Investing Compass

We take a look at the market going into 2026, and how investors should think about the year ahead.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

In this guest episode, we host Shamir Popat, Senior Analyst, Manager Research, at Morningstar. He runs through his report and findings on what investors should consider before investing in new ETFs.
You can find more on the report here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

We take a look at the top episodes of 2025. In this episode, we take a deep dive into dividend ETFs and how investors can pick one that suits them by running through 4 dividend ETF examples.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

We take a look at the top episodes of 2025. In this episode, Mark and Shani take a look at a quirk to one of the most generous tax concessions that we have in Australia, the CGT exemption for your home. The CGT exemption also allows for you to rent out your property for a number of years, and still claim the CGT-exempt status. We take a deep dive into the tax policy, the circumstances that it suits and the situations to avoid that would make homeowners pay more tax than they need to.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

We look back at the top episodes of 2025. In a listener-requested episode, we look at the pros and cons of the US and Australian retirement systems.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.