Congratulations, you’ve made it to the final episode of this series!

To wrap up this journey, we leave you with the most important lesson yet- how to get out of your own way by automating your investing.

Now you’ve heard these 12 Steps- you have all the tools you need to improve your financial future.

It’s time to go forth and use them! If you’ve enjoyed / found value in this series, please join us in our mission to make Australia more financially literate and share it with others.

In this episode you will learn:

• How your brain stops you being a great investor

• Why automation is so powerful

• Other tips to remain consistent and focus on what matters

• 3 key tips from Patrick O’Shaugnessy, one of our favourite investors

Chapters:

00:00 - Beat Your Brain’s Biases

04:27 - Your Future Self Not a Stranger

06:19 - How We Automate Investing

09:03 - Other Ways We Overcome Biases

12:04 - Three Tips To Leave You With

14:04 - You Have The Tools, Now Use Them

Links Mentioned:

📖 Patrick O’Shaugnessy Millennial Money (terrible title, great book).

📝 For more on Amos Tversky and Daniel Kahneman try this article.

🎧 Episode on Brokers.

This is Part 12 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

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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.

So far you’ve learnt how to build a portfolio, now we get into the specifics of how to buy shares plus keep it regular and less stressful!

You’ll hear our best tips for buying and selling your investments to help stay on track for the long term.

In this episode you will learn:

• How do I actually buy shares or ETFs?

• 3 ways of ordering shares: Market, Limit, Stop

• Why we don’t time the market

• The power of dollar cost averaging (DCA)

• Knowing when to sell

Links Mentioned:

📕 Just keep buying by Nick Maggiulli

Chapters:

00:00 - Three Types of Buying

7:54 - Never Try to Time the Market

11:07 - Introducing Dollar Cost Averaging (DCA)

13:40 - Buying the Dip vs DCA

15:56 - Three Signs You Should Sell

This is Part 11 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

———

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.

Investing with an expert or ‘active manager,' is not something you need to add to your portfolio. But if you do, you have to know why you’re doing it and choose an expert well.

We walk you through our reasons for investing with an expert and the 6 factors we use when looking for one.

In this episode you will learn:

• How you can invest with experts
• Why the experts don’t always get better returns
• What to look for when choosing an expert
• How we include expert investors in our portfolio

Links Referenced: Morning Star ETF List

Chapters:

00:00 - What is Active Management?

06:45 - 6 Factors to Choosing an Expert

11:10 - Do you need one?

13:25 - Active in Our Portfolios

This is Part 10 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.

———

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.