Equity Mates Investing Podcast

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.

Next up is The Company Built to Compound for Decades with Todd Barlow, CEO and Managing Director of Soul Patts since 2015. Some companies keep compounding for generations, and Bryce & Ren wanted to know what it takes to build one that lasts.

Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.

Want to be there next year? Join the FinFest 2027 waitlist here.

A big thank you to all of our FinFest partners, including this session’s stage sponsor, Soul Patts.

00:00:00 How Soul Patts Has Compounded Wealth For Over 120 Years
00:02:11 What Makes Soul Patts Different From Other Funds?
00:04:42 The Secret Behind 28 Years Of Dividend Growth
00:07:05 How Soul Patts Keeps Beating The Market
00:09:18 Why Todd Is Sitting On $3 Billion In Cash
00:11:29 The Advantage Of Investing Without Fear
00:13:48 The Rules Behind A Portfolio Built To Last
00:15:58 Where Soul Patts Is Investing Its Money Now
00:17:34 How Todd Is Investing In The AI Boom
00:20:17 The Biggest Investing Mistakes To Avoid
00:22:20 The Book That Shaped Todd's Investing Philosophy
00:23:42 Charlie Munger's Advice For Long-Term Investors

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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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the week we're releasing 10 of our favourite sessions, recorded live at FinFest, Australia's largest finance festival.

For our fifth episode, we're talking all things passive income with Owen Rask, founder of Rask & host of the Australian Finance Podcast. From growing your salary and building better savings habits to debt recycling, dividend ETFs and planning for retirement, Owen shares his playbook for building wealth that eventually pays you back. Plus, why chasing dividends isn't always the answer, how to make the most of your property equity, and when to shift from growing your portfolio to living off it.

Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November. Want to be there next year? Join the FinFest 2027 waitlist here.

A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life Solutions.

00:00 Owen Rask's Passive Income Playbook
01:27 Why building passive income is like rolling a snowball
05:07 Grow your salary, boost your savings & build better money habits
11:11 Debt recycling: Turning property equity into income-producing investments
15:17 The $100k portfolio milestone & the power of compounding
18:56 Moving from wealth accumulation to retirement income
21:47 Gold, geared ETFs & choosing the right income investments
23:20 Q&A: Portfolio transitions, factor ETFs & CGT

Stocks & ETFs Mentioned: Vanguard Australian Shares High Yield ETF (ASX: VHY), Betashares S&P Australian Shares High Yield ETF (ASX: HYLD), Global X S&P/ASX 200 High Dividend ETF (ASX: ZYAU), iShares S&P 500 AUD ETF (ASX: IVV), Vanguard MSCI Index International Shares ETF (ASX: VGS), Vanguard Australian Shares Index ETF (ASX: VAS), Betashares Australia 200 ETF (ASX: A200), iShares Core S&P/Asx 200 ETF (ASX: IOZ), Vanguard Diversified High Growth Index ETF (ASX: VDHG), VanEck Australian Equal Weight ETF (ASX: MVW), Betashares Australian Top 20 Equity Yield Maximiser Fund (ASX: YMAX)

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.
Our next session is Where Can Investors Still Find Income? with Michael Price, who manages the Ausbil Active Dividend Income Fund and has more than 35 years’ experience in markets. With rates on the move, reliable income is harder to find than it looks, so Ally Selby, host of Basis Points, asked Michael where investors are still finding it.

Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.

Want to be there next year? Join the FinFest 2027 waitlist here.

A big thank you to all of our FinFest partners, including this session’s stage sponsor, Ausbil.

00:00:00 Can Dividends Beat A High Interest Savings Account?
00:01:46 Why Shares Can Deliver Better Long-Term Income
00:04:08 How To Get More Income Without Sacrificing Growth
00:06:34 The Risks Of Chasing Dividend Income
00:08:31 How Tax Changes Could Impact Dividend Investors
00:10:24 Franking Credits Explained Simply
00:12:32 Why Banks And Miners Are Risky For Income
00:14:14 Where To Find Growing Dividends
00:15:04 Why Qantas Could Be A Dividend Winner
00:17:30 Why Australian Banks Could Be In Trouble
00:18:50 The Hidden Danger Of High Dividend Yields
00:21:56 How To Spot A Sustainable Dividend
00:23:44 The Biggest Mistakes Income Investors Make
00:24:35 How To Replace Your Salary With Dividends
00:27:22 How Much Do You Need To Live Off Dividends?

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.

Today we’re sharing Build Me a Portfolio with Effie Zahos, Money Editor at 9News, and Ron Hodge, founder and CEO of InvestSMART. If you were starting from scratch, what would actually go in your portfolio, and why? Effie and Ron share how they’d build one.

Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.

Want to be there next year? Join the FinFest 2027 waitlist here.

A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life.

Chapters:
00:00 Finfest Welcome
01:34 Building Three Portfolios
04:33 Starting With ETFs
06:09 ETF Overlap and Diversification
08:29 Core and Satellite Investing
11:08 Fees and Regular Investing
14:17 Investing While Saving for Property
18:05 Portfolio Choices and Rebalancing
20:42 Managing Market Fear
23:28 Investing With a Mortgage
27:03 Portfolio Lessons and Wrap-Up

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.

In Australia’s Next Decade Bryce and Alec sat down with Alex Vynokur, Betashares CEO, to discuss the opportunities and challenges facing Australia, how technology could reshape investing, and the principles investors can use to build wealth over time.

In this episode:
00:00 Australia's Next Decade: Can We Build A Better Future?
02:10 From Immigrant To Betashares Founder
05:13 The Biggest Challenges Of Building Betashares
08:36 Where Alex Would Start A Business Today
11:30 How AI Could Transform Your Financial Future
13:33 Why Australia Needs To Think Bigger
17:38 What Alex Would Change As Prime Minister
19:45 The Next Big Opportunities In AI
21:52 Investing Versus Entrepreneurship: What It Takes To Succeed
23:27 The Simple Rules For Building Long-Term Wealth
25:30 Why Emotions Are Your Biggest Investing Risk

Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.

Want to be there next year? Join the FinFest 2027 waitlist here.

A big thank you to all of our FinFest partners, including this session’s stage sponsor, Betashares.

———

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

———

This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
Hosted on Acast. See acast.com/privacy for more information.