We're back with our latest Ask an Adviser episode, this time with Dylan Pargiter-Green, Director & Advisor at Bold Wealth.

Ask an Adviser is your chance to put your questions to some of Australia's top financial advisers. We know the cost of advice is out of control and we want to help bring advisers closer to Australians who cannot afford them. If you have a question ask via our website and we'll feature it in a future episode.

Here's what we cover it this episode:

• Setting up your finances as a couple
• Investing for a child's education
• When's the right time to pursue different tax strategies?
• Investing using leverage
• Managing your super and ensuring you have enough for retirement

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news
• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, and LinkedIn

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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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Equity Mates 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.

A couple of months ago we introduced Mr. Beatup to the podcast. He made the case Tesla was oversold and it has jumped 70% since then. He's back on this episode to make the case that the market has overreacted to Nike. Can lightening strike twice - tune in and see.

That's not all we cover in a jam packed episode of Equity Mates:

• Why the Aussie dollar is rising
• The opportunities for investors and consumers when the dollar is rising
• A framework to approach investing for kids
• Some of the assets that make the most sense for a 20+ year time horizon

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news
• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest
• Follow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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.

—------

Equity Mates 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.

Today’s guest is Jennifer Wu, Chief Global Sustainable Investing Strategist at J.P. Morgan Asset Management.

Jennifer has extensive experience in sustainable investing, and in today’s episode we focus on sustainable investing from the perspective of J.P. Morgan Asset Management and how they assess financially material factors to then incorporate into their core strategies. We also get some practical advice from Jennifer about how we can incorporate ESG criteria into our own portfolios.

In today’s episode we cover:

• Jennifer’s background in markets and sustainable investing
• The evolution of sustainable investing over the past decade, and the trends shaping the future
• The difference between sustainable investing and ESG
• The core ingredients that define sustainable investing strategies
• The power of engagement, through the lens of a case study
• How J.P. Morgan Asset Management are planning on meeting net zero by 2050
• The challenges of a lack of standardised definitions and criteria in sustainable investing

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Have an investing question?

• Ask via our website and we'll answer it on the podcast.
• Join the conversation in the Facebook Discussion Group
• Or get put in touch with a professional financial advisor by filling out this form

Want more Equity Mates?

• Sign up to our email to keep up with business news
• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Pick up our books: Get Started Investing and Don’t Stress, Just Invest

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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.

—------

Equity Mates 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.