Get Started Investing

It's time in this series introduce the world of single stock investing- finding and investing in great companies through the stock market.We’re cranking the investing lessons up a notch and going beyond the basics of ETFs.So how you find a good company to invest in? What do you need to look for? and where?You've probably heard legends of everyday people who invested in the early days of Apple or Microsoft and made millions. It might not always be as flashy as those tales- but investing in companies through the stock market can be a powerful way to build wealth and we think a great way to learn about the world around you.In this episode you'll learn:Why invest in companies?Three ways to narrow down your choices4 steps to find a great companyKey tips when buying individual companiesLinks referenced:Download our free 4-step stock checklistOther resources we mentioned: https://www.reddit.com/r/SecurityAnalysis/, TIKR, GuruFocus, quartrThis is Part 9 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What is a portfolio? And how do you create one?Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio.Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals.In this episode you will learn:·      What is a portfolio?·      What to think about: goal, time horizon, risk tolerance·      The importance of diversification·      How we approach our portfolios: Core & Satellite·      Other ways to construct a portfolioThis is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00 Setting a Portfolio Goal04:02 Time Horizon06:22 Risk Tolerance08:22 Importance of Diversification11:01 Core and Satellite13:26 Other Ways to Build Portfolios15:20 What is Rebalancing17:01 Make it Easy For Yourself———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Introducing the simple investor’s best friend… the index ETF.You don’t have to be an expert on financial markets to be an investor. In fact, it’s arguably easier today than it’s ever been to invest and most of that is thanks to our friend; index ETFs.In this episode you will learn:What we would buy if we were starting again todayWhat is an indexDifferent indexes around the worldHow you can buy an index: ETFsWhy an index is all you needChapters:This is Part 7 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Once you’ve decided what to invest in, how do you actually make an investment? If you're investing outside of superannuation, you’ll need to use a broker. But which broker should you use? It’s one of the most frequent questions we get from people starting their investing journey. There are so many of them available, it can be hard to know where to start. But no need to stress, that’s why we’re here and making this series! In this episode you’ll learn: ·      The two ways every person can invest ·      What is a broker?·      The 4 factors we use when choosing a broker (and why they matter):·      Which brokers we use This is Part 6 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The First Choice Every Investor Makes00:02:21 Super Or Outside: Your Two Options00:05:05 Why You Need A Broker00:06:41 The Four Broker Rules We Use00:11:20 Avoid Dodgy Fees And Products00:15:40 Brokers That Tick The Boxes——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

You can invest in all kinds of things through the stock market. You might have heard a few of them thrown around like; Stocks, Bonds or Property. They’re called different Assets or Asset Classes. So how choose which is right for you and how do these assets make you money? That’s what we’ll cover in part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.You will learn: ·      What is an investable asset?·      The most common forms of investments·      How you can access them all through the stock market·      How do you actually make money from any of these assets? (2 ways)·      Why we prefer stocks over all the other assetsThis is Part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 What Is An Investable Asset?00:02:15 The Four Most Common Investments00:04:53 ETFs are like Bundles00:06:31 Two Ways Investments Make Money00:07:47 Investing Versus SpeculatingThe Seth Klarman Clip at 7:42 is from 'Margin of Safety' on the Active Investor Magazine YouTube Channel, 14 Feb 2025.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

How do you actually invest? Well there's no one “right” way to do it; there are different styles which suit different goals and appetites for risk. The first three episodes of this series covered the foundations you need to get sorted before you can start investing. Now, it’s time to tackle how to make an investment. In this episode we cover what’s actually happening when you invest in the share market and how to know which investing style is right for you. You will learn: ·      What is the share market ·      What is a share and what does it mean to own one?·      The different styles of investing This is Part 4 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 Why Investing Beats Letting Cash Sit00:04:44 Owning Small Pieces Of Big Brands00:08:10 Hands-On Or Hands-Off Investing00:11:39 Three Hands-On Styles Explained00:18:58 Finding A Style That Suits You——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The single most influential factor in growing your long-term wealth, is the amount you’re able to save. Maximise your ‘savings rate’, then put that money to work by investing it and your future self will thank you. So, how do you do that? In this episode you will learn:How much money you need to start investingWhy the most powerful factor is your savings rateBryce’s approach: Rule of 3’sRen’s approach: Pay yourself firstThis is Part 3 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The Money Habit With the Biggest Impact00:01:58 Investing Isn’t Just For High Earners00:02:58 This Is the Part You Can Control00:05:28 How We Each Stay Disciplined00:11:30 Find the Spending That Trips You Up00:14:50 Saving Now Equals Freedom Later——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

When is the “right” time to start investing? How do you know if you're ready? We’ve heard plenty of reasons why people put it off. Not enough money, it feels too risky and more! We are here to tell you: now is the time. You have everything you need.  In this episode you will learn:Why now is the time to start investingWhat you need to get started investingHow to clear your high-interest debtAbout other debt: Mortgage, HECs etc.Building your emergency fundThis is part 2 in our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 Why Delaying Feels Sensible00:02:21 Waiting Wastes Your Advantage00:04:07 Everything You Need To Begin00:06:07 Clearing Costly Debt First00:08:08 Mortgage And HECs: What Matters00:12:54 An Emergency Fund Comes First00:14:47 You Can Start With Just One Dollar——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

 Investing. It can feel daunting, confusing or just too hard. The great news is that getting started is not as difficult as you might think. The stock market is a powerful wealth-creating machine, yet so many people miss out on utilising it. That’s why back in 2019, we created this series to break down the barriers and explain how to start investing. 7 years on, we're doing it again! An updated (even simpler to follow) 12 part series, sharing everything we’ve learned about investing to help you get started or to remind you of why it’s so important. Welcome to the first instalment! And if this is your first episode. Congratulations: your investing journey has officially begun. In this episode you will learn:What is Equity MatesWho we are – Bryce & RenOur first investments4 reasons why we invest (and you should too!)Chapters: 00:00 What this 12-part series will cover02:35 Who we are (and why that matters)04:40 If we can do it, anyone can07:06 How our investing journeys began11:16 Hear why other listeners invest 12:03 Our four reasons for investing13:15 The power of compounding explained17:17 The $1 a day investing challenge20:10 In the next episode... ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Still haven't started investing because you're not sure what to actually buy? We're solving that today. In this episode, Ren and Simon each reveal exactly what they'd invest in with $5,000. Real holdings, real strategy, but fake dollars. These two portfolios are concrete examples to show you how simple getting started can be.Timestamps:00:00:00 – Why Starting Feels So Hard00:02:05 – The Logic Behind Core and Satellite00:06:39 – How Simon Builds a $5K Portfolio00:09:54 – What Other Investors Would Choose00:10:56 – Ren’s Approach to a Diversified $5K00:18:07 – Takeaways for Your Investment PlanETFs mentioned: DHHF, QBTC, HACK, GHHF, EXUS | Stocks mentioned: Tesla, Coinbase, LVMH, Goodman GroupLinks Referenced:🎧 Listen to: core and satellite | Cybersecurity ETF: HACK | Our interview with Coinbase CEO Brian Armstrong📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).📝 Download our FREE ETF Handbook: everything you need to get started with ETFs.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.