Some people will tell you Investing is a fast moving, always changing, enigma-filled game. You might even sometimes feel that way, especially as a beginner. But we are here to tell you- it’s not as elusive as you think. There are some rules about investing that never change. In this episode, we bring you 5 things that will ALWAYS apply, no matter when you invest or how big (or small) your portfolio.

Linked referenced:

• Listen to pocketsmith episodes on Equity Mates and Get Started Investing
• Buy our book; Don’t Stress, Just Invest
• Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

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Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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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.

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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.

So, you’ve saved a chunk of cash ready to invest (very nice), but you aren’t sure what to do next? In this episode we answer listener Ellen’s question, how would we invest a $5000 stash?

We go through:

• Steps to take when deciding what to buy
• Two approaches of how to invest it; lump sum vs dollar cost averaging
• How we personally would invest $5000 right now

How you would invest the hypothetical $5000 right now? Join the conversation in the Facebook Discussion Group, we'd love to know!

Listen to the DHHF and VDHG episodes of our ETF Explained series for more info on these ETFs.

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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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.

Want to invest in US companies with a sustainable competitive advantage? We discuss a product designed to do just that: VanEck Morningstar Wide Moat ETF (MOAT).

In this episode of ETF Explained, we break down all you need to know about MOAT and teach you the skills to analyse any etf.

We cover:

• Breakdown the core stats of MOAT including performance.
• What is an economic moat and how does this ETF use it?
• Explain how to use it in your portfolio.

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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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.

How do you break down your budget to maximise the amount you’re saving and investing? In this episode we’re doing a quarterly review of our budgets to see how we’ve been stacking up against our goals.

We cover:

• Our budget / financial plan for the quarter
• How closely did we stick to it?
• Our target savings rate this quarter and did we hit it?
• Ways we’ll optimise our budget for the next quarter

Have an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.

Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan!

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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

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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.

When do we plan to retire and how do we invest as a result? That was the question we got that sparked a conversation about the different strategies you could employ based on your planned retirement.

So in this episode we answer that question:

• When we each plan to retire
• Why Superannuation is such a great way to invest (for more: listen to our vanguard super series on Equity Mates, here)
• How we think about investing inside of Super v outside of Super
• Some of the reasons why you would invest outside of Super

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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

• Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, & LinkedIn

—------

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.