Get Started Investing

“We want to enjoy life, drink great wine, go on holidays whenever we want… but we also want to save”Introducing our brand new series; Boost My Budget. We unpack our listener's real budgets live. And with expert help, we show them how to track better, save more, and stress less.Our first listeners to get their budget boosted, are couple Emily T and Emily B, who want to save for their dream family home while still living in the moment. Is it an achievable goal, or delusional thinking? They're not sure.They don't have a budget to get them there. In fact, Emily B and Emily T don’t have a budget at all. In their submission to the show, instead of sending us one- they attached a picture from a recent holiday in Bali. (Which told us all we needed to know.)That's where we come in. With a live unveiling of their spending, cashflow expert and financial coach Lexi Smith from MoneyVine digs into the figures and helps Emily B and Emily T step closer to their goals. Links Referenced: 👉 Want your Budget Boosted? Submit here! (under ‘show segments’) 🙋‍♀️ Want to get in touch with Lexi? Use this form. 🤑 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!—------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.

Even the most hands-off investors need a plan for staying on track. That's where rebalancing comes in. Markets are always moving and life is always changing- rebalancing is a simple way to keep your portfolio aligned with your goals so that you can reap the maximum benefit.In this episode, we break down this fundamental (and underused) investing habit step by step, and share a mistake we see far too many people make. Are you one of them?We cover:What rebalancing is (and how we apply it to our portfolios)Why it matters (shouldn’t you want your winning stocks to run?) How to actually rebalance (two simple methods, with pros & cons)How often to rebalance (and how often we do it)The most common mistake (and how to avoid it)Links Referenced: 🎧 Listen to: 2020 vs 2025 how are portfolios have changed and our DHHF and GHHF episode.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here.📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly). Thanks to Betashares Direct for sponsoring this episode. Betashares Direct is designed to help self-directed investors build long-term wealth, find out more here.—------Want more Equity Mates?Sign up to our daily news emailFind more of what we do here—------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 RBA cut rates on Tuesday and it got us thinking- when interest rates are down, what are the best places to invest? So we compiled a list of 4 ASX listed ETFs which we believe will be winners in a low rate environment. If you are feeling unsure about what a rate cut means for your portfolio, (or what a rate cut actually means in the first place), we’ve got you. In this episode we give you a simple breakdown of everything you need to know about interest rates, how they affect the economy and your investments. We cover: Why interest rate cut matters for investors How an interest rate cut may effect your portfolio4 ETFs set to benefit from a rate cut Why and how each of them is set to benefitLinks Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎧 Check out our other ‘Best ETFs for…’ episodes here🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here📝 Want to invest in great stocks? Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly).—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

History's greatest investor - The man who turned $100 into $5.5 million and long time CEO of Berkshire Hathaway, Warren Buffett, is retiring. So we're unpacking 4 lessons from his writings and example that changed our investing lives, and that will make you a better long term investor. In this episode we cover: The stats that prove Buffet is the investing GOAT, and an example worth looking to The four lessons:1. Investing is Simple, Not Easy, 2. Time in the Market Beats Timing the Market, 3. Boring investing = exciting returns, 4. Do less, and let compounding do its thingPlus, Did Buffett ever read our book we sent him? Our reflections on his impact on Equity Mates.Links Referenced: 🎧 Listen to our episode ‘Don’t Panic: Why time in the market beats timing the market.’📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly) —------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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 was I thinking?” “A shit show to be honest”,The last 5 years have been a wild ride in markets. Our portfolios tell that story. Today we directly compare what our portfolios looked like in 2020 to today in 2025 to see: how much we’ve learnt, the biggest position changes and whether we've been practicing what we preach? We cover: - A full breakdown of every holding in our 2020 core AND satellite portfolios- How that compares to our 2025 holdings- What asset allocations have changed the most and why - Our biggest holding, allocation or strategy change from 2020 to 2025 Resources:📝 Want to know how to invest in great stocks? Download our FREE 4 step checklist to analyse any stock (It’s beginner investor friendly) Links Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!💰 Want your budget to work harder for you? Have your budget improved by an expert, live on the show, in our new series Boost My Budget. 👉 Apply here under 'Show Segments' 🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel Subscribe here—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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 you hear the phrase "technology and innovation” there is probably one place that immediately comes to mind; Silicon Valley, California. But that might be changing. A handful of Chinese tech companies have been giving the US tech giants a run for their money this year. In this episode we cover the best ways to invest in China's rising economy. We cover: Why invest in china? And why now? The challenges of investing in chinese companies from Australia, and how to overcome them Our top 3 ASX listed ETFs to invest in China (Index and thematic)Our top 3 US listed ETFs to invest in China (Index and thematic)Which one’s we would be buyingResources:📝 Download our free 4 step checklist to analyse any stock here. Links Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎧 Listen to Best ETFs to invest in Asia episode.🎥 We're on YouTube! Watch full episodes on our new Get Started Investing YouTube channel Subscribe here—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

In 10 years of investing, Queenie Tan grew her net wealth to over a million dollars. In this episode we chat with Queenie about how she’s done it. Queenie has built a platform teaching others how to invest, here, she shares her own story. We cover: The strategies she used to build a $1 million investment portfolioHow she sets financial goals.What’s been a bigger generator of wealth; crypto, property or stocks? How to avoid the investing mistakes she still cringes at.Plus Queenie shares some lessons from her upcoming book ‘the Fun Finance Formula’.How to apply these lessons to your own financial journey.Links Referenced: Want your budget reviewed by an expert for FREE? Join us on a new segment! >> Click here and scroll down to ‘Boost my Budget’ to apply🤳Check out more from Queenie on Instagram, TikTok and YouTube🎥 We're on YouTube! Watch Get Started Investing Subscribe here📞 Have an investing question or an investor you want us to interview? Leave us a voicemail, and we'll answer it on the podcast!—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

Diversification. It is one of the most common investing buzzwords. But too many investors are getting it wrong. After listening to this, you won't be.In this episode we unpack everything you need to know about diversification, including:What we mean when we say diversificationThe different types of diversificationCommon mistakes investors makeWhat good diversification looks likeHow to check if your own portfolio has good diversificationThen we close out by Ren running his portfolio through AI to get a sense of how diversified he is.Links Referenced: > Betashares Direct is designed to help self-directed investors build long-term wealth, find out more here.📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎥 We're on YouTube! Watch full episodes on our new Get Started Investing channel Subscribe here—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.

Asia is the fastest growing region in the world. And there’s more ways to invest in it now, than ever before. But with so much choice, comes a debate; what's strategy is best? Active, Passive or Thematic?We break it down in this episode: A list of the best ETF options for investing in Asia on the ASXWhich is the best performing?The case for Index, Thematic and Active investing in AsiaHow we invest in Asia; the products are in our portfoliosLinks Referenced: 📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!🎧 Listen to our episode: Best ETFs for Investing in India📈 Tickers mentioned: ASIA, AIA, VAE, FAS, EAFZ🎥 We're on YouTube! Watch full episodes on our new Get Started Investing channel Subscribe here—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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 if you could invest in property without saving for a deposit or applying for a mortgage? In this episode, we break down REITs (Real Estate Investment Trusts), a low-barrier way to invest in real estate. We cover: What are REITs and how do they work?The pros and cons of REITs vs. purchasing physical propertyA comparison of their returnsWhere and how you can buy REITSA list of the top REITs and REIT ETFs on the ASXResources:📝 Our Downloadable Guide to REITs: Click hereLinks Referenced: Thanks to Stuart for this episode's question!📞 Have an investing question just like Stuart did? Leave us a voicemail, and we'll answer it on the podcast!🎧 For more on REITs check out this episode on Equity Mates Investing🎥 We're on YouTube! Watch full episodes on our brand new Get Started Investing YouTube channel Subscribe here—------Want more Equity Mates?Sign up to our daily news emailListen to our original podcast: Equity Mates Investing (Apple | Spotify)Pick up our books: Get Started Investing and Don’t Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------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.