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 Hard

00:02:05 – The Logic Behind Core and Satellite

00:06:39 – How Simon Builds a $5K Portfolio

00:09:54 – What Other Investors Would Choose

00:10:56 – Ren’s Approach to a Diversified $5K

00:18:07 – Takeaways for Your Investment Plan

ETFs mentioned: DHHF, QBTC, HACK, GHHF, EXUS | Stocks mentioned: Tesla, Coinbase, LVMH, Goodman Group

Links 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.

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Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

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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.

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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.

Hilda knows with the amount she’s earning- she should be saving more. But money is something she hates dealing with. Normally, she lacks the motivation to do anything about it. But with a recent pay cut, it’s clear things need to change.

So- she joins us on our series; Boost my Budget to get help building a low touch budget that will have her spending less, saving more and even- starting to invest.

Your saving rate has the biggest impact on building your wealth. If you’re someone who’s been burying their head in the sand or coasting by, knowing you could be making your money work better- good news. It doesn’t have to be hard or scary. In this episode we cover ways everyone can improve their savings rate.

Timestamps:

00:00:00 – Why Money Feels Hard To Face

00:01:34 – What Hilda Wants To Change

00:03:19 – Her Current System

00:05:37 – What Her Spending Says About Her

00:07:32 – The Surprises In Her Cashflow

00:09:26 – Where Her Food Budget Goes

00:10:52 – The Savings Gap She Didn’t See

00:12:42 – Is The Credit Card Helping?

00:14:13 – A System To Make Money Easier

00:16:28 – The Budget That Actually Works

00:18:49 – How To Make Savings Grow

00:20:40 – A Simple Way To Start Investing

00:22:07 – What To Do From Here

Links Referenced:

💸 Want your Budget Boosted next? Apply here

💲 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

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!

🎥 We're on YouTube! Watch full episodes here.

📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly).

Or 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.

Black Friday and end of year sales are here and you have the opportunity to use it to your advantage.

In this episode we present our 3-step guide to tackling this high spend season with a financially literate, investing savvy mindset.

Every dollar you don’t spend, is a dollar you can invest- so here’s how to make your money work harder for you.

We cover:

- The doggy sales tactics to watch for and how to avoid them.

- How to get the best deals and stop impulse buying or overspending.

- Our 3-step guide to tackling Black Friday Sales as an investor

Timestamps:

00:00:00 – We're Talking about Shopping Now? Not Quite

00:02:04 – How Black Friday Takes Shape in Aus

00:04:53 – Sales Tactics To Watch Out For

00:06:00 – How to Avoid Those Traps

00:08:59 – Our Three Step Plan To Use Sales Well

00:13:35 – Build Investing Skills with Black Friday

Links Referenced:

🎧 Listen to: What is the stock market and how does it actually work?

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!

🎥 We're on YouTube! Watch full episodes here.

📝 Download our FREE 4 step checklist to analyse any stock (It’s beginner friendly).

Or 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.