How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode.

Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or trying to explain to your partner that investing isn’t gambling - this one’s for you.

In today's episode we also discuss:

Paying down debt vs investing
Labor’s super tax proposals and what they mean for investors
Investing for kids in a tax-smart way

Interested in speaking to Alex or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with an adviser that suits your needs.

—------

Want to get involved in the podcast? Record a voice note or send us a message

—------

Want more Equity Mates? However you want to learn about investing - we’ve got you covered.

We’re particularly excited to share our latest show: Basis Points

Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

—------

Looking for some of our favourite research tools?

Download our free 4-step stock checklist
Find company information on TIKR
Screen the market with GuruFocus
Research reports from Good Research
Track your portfolio with Sharesight

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more

Equity Mates Investing Podcast

Ask an Adviser: Don't do this with your super & tax-efficient investing for kids + more