Episode 89: What the Wise Do When It Comes To Managing Major Financial Matters.

This week we release a seventh “Social Distance” episode where Steph, Joel, Louis and Brett remotely dial in to this podcast. The podcast begins with a discussion around identity scams, especially those that involve the withdrawal of $10,000 from your superannuation fund. Furthermore they speak on personal wealth management strategies in managing superannuation, taxes as well as mortgages in order to get the best bang out your buck.

This Week’s Investor Exchange Round Table Covered:

  • Macroeconomic Signals: This week, Joel breaks down how many indicators in the stock market are reflective of the current macroeconomic conditions. They discuss short to medium outlook within the stock market and how economic conditions will drive performance for investors. Furthermore as headlines begin to zoom in on conflicts between China and Australia, the implications for the future is revealed in this discussion.
  • Financial Benefits: There are some rules and regulations in for superannuation that significantly decrease the tax that you’re paying on the gain from investing in the fund. Without proper financial advice many of us are missing out on the various monetary benefits that planning your superannuation and financial matters will yield. Louis brings with him information of all the benefits that you can take advantage of in your super by implementing some changes to the way you contribute and make withdrawals.
  • Mortgage and Borrowings: ANZ have followed CBA’s footsteps and put forward their forecast that national housing will decline 10% before seeing a recovery late 2021. House prices is forecasting to bottom out in the middle of 2021 and the affordability is forecasted to jump. Following these headlines, Brett gives us information on what will in the borrowing and mortgage space and the implications for consumers.

Listener Questions:

Write in to get your investment and wealth management questions answered by Joel, Brett, and Louis.

Ask a Question: https://theinvestorexchange.com.au/ask/

Join the Conversation: fb.me/theinvestorexchange

The post Episode 89: What the Wise Do When It Comes To Managing Major Financial Matters. appeared first on The Investor Exchange.

Listen Now

Recent stories

Age Pension and government benefits

When you retire, you may be eligible for government benefits such as the Age Pension or a concession card. The…

Read more

Super, death, and avoiding taxes

By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Having enough superannuation to enjoy a financially comfortable lifestyle in retirement…

Read more

Starting strong: Your 2021 Tech To Do list

In a year where simply keeping the doors open was a challenge for many businesses, finding the funds for tech…

Read more


An annuity, also known as a lifetime or fixed-term pension, gives you a guaranteed income for a number of years.…

Read more

Budgeting 102: Sticking to your budget

Budgeting for a holiday or saving for a deposit? Even the best budget can unravel if the right tools are…

Read more