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5 Money Wins (and Traps) Every 30-Year-Old Should Know

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Manage episode 504133780 series 2498757
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to unpack the key money moves you should be focusing on in your 30s – from building wealth and growing investments to protecting what you’ve already achieved. They also dive into the common traps that can trip you up in this decade, and how to avoid them so you can set yourself up for the future with confidence.

Chapters (approximate)

(00:00) Introduction

(01:51) Portfolio Performance Overview

(06:53) What's going on with NVIDIA?

(10:39) Merger Insights: Solpatz and Brickworks

(19:39) The Allure of Stock Picking

(29:12) AI's Impact on Investing

(30:38) Owen's Crazy Idea

(32:17) Public vs Private Markets

(38:45) The Future of Active Management

(40:48) Drew's Two Asset Class Picks

(42:28) Be More Like Warren Buffet or Charlie Munger?

(44:41) Bridging the Gender Gap in Investing

Resources for this episode

PreSales for Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK

Ask a question (select the Finance podcast): https://bit.ly/R-quest

~~ Show partner resources ~~

Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

View Betashares range of funds: https://bit.ly/beta-25

~~ Rask resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

670 episodes

Artwork
iconShare
 
Manage episode 504133780 series 2498757
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to unpack the key money moves you should be focusing on in your 30s – from building wealth and growing investments to protecting what you’ve already achieved. They also dive into the common traps that can trip you up in this decade, and how to avoid them so you can set yourself up for the future with confidence.

Chapters (approximate)

(00:00) Introduction

(01:51) Portfolio Performance Overview

(06:53) What's going on with NVIDIA?

(10:39) Merger Insights: Solpatz and Brickworks

(19:39) The Allure of Stock Picking

(29:12) AI's Impact on Investing

(30:38) Owen's Crazy Idea

(32:17) Public vs Private Markets

(38:45) The Future of Active Management

(40:48) Drew's Two Asset Class Picks

(42:28) Be More Like Warren Buffet or Charlie Munger?

(44:41) Bridging the Gender Gap in Investing

Resources for this episode

PreSales for Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK

Ask a question (select the Finance podcast): https://bit.ly/R-quest

~~ Show partner resources ~~

Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

View Betashares range of funds: https://bit.ly/beta-25

~~ Rask resources ~~

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan

Invest with us: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Ask a question: https://bit.ly/R-quest

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

670 episodes

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