Equity Mates Investing Podcast

Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right calls.

Bryce and Alec are joined by Dylan Pargiter-Green from Bold Wealth to unpack the emotional, practical and tax considerations that come with sudden wealth, and why the best move might be taking a breath before doing anything.

If you’d like to speak to Dylan or anyone on our advice network head to https://equitymates.com/advice/

In this episode:
00:00 — Why windfalls matter for investors
03:25 — Inheritances, separation, bonuses and other windfalls
05:58 — Why talking about sudden wealth is so hard
08:13 — Splurging, squirrelling and the biggest windfall mistakes
11:42 — The first smart moves after money lands
16:58 — Tax, wills and why equal assets aren’t always equal
19:49 — Family conversations and inheritance planning
22:52 — SKI: spending the kids’ inheritance
25:35 — Income streams, gifting early and aged care planning
27:50 — Final takeaways: start the conversation early

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

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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.

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Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.

Apple and Commonwealth Bank are squaring off over the future of payments, AI-linked stocks are still ripping, and the Equity Mates community portfolio gets a new ASX stock pitch. Plus, Riley brings the data on dollar cost averaging in Australia and proves that even God, with perfect market timing, still loses to simply getting invested and staying invested.

In this episode:
00:00 - Intro & FinFest Save the Date
01:27 - News and Markets: Apple Takes On CBA
05:22 - AMD Results Causes AI Boom
08:39 - Iran Moves Oil & Markets
09:50 - Community Portfolio Update
14:41 - Matt Pitches PWR Holdings
20:43 - Why God Can’t Beat Dollar Cost Averaging

ETFs and Stocks mentioned: Apple (NASDAQ: AAPL), Commonwealth Bank (ASX: CBA), Advanced Micro Devices (NASDAQ: AMD), Intel (NASDAQ: INTC), Nvidia (NASDAQ: NVDA), Arm (NASDAQ: ARM), Qualcomm (NASDAQ: QCOM), Samsung Electronics (KRX: 005930), SK Hynix (KRX: 000660), Betashares Diversified All Growth ETF (ASX: DHHF), Pro Medicus (ASX: PME), Alphabet (NASDAQ: GOOGL), Caterpillar (NYSE: CAT), Telix Pharmaceuticals (ASX: TLX), Global X Artificial Intelligence Infrastructure ETF, Link Minerals, PlaySide Studios (ASX: PLY), Spotify (NYSE: SPOT), Catapult (ASX: CAT), PWR Holdings (ASX: PWH), BAE Systems (LSE: BA)

———

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

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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

Centuria co-CEO Jason Huljich joins Bryce and Ren to unpack how higher rates hit REITs, why construction costs can support rents, and where Centuria is finding opportunities across office, industrial, data centres, healthcare, agriculture and retail.

Thank you to Centuria for sponsoring this episode and helping us keep all of our content free. If you want to learn more about Centuria’s range of ASX-listed and unlisted property funds, head to their website: https://centuria.com.au/equitymates

In this episode:
00:00 — Tariffs, inflation and commercial property
01:16 — What’s changed since Jason’s last visit
02:29 — How rates and inflation flow through property
05:32 — What investors should watch right now
09:01 — Time in the market for commercial property
12:25 — Buying when others are fearful
15:53 — Industrial, logistics and data centres
26:53 — How investors can think about listed vs unlisted property

Stocks and ETFs mentioned: Centuria Office REIT (ASX: COF), Centuria Industrial REIT (ASX: CIP), BlackRock (NYSE: BLK), Telstra Group (ASX: TLS), NVIDIA (NASDAQ: NVDA), Sharon AI (NASDAQ: SHAI), Amazon (NASDAQ: AMZN), Harvey Norman (ASX: HVN), JB Hi-Fi (ASX: JBH)

———

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

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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

Markets have roared back at record speed, big tech earnings are still doing ridiculous things, and investors are once again being reminded why staying invested matters. Bryce and Alec unpack the Iran-driven market wobble, Australia’s rate rise and looming budget, before diving into results from Alphabet, Berkshire Hathaway and Eli Lilly, plus the long-term numbers showing shares can absolutely hold their own against property.

In this episode:
00:00 — The fastest market rebound ever
03:59 — Iran conflict, oil and market implications
05:49 — RBA lifts rates back to 4.35%
07:34 — Budget watch: housing, tax and spending cuts
13:08 — Earnings season and big tech’s huge numbers
15:18 — Alphabet smashes expectations
19:14 — Berkshire Hathaway’s record cash pile
22:10 — Eli Lilly Earnings Results
24:21 — Shares vs property: the long-term numbers

Stocks and ETFs mentioned: Apple (NASDAQ: AAPL), Alphabet (NASDAQ: GOOGL), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Amazon (NASDAQ: AMZN), Reddit (NYSE: RDDT), Eli Lilly (NYSE: LLY), Berkshire Hathaway (NYSE: BRK.B), Spotify (NYSE: SPOT), Duolingo (NASDAQ: DUOL), Commonwealth Bank (ASX: CBA), Telstra (ASX: TLS)

Links to resources mentioned:
Pivot Wealth Study - https://pivotwealth.com.au/blog/long-term-investment-returns-australia/
Shane Oliver’s (AMP) Study - https://www.amp.com.au/resources/insights-hub/is-the-long-underperformance-versus-global-shares-over

———

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

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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

From gas taxes to housing affordability and gambling reform, Senator David Pocock lays out a clear argument: Australia’s biggest problems aren’t unsolvable, they’re just not being tackled long-term.

We unpack why policy short-termism is costing Australians, where vested interests hold influence, and what a more ambitious, future-focused Australia could look like.

Chapters:
00:00 – Introducing David Pocock: from Wallabies captain to parliament
03:04 – Quickfire: Pocock’s backstory, activism, and personal values
07:29 – What gives Pocock hope in Australian politics?
09:24 – The problem with short-term decision making in government
11:08 – Money, lobbying, and incentives in politics
20:57 – Gas tax: why Australians aren’t getting paid for their resources
30:04 – Housing crisis: supply vs tax reform and structural issues
38:36 – Gambling ads and the failure of partial bans
45:31 – AI, jobs, and why Australia isn’t prepared
51:08 – Where political pressure is actually working

———

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

And come and join the conversation in the Equity Mates Facebook Discussion Group.

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)

We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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