276. Is the budget actually helping intergenerational wealth creation? (with an economist)

In today's episode, economist and commentator Evan Lucas joins Ana to unpack some of the biggest forces shaping the Australian economy right now. From AI and the jobs market to the federal budget and what the CGT changes actually mean for everyday investors.

In this episode, they cover:

💸 Why AI is an enhancer, not just an efficiency tool

💸 The industrial revolution comparison: what history says about job displacement and where the new opportunities will emerge

💸 Australia's federal budget breakdown: the minimum wage rise, income tax frustration, and why 54% of government revenue coming from one source is a problem

💸 The proposed CGT changes explained in plain numbers (and why Evan thinks they'll hurt everyday investors more than the wealthy)

💸 Why housing affordability is being debated in the wrong arena entirely

💸 The GST conversation nobody wants to have (but probably should)

💸 What Gen Z & Alpha are up against, and why the system isn't rewarding hard work the way it used to

Want more of Evan?

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Tash Invests Pty Ltd is a Corporate Authorised Representative #1317713 of Rask Licensing Pty Ltd. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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