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
Ep 307: How do you know if you’ve been too risk adverse?
Read full blog here.In this episode, Stuart explores the often-overlooked dangers of being too risk-averse in financial planning. He argues that an excessive…
- Investopoly
Case Study: What to do with employee shares
In this case study episode, Stuart delves into the financial journey of a client he began working with in 2012. Back then, the client had $800k in net…
- Investopoly
Ep 306: Should you buy an investment-grade apartment or a house in a secondary location?
Read full blog here.In this episode, Stuart tackles a common investment dilemma: should you buy an investment-grade apartment in a blue-chip location or a…
- Investopoly
Case Study: Beginning building wealth later in life
In this case study episode, Stuart delves into the financial journey of a couple who began building wealth later in life. Starting in 2009, they purchased an…
- Investopoly
Ep 305: End of financial year tax planning tips for 2023/24
Read full blog here.In this episode, Stuart provides a comprehensive guide to end-of-financial-year tax planning strategies that can help maximise your tax…
- Investopoly
Case Study: Property investors: know when to diversify
In this case study episode, Stuart shares an insightful journey with long-term property investor clients. He highlights key lessons learned about the…
- Investopoly
EP 304: What is a strategic asset allocation? Why does it matter?
Read full blog hereIn this episode, Stuart delves into the concept of strategic asset allocation and its critical importance in maximising long-term investment…
- Investopoly
Case Study: Make life easier for your loved ones
In this case study episode, Stuart shares a poignant experience to highlight the importance of involving loved ones in financial planning and ensuring they are…
- Investopoly
Ep 303: Melbourne property will deliver the strongest growth over the next decade
Read full blog here.In this episode, Stuart makes a compelling case for why the Melbourne property market is poised to deliver the strongest capital growth…
- Investopoly
Case Study: Restructuring a share portfolio across two ownership structures
In this case study episode, Stuart shares insights from working with a high-income client who initially focused on building a property portfolio but later…
- Investopoly
Ep 302: To what extent should you factor in an inheritance?
Read full blog here.In this episode, Stuart discusses the importance of considering potential inheritances when developing long-term financial plans. He…
- Investopoly
Case Study: SMSF are often not necessary
In this case study episode, Stuart shares a real-life example of how his approach to financial planning helped a client transition from an underperforming…
- Investopoly
Ep 301: Advice for first time property buyers and their parents
Read full blog here.In this episode, Stuart provides valuable insights and practical advice for first-time property buyers and their parents. He emphasises the…
- Investopoly
Case Study: Overcapitalising isn’t necessarily a big deal
In this episode, Stuart presents a fascinating case study that challenges the traditional view on overcapitalising on a home. The clients in focus own a…
- Investopoly
Ep 300: Is it safe to borrow to invest in shares? If so, how?
Read full blog here.In this episode, Stuart discusses the feasibility and strategies of borrowing to invest in shares. He compares the practice of leveraging…
- Investopoly
Case Study: Spending more in the first 15 years of retirement
In this case study episode, Stuart takes us through a real-life scenario of a client who retired at 55 with ambitious spending goals. The client wanted to…
- Investopoly
Ep 299: 20 years of poor property growth… is the property party over?
Read full blog here.In this episode, Stuart delves into statistical analyses and economic insights, dissecting the nuanced factors influencing property market…
- Investopoly
Case Study: Rebuilding wealth post-divorce
In this captivating case study episode, Stuart delves into the real-life journey of rebuilding wealth post-divorce, offering invaluable lessons along the…
- Investopoly
Ep 298: Six essential considerations when upgrading your home
Read full blog here.In this insightful episode, Stuart dives into the critical factors to weigh when upgrading your home - a decision with both significant…
- Investopoly
Case Study: Estate planning, tax minimisation and portfolio management
In this compelling case study episode, Stuart shares a real-life example that masterfully combines estate planning, tax minimisation, and portfolio management…
- Investopoly
Ep 297: Here’s what I think about crypto
Read the full blog here.In this episode, Stuart presents a compelling analysis of the merits and pitfalls of investing in digital assets. Despite recent surges…
- Investopoly
Case Study: Property decisions have major long-term consequences
In this episode, Stuart delves into the gravity of property decisions and their far-reaching consequences. He recounts a particularly challenging scenario…
- Investopoly
Ep 296: Should you ever prioritise short-term returns?
Read full blog here.In this episode, Stuart Wemyss delves into the nuanced debate of prioritising short-term returns versus adopting a steadfast long-term…
- Investopoly
Case Study: How personal and business advice is often inextricably intertwined
In this episode, Stuart delves into the intricate interplay between personal and business advice, offering practical wisdom gleaned from real-life scenarios.In…
- Investopoly
Ep 295: Should you sell an underperforming apartment? Part 2
Read full blog here.In Part 1, the podcast scrutinised the performance of apartment markets in major Australian cities over the past decade, uncovering reasons…
- Investopoly
Ep 294: Should you sell an underperforming apartment? Part 1
Read the full blog here.In this podcast episode, Stuart Wemyss delves into the intriguing dilemma of whether to sell underperforming apartments in Australia's…
- Investopoly
Case Study: Downsizing, business exit, inheritance and more
In this episode, Stuart Wemyss unpacks a real-life case study covering downsizing, business exits, and inheritance. The client initially received fragmented…
- Investopoly
Ep 293: Why do some locations outperform blue-chip suburbs?
Read the full blog here.In this podcast, Stuart Wemyss delves into the intriguing dynamics of property investment, challenging the conventional wisdom that…
- Investopoly
Ep 292: Warning: Share market close to all-time high. What to do…
Read the full blog here.In this insightful podcast, listeners delve into the intriguing relationship between interest rates and growth company valuations…
- Investopoly
Case study: Property advice is crucial
In my regular weekly episode, I talk about the theories, methodologies, and principles associated with investing. These case study episodes aim to share how…
- Investopoly
Ep 291: Investment bonds: what are they and are they worthwhile?
Read the full blog here.Unlock the secrets of investment bonds in this podcast, diving into their tax-efficient allure, especially for children's investments…
- Investopoly
Ep 290: Accelerate home loan repayment: There are only 4 ways
Read the full blog here.Unlock the secrets to turbocharge your journey to a mortgage-free life! Forget the noise of countless tips – I've distilled it down to…
- Investopoly
Case Study: 14+ years of playing the long game
In this podcast episode, Stuart discusses a captivating case study spanning over 14 years, showcasing the positive impact of their advisory process on clients…
- Investopoly
Ep 289: 2024 Property Outlook: Analysing the impact of inflation, tax cuts and market dynamics
Read the full blog here.Unlock the secrets to a prosperous 2024 in the real estate market with the "2024 Property Outlook" podcast. In this insightful episode…
- Investopoly
Three steps to avoid becoming a banking scam victim
Read the full blog here. In this podcast, discover the alarming impact of scams on Australians, costing the government an estimated $3.1 billion annually. With…
- Investopoly
Investment curveballs in 2023: 4 important lessons to remember for 2024
Click here to read this blog online. Sidebar: Wealth Editor, James Kirby and I recorded an episode of The Australia’s Money Puzzle podcast yesterday discussing…
- Investopoly
Best of 2023 #1: How to buy the highest quality property within your budget
Unlock the secrets to securing prime real estate without breaking the bank, as I, Stuart Wemyss, walk you through the strategic maze of property investment…
- Investopoly
Best of 2023 - #2: Rent crisis, property prices, borrowing capacity and fundamentals – how will it affect you
Ready to conquer the Australian rental crisis and spot the next big investment opportunity? Our latest Investopoly podcast is your treasure map through the…
- Investopoly
Best of 2023 #3: What should be your priority: repaying your home loan or invest?
Are skyrocketing interest rates making you question your investment strategy? I'm Stuart Wemyss, and on the Investopoly podcast, we tackle the dilemma facing…
- Investopoly
Unraveling the Differences: Melbourne vs Sydney Property Markets and What's Ahead for 2024
Read the full blog here. Ever wondered why the Melbourne and Sydney housing markets are as different as chalk and cheese? Well, it's time to quench your…
- Investopoly
Why common-sense tax reform is vital to Australia’s future
Read the full blog here.Are you ready to unravel the complexities of tax reform and its potential impact on Australia's fiscal landscape? Together with my…
- Investopoly
What does the rental yield tell you about a property?
Read the full blog here.Why is the property rental yield an invaluable tool in the world of property investment? How can you interpret it to make smart…
- Investopoly
Why you'll probably pay more tax in an industry super fund
Read the full blog here.Ever wonder how taxes impact your super funds, especially pulled super funds? Get ready to unravel the intricacies of super fund tax…
- Investopoly
Does Australia need a recession? Have we become lazy?
Read the full blog here.Looking ahead to Australia's economic future, we're faced with a provocative question - does Australia need a recession now? This…
- Investopoly
Forecasting property investing returns: 2023-2033. What can we expect?
Click here to read the full blog including charts. What if you could double your real estate investment in a decade? Join our host, Stuart Wemyss, as he…
- Investopoly
Property 101: How much do you know about property?
Read the full blog here.Ready to ramp up your grasp on the property market? Let's do it together as I, Stuart Wemyss, guide you through the labyrinth of…
- Investopoly
Share market outlook: How to navigate the risks and capture the opportunities
Read the full blog online.Are you prepared to conquer the volatile landscape of share market investing? We'll dissect the intricacies of this exciting yet…
- Investopoly
Should you invest your super in property with borrowings?
Read the full blog here. Are you ready to untangle the complexities of super investing in property with borrowings? We're going back in time to 2007 when the…
- Investopoly
ETFs vs. Managed Funds: Which investment vehicle is right for you?
Read the full blog here. Ever wondered how you could smartly diversify your investment portfolio, reduce risk and achieve commendable performance over time?…
- Investopoly
How do rising construction costs impact property investment returns?
Read the full blog here. Ever thought about how rising costs of construction can impact your property investment? Brace yourself for a deep dive into the world…
- Investopoly
Fundamentals series #5: A simple way to manage cash flow and still enjoy the things that give you pleasure
Watch the presentation on YouTube here.Imagine a world where you have full control over your finances, where every dollar spent contributes to your joy and…
- Investopoly
Fundamentals series #4: A simple, low-cost, proven approach to investing in the share market
Watch the presentation on YouTube here.Curious about how to navigate the seemingly complicated world of share market investing? Join me, Stuart Weems, as I…
- Investopoly
Fundamentals series #3: How much super do you need to retire comfortable? And how to maximise your balance
Watch the presentation on YouTube here.Link to the table regarding how long super will last. Are you feeling overwhelmed by the complexities of superannuation…
- Investopoly
Fundamentals series #2: How to invest in property explained in 4 simple charts
Watch the presentation on YouTube here.Ever wonder why property investing is such a profitable avenue? It's not just the properties themselves, but the power…
- Investopoly
Fundamentals series #1: Navigating Taxes: Deductions, Gains, and Saving Tax
Watch the presentation on YouTube here. Ready to level up your tax knowledge? This episode promises to make you rethink everything you thought you knew about…
- Investopoly
Would a third super fund help you retire early (before age 60)?
Can you imagine opening a third super fund, enabling you to accumulate assets outside of your retirement fund and plan for reduced taxes? What if you learned…
- Investopoly
Is Perth the next property market to explode?
Click here to read the full blog. Ever wondered why Perth’s property market remains stagnant despite booming markets elsewhere in Australia? Could Perth, in…
- Investopoly
What is the priority: repaying your home loan or investing?
Read the full blog here. What would you do if you had the opportunity to revolutionise your financial future? Join us as we navigate the complex world of…
- Investopoly
Which industry super fund do I recommend? Review of returns for 2022/23
Read full blog here.Do you ever ponder the enigma of superannuation returns and how they're impacted by elements such as increasing interest rates and shifting…
- Investopoly
Know when to hold 'em, or when to fold 'em
Ready to unlock the secret to successful investing that many overlook? This episode promises to reveal the power of patience in building a solid financial…