benchmarks in global markets across different asset classes and investment strategiesTo learn more about the SPIVA scorecard visithttps://www.spglobal.com/spiva 

In this episode we answer emails from Nick, Mr. Harris and Howard.  We discuss the hoary details of the tax reporting of GLDM, following your rebalancing rules and why relying on the past performance of managed mutual funds probably is not a good idea.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.  With rebalancing this week!Additional links:Father McKenna Center Giving Page:  Donate - Father McKenna CenterOptimal Rebalancing Article:  Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)SPIVA Report for 2021:  SPIVA U.S. Year-End 2021 Scorecard (spglobal.com)Morningstar Analyzer -- PRWCX:  PRWCX – Portfolio – T. Rowe Price Capital Appreciation | MorningstarPortfolio Visualizer Comparison Analyses of PRWCX:  Backtest Portfolio Asset Allocation (portfoliovisualizer.com)Support the show

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Investing Skeptically: The value of Market Timing and Managed funds vs. Index funds.

Don't believe everything you hear in the media. There's a lot of stigma around Kiwisaver and Managed Funds at the moment and it can be daunting to see your funds going down. We chat to James Grigor, Chief Investment Officer for NZ Funds, about the options that kiwis have and how they can see an increase in their funds.Thank you to our series sponsor – Atomic Coffee.  These legends fuel us and our guests through our podcasts.If you have any questions or comments, or have a topic you want us to discuss you can contact us at info@beyondthefield.co.nzThe advice shared on Beyond the Field is general in nature and does not consider your individual circumstances and is based on our personal opinions. Beyond the Field is for educational purposes only and should not be relied upon to make financial decisions. The Money Empire group are Financial Advisers. We do not provide our clients with advice on investments, nor do we provide investment planning advice.To receive personal financial advice, you must first engage with the relevant individual or sector, and receive, read and understand their Scope of Service and Terms of Engagement to ensure the service and products are suited to your needs. We may discuss products, services and answer listener questions on this podcast for illustration purposes only. www.moneyempire.co.nz   Triple M Group Limited (5737850) (NZBN: 9429041825877) Registered NZ Limited Company.  

Interview with Darren Slade. We discuss the bible, jesus and bias in biblical reviews. Investing Skeptically:Managed stock funds vs index fund performanceIf I can....Should I pay cash for a home or get a loan?

Sure, retirement might feel like a long, long, long time away. But when the time comes, don't you want to be able to sit back, relax and enjoy those years? Well, Margaret Lomas is here to tell you how managed funds could help you secure a stress-free retirement. CREDITS Host: Rachel CorbettContributor: Author, TV host, and property investment expert, Margaret Lomas. Check her out on Instagram @margaretlomasproperty or head to her website, margaretlomas.com.au/.Managing Producer: Elle BeattieLead Producer: Edwina StottProducer and Editor: Amy Kimball This episode of Small Change does not constitute financial advice or take into account individual circumstances. Always seek your own independent financial advice. See omnystudio.com/listener for privacy information.

In this episode Dr. Dahle discusses tax credits, foreign tax credits, insurance tax code changes and how a 7702 is not something we are excited about at WCI. We talk about Roth conversions during retirement and a host of other topics. We also have a husband and wife doctor duo on the podcast. They are guests we have had before and the creators of the online course Zero to Freedom that will teach you all about cash flowing real estate properties. See full show notes here: https://www.whitecoatinvestor.com/tax-credits-and-passive-vs-actively-managed-funds-273  SoFi has exclusive rates and offers for medical professionals, which could help you save thousands by refinancing your student loans. If you're still in residency, SoFi offers a lowered interest rate and the ability to reduce your payment to just $100 per month while in school. If you're out of residency, SoFi's great rates could help you save money and get on the road to financial freedom. Check out their payment plans and interest rates at https://sofi.com/whitecoatinvestor . SoFi student loans are originated by SoFi Bank, N.A. Member FDIC. Additional terms and conditions may apply. NMLS696891 The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

We are SO excited to bring you a Raising The Curve mini-series, about ALL things ethical investing. Both Vic and I are super passionate about investing in a way that grows your wealth, while also impacting the world in a positive way. In this episode we speak to Ethically Kate, an ambassador for sustainable fashion and living. She's an absolute wealth of knowledge, so combined with Vic's wealth of knowledge of investing it was a real winning combo. I learnt so much from this ep, and I know you will too!

In this episode, we answer David's question about cash assets that held in managed funds or ETFs. We discuss look cash held in unitised investments, look at allocations based around your goals, as well as the opportunity cost of investing in defensive funds.

Investments in little-known companies, illusive strategies and futuristic concepts comes with very specific risks, especially in the short-term, but with the appropriate long-term perspective, and alongside more traditional investment options in your portfolio, these could offer diversified and excess performance to investors. Such options are now available via actively-managed funds, and specifically as exchange-traded products, as we await the introduction of AMETFs – Actively Managed Exchange-Traded Funds – on the JSE.

In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore Magellan Financial Group Ltd (ASX: MFG), an Australian funds management business.Kate & Owen provide a high level overview of MFG, including what they do, some of their investment products, key team members and shareholders, alongside a quick walkthrough of some of the financials.PLEASE NOTE: This is not a recommendation from Kate, Owen or the Rask Team. We have no previous or current recommendations on MFG.Episode transcript now available via the show notes page.Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - it's a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 29th of March 2022

Investing is complicated…but does it need to be?   Starting your investing journey can be super overwhelming especially in this age of information overload: stocks, crypto, FAANG, options, bonds. This brings up the obvious question: what should I invest in?   Personally, I want to understand what I am investing in, how it creates its value, and ultimately, what my return will look like. This has led me to today's guest, Jeremy Schneider.   Jeremy is the Founder of Personal Finance Club. He has a wildly popular Instagram by the same name where he is dishing out simple, unbiased information on how to win with money. Jeremy doesn't have any get rich quick advice for you today but he will share a simple 2-step plan to retire in 15 years.   Along with that you'll hear his delineation between investing vs speculating, how to easily invest through target date funds, and his experiment about living on a $5 vs $500 daily food budget.   Show Notes: [2:38] Selling RentLinks and hitting financial independence [10:21] Why you need to invest, not save, your money [13:30] Investing vs speculating [16:05] How to figure which companies to invest in [20:19] The cost of actively managed mutual funds [26:57] Alternative to mutual funds…index funds [31:38] How to easily invest through target date funds [38:25] 90/10 rule [41:26] 2 step plan to retire in 15 years [43:40] Jeremy's experiment: $5 vs $500 food budget [50:48] Starting Personal Finance Club     Mentions: What You Need to Know About Taxes in Your 20s | E39 Sean Mullaney   More of Jeremy: Website: Personal Finance Club Instagram: @personalfinanceclub LinkedIn: Jeremy Schneider   More of Justin & The Struggle is Real: Show Notes: https://justinpeters.co/thestruggleisreal/ Instagram: https://www.instagram.com/justinleepeters/

On board today is Pat Garrett, co founder and CEO of Six Park online asset management. Pat is a financial advisor and member of the FPA, as well asgraduate of the Australian Institute of Company Directors. He has worked as a Board member, CEO, CFO, senior level corporate advisor and a private equity investor. Pat has over 30 years experience in the financial industry - having worked for JP morgan in New York and San Fransisco before moving to Melbourne where he worked as managing director for private investment firm Georgica Associates. In 2014 he co founded Six Park with Brian Watson (AO) who himself also worked at JP Morgan (as the Chairman of JP Morgan Australia).Pat is a serious investor, but outside of finance he loves Surfing, Barbecuing and spending time at home with the family and his dog Charlie. I've been in touch with Pat for some time now, and he has always had time to chat with me and answer any questions or concerns I have had - not just about my Six Park investment balance and whether I am in the right fund, but also about investing, mindset and life in general. He's even taught me a few new recipes he learned in lockdown!

We have closed all the short term trades in the IDEAS section, declared a mild desire to hold more cash but haven't done anything about it yet, we look at the trend in the US market (breaking the uptrend) and provide a fabulous spreadsheet listing all the ASX listed ETPs - Exchange Traded Products - includes all the ETFs and listed Managed Funds. We also look at all the most recently listed ETFs and in so doing identify all the latest "fads" in the stock market. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.

This is the second episode in the special four part summer 'restart' edition of The Australian's Money Cafe, where James Kirby is joined by financial advisor James Gerrard to reintroduce you to investing. This week they discuss how to balance your shareholdings to get growth and defensive investments, the secrets of dollar cost averaging, the 12 month tax rule you must know when share trading and what the ideal number of stocks to hold is?  See omnystudio.com/listener for privacy information.

JP in the team has just started investing into a managed fund and asks Glen about how to calculate the expected returns.Here's the Vanguard Personal Investor case study that Glen mentions in the chat: https://youtu.be/D-sUOfux20Q

What is a managed fund? And, why is Magellan in the news? We explain it in 5 minutes or less. Every week we pick an investing or business concept and explain it in a refreshingly simple way. This is our 'Simple Sprouts' series. In this episode we cover: What is a managed fund How managed funds differ from ETF's How to rate a managed fund Why Magellan is in the headlines for its performance Interested in starting your own podcast? Use our promo code with Zencastr to get yourself started: https://zen.ai/freshcapitalapodforinvestors0 Check out our new Substack Newsletter! Sent straight to your inbox, it's a great way to read our company breakdowns in 5 minutes. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :). Take our survey and let us know how we're doing. Have a concept you want to be explained? Send them to freshcapitalpodcast@gmail.com All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest. For more information visit our website at https://www.freshcapital.media/

We talk about shares & ETFs a lot on the podcast, but on this episode Kate & Owen are opening the floor on another historically popular investment product, the mighty managed fund. As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest, because one investment can open the door to a diversified portfolio of investments. Kate & Owen explore the basics on managed funds and how they work, why people might choose to invest in managed funds over ETFs and shares, our selection criteria for choosing a managed fund and some examples of managed funds with lower investment minimums in Australia. Episode transcript now available via the show notes page. Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. Score $100 off our premium ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it's a 5 second task which really helps support the show (and puts a big smile on our faces). Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. || We're proudly supported by ETF Securities || Learn more about ETF Securities: https://bit.ly/fundsETFS | DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 11th November 2021

We talk about shares & ETFs a lot on the podcast, but on this episode Kate & Owen are opening the floor on another historically popular investment product, the mighty managed fund.As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest, because one investment can open the door to a diversified portfolio of investments.Kate & Owen explore the basics on managed funds and how they work, why people might choose to invest in managed funds over ETFs and shares, our selection criteria for choosing a managed fund and some examples of managed funds with lower investment minimums in Australia.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it's a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 11th November 2021

A bunch of listeners use the Vanguard Personal Investor and the fees have just changed, so Glen dives in to what the changes are, and some of the reasons people choose to invest through the platform.Check out Glen's video where he digs a bit deeper - 'Investing platforms & Vanguard Personal Investor case study': https://youtu.be/D-sUOfux20QCheck out The Glen James Spending Plan - use coupon code "m3x" with the link below to get this for under $50... save $20)Send us your questions! Email questions@mymillennial.money with the podcast you want your question answered on as the subject.For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/m3xshownotes

In this weeks episode of Cheques & Balances James Blair and Michael Vincent discuss should I pay down debt or invest? Should I clear my mortgage or should I invest in index funds? It's a very topical question with record low-interest rates and appealing returns in other areas. On this episode, James and Mike have a friendly debate. James is pro clearing off the mortgage faster and Mike pro, investing and clearing debt at the same time. The content in this podcast are the opinions of the hosts. It should not be treated as financial advice. It is important you take into consideration your own personal situation and goals before making any financial decisions. Hosted on Acast. See acast.com/privacy for more information.

Indexed Universal Life questionable sales schemes – 9X return on investment with our annuity leads – Our agent partners help each other succeed – Proof that 80% of all managed funds don't outperform the S&P 500. Find more Annuity Agents Podcast episodes hosted by Bill Broich and Anthony Owen plus the notes for each episode at https://www.annuityagentsalliance.com/podcast/.

What are funds? This is the topic of this week's podcast and blog and it is one of the important investment type new investors should understand. One key aspect of funds is the monies required to invest in them. You can invest small to get exposure to multiple companies, sectors, region and so on. So understand the difference between ETF and Managed Fund and then decide which one works for you. I even mention about how I choose between ETF and managed funds. follow this link or head to www.beardedinvestor.com Remember the order of the flow If you are new to the community then this is the order of flow. To learn investing step by step. Listen to the Podcast To read the blog associated with the podcast follow this link or head to www.beardedinvestor.com Finally follow the plan. Bearded Investor Principle Learn - Plan - Execute Good luck Disclaimer

Jason Rainier, CFP talks to Dr. Justin Trosclair DC on A Doctor's Perspective Podcast. Doctor based Retirement and Investment options. Jason Rainier CFP will cover FSA's, 401K, SEP IRA, 529B education funds, Trusts, Estate taxes, Wills, Index vs Managed Funds and Life Insurance. Novice or established you will learn something new. What is a Certified Financial Planner, CFP? Qualifications, job role, CE's etc. While the CFA has a broad spectrum of things they can do, part of their job is to coordinate and make sure the CPA and Lawyer are also all on the same page. The generic goals of investments and retirement are to save as much as possible and not pay more taxes than you have to (legally). 10:35 - Retirement Vehicles11:30 - 401K and 403B17:00 - FSA Account21:10 - SEP IRA –self employed24:18 - 529 Education Plans36:20 – Gifts37:23 – Estate Tax41:05 – Trusts43:25 – Testamentary Trust49:15 – Wills54:40 – Expense Ratios57:30 – Index Funds1:09:55 – Life Insurance1:23:45 Happy Family Life What are 401K's and 403B's investments? Limits on investing, tax benefits, when do you pay the tax, employer contributions, investment options, how much can you contribute each year  and all those type of questions are answered. What are Flexible Spending Accounts (FSA)? When should you consider saving for health bills as well as reducing taxes? A big quirk in the rule that you must pay attention to otherwise you lose all the money you put in. What type of person should consider prepaying for health bills? What are SEP IRA ‘s investments for self employed people? There is a certain formula you have to use but you can save nearly triple the amount as a 401k. In's and out's of 529B educational funds. Jason helps us understand the limits, what qualifies as a school expense, what doesn't count, and what to do if your kid decides to not go to university at all and the tax benefits of using an In state vs Out of state sponsored plan. Plus he discusses the legacy of paying for school for your grandchildren or other family members. Why does he caution over funding an education fund at the cost of your own retirement? You can gift a high amount of money tax free, Jason discusses the details behind Gifting: whether that's to your kids, grandkids or whomever. BE INFORMED AND ASK QUESTIONS and READ THE PROSPECTUS Estate tax used to big a real threat, but recently the rules have changed.  Learn a bunch about estate tax in this segment. What's the Annual Exclusion Amount and how does that tie into gifting. What is a trust? A big topic that Jason Rainier CFP talks about is Trusts. What is a trust, why would you set one up, and is it just for the rich? Reasons to set up a trust could be to protect your own loved ones from blowing through millions of dollars at a young age or you can even set one up to benefit a charity. Listen for all the details and examples of this fiduciary capacity.   Testamentary trust, what are they? It's probably one you might consider for your own family when you have children.  How to stop someone from stealing the inheritance that your kid should get while a person is overseeing the trust in their teen years? What is a good schedule and time frame for your children to start receiving lump  sum amounts from their trust? Fun side note: a notary in Louisiana also has to understand law, so the pass rate is only 20%. Important parts of trusts are for probate reasons, protecting or guiding the way your wealth is distributed from beyond the grave and a few other reasons you can listen to. One reason you may want to avoid a general Will is to avoid the public records in the court system. Expense Ratios and Index and Managed Funds You have to understand about the Expense Ratios and Percent in passive Index Funds vs actively managed funds.  Let's learn the pluses and minuses of both investment sides of the argument and what are considered mutual fund expenses...

WTF is an ETF? Are Robo Advisers really robots? Did I put my undies on today? These are all important questions to ask, so we'll be answering some of them today. This episode is designed for people who like to make money and get rich slowly. Don't watch your friends get rich, in less than half an hour we'll tell you how you can learn the not so mystical art of investing, how you can get started in like 5 minutes with just a few hundred bucks and what to look for. Take Owen's finance courses: https://www.rask.com.au/sign-up-finance SHOW NOTES: https://www.rask.com.au/podcasts/australian-finance-podcast/ How To Money: https://howtomoney.online This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.