Pete Matthew is a chartered financial planner in th UK. He’s Managing Director of Jacksons Wealth Management and a titan in the podcast space – hosting Meaningful Money – a podcast, and education platform, to help ‘make sense of your money’.
This is an awesome episode – one of our favourite interviews recently, because we verge into the personal finance space. One of the important aspects of beginning your investing journey is to ensure you get your money right first. This involves having a strategy and a mindset, and sticking to it. Pete talks us through some of the strategies that he encourages his clients to use, to build wealth over a long period of time – using passive, multi-asset investments.
We also touch on:
- The main pillars of a portfolio you would establish for a 22 year old to add to over time
- The FIRE movement
- Using leverage as a millennial
- Reinvesting income
- Goal setting, and using stocks to achieve them
- Common biases that people should avoid
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If you want to let Alec or Bryce know what you think of an episode, contact them here.
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- Take control and track your investment portfolio with Sharesight
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- Take the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-up
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- Get 5 free trades if you plan to use the broker SelfWealth
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Equity Mates Investing Podcast is a product of Equity Mates Media.
All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice.
The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.
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Do not take financial advice from a podcast.
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