Episodes

  • Increase your super balance by 25%
    Nov 30 2024

    A recent Vanguard survey showed that the best way for investors to take action with their super is to show them the actual difference it would make to their retirement outcomes. We run you through the steps that you can go through using a free, Moneysmart tool to model your own circumstances. You can find the tool here, or search for 'Moneysmart Retirement Planner'.


    Find the full article here.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    17 mins
  • How to invest with a couple of dollars
    Nov 23 2024

    An approach for investors that have just a few dollars to invest.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    23 mins
  • How to pick a super option
    Nov 16 2024

    This listener requested episode runs through how to pick a super option.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    16 mins
  • Protecting yourself and your assets
    Nov 9 2024

    A look into Power-of-Attorney and related documents to protect yourself and your assets, and why they're important.


    You can find the full article here.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    14 mins
  • 3 ASX growth stocks for the long term
    Nov 2 2024

    Three high-quality growth companies that have wide moats and a history of good capital allocation.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    26 mins
  • How to build a travel fund
    Oct 26 2024

    Retirement aside, travel is the most common goal for many investors. We look at the best way to build a portfolio of passive income, that can be applied to any goal that requires a regular and sustainable income.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.



    Hosted on Acast. See acast.com/privacy for more information.

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    19 mins
  • Replacing hybrids
    Oct 19 2024

    On this listener requested episode, we discuss the phasing out of hybrids and the way that investors can replace them in their investment portfolios.


    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.

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    19 mins
  • The Sandwich Generation: handling caring responsibilities on both ends
    Oct 12 2024

    Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents.


    You can find the full article here.

    Interested in our investing course? Find it here.

    To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

    Additional resources from our episodes are available via our website.

    Audio Producer and mixer: William Ton.


    Hosted on Acast. See acast.com/privacy for more information.


    Hosted on Acast. See acast.com/privacy for more information.

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    20 mins