

Q&A: picking a broker, cash ETFs vs term deposits and getting out of the rental market [BONUS]
Feb 6, 2024
Financial adviser Alex Luck answers listener questions about property and bank accounts offsets, strategies to reduce taxable income and pay fair share of taxes, timing and borrowing capacity when using super saver scheme, factors to consider when choosing a brokerage and custodial agreements, usability of different brokerage accounts and benefits of long-term focused platforms, choosing a broker and investing in cash ETFs over term deposits, and reflection and strategic planning for investing during the holiday season.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Reducing Taxable Income and Paying Fair Share
02:38 • 17min
Timing, borrowing capacity, and mortgage broker tips
19:30 • 3min
Factors to Consider when Choosing a Brokerage and the Difference between Chest Sponsored and Custodial Agreements
22:55 • 2min
Usability of Different Brokerage Accounts and Benefits of Long-Term Focused Platforms
25:17 • 3min
Choosing a Broker and Investing in Cash ETFs
28:37 • 21min
Reflection and Strategic Planning for Investing
49:41 • 3min