Get Started Investing

Episodes

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  Mastering the W-8 Form for Tax Efficiency

  Investing in your local economy is ok ... However, the opportunity to invest globally means that we can diversify and have access to some of the biggest companies on this spinning planet. We do have to build the skills, but we also do have to 'fill out the forms' to ensure we abide by the laws and treaties of different countries, but also avoid paying too much tax unnecessarily.

  15 February

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  Nicole Haddow: How to Quit Toxic Companies and Grow Your Wealth

  In this episode, Bryce and Alec chat with author and journalist Nicole Haddow. Nicole has recently published a book, The Ethical Investor, where she shares her experience of how to avoid 'toxic' companies and talks about how to build your wealth through the stock market. We know With so many of our community talking about ethical investing and wanting to learn more - this episode is the perfect place to begin.

  8 February

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  The Top Investment Opportunities for 2022

  If you're new to investing, 2022 is the year to start! And if you've already dipped your toe in the water, then this year is definitely the year to follow through with your investing goals. Bryce and Alec are back, excited, and ready to help you make sense of investing in 2022. In this episode they look at what they're most looking forward to in the coming year, chat about inflation, savings, and do a quick recap of the reasons why they invest. Bryce may have a special announcement to make too...

  1 February

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  The Top Investment Resources for Your Journey | Summer Series

  It’s the final episode of our summer series, and we’re rounding out the series with a comprehensive list of the best investing resources that Bryce, Alec and our community members have used in their investing journeys. There are a huge range of resources shared here, including books, podcasts, websites and videos. There’s something for everyone in this episode.

  25 January

  Sponsored by Superhero

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  Debunking the Top Investment Myths | Summer Series

  Over the past five weeks, we’ve heard from over a dozen community members about their investing journeys and the most important things they’ve learnt along the way. This week, in our penultimate episode of the summer series, we’re hearing from all these guests again as they tell Bryce and Alec about the biggest myths or barriers they’ve faced with investing.

  18 January

  Sponsored by Superhero

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  From Rookie to Investor: My First Investment Story | Summer Series

  It’s easy to forget that we all started with that one first investment. In this episode, we’re hearing stories from four of our community members about how they started investing and why they continue to do so. We welcome back Natasha Etschmann (@tashinvests) to the show, as well as Maddie, Dylan and James, who share some great stories with Bryce and Alec.

  11 January

  Sponsored by Superhero

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  What is one thing you wish you knew when you started investing? | Summer Series

  We’ve hit the halfway point of our summer series as we take on the New Year. In this episode, Bryce and Alec are joined by Molly Benjamin, the founder of Ladies Finance Club, as well as Youtuber Justin Baldori and fellow community member Josh Sgro. Our three guests have a few years of investing experience, but they share the key things they wish they knew before they started investing. We hope this episode might help you skip a step in the journey when getting started.

  4 January

  Sponsored by Superhero

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  Top Investing Mistakes to Avoid | Summer Series

  This is the second episode of our summer series, and today we’re hearing about the biggest mistakes that three of our community members have made. Even the world’s most successful investors make mistakes, the important thing is that we learn from them. Bryce and Alec chat with Queenie Tan (@investwithqueenie), Simon Rinne and Courtney Wade, who share their mistakes in the hope that others might avoid doing the same thing. Of course it wouldn’t be a complete episode without a mistake around crypto investing!

  28 December

  Sponsored by Superhero

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  How to Choose the Right Investment Style for Your Financial Goals | Summer Series

  21 December

  Sponsored by Superhero

• Stop making these investing mistakes! | Get Started Investing

  Hey! Scared of investing because you don't want to stuff it up? Well, this is the right place to look. We’ve all made mistakes, and WILL make more mistakes as we learn to invest. That's part of the course! Don’t let the fear of making one stop you from getting started, and if you're wondering what other mistakes might be lurking on the horizon, that's what this episode is all about. We go through some of the most common mistakes out there, so you hopefully don’t make them yourself. If you want to let Alec or Bryce know what you think of an episode, contact them here.

  16 Dec, 2021

• Understanding different types of assets

  We continue our chapter series with a deep dive into all your questions about assets! An asset is any resource that can be owned or controlled and has economic value. Everything from your house or your car, to a business’ intellectual property, are assets. Alec and Bryce talk about elements that beginner investors should think about when making investment decisions around assets, especially when making judgements on risk. They also talk about which asset class produces the best returns, what the most popular asset classes are, and why they could be useful...

  16 Dec, 2021

• ESG Investing - What are my options? | Get Started Investing

  In today’s Get Started Investing, we rehash some of the concepts that we’ve learned over the past two weeks, outline the divestment v engagement debate, and then talk about what you should be looking for when you’re backing the professionals to select your ESG stocks for you, and talk about how to look for an ethical super fun.

  16 Dec, 2021

• How to record & track an investment thesis | Building a Thesis | Part 2

  In this second installment of our three part series on building a thesis, Bryce and Alec talk about how to track your thesis, how often to revisit it, and how to understand when your thesis is broken. They look at how developing a good thesis can help you avoid mistakes and issues, and then talk through a few examples that we can all learn from.

  16 Dec, 2021

• 5 mistakes to avoid when investing in ETFs

  Don't make these mistakes when you're investing in ETFs!

  16 Dec, 2021

• How to build a balanced portfolio

  Tune into this episode with Gemma Dale to learn about the key pillars to building an portfolio.

  16 Dec, 2021

• Dollar Cost Averaging 101 | Get Started Investing

  Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment.

  16 Dec, 2021

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  Community Spotlight: The World of Speckies and NFTs: Darcy's Perspective

  To close out the year, before we launch our Summer Series, Bryce and Alec chat to Equity Mates team member AND content manager, Darcy.Learning from, and then modeling other people is one of the fastest ways to Get Started Investing, and in this episode Darcy describes how he started. From his first investment, to what he is doing within his portfolio as he prepares for 2022. Web3, DAOs, NFTs ... Darcy is our man on the ground here at Equity Mates. This episode is full of great tips that will definitely have you getting started.Here at GSI, we unpack all the jargon and confusing bits with the goal of making investing less intimidating.

  14 December

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  How to Build a Property Portfolio Without Owning a Single House

  We’re getting to the end of the year, and people are thinking about their financial goals - property is a big one for a lot of people around the world. In this week's episode we cover 4 ways retail investors can invest in property without buying a house. Listed options: REITs and ETFs. Unlisted options: New apps and platforms, companies exposed to the housing market.

  7 December

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  Community Spotlight: How Flynn's Buy-and-Hold Strategy Pays Off

  A good friend of the Equity Mates Community is Flynn. Flynn is a 30-year-old lawyer and one of the best DCA investors we know. He's NEVER sold a stock he's owned. Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment.

  30 November

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  General

  How to Master Dollar Cost Averaging for Maximum Returns

  Dollar cost averaging (or DCA) is the investing strategy of dividing up the total amount to be invested and periodically purchasing over time in an effort to reduce the impact of volatility on the investment. Dollar cost averaging is where you invest smaller, fixed amounts on a regular basis. It’s generally done over an extended period. For example; you may have $2000 you want to invest. Rather than investing the lot at once, you might invest $20 every fortnight. It takes away the emotion of buying and selling. Regardless of what the market is doing, if it’s up, or if it’s down, you will invest the same amount each time.You don’t have to think about it. What this means, is when the market is down, you will buy more, and when the market is up, you will buy less. So rather than risking all of your money at once, you buy into the market often, reducing the effect of the market moving up and down. It can be a great way to build wealth over time.

  23 November

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  Community Spotlight: Sascha Kelly on Finding Investing Inspiration in Unlikely Places

  In this episode we welcome our Head of Production, Sascha, to the studio and chat about her investing journey. She talks to Bryce and Alec about her investing journey to date, what mistakes she's made, the lessons she's gleaned from producing seven shows for Equity Mates Media, and why Paris Hilton is her investing idol.

  16 November

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  ASX Week: The Guide to Building a Balanced Portfolio with Gemma Dale

  In this episode, Bryce and Alec talk to Gemma Dale, who’s the Director, SMSF and Investor Behaviour at NAB, about the principles behind building a balanced portfolio. They chat about Gemma's definition of a balanced portfolio, how actually to go about building one for yourself, and then they throw a stack of hypothetical scenarios at Gemma, playing a little game we call, Balanced v Unbalanced.

  12 November

  Sponsored by Australian Securities Exchange (ASX)

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  ASX Week: The Guide to ETF Investing: John Caulfield's Top 5 Mistakes to Avoid

  In this episode, Bryce and Alec chat to John Caulfied, Director, Intermediaries and Institutions from VanEck, and what he thinks are the 5 mistakes ETF investors should avoid. We know that ETFs are something that the Equity Mates community loves, and hearing about other people's mistakes is a good way of not making them yourself! Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia), and he's also worked at the London Metal Exchange.

  10 November

  Sponsored by Australian Securities Exchange (ASX)

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  ASX Week: Helen Chong's top tips for successful investing in Australia

  Helen explains the Role of the ASX and the changing nature of investors in Australia. Every year the ASX does an investor study which gives us a glimpse of the Australian investing landscape and who is investing where. Alec, Bryce and Helen unpack some of the key findings ... which are fascinating.

  8 November

  Sponsored by Australian Securities Exchange (ASX)

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  Mastering the Art of Investing Thesis Writing

  In the past two episodes Bryce and Alec have explained what 'is' a thesis, and why it makes an important tool within your investing journey. They discussed how to record your thesis, when to review it ... and what to do if its broken. In this episode we’re going to put it all together and understand the ingredients that go into a thesis. Because a thesis is like a recipe - you don’t want to go too heavy on one ingredient. If you understand the company really well, but don’t understand the competitors, you could make the wrong investing decision.

  2 November