Making Investment Admin Less Painful with Sharesight
How To Money30 Huhti 2022

Making Investment Admin Less Painful with Sharesight

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

Jaksot(76)

Creating Positive Financial Habits with Dr Gina Cleo

Creating Positive Financial Habits with Dr Gina Cleo

Are your habits holding you back from achieving your financial goals? In this episode of the How To Money Podcast, Kate chatted to Dr Gina Cleo, who has a PhD from Bond University in habit change. Ka...

29 Marras 202027min

Buying a House at Auction (Expert Tips & Strategies)

Buying a House at Auction (Expert Tips & Strategies)

In this episode of the How To Money Podcast, Kate spoke to Veronica Morgan from Good Deeds Property Buyers, and is one of Australia’s leading buyer’s agents with over 20 years of industry experience. ...

21 Marras 202033min

Property 101: Getting Ready to Buy Your First Home

Property 101: Getting Ready to Buy Your First Home

In this episode of the How To Money Podcast, Kate spoke to Amy Lunardi, a qualified buyer’s agent and host of the The Buyers Bible podcast. Kate and Amy discuss tips on finding properties, speaking to...

12 Marras 202031min

Property 101: Where to Start on Your Home Buying Journey

Property 101: Where to Start on Your Home Buying Journey

In this episode of the How To Money Podcast, Kate spoke to Amy Lunardi, a qualified buyer’s agent and host of the The Buyers Bible podcast. Kate and Amy discuss where first home buyers should start, w...

12 Marras 202028min

Investing and Robo-Advice in Australia with Stockspot

Investing and Robo-Advice in Australia with Stockspot

In this episode of the How To Money Podcast, Kate spoke to Chris Brycki from Stockspot, an online investment advice (robo-advice) service in Australia. Kate and Chris discuss what robo-investing is an...

28 Loka 202030min

Ethical Investing and Your Super

Ethical Investing and Your Super

In this episode of the How To Money Podcast, Kate spoke to Skye King from NGS Super, an industry superfund for those in non-government education and community organisations. Kate and Skye discuss how ...

17 Loka 202028min

Building Financial Resilience in Australia (Financial Inclusion Week Bonus Episode)

Building Financial Resilience in Australia (Financial Inclusion Week Bonus Episode)

In this episode of the How To Money Podcast, Kate spoke to Vinita Godinho, the Managing Director and CEO of Financial Resilience Australia. Kate and Vinita discuss the idea of financial resilience in ...

17 Loka 202028min

Crushing Your Household Bills & Getting Better Deals

Crushing Your Household Bills & Getting Better Deals

The average Australian has between six to eight bills to pay every month from utilities to mortgage/rent, water consumption, internet, mobile phone/landline, insurance, car payments and subscription s...

10 Loka 202039min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
herrasmieshakkerit
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sisalto-kuntoon
inderespodi
rahapuhetta
sijoituspodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-uppoava-vn-laiva
rss-seuraava-potilas
sijoitusovi-podcast
bakkari-tarinoita-tapahtumien-takahuoneista
rss-myynnilla-on-asiaa-kert-kenner