Artwork

Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more

46:45
 
Share
 

Manage episode 486473743 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.


Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.


In today's episode we also discuss:

  • Paying down debt vs investing
  • Labor’s super tax proposals and what they mean for investors
  • Investing for kids in a tax-smart way

Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points

—------


Looking for some of our favourite research tools?

—------


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.

  continue reading

975 episodes

Artwork
iconShare
 
Manage episode 486473743 series 2636819
Content provided by Equity Mates Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Equity Mates Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.


Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.


In today's episode we also discuss:

  • Paying down debt vs investing
  • Labor’s super tax proposals and what they mean for investors
  • Investing for kids in a tax-smart way

Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.


—------


Want to get involved in the podcast? Record a voice note or send us a message


—------


Want more Equity Mates? However you want to learn about investing - we’ve got you covered.


We’re particularly excited to share our latest show: Basis Points

—------


Looking for some of our favourite research tools?

—------


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.

  continue reading

975 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play