Podcast appearances and mentions of montgomery investment management

This week Nicola and Di chat with the funny and vibrant Shelly Horton. Shelly is a bold, outspoken journalist and TV presenter, who has been on our screens in Australia for decades. We chat about her pathway to confidence plus her new book, I’m Your PERI Godmother. We hear all about how Shelly got her start in TV, the cruel way she was fired for being “too fat”, and how she made her way back onto our screens through a mentor, a goal-setting course, and the power of visualisation and dressing the part. Shelly gives us some of her highlights from her 6 years as a gossip columnist and the 1500 events she attended in that time - including her favourite celebrities and who was the worst - you’ll want to tune in to hear those stories! We also talk all about Shelly’s brilliant new book, I’m Your PERI Godmother, which has been described as a hilarious guide to help you survive perimenopause with science, helpful tips and proven treatments. Shelly tells us about her own journey with perimenopause and the way it completely changed her mental health. She talks about her own lack of knowledge in this area, and how she thought menopause was for old ladies. As Shelly says, it’s so important for us all to educate ourselves about perimenopause and then decide what’s best for us. The best part is, Shelly has a way of making this topic fun and we laughed a lot in this interview. And finally we ask Shelly about her tips for being more confident, and simple things that people can do to feel more prepared if they have a speech coming up. We absolutely loved chatting with Shelly and it felt like we had a good girlfriend at the back fence with us. We hope you love it as much as we did. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Shelly on IG here - https://www.instagram.com/shellyhorton1/ Buy Shelly’s new book I’m Your PERI Godmother here - https://geni.us/ImYourPeriGodmother Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcastsSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the kind and generous Karen Ledbury. Karen has been a television presenter in Australia for three decades and for the last 18 years has graced our screens on Channel 7’s The Morning Show and Sydney Weekender. She’s worked for every commercial network in Australia, and describes how her early days working alongside Bert Newton was the best training in the industry. In this heartfelt episode, we hear about the funny and interesting stories from Karen’s TV career, as well as the incredibly harrowing period that Karen faced recently when in a 6-month period her father passed away, her husband suffered a catastrophic stroke and her 19-year old son was diagnosed with cancer. Karen opens up and shares about the day when her world was turned upside down, when she received a text message whilst she was on air that her completely healthy husband had been taken to hospital, and they didn’t think he would make it through the night. We hear about the powerful moment days later which completely shifted Karen’s perspective. She talks about the importance of gratitude, living in the present and giving back. As someone who has been through so much, it’s so inspiring that Karen still devotes so much of her time to giving to others through her charity work. We felt all of the emotions in this conversation - there were lots of laughs but also tears. It really was a beautiful moment of connection and we hope you feel as uplifted and inspired as we did listening to Karen’s story. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Karen on IG here - https://www.instagram.com/karenledbury/ Find out more about the charity Save Our Sons and how you can help here - https://saveoursons.org.au/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the best-selling author Jacqueline Maley. Jacqui is an esteemed, award-winning journalist and novelist, who works as a senior writer and columnist for The Sydney Morning Herald and The Age. She is celebrated for her incisive commentary on politics, culture and social affairs. Her latest novel Lonely Mouth, is the book everyone is talking about, including Nigella Lawson who says it’s one of her favourite Australian books. In this episode we hear how Jacqui got started in her career as a journalist. After studying law and getting a summer clerkship at a prestigious law firm in her final year of uni, Jacqui very quickly realised that this wasn’t the career for her. After graduating, Jacqui went backpacking around Europe and she applied for a cadetship at The Sydney Morning Herald whilst she was overseas. She got the cadetship and from the moment she started working as a journalist, she absolutely loved it and didn’t look back. We chat about the way Jacqui deals with the negative feedback and online criticism that she, like so many journalists, receive these days. Jacqui has a very refreshing way of looking at it, which we know you’ll want to hear. We also talk all about Jacqui’s new book Lonely Mouth, which is getting rave reviews. We hear about the Japanese expression which gave the book its name, and the fascinating topics the book explores - the conflicted way women think about their bodies, their appetites, and themselves in the world, and the way we believe ourselves to be worthy - or not - of love. Jacqui shares her own book recommendations with us and we chat about why giving someone a book as a gift is such a beautiful and powerful present. We really loved this conversation with Jacqui and it was so wonderful chatting books with such an esteemed author, who was really lovely and down-to-earth. We hope you enjoy it as much as we did. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Jacqueline on IG here - https://www.instagram.com/jacqueline_maley_writer/ Buy Jacqueline’s book Lonely Mouth here - https://www.booktopia.com.au/lonely-mouth-jacqueline-maley/book/9781460759189.html Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the globally renowned meditation teacher, Davidji. Davidji has taught millions of people around the world how to meditate, he’s a stress management expert and the author of several best-selling books including Secrets of Meditation, Destressify and Sacred Powers. He spent over a decade as the lead educator at the Chopra Centre where he helped shape the modern meditation movement alongside Deepak Chopra. He teaches people how to tap into stillness, break old habits and become their most powerful, authentic selves. Known for his soothing voice, his practical wisdom and his signature phrase, ‘ripple it outward’. In this episode, we hear the story of the incredible moment that led to a total career and life transformation for Davidji back in 2001. Davidji had been working in the finance sector in New York for 20 years when a chance encounter on the street led him to quit his job and go to a meditation retreat with Deepak Chopra, which ultimately led to him working as the COO for the Chopra Centre for a decade. Davidji shares some beautiful and simple meditation techniques in this episode, which anyone can practice. He talks about the way meditation allows you to be fully present, and that it’s not about eliminating your thoughts, but rather witnessing them and knowing that any thought that comes, will also go if you surrender to the practice and stop resisting. We hear about the 4 needs of the heart, and how we can begin to recognise what we need in any given moment and give that to ourselves. As Davidji shares, it is through transforming our inner world, that we will transform the world. We talk about the power of the ripple effect of small acts of kindness. The way you engage and show up in the world can truly ripple outwards and change lives. We absolutely loved talking to Davidji and were so grateful for his wisdom and generosity. He has a way of making meditation and mindfulness so simple and practical, as well as keeping it fun for all of us. We hope you love this episode as much as we did. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Davidji on IG here - https://www.instagram.com/davidjimeditation/ Buy Davidji's books here - https://davidji.com/books/ Watch Davidji’s guided meditations on his YouTube channel here - https://www.youtube.com/c/davidjimeditation Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the brilliant journalist, broadcaster and presenter Kumi Taguchi. Kumi has been working in the Australian media for almost 30 years, since she landed her first job as a Production Assistant for the 7.30 Report in the 90s. From there she went on to become the host and presenter of many shows, including her current role as the host of the SBS show, Insight. Kumi can now add author to her title, with the release of her book: The Good Daughter: A memoir of losing my father and finding home. We chat to Kumi about some of the powerful and emotional moments that she shares in her new memoir, The Good Daughter. Kumi talks to us about the estranged relationship she had with her father and the unbelievable moment they shared in Japan when Kumi went to close that chapter in her life, and the universe sent her a glaring sign that it was far from closed. Kumi talks about what it was like growing up as half Japanese and half Australian, and how it was actually her Australian mother that kept the Japanese culture alive in her home. Kumi shares the beautiful moment when a Japanese woman on a train in Tokyo, helped her to reframe how she thinks about her heritage in the most powerful way. We also chat about some of the incredible personal challenges that Kumi has achieved - like that time she ran a marathon in the middle of the desert, or the time she was in the Sydney to Hobart yacht race, despite the fact that she had no sailing experience and a history of getting sea sick. And of course, we wanted to hear all the behind-the-scenes intel about what really goes into an episode of Insight, how the show is made, and what Kumi’s favourite shows have been over the years. We had so much fun with Kumi and we could have chatted to her for hours. We loved having her in the studio and we really hope you enjoy this episode. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Kumi on IG here - https://www.instagram.com/kumikotag/ Buy Kumi’s book here - https://www.simonandschuster.com.au/books/The-Good-Daughter/Kumi-Taguchi/9781925750799 Watch Insight here - https://www.sbs.com.au/ondemand/news-series/insight Follow Kumi on Facebook here - https://www.facebook.com/kumikotag/ Follow Kumi on LinkedIn here - https://www.linkedin.com/in/kumitag/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di are back with the third episode of our monthly financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and is a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about how to manage your money wisely at every age and every stage of your life. Roger goes through each generation from Gen Z, to Millennials, to Gen X, to Boomers and what you might need to focus on or consider when it comes to your finances for that stage of your life. Regardless of where you’re at in life, Roger recommends having a wealthing account. Entirely separate to a savings account, this account is where you focus on building wealth. As he suggests, a great financial habit to start is to pay yourself first into this account Roger talks about the benefits of taking some risks when you’re younger, why he thinks spending a lot of money on a wedding isn’t the best financial decision, why starting a side-hustle and being entrepreneurial is a great idea if you’ve got the drive and why paying down your mortgage first can make good financial sense. We also weigh up the pros and cons of investing your money in an investment property versus a private credit fund. Roger gives us solid ways of being able to make those decisions by making sense of and evaluating the true returns you’re getting on any investment you’re making. As always, this episode was full of so much valuable information and we’re so glad to be able to bring you these conversations with Roger where we are learning so much. We hope you are too. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcastsSee omnystudio.com/listener for privacy information.

FY25 was a boom year for the ASX, up almost 10 per cent. But there were winners and there were losers - and some big trends.Roger Montgomery, founder and CIO of Montgomery Investment Management, takes Sean Aylmer through the last financial year, and the outlook ahead for investors over the next twelve months.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger’s insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the stunning and soulful Kate Bell. Kate is an international model, writer and yoga teacher, who is passionate about using her voice to challenge outdated ideas in fashion and beyond. Kate has been modelling for 4 decades and has worked for so many incredible designers and iconic brands, appearing in fashion shoots and runway shows all over the world. Now at 57, Kate is speaking out against ageism and advocating for change. In this conversation we hear how Kate got started in modelling, and by the time she was 19, was living in New York and flying all over the world. Kate shares some of the most juicy stories from her early modelling days, which you won’t want to miss. Kate talks about the 2 different worlds and lives she was living - there was the model Kate and the yogi Kate, and she describes the full circle moment, later in her career when she was hired by an activewear brand as a yoga teacher and her two worlds integrated in the most beautiful way. Kate also opens up about the ways she has experienced ageism in her career and how ageism really is the last ‘ism’ that needs to be kicked out of the room! We couldn’t agree more. It was so lovely speaking to Kate. She is graceful, grounded and full of insight and we were so grateful to have this conversation with her in the studio. We hope you love it too. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Kate on IG here - https://www.instagram.com/i_am_katebell/ Follow Kate and read her articles on Substack here - https://katebell.substack.com/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

Roger Montomery, the Founder and Chairman of Montgomery Investment Management joined Tim Webster on Nightlife to unpack how global tensions are impacting markets.

This week Nicola and Di chat with the incredibly talented Rob Carlton. Rob is an award-winning actor, writer, director and an all-round brilliant storyteller, who grew up near Nicola and Di’s backfence on Sydney’s Northern Beaches. He’s been in so many memorable shows which you may have seen, including A Country Practice, Underbelly, Paper Giants, Black Snow, Boy Swallows Universe and The White Lotus, to name just a few. He also hosts Bravewords Live, with his wife Adrienne Ferreira, an event which brings wildly entertaining true stories to the stage. Bravewords Live has been such a success over the years, that they’ve now decided to bring these incredible stories to you with the Bravewords Podcast, which will be launching at the end of the month. In this episode we get all The White Lotus goss from Rob. He shares how secretive it was from the very beginning, when he first received the script to audition for ‘The Secret Garden’. He talks about how much mystery there was surrounding the show, from the script to the filming locations, and how great it was to be a part of the show. He talks about the fun the cast had on set, the friendships he made, the sketchy past of the superyacht they were filming on, and what it was like working with Mike White. Rob also give us such a great take on why he thinks The White Lotus became such a huge hit, and the Mike White magic that lies at the heart of this show. We also hear what it was like to become Kerry Packer, for his Logie award-winning performance in Paper Giants. Rob shares such an honest story of how he almost lost the opportunity before he even had the role, because of the way he was being driven by fear and self-sabotage. As well as his wonderful work in TV, we chat to Rob about Bravewords - his live storytelling events that he hosts with his wife Adrienne. The next one is coming up on June 29th at Avoca Beach Theatre with Larry Emdur. The good news is, over the years they’ve curated hundreds of brilliant true stories, and are about to release this as the Bravewords Podcast in the coming weeks. And it’s not all career chat in this episode with Rob. He also opens up about his family relationships - the magnificent lessons from his parents, what makes his marriage work, the power of having difficult conversations and the way that he tries to parent his 21-year-old twin boys. This is such a beautiful and rich conversation with Rob, and we hope you love it as much as we did. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. For further information, please contact David Buckland, Chief Executive Officer or Rhodri Taylor, Account Manager on (02) 8046 5000 or investor@montinvest.com Follow Rob on IG here - https://www.instagram.com/robbyjcarlton Find out more about Bravewords and get tickets here - https://www.bravewords.com.au/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management.If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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.—------Equity Mates 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.

This week Nicola and Di chat with one of Australia’s most sought after relationship therapists, Melissa Ferrari. Melissa has been working with couples for over 25 years, helping them create healthy, secure relationships. She is certified in the Psychobiological Approach to Couple Therapy (PACT) and is regularly called upon as a relationship expert in national media. We know that the quality of our relationships determines the quality of our lives and that connection to others is vital to our health and happiness, so we were thrilled to explore this topic with Melissa. In this conversation we hear about the common challenges that couples face that Melissa sees over and over again in her therapy. Melissa gives us some good advice for how to ‘fight right’, including the importance of being face-to-face and looking each other in the eyes. We chat about the hormones that flood our bodies when we’re in love, and what we need to remember when those hormones wear off, and we’re really getting to know the person in front of us. Melissa talks about putting the relationship first, recognising that you’re in a 2-party system where things are give and take, and the need to get to know each other on a deep level, including the trauma that you’re both bringing into the relationship. Nicola opens up and shares a very vulnerable story about a recent relationship she was in, which ended in deception and betrayal. You won’t believe this story until you hear it! She talks about the importance of speaking up, of holding people to account, of women supporting women, and feeling empowered. We hope you enjoy this special episode with Melissa as much as we did. And if you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event this week on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Melissa on IG here - https://www.instagram.com/melissaferrari_psychotherapist/ Follow Melissa on Facebook here - https://www.facebook.com/melissaferrarirelationshipspecialist Follow Melissa on LinkedIn here - https://www.linkedin.com/in/melissa-f-38a77575/ Find out more about Melissa’s work here - https://www.melissaferrari.com.au/ Buy Wired For Love by Stan Tatkin (Melissa’s teacher and mentor) here Buy Wired For Dating by Stan Tatkin here Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with fun and inspiring Kylie Jones. Kylie has created an incredible community called Fifty & Fearless, which empowers women to live boldly, love this chapter and stop playing small! It has become a global sensation with 600K followers, and it continues to grow. In this conversation we hear about the turning point in Kylie’s life, which is where Fifty & Fearless began. Kylie opens up and shares about the incredibly difficult year she had just after turning 50, when both of her parents died suddenly and she was retrenched from her job. Kylie describes the rock bottom moment she had when she was lying on the floor sobbing, and how it was her teenage son’s words of wisdom that helped her turn it all around. We talk about the wonderful community that Kylie has created and go through some of the most inspiring quotes she shares about life in your 50s and beyond. Kylie tells us that being fearless is really about being in your ‘No F**ks Era’, and having the courage to BE YOURSELF and not worry about what other people think. Kylie also shares some brilliant advice for how you can reconnect to who you truly are and remember the dreams you used to have when you were younger so that you can bring them back to life. This is such a fantastic chat with Kylie about embracing midlife, rediscovering the things that bring you joy, being bold and living without the rules. We hope you enjoy it as much as we did. And if you’re also in your ‘No F**ks Era’, Kylie has a special offer on her caps for our listeners. To get 25% off, enter the code OTBF25 at checkout. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Fifty & Fearless on IG here - https://www.instagram.com/fiftyandfearless/ Buy a “I’m in my No F**ks Era” Cap here - use the discount code OTBF25 to receive 25% off Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di are back with the second episode of our monthly financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and is a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about the sandwich generation - women in their 50s and 60s who have the dual responsibility of caring for their elderly parents, and trying to support their adult children. We talk about the unique challenges this group faces when it comes to their finances and Roger has some calm and reassuring advice. Roger takes us through the difference between a financial adviser and a fund manager, and why it’s a good idea to always take your time and get a second opinion. He gives very practical advice for how you can find a good financial adviser to speak to about your finances (listed below), and why it’s in your interests to do so. Roger also talks about the importance of having conversations with your children and family before it’s too late, about your will and the plans you have for your money after you’re gone. Talk through the plans together and come to some agreements, so there aren’t any unnecessary disputes. As Roger says in this episode - it’s very dangerous to write in a will that you’ll leave everything to your children equally. Tune into the episode to find out why. Come and see Roger speak in person at our Over The Back Fence live event, happening on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Industry awards for financial advisers: IFA Excellence Awards: https://www.ifa.com.au/excellence-awards/winners/2024-winners-and-finalists?utm_source=Money+Management&utm_medium=editorial&utm_campaign=winnersstorywinnerslink&utm_term=IFAEXA2024 Australian Financial Industry Awards by the Institute of Financial Professionals: https://online.ifpa.com.au/ Financial Advice Association (FAAA) awards: https://faaa.au/faaa-announces-2024-awards-finalists/ The Australian’s - Barron’s Top 100 Financial Advisers: https://www.theaustralian.com.au/business/wealth/top-100-financial-advisers-list-a-stronger-more-competitive-industry-for-2024/news-story/22e0c091cf9e24efba07f08cb6aa9370 Other helpful money resources mentioned: The Financial Advice Association (FAAA) is the industry body for advisers - and has an online directory ‘Find a planner’ (https://find-a-planner.faaa.au/) – where you can search by location, years of experience and areas of focus. The Government’s Money Smart website: https://moneysmart.gov.au/See omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the passionate and purposeful Dr. Phoebe Meagher. Phoebe is a scientist at the Taronga Zoo Conservation Society with a diverse background in wildlife conservation, forensic research and education. She has been pioneering the use of advanced technology and AI to combat wildlife trafficking and enhance animal detection. Phoebe has also led many field projects which have had a tangible impact and allowed for the successful release of rehabilitated animals back into their natural habitat. On top of all of that, Phoebe is also a mum of 2. In this conversation, we hear all about the incredible project that Phoebe has been leading, where Taronga is using AI imaging technology to detect and prevent animals that are being illegally trafficked. Phoebe tells us about the astounding wildlife trafficking trade, with thousands of animals, such as blue tongue lizards, being poached and sent through the mail to foreign countries where they are sold for substantial amounts of money. Phoebe also shares some of the most incredible stories from her career as a wildlife biologist. From almost losing an arm whilst hand feeding sharks, to being shocked by numb rays when she was studying sting rays for her PhD thesis as well as the most epic expedition through the jungles of Palawan. On that particular trip, Phoebe was guided by an animal poacher, 8 military guards and a young man wielding a machete in the hopes of finding a pangolin (the most trafficked animal in the world) so they could take the images they needed for the AI tech to prevent it being trafficked in the future. It is really amazing to hear about all of the conservation work that Taronga is doing and to learn how much zoos have changed for the better over the years. We are so proud of the work that Phoebe is doing and thankful that there are women like her in this world. We hope you enjoy this chat as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Phoebe on IG here - https://www.instagram.com/phoebe_for_the_wild/ Help fund Targona’s new Wildlife Hospital by donating here - https://taronga.org.au/donate Follow Taronga Zoo on IG here - https://www.instagram.com/tarongazoo/ Follow Taronga Zoo on TikTok here - https://www.tiktok.com/@tarongazoo Follow Taronga Zoo on LinkedIn here - https://au.linkedin.com/company/taronga-conservation-society-australia Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

Bitesize chats with Nicola and Di. Mini moments, without any guests, where you get to listen in on a fun chat between besties. Tune in for a giggle and a moment that will lift your spirits. This week they chat about their recent embarrassing moments and having a laugh at themselves. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the inspiring trailblazer Brook Boney. Brook is a proud Gamilaroi woman. She’s a political reporter and much loved broadcaster who took the big leap of leaving her job as the entertainment reporter for The Today Show, to follow her dream to study at Oxford. Brook has written a new book All Of It, which tells her story in a beautiful and moving way and we absolutely love it. In this conversation we hear about the brave decision Brook made to leave one of the most coveted jobs in Australian TV to pursue a Masters in Public Policy at Oxford University. She shares why even though it was difficult to leave behind a job like that, and even harder still to move so far away from her family, she has no regrets. Nicola and Di also share their own life-changing decisions and how they look back proudly at those decisions now. Brook tells us what life is like at Oxford and how she’s having so much fun. She’s even landed herself in the college that recruits for spies (although Brook admits she’d be a terrible spy after a champagne of two). Brook opens up about her personal story, growing up poor in housing commission in Muswellbrook, and how she’s been the first in her family for so many of the things she’s achieved. She speaks beautifully about how proud she is to be Aboriginal, and what it means to her to feel completely connected as one link in the chain of a 60,000 year history, and the sense of duty she feels not only to those that have come before her, but also to the next generation of her family. Brook also shares about the grief she felt when her 2 dogs passed away, and the future dreams she has to be a mother one day. This is a deeply personal chat and one that we feel so lucky we were able to have with Brook. It’s also a lot of fun - we laugh all the way through this with Brook and we felt like we all were having a glass of wine together over the back fence. We hope you love Brook’s energy and her story as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Brook on IG here - https://www.instagram.com/boneybrooke/ Buy Brook’s book All of It here - https://www.amazon.com.au/All-public-private-everything-between/dp/1761068008 Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with nutritionist and best-selling author Michele Chevalley Hedge. Michele is also an international speaker, and a highly commended nutritional medicine practitioner. As a former Microsoft executive, she truly understands the needs of time-poor corporate executives who want health but not hassle. She is committed to helping people feel energised, balanced and empowered without giving up life’s pleasures - and we like the sound of that! In this conversation, we talk about energy and simple things that people can do if they’re feeling burnt out. Michele has a beautifully holistic approach, and looks at all of the aspects of someone’s life, not just what they’re eating. Michele tells us why sleep is the ultimate pillar of wellbeing, and gives us ways you can increase your magnesium levels so you get a better night’s sleep. We also talk about gut health and the fascinating link between your gut and your mental health. Michele lets us know about an amazing Deakin University study, which proves the link between eating whole foods and improved mental health. Michele tells us what to look out for when it comes to the food we’re eating - how to avoid added sugars and the importance of getting good protein, fats and carbs in all our meals. We also have a really interesting chat about midlife - the way that both men and women are affected by hormonal changes in that time. Michele wants to rebrand it from a midlife crisis to a midlife lift because of how great this time of your life can be! This was such a helpful and interesting conversation about how we can make healthier choices and focus on our wellbeing, which is our most important resource. Michele encourages everyone to take small steps, because small changes over time can lead to incredible progress. We had such a wonderful time with Michele in the studio and we hope you enjoy this episode as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Michele on IG here - https://www.instagram.com/ahealthyview/?hl=en Follow Michele on LinkedIn here - https://www.linkedin.com/in/michele-chevalley-hedge/ Find out more about Michele and her work here - https://www.ahealthyview.com/ Buy Michele’s books here - https://www.ahealthyview.com/books Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

Welcome to our brand new bitesize chats with Nicola and Di. Mini moments, without any guests, where you get to listen in on a fun chat between besties. Tune in for a giggle and a moment that will lift your spirits. This week they chat about dating, pashing, having fun and single life. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the remarkable Sam Bloom. Sam’s a mum of 3, who lived a very full and active life until a devastating accident in Thailand left her paralysed. In the midst of rebuilding, along came Penguin, the little magpie who helped her heal. Their story became a best-selling book, captured by her photographer husband Cam, and later turned into a global hit film, Penguin Bloom. Now a world-champion para-kayaker, surfer and a passionate advocate, Sam is testament to the inner strength that each of us can find when faced with adversity. In this conversation, we hear about that fateful day in Thailand, when in the blink of an eye, Sam’s life changed forever when she fell through a rotten balcony railing and crashed six metres onto the concrete below. Sam shares just how awful that experience was, including the moment when she was told she would never walk again, and she thought that her life was over. Sam opens up about how much guilt she felt as a mother who could no longer look after her 3 boys in the way that she used to. The simple things she wasn’t able to do for them, and how much she hated the way the tables had turned and her boys needed to look after her. We also hear about the incredible moments of support and acts of kindness from her family and those around her, that gave her a renewed sense of purpose and allowed her to find hope again through competitive para-kayaking. Sam went on to compete in competitions around the world, and was also encouraged to get back into surfing, and went on to win Gold for Australia in the 2018, 2020 and 2023 World Para Surfing Championships. And of course we talk about the beautiful story of a little magpie named Penguin, who also played a big part in Sam’s healing. Sam shares how what started as an Instagram account, went onto become a best-selling book and then a film with Naomi Watts. This is such a beautiful and honest conversation about the importance of community, resilience, and the healing power of laughter and purpose. We were so honoured to have this chat with Sam and we hope you love it as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Sam on IG here - https://www.instagram.com/samjbloom/?hl=en Follow Sam on Facebook here - https://www.facebook.com/sambloomaustralia# Find out more about Sam and her work here - https://sambloom.com.au/ Buy the books Penguin Bloom and Sam Bloom here - https://www.penguinthemagpie.com/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with 2 incredibly inspiring women, Nici Andronicus and Tania Taylor-Frost, whose stories will give you a huge boost. Both of these women do incredible work for the charity Be Centre, which changes the lives of children through play therapy. Nici is a former elite athlete, who represented Australia in triathlon and modern pentathlon. She competed in 10 world championships and over 90 international events, becoming world no. 2 in 1997 and a three-time national triathlon champion. Not only that, Nici is a mother of 5, and does a lot of incredible work for different charities. Tania is the CEO of the Be Centre, helping children navigate trauma and big emotions through play therapy and early support. She’s also the director of the Sydney Skinny, a passionate force for children’s mental health and a fierce advocate for early intervention. Tania is also a proud mum of 2. In this conversation you’ll hear Nici’s powerful story of what it was like when her husband was diagnosed with brain cancer when she was 20 weeks pregnant with their 5th child. Nici was able to draw on the incredible resilience and strong mindset that she developed in her career as an elite athlete, to help her get through what was arguably the biggest challenge of her life. Nici shares openly and vulnerably about what it was like for her family, and how her youngest child was deeply affected and needed the support of the Be Centre to be able to process the trauma and difficult emotions that he was going through. We also hear Tania’s story, and how she originally met Nicola during a hiking trip with Wild Women On Top, where they were supposed to share a tent - you’ll have to listen in to hear what actually happened. She shares about why she was motivated to switch from working in tech for corporates and government to working for charities, and what it’s like for her now in her role as CEO for the Be Centre. When you listen to the passion that these 2 women have for making a positive difference in the world and the way they talk about giving as a gift to self, we guarantee you’ll feel inspired like we did. If you want to give back in a really fun way, we’d love you to consider attending the Be Centre Annual Charity Gala, on Friday May 30th. Tickets are $280 and all proceeds help families and children who otherwise could not access therapy due to financial hardship. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Be Centre on IG here - https://www.instagram.com/becentrefoundation/ Buy Tickets to the Be Centre Annual Charity Gala here - https://www.becentre.org.au/events/save-the-date-be-centre-annual-gala-dinner-30-may-2025/ Follow Be Centre on Facebook here - https://www.facebook.com/becentre/ Follow Nici on IG here - https://www.instagram.com/niciandronicus1/ Follow the GIANTS on IG here - https://www.instagram.com/gwsgiants/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di are excited to bring you the first episode of our new financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. If you’ve ever felt overwhelmed by investing, unsure about what’s happening in the markets, or you just want to make a smarter decision with your money then you are in the right place. We will be joined each month by financial expert Roger Montgomery, who you may remember from our 100th episode. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about a really important topic - where should you invest when markets feel wild and you feel scared? Roger gives us such reassuring and calming advice about what we need to pay attention to, what we can tune out, and why it’s important to take your time when it comes to making financial decisions. He is able to explain the share market in a way that’s not only understandable, but interesting and talks to us about the difference between speculating and investing. We also talk about other ways of investing that aren’t as volatile as the share market, including private credit, gold and term deposits. Roger gives us a brief overview of the pros and cons of each of these investments, and why you might choose one over the other. We also have a meaningful chat about what’s really important in life, and that true value lies in the relationships we have with the people we love. We learnt so much from Roger in this episode, and more importantly we already feel more calm and confident when it comes to our finances. Roger also set some homework for us all this month - get all of your investments down on paper, make sure you know where all your money is, and find out what return they’ve been generating for you. Stay tuned until the end of the episode to hear Di, Nicola and their producer Sam chat about what impacted them from this conversation - believe it or not, there are tears already. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcastsSee omnystudio.com/listener for privacy information.

This week Nicola and Di celebrate their 100th episode!! To mark this special occasion, Nicola and Di chat with the successful and relatable Roger Montgomery. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. We really wanted to have Roger on our podcast because he has a gift for making investing andfinances so easy to understand, and he keeps things relevant and fun. He is full of wise advice and has even been described as the Warren Buffet of Australia. Roger is also a family man, with a beautiful wife and 3 children, who we get to hear more about in this interview. In this conversation Roger helps us understand how we can become more aware of our attitude towards money and how it forms when we’re really young. He shares with us a great little test you can do with your kids, which will give you a good idea of whether they’ll be a good saver when it comes to money, or whether they’ll spend it. Roger chats to us about the money challenges that women in their 50s and over are facing, with divorce rates going up and many women being faced with a situation they weren’t expecting, and having to learn how to navigate their financial future, which can feel a bit daunting at times. We talk about why it’s so important to learn more about managing your money, slow down rather than being rushed into a financial decision, surround yourself with people you trust, and be more empowered when it comes to your money. We also get to hear a little bit of Roger’s personal story, the jobs he had as a kid and the values his mum instilled in him at an early age. Roger shares the beautiful story of how he met his wife on the ferry when he was 27, and they’ve now been married for 26 years. Di brings up her fear of the stock market, and Roger gives her some great, calming advice. The good news is, this is the very beginning of our conversations with Roger, who is going to teach us everything we need to know about finance and help break down some of the fears we might have when it comes to money or investing. We are thrilled to announce we will be doing a monthly series with Roger called Over the Money Fence, which is going to help us all feel more confident about managing our money. Happy 100th episode! We hope you enjoy this conversation as much as we did and we want to say a huge THANK YOU to all our listeners who have been with us from the beginning, and to those who have joined along the way. We could not do this without you. This episode is proudly sponsored by Eir Women. Use code OTBF20 at checkout to receive a 20% discount on any purchase. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discount See omnystudio.com/listener for privacy information.

James Hardie is set to merge with US giant AZEK, in a move that will see the new company’s primary listing on Wall Street, and a secondary listing on the ASX. There are other examples too, like Newcrest mining, bought by US-based Newmont. Plus more and more Australian investors are buying US shares, and we're seeing fewer big listings on the ASX. So is the local bourse in trouble?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the outlook for the ASX compared to Wall Street, and what it all means for Australian investors.This podcast contains general information only and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. As luck would have it, the Money Puzzle has a top value investor on the show this week and he names three top stocks that can survive just about anything! Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode. -----In today's show, we cover... The sharemarket sell off - why did it happen? Ai and Tech face a new reality Three stocks with a value 'moat' The conditions we need for a positive year on the ASX See omnystudio.com/listener for privacy information.

HOW DO THEY AFFORD THAT? is a weekly podcast produced by Fear & Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on APPLE, SPOTIFY, or anywhere you listen to podcasts. Episode #102 Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers. Visit www.montinvest.com, sign up for Roger’s insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast. The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The emergence of Chinese AI company DeepSeek has rocked markets, with almost $US600 billion wiped off the market cap of US chipmaker Nvidia.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about what it means for investors.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX spent much of last year at or near record highs, led by the record-setting Commonwealth Bank. So is the market overvalued? Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the arguments for and against the market being overvalued.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX spent much of last year at or near record highs, led by the record-setting Commonwealth Bank. So is the market overvalued? Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the arguments for and against the market being overvalued.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has changed the world - and it's presented plenty of opportunities for investors too.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about how investors should look at AI and its impact on the market.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has changed the world - and it's presented plenty of opportunities for investors too.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about how investors should look at AI and its impact on the market.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

2024 was a big year for investors. So can we expect more of the same in 2025?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about whether his predictions for 2024 panned out, and what 2025 might hold.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

2024 was a big year for investors. So can we expect more of the same in 2025?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about whether his predictions for 2024 panned out, and what 2025 might hold.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has boomed, pushing companies operating upstream like Nvidia to new heights. But what about downstream? Are those companies able to monetise the technology, and deliver value for investors? Or could AI be one of those innovations that delivers huge benefits to society, but not so to shareholders?Roger Montgomery, founder and CIO of Montgomery Investment Management, gives Sean Aylmer a very frank assessment of the AI boom.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger's insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers. Visit www.montinvest.com, sign up for Roger's insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.See omnystudio.com/listener for privacy information.

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it's time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can't help accruing cash, and what he's really been doing with it four new stocks that Berkshire Hathaway is buying instead of Apple the Australian companies that Warren would buy in a sell off, and how to build wealth like the man himself You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.    

There's still a week to go, but reporting season has already thrown up some great success stories (and a few misses).Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about Breville, ARB, CSL and more. You can sign up for Roger's insights at www.rogermontgomery.com, or visit www.montinvest.com for more information. This is general information only, and you should seek professional advice before making investment decisionsFind out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The local share market has had its worst day in four years. Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the reasons for the plunge, and the outlook ahead.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

HOW DO THEY AFFORD THAT? is a weekly podcast produced by Fear & Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on APPLE, SPOTIFY, or anywhere you listen to podcasts. Ep #86: A masterclass in investing in shares It doesn't matter if you're just starting out as an investor, or have been trading shares for years: this episode has something for you. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to take them through his own investing principles - and how to spot a quality company.  Visit www.montinvest.com, and sign up for Roger's insights at www.rogermontgomery.com. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

It doesn't matter if you're just starting out as an investor, or have been trading shares for years: this episode has something for you. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to take them through his own investing principles - and how to spot a quality company.  Visit www.montinvest.com, sign up for Roger's insights at www.rogermontgomery.com, and get Roger's book here. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.See omnystudio.com/listener for privacy information.

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger.Companies discussed in this episode include:ARB CorporationMacquarie Technology GroupAlliance Aviation ServicesMegaportNick ScaliCommonwealth BankTelix PharmaceuticalsAdobeNovoNordiskSage Group—------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 Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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. —------Equity Mates 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.

Private credit is a hot topic for investors right now. With more people considering the asset class, it's a perfect time to bust a few myths around private credit.Roger Montgomery, founder and CIO of Montgomery Investment Management, takes Sean Aylmer through his top five myths about private credit, and explains where he sees the opportunities.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger's insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment. In this episode, we cover:Where to next for interest rates Why Roger believes now is the time to deploy cashRoger's investment philosophy and stock picking process5 stocks ASX Roger likesHow Roger is approaching investing in cryptocurrencyResources discussed:Montgomery Investment Management website: www.montinvest.com Roger's best-selling investment book Value.able: Value.able by Roger MontgomeryMontgomery Small Companies Fund: Montgomery Small Companies FundWant to ask a question or join us on the podcast, hit us up via our website. —------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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. —------Equity Mates 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.

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.   In today's episode, we cover:  Why is the share market on a bull run? AI hopefuls - Macquarie Technology and Megaport  Consumer favourites - Lovisa Jewellery and ARB  Does Bunnings have too much power? Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode See omnystudio.com/listener for privacy information.

Small caps have broadly underperformed in recent years - so there's a lot of attention on these companies during reporting season, not just for their results but for their outlook.Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean about the companies he's watching, and what he looks for in a small cap investment.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

We're now halfway through earnings season, and are getting a clearer picture of the trends and some of the factors affecting companies reporting their results. Last week saw some big companies reporting with some mixed outcomes, and this week's also gearing up to be a busy one.Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, talks to Jennifer Duke about the stocks he's watching, including Nick Scali, JB HiFi and carsales.comThis is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Value investor Roger Montgomery is associated with blue chip companies, but that does not mean he looks exclusively at 'large caps': In fact, Montgomery says the small-cap selection on the ASX is emerging from the pandemic ready to beat all rivals.  We cover - a green light for small caps, the dangers of 'over contributing' to super, why the ASX is reasonable value just now and whether we should worry about US banks. Roger Montgomery of Montgomery Investment Management is Wealth Editor James Kirby's guest on this week's show See omnystudio.com/listener for privacy information.

Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on: How seriously we need to take rising inflation Why the risk of a correction is ever present Which sectors have the greatest potential If it is too late to get on board the lithium train, and Why investors should seek exposure to high quality growth, and where to find it. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

Guest: Roger Montgomery, Chief Investment Officer, Montgomery Investment Management. Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA regulations, and rate cuts from the RBA, which all stand to stimulate. On the other hand, we have housing starts down by over 25% over the last year and showing no signs of turning, combined with anaemic retail sales, with the potential to push the economy into a dark place. One rarely discussed dynamic, however, is what Roger Montgomery, Chief Investment Officer at Montgomery Investment Management, calls 'the economics of enough'. “People have borrowed enough, they've bought enough stuff, and eventually growth slows, and that's where you get deleveraging occurring in the economy, where credit growth is slower than economic growth. I think there's a risk that we're now in that deleveraging phase.” In this week's episode of The Rules of Investing, Roger shares what "quality" really means to him, some lessons on late cycle investing from Buffett himself, and we discuss two outwardly-similar companies with very different long term prospects.