Shows / Investopoly
Investopoly
Investopoly is a twice-weekly podcast designed to help you make better financial decisions and build wealth with clarity and confidence. Hosted by Stuart (tax adviser, financial adviser, and mortgage broker) and Campbell (senior financial adviser), each episode delivers concise, practical insights grounded in real-world strategy, research, methodologies, and case studies. You will get two episodes each week: a main episode that deep-dives into a single wealth-building topic, and a Q&A episode…
Episodes
- Investopoly
Q&A - Property red flags, home upgrade and downgrade considerations, moving property equity into super
In this Q&A episode, Stuart covers a wide range of real-life scenarios, offering clear insights on property strategy, superannuation, and retirement planning…
- Investopoly
Ep 366: Boost your super balance by avoiding CGT for the rest of your life!
Read full blog here In this episode, Stuart takes a deep dive into one of the most misunderstood aspects of superannuation, how unrealised capital gains tax…
- Investopoly
Q&A - Is no negative gearing a problem, when to use a family trust, it’s a ‘who’ not ‘what’ question
In this Q&A episode, Stuart tackles a wide range of complex financial and property questions from listeners navigating wealth-building decisions. He begins…
- Investopoly
Ep 365: Employee share schemes- How to use them to build personal wealth
Read full blog hereIn this episode, Stuart explores how to build personal wealth through employee share schemes (ESS), breaking down everything from RSUs and…
- Investopoly
Q&A - Loan structures, how to minimise tax in retirement, why a property strategy won’t work
In this Q&A episode, Stuart dives into some of the most pressing financial questions on the minds of listeners, from retirement tax strategies to smart…
- Investopoly
Ep 364: Can annual property growth persist at 7% perpetually
Read full blog here.In this insightful episode, Stuart Wemyss addresses a common investor question: Can Australian property values continue growing at 7% per…
- Investopoly
Q&A - Structuring $200k p.a. retirement income, a common strategy mistake, and defining investment-grade property.
In this insightful Q&A episode, Stuart Wemyss dives into three real-life financial questions that highlight the importance of strategic planning as retirement…
- Investopoly
Ep 363: What are the best, safe, income-style investment options?
Read full blog here.In this insightful episode, Stuart Wemyss explores the safest, most reliable income-generating investment options for risk-averse investors…
- Investopoly
Q&A: Property negotiation, retirement planning, home upgrade and more...
In this Q&A episode, Campbell unpacks a range of nuanced financial scenarios submitted by listeners grappling with how to best use their wealth, equity, and…
- Investopoly
Ep 362: 4 property (evidence-based) golden rules
Read full blog here.In this episode, Stuart Wemyss distils insights from over a decade and 150+ blogs into four golden, evidence-based rules for successful…
- Investopoly
Q&A: What to do if most of your wealth is in property; update home or invest?
In this Q&A episode, Stuart tackles one of the most pressing challenges facing many Australians today: how to make smart financial moves when most of your…
- Investopoly
Ep 361: How does Vanguard Super stack up?
Read full blog here.In this episode, Stuart breaks from tradition to deliver an exclusive review of Vanguard Super, Vanguard’s bold foray into the Australian…
- Investopoly
Q&A: Investment planning when cash flow is uncertain, when to buy forever home and more...
In this Q&A episode, Stuart dives into real-life financial dilemmas from listeners navigating pivotal moments in their wealth journeys. Daniel, a self-employed…
- Investopoly
Ep 360: Factors to consider when setting a property budget
Read full blog here.In this episode, Campbell Wallace explores one of the most crucial steps in any property journey: setting the right budget.He breaks the…
- Investopoly
Q&A: Adjust ETF cost base annually, help kids into property, asset allocation in retirement and more...
In this Q&A episode, Stuart addresses a wide range of listener questions, from technical ETF tax adjustments to retirement planning strategies using…
- Investopoly
Ep 359: How bad does a property need to be to warrant selling it?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart tackles a tricky but…
- Investopoly
Q&A: My target audience, investing in US domicile ETFs and whether to repay P&I to minimise interest rate...
In this Q&A episode, Stuart explores whether his financial strategies apply broadly or mainly to wealthier Australians, responding to recent data showing few…
- Investopoly
Ep 358: How much wealth is enough?
Register for live event on 28 May at 7pmNew Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this…
- Investopoly
Q&A: Co-investing in property considerations, selling property to adult children, rebalancing portfolios and more...
Register for live event on 28 May at 7pmIn this Q&A episode, Stuart dives into questions around co-investing in property with family, selling to adult…
- Investopoly
Ep 357: Resurgence of investment-grade apartment prices in Melbourne
Register for live event on 28 May at 7pmNew Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this…
- Investopoly
Q&A: Whether to sell ungeared property, property equity funding retirement, property strategy in Sydney...
Register for live event on 28 May at 7pmIn this Q&A episode, Stuart explores whether it's worth holding low- or ungeared property investments when shares often…
- Investopoly
Ep 356: How to choose an investment option in super
Register for live event on 28 May at 7pmNew Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this…
- Investopoly
Q&A: When to increase super contributions, offset or redraw, super or property and more…
In this Q&A podcast episode, Stuart tackles timely questions on super contributions, property strategy, and how to structure wealth to optimise flexibility…
- Investopoly
Ep 355: Property ownership in personal names - factors to consider
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart breaks down the key…
- Investopoly
Case Study: Six-fold increase and now ready for retirement
In this case study episode, Stuart Wemyss shares the success story of a couple who experienced a six-fold increase in their investment assets, now positioning…
- Investopoly
Ep 354: What to do if you are not ready for financial advice… yet
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart shares smart, practical…
- Investopoly
Q&A: Interest-only loans, transferring investment ownership, education bonds and more...
In yesterday’s Q&A podcast episode, Stuart answered a wide range of listener questions about property investing, tax strategies, and long-term financial…
- Investopoly
Ep 353: Are property plans worth paying for?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart takes a critical look at…
- Investopoly
Q&A: Surprising tax saving on inheritance, investing in property overseas, repay mortgage or invest and more...
In this Q&A episode, Stuart unpacks a range of nuanced financial strategies, from tax-effective investing for children to optimising debt, investment…
- Investopoly
Ep 352: Banks and miners: Where to from here for the Australian stock market?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart dives into the heart of…
- Investopoly
Q&A: Livevesting, transition into your forever home, balancing regular travel and investing and more...
In this Q&A episode, Stuart explores the intricacies of livevesting, a strategy that uses your primary residence as both a lifestyle asset and an investment…
- Investopoly
Ep 351: Rentvesting vs Home Ownership: A Strategic Comparison
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Campbell Wallace dives into one…
- Investopoly
Q&A: Cheap SMSF, sell shares to repay home loan, best books, forever home strategies
In this Q&A episode, Stuart tackles a diverse mix of listener questions, exploring everything from low-cost SMSF innovation to strategic debt repayment…
- Investopoly
Special: Trump tariffs - what should investors do?
In this episode, Stuart discusses the recent Trump Tariffs and their potential impact on your investments. The US has raised tariffs from 2.5% to 22%, causing…
- Investopoly
Ep 350: Reduce CGT by 28%! How to own property in a company.
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart unpacks a lesser-known…
- Investopoly
Q&A: How to use inheritance, buying into a business, how to invest cash in SMSF, when to get advice and more...
In this Q&A episode, Stuart explores how to make strategic decisions with lump sums, whether they come from inheritances, business opportunities, or property…
- Investopoly
Ep 349: Investor risk premium: what is it and why it matters
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart breaks down the 'Investor…
- Investopoly
Q&A: Develop or sell with DA, rentinvesting considerations, does property add meaningful diversification in a portfolio and more...
In this Q&A episode, Stuart unpacks a wide range of listener questions, from navigating complex property strategies to exploring the role of diversification in…
- Investopoly
Ep 348: Hotspotting versus buy-and-hold: Which strategy is better?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, we dive deep into the hotspotting…
- Investopoly
Q&A: Tax & super investment options, the “right” strategy, Melbourne property, company restructure and more...
In this Q&A episode, Stuart dives into diverse financial topics, from tax-efficient super strategies to Melbourne's property market trends and business exit…
- Investopoly
Ep 347: Is property development an effective way to build wealth?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, we take a deep dive into property…
- Investopoly
Q&A: Is asset protection important, sell property now, invest for the short term future and more...
In this Q&A episode, Stuart tackles pressing financial questions on asset protection, property decisions, and short-term investment strategies. He delves into…
- Investopoly
Ep 346: 4 things an advisor can do to boost share portfolio returns
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart shares the key ways a…
- Investopoly
Q&A: Moving wealth from property into super, planning in retirement, benefits of two separate super funds and so on...
In this Q&A podcast, I discuss strategies for maximising superannuation contributions, including the eligibility criteria for large non-concessional…
- Investopoly
Ep 345: How to choose a great buyer’s agent?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Campbell Wallace breaks down the…
- Investopoly
Q&A: Intergenerational wealth, tax & loan structure, investment strategy critique and more...
In this Q&A episode, Stuart delves into a variety of listener questions, tackling key financial strategies for wealth-building, tax optimisation, and long-term…
- Investopoly
Ep 344: More holidays?…The top 10 advantages of having a long-term investment strategy
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart explores why having a…
- Investopoly
Q&A Episode: Super account for minors, maximising franking credits, renovate or invest and more...
In this Q&A episode, Stuart tackles a diverse range of listener questions, covering key financial strategies to optimise wealth and retirement planning. He…
- Investopoly
Ep 343: Asset rich but cash flow poor? Co-investing in property with your super could be the solution
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart explores an alternative…
- Investopoly
Case Study: An example of a perpetual portfolio in retirement
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.In this case study episode, Stuart Wemyss discusses a client’s journey…
- Investopoly
Ep 342: Are the benefits of investing in property with your super overstated?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart breaks down the realities…
- Investopoly
Q&A: Sell investments to upgrade home, invest in personal name or trust, and more...
In this Q&A episode, Stuart answers a range of listener questions covering property investment strategies, tax considerations, and structuring share portfolios…
- Investopoly
Ep 341: What makes a mortgage broker great?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart dives into the essential…
- Investopoly
Q&A: Dollar cost averaging, property development and renovations, super wrap versus industry fund and more...
In this engaging Q&A episode, Stuart tackles a wide range of listener questions on investing, property development, superannuation strategies, and financial…
- Investopoly
Ep 340: How to invest in the share market in 2025: index funds, managed funds, or direct shares?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart explores the best…
- Investopoly
Q&A: Borrowing against equity to invest in shares, commercial property in SMSF, transition to retirement, and more...
In this episode, Stuart answers listener questions about share market investing in 2025, exploring the merits of index funds, managed funds, and direct shares…
- Investopoly
Ep 339: Property market expectations for 2025
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Stuart delves into the key trends…
- Investopoly
Q&A: Offset versus SMSF loan, debt recycling, consolidating super, insurance and more...
In this episode, Stuart dives into listener questions covering a wide array of financial topics, from optimising the use of offset accounts versus SMSF loans…
- Investopoly
Ep 338: What to do with your surplus cashflow in 2025?
New Report: The Evidence-Based Approach to Investing in Property & Shares: download here.Read full blog here.In this episode, Campbell tackles a common yet…
- Investopoly
Q&A: Helping family, CGT savings in super, asset protection and more...
In this episode, Stuart addresses a variety of listener questions covering topics like helping family members plan for retirement, understanding the tax…