How to use a combination of Shares and Exchange Traded Funds (ETFs) in your Investment Portfolio скачать в хорошем качестве

How to use a combination of Shares and Exchange Traded Funds (ETFs) in your Investment Portfolio

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 February 2025. The topic for this week is: How do use and select shares and Exchange Traded Funds (ETFs) in an investment portfolio? There is quite a bit to consider when you think about it deeply and it may pay dividends to seek advice and get professional assistance. Luke explores some key issues you should consider when exploring shares and ETFs. Thank you for joining us live on 2CC, YouTube or your favourite podcast streaming service with ‘The Strategy Stacker – Luke Talks Money’. Key topics covered include: Shares and ETFs can play an important part of your investment portfolio What should you consider when assessing different shares? Don’t forget to consider franking credits – either full or partial tax credits ETFs can also play an important part in your investment portfolio What should you consider when assessing different ETFs ETFs are very cost competitive – check the internal cost ratio of your super fund to see what you’re paying How is a Managed Fund different from an Exchange Traded Fund? Luke shares his key tips when considering shares and ETFs as part of your investments – including diversity! Do you need help to select and manage your investments? Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation. Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you. We look forward to your company again and Luke’s book Smart Money Strategy is out now. For more information visit: https://thestrategystacker.com.au/ Follow us on YouTube:    / @thestrategystacker   Follow us on Facebook:   / envisionfinancial1   Follow us on LinkedIn:   / luke-smith-26a4ba16   Follow us on TikTok:   / thestrategystacker   Follow us on X:   / envisionadvice   Listen on Spotify: https://open.spotify.com/show/2V0zIrO... Listen on Apple Music: https://podcasts.apple.com/au/podcast... Listen on iHeartRadio: https://www.iheart.com/podcast/256-th... What to hear about a specific financial planning topic? Ask Luke your question here: https://thestrategystacker.com.au/ask...