• Making Investment Admin Less Painful with Sharesight

  • Apr 30 2022
  • Duración: 37 m
  • Podcast

Making Investment Admin Less Painful with Sharesight

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • In this episode of the How To Money podcast, Kate Campbell chats to Douglas Morris, the CEO of Sharesight, a digital portfolio management platform. We talk about the less exciting but very important part of investing, the portfolio management and admin side of things, and cover off on what new investors need to be aware of and keep track of after they buy their first investment. We also discuss the difference between HINs, TFNs and account numbers, how can investors keep track of their portfolios overall performance and ways to make our lives easier as investors come tax time. Sharesight: sharesight.com/au Show Notes: howtomoney.online/how-to-money-podcast HTM Website: howtomoney.online HTM Instagram: @HowToMoneyAUS Please send any questions, feedback, or episode suggestions through to us at howtomoneyaus@gmail.com and if you enjoyed the episode we’d be thrilled if you left us a review on Apple Podcasts or Spotify. Just a reminder that everything we cover in this podcast is financial education only, we are not giving you any advice. If you do want advice please seek out a qualified and competent professional, and do some research. Remember it's your money - take control! Episode Recorded: 17/03/2022 Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
activate_WEBCRO358_DT_T2
Más Menos

Lo que los oyentes dicen sobre Making Investment Admin Less Painful with Sharesight

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles