Friends With Money

• Navigating turbulent markets

  The current stock market is turbulent – what's the smartest way to safeguard your investments? In this week's episode of the Friends With Money Podcast, Money Magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times. They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold. They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt. 00:00 Friends with Money podcast open 00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners 01:23 Market uncertainty and volatility 02:15 Recession forecasts and portfolio rebalancing 06:37 Defensive assets and fixed income 09:37 Exploring private debt and credit strategies 11:04 Australian equities and property investments 14:47 Currency considerations and final advice 17:45 Recap and closing remarks #friendswithmoney #michellebaltazar #julianarajkovic #stockmarket Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] Get stories like this in our newsletter: bit.ly/3GDirbRSee omnystudio.com/listener for privacy information.

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• Super smart: How to save big on fees

  On this episode of the Friends With Money podcast, we tackle the confusing world of superannuation fees. Money's Michelle Baltazar talks with Daniel Shrimski from Vanguard Australia about how a lack of transparency and awareness around these fees can hurt people’s retirement savings. Shrimski shares practical tips and provides an example on how to potentially save $1,500 each year on fund fees. 00:00 Introduction 00:20 Understanding superannuation fees 00:58 Guest introduction: Daniel Shrimski 01:53 Vanguard Australia's role in superannuation 02:06 The fund with 50 million investors 03:08 The six types of super fees 06:57 Reading your superannuation statement 09:00 Pushing for transparency 11:51 Are you overpaying? 14:00 The average super fund fee 15:31 Conclusion and final thoughts #friendswithmoney #michellebaltazar #danielshrimski #supersavings Links: YourSuper Comparison Tool Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] Get stories like this in our newsletter: bit.ly/3GDirbR *Proudly brought to you by Vanguard AustraliaSee omnystudio.com/listener for privacy information.

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• Tools to turbocharge your super

  Many will appreciate the importance of retirement planning, but getting started can feel daunting. Fortunately, technology is helping to change the game. This week on the Friends With Money podcast, Money’s Tom Watson is joined by Jeremy Lack, financial adviser with TelstraSuper Financial Planning, to chat about the emerging digital tools assisting superannuation members with retirement planning. They discuss: The types of digital super tools already out there Which super members can benefit from using them Navigating investment options and risk Working out how long super will last in retirement How digital tools fit in with traditional financial advice #friendswithmoney #tomwatson #jeremylack #superannuation Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] *This episode is proudly brought to you by Telstra Super. Jeremy Lack is a financial adviser with Telstra Super Financial Planning Pty Ltd ABN 74 097 777 725 AFS Licence No. 218705. TelstraSuper Financial Planning provides financial advice service to members of TelstraSuper ABN 85 502 108 833. Telstra Super Pty Ltd ABN 86 007 422 522 is the trustee of TelstraSuper and wholly owns TelstraSuper Financial Planning. Advice that Jeremy gives is of a general nature and does not take into account the particular circumstances or needs of any specific person and because of that, you should consider your own circumstances before acting on any advice . If you are considering acquiring a financial product from TelstraSuper you should read the relevant product disclosure statement and target market determination before making a decision which are available at www.telstrasuper.com.au. The financial services guide for TelstraSuper Financial Planning is available at www.telstrasuper.com.auSee omnystudio.com/listener for privacy information.

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• What's the deal with crypto ETFs?

  Cryptocurrency has piqued the interest of many Australians in recent years. So for those looking to access the likes of Bitcoin, is there any advantage to using ETFs over buying directly? This week on the Friends With Money podcast, Money’s Tom Watson is joined by Marc Jocum, senior investment strategist at Global X ETFs, to dig into cryptocurrency exchange traded funds and what they are all about. They discuss: Crypto ETFs versus buying directly The crypto assets available through ETFs How crypto ETFs actually work The recent performance of cryptocurrency What the future could hold for crypto ETFs friendswithmoney #tomwatson #marcjocum #cryptocurrency #ETFs Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] omnystudio.com/listener for privacy information.

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• Bonus: Trump's tariffs

  In this bonus episode of the Friends With Money Podcast, hosted by Michelle Baltazar, editor-in-chief at Money Magazine, the focus is on the impact of recent US tariff policies, referred to as 'Liberation Day' by Donald Trump. This week's guest, Tim Harcourt, chief economist at the University of Technology Sydney, discusses the adverse effects these tariffs will likely have on American workers and farmers, despite Trump's intentions to bolster the US economy. For Australian investors, Harcourt advises a cautious 'wait-and-see' approach and emphasises the long-term strengths of the Australian market. #friendswithmoney #michellebaltazar #timharcourt #trumptariffs Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] omnystudio.com/listener for privacy information.

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