The Wealth Collective Podcast by Pekada

The Wealth Collective Podcast by Pekada

By The Wealth Collective Podcast
Welcome to The Wealth Collective Podcast by Pekada, where the goal is make investing & finance accessible to everyday Australians, sharing tips and strategies on how people can improve their financial position and have a laugh along the way.
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Episode 38 - Smart Superannuation Strategies to Boost Your Super!
Pete and Zac run through the most effective and efficient ways to boost your superannuation balance. 
29:05
August 16, 2019
Episode 37 - Ethical & Sustainable Investing - Is There Money To Be Made?
In this episode Pete and Zac delve into the world of ethical and sustainable investing and see if there are profits to be had. 
18:37
August 9, 2019
Episode 36 - Inside Super vs Outside Super, Where Should I Invest?
In this weeks episode we dive into the age old question of where should I invest, inside super or outside super? Show notes here -  https://www.pekada.com.au/2019/08/episode-36-inside-super-vs-outside-super-where-should-i-invest/ 
22:06
August 2, 2019
Episode 35 - What to expect when you're expecting!
In this episode of the podcast Pete and Zac run through how to financially prepare for having a child and Pete runs us through some of his experiences as he currently has a one week old daughter and an 18 month old son. 
29:46
July 26, 2019
Episode 34 - Is an SMSF right for you?
One of the main questions we get asked as advisers is whether or not someone should get a self managed super fund. In this weeks podcast Pete and Zac go through and discuss the reasons and rationale for getting an SMSF and how it mightn't be right for everyone. 
10:08
July 19, 2019
Episode 33 - Top 5 tips for what to do with your tax return!
With most people getting an extra $1,080 in their tax returns this time around, Pete and Zac share their top 5 tips for what to do with your tax return. Blog here:  https://www.pekada.com.au/2019/07/top-5-tips-on-how-to-use-your-tax-return/ 
20:29
July 12, 2019
Episode 32 - Financial Advice Explained - What do Financial Advisers do?
In this episode Pete and Zac exactly what it is that financial advisors and planners actually do and the processes involved with getting financial advice. 
24:39
July 5, 2019
Episode 31 - Investment Megatrend - Alternative Protein
In this episode Pete and Zac look at an investment megatrend that has been gripping the US which is alternative plant based protein. We have seen this in the media a bit recently through the rise of the Beyond Meat IPO and the change to more and more people no longer eating meat. They take a deep dive into some of the companies working in this space. 
24:08
June 28, 2019
Episode 30 - Home Loan Tips with Kyp Kyprou from the Home and Investment Lending Centre
This week Pete and Zac sat down with Kyp Kyprou, Director at the Home and Investment Lending Centre to talk about what is happening currently in the lending market and some tips for potential borrowers. To contact Kyp go to www.hilc.com.au or email him at kyp@hilc.com.au To get your credit report -  https://www.equifax.com.au/ 
26:30
June 21, 2019
Episode 29 - Investment Update with Brad Matthews from Plain English Economics
On this weeks episode Pete is joined by Brad Matthews from Plain English economics where they discuss; the trade dispute between China and the U.S. and if it is a serious risk for equity market investors interest rates have continued to decline locally and abroad and why they are being maintained at such low levels and how locally there seems to be more optimism around the outlook for the housing market since the election and whether we have seen te bottom of the price cycle. 
14:04
June 18, 2019
Episode 28 - How to invest for income in a low interest rate environment
This week the RBA decided to cut rates to historic lows which means that we are currently in one of the lowest interest rate environments we have seen. Pete and Zac run through some tips on how to invest for income in these times. 
12:05
June 7, 2019
Episode 27 - What the NBA Super-Team can teach us about investing
In this episode Pete and Zac run through how the Golden State Warrior's starting five relates to investments and building a super-team-esque investment portfolio. blog here: https://www.pekada.com.au/2019/05/what-the-nba-super-team-can-teach-us-about-investing/
00:49
May 31, 2019
Episode 26 - Investment Bonds Explained
In this episode Pete and Zac discuss what investment bonds are and how they can be used. Including some strategies that you might not have thought about!
15:08
May 24, 2019
Episode 25 - The Economics of Educating Children
In this episode Pete and Zac run through the costs associated with educating and caring for a child and how you can best prepare for these new costs with an emphasis on funding private school fees. 
10:51
May 17, 2019
Episode 24 - How the Election Could Impact your Investments
In this episode Pete and Zac run through the five biggest policy changes proposed and how these could potentially impact your investments. 
13:41
May 8, 2019
Episode 23 - Seven Deadly Sins of Investing
In this episode Pete and Zac go through the 7 deadly sins and how they relate to investing. 
10:28
May 3, 2019
Episode 22 - Mailbag Questions
In this episode we go through some of the questions we have received including how often people should review their insurances, what is a share buy back and is it worthwhile and also what is the best way to transition to retirement, 
12:31
April 26, 2019
Episode 21 - Making a Redundancy work for you
in this episode Pete and Zac discuss the financial implications of getting a redundancy and how you can make it work in your favour rather than seeing it only as a negative. They discuss the ways to make the most of your package and what you should be looking out for when you start a new job. 
20:25
April 18, 2019
Episode 20 - Property Market Update
In this episode we are joined by Property Advisor from Synergy, Andrew Skubel. We discuss where we are at in the market and what people should be thinking if they are looking to buy property in the near future. For more detail on Andrew go to http://synergybsm.com.au/ and his profile is here at http://synergybsm.com.au/agents/andrew-skubel/
28:28
April 12, 2019
Episode 19 - Talking all things Divorce
In this episode we are joined by Senior Associate from Argent Law, Stephanie Hope. We discuss all things Divorce and the financial implications of this.  Steph is a family law specialist with years of expertise in the family law field. If you want more details on how to contact Steph please go to https://www.argentlaw.com.au/
33:02
April 5, 2019
Federal Budget 2019 and what it means for you
In this special episode of the Wealth Collective podcast, Pete and Zac discuss the proposed changes and announcements from the 2019 federal budget and how these could potentially impact you.  If you have any questions about the budget and how it might impact you, email them through to connect@pekada.com.au
11:55
April 2, 2019
Episode 18 - How to Save Tax
In this episode Pete and Zac are joined by Cameron Johnson from Rucker Financial to discuss personal tax. Getting closer towards the end of financial year it is timely to discuss ways to legally minimise tax and what people should be doing during the year to make tax time a lot easier.  To get in contact with Cameron you can email him on cameron.johnson@rucker.com.au or call the office 03 9874 7255. ATO App: https://www.ato.gov.au/General/Online-services/ATO-app/myDeductions/?=redirected For more information on gifts and donations: https://www.ato.gov.au/individuals/income-and-deductions/deductions-you-can-claim/gifts-and-donations/
28:34
March 29, 2019
Episode 17 - The Importance of Living Richly #dontdiepoor
in this weeks episode Pete, Zac and Mardy talk about what it means to live richly and how to achieve it. We have just launched our #dontdiepoor campaign that is all about helping people live richly.  Read more about it here: https://www.pekada.com.au/2019/03/dont-die-poor-how-pekada-can-help-you-live-rich/
21:56
March 22, 2019
Episode 16 - Labors Proposed Changes to Franking Credits
In this episode Zac and Pete discuss the proposed changes to franking credits should Labor get in at the next federal election which is looking more and more likely. This is a policy that will potentially affect a lot of self funded retirees so we look at the possible ramifications and what portfolio changes, if any, you should look to implement. 
16:24
March 15, 2019
Episode 15 - Why women make better investors than men #IWD19
It is International Womens Day and Pete is joined on the podcast by Principal Adviser @ Pekada, Rhiannon Kanoniuk talking about some interesting studies which suggest that women are better investors than men.  There are  some big generalisations here, but well worth diving into the findings. Articles of interest:  Forbes - Why Women Are Better At Investing Fidelity - Who's the Better Investor: Men or Women? Berkley Study - Boys Will Be Boys Fidelity - Women and Money
13:21
March 8, 2019
Episode 14 - Keys to investing for long term profits
In this episode Pete and Zac are joined by Daniel Reaper to discuss the keys to investing for long term profits and strategies that will hopefully make you a successful long term investor. 
22:15
March 1, 2019
Episode 13 - Investment update and Risk Profiling
In this episode Pete and Zac are joined by Brad Matthews from Plain English Economics to discuss current market and economic conditions and what to expect in the future.  Zac and Pete also discuss what a risk profile is and how it can impact your investments and how you construct a portfolio. 
22:09
February 22, 2019
Episode 12 - How to make your kids money smart
In this episode Zac and Pete discuss how to make your kids money smart. Sharing tips on how to educate children about money and investing from an early age through to young adulthood. 
22:42
February 15, 2019
Episode 11 - How will the Royal Commission impact you?
In this episode Pete, Zac and Dan run through the findings of the royal commission and how these will affect you as an Australian. They look in detail at some of the key findings and what this will mean for everyday Australians looking at getting advice. Royal Commission reports - https://financialservices.royalcommission.gov.au/Pages/reports.aspx
22:19
February 7, 2019
Episode 10 - Will I have enough to retire?
In this weeks episode Zac and Pete discuss the age old question 'will I have enough to retire?' They go into detail about how you can decide if you will have enough and what to do if it looks like you might be a bit short. They also discuss what asset allocation you should have in retirement. Retirement Tracker - http://www.superguru.com.au/ExternalFiles/calculators/retirement-tracker/#/ ASFA Retirement Standards - https://www.superannuation.asn.au/ArticleDocuments/269/ASFA-RetirementStandard-Summary-2018.pdf.aspx?Embed=Y
21:54
February 1, 2019
Episode 9 - Combining finances as a couple
In this episode of the Wealth Collective Podcast Pete, Zac and Daniel discuss combining finances together as a couple and the things to look for when merging your finances with your significant other. 
24:21
January 25, 2019
Episode 8 - Goal Setting and New Year Resolutions
Pete, Zac and Dan run through how to effectively set goals and how to set goals that you will actually work towards and be able to achieve. They also run through some of the most common financial resolutions that people set in a new year and give you some tips on how to make them happen. 
24:38
January 18, 2019
Episode 7: Labor's Proposed Negative Gearing Changes
Pete, Zac and Daniel take a look at the proposed changes to negative gearing that Labor is looking at bringing in if they're successful at the next election, which is looking more and more likely. They take a look at the potential implications for these changes and what this could mean for you.
23:34
December 18, 2018
Episode 6: Preparing for the festive season
Latest episode of The Wealth Collective Podcast by Pekada
20:49
December 14, 2018
Episode 5 - Deep dive into Super Funds & guest Melissa from Loanworx talking home loans
Pete, Zac and Daniel take a deep dive into superannuation funds and what you should be looking for in yours in terms of investment options, insurances, fees and beneficiary nominations. Also, we were joined by Melissa Robinson from Loanworx (melissa@loanworx.com.au) to talk about home loans, what has changed recently, some tips to ensure you get the best loan for you. Any questions please contact us on Twitter, Facebook or connect@pekada.com.au
30:58
December 7, 2018
Episode 3: What to do with a big tax return, First home Saver Scheme and TPD cover
Pete, Zac and Daniel are on the podcast talking what to do with a big tax return, First home Saver Scheme and TPD cover
32:11
November 23, 2018
Episode 2: Why you should see a financial adviser & How to manage your portfolio in volatile times
Pete, Zac and Daniel talking why you should see a financial adviser & How to manage your portfolio in volatile times
27:17
November 12, 2018
Episode 1 - Welcome to The Wealth Collective Podcast
We hope you enjoy the podcast and as always feel free to email us any questions at connect@pekada.com.au
00:52
November 2, 2018
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