If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes. Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status. Key Takeaways - Who makes a good candidate for this election and how to do ... Show More
Oct 21
A Good Option For Your Cash Savings? Yrefy with Laine Schoneberger (Ep 84)
<p>Private credit is one of the hottest alternative investments right now, and Yrefy has a truly innovative investment that serves both sides of the transaction - borrowers and investors.</p><p>Laine Schoenberger, Chief Investment Officer and Managing Partner at Yrefy, joins me t ... Show More
33m 25s
Dec 2019
What is the FIRE Movement?
In this episode of the Australian Finance Podcast, Owen and Kate discuss the FIRE movement. FIRE stands for Financial Independence, Retire Early (or as some people like to call it, FIOR - Financial Independence, Optional Retirement). It’s as much of a mindset as it is a way of li ... Show More
38m 58s
Aug 2020
A Money Catch-up, Episode Recap & Some Questions Answered
There’s been a lot going on over the last few months and we’ve had some great guests on the show, so Kate and Owen are certainly due for a catchup to discuss current financial events, recap on our favourite episodes and respond to common listener questions. Tune in for a catch up ... Show More
38m 35s
Feb 2023
How financial institutions are tackling Scope 3 financed emissions
<p><span data-contrast="none">In the past few years, hundreds of financial institutions have made big announcements about becoming net zero or carbon neutral by 2050.</span> <span data-ccp-props= "{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335 ... Show More
35m 6s
Mar 2023
394: Ask the Money Experts: Backdoor Roths, Bad Debt, & When to Fire Your Financial Advisor
Retirement investing, bad debt, backdoor Roth IRAs, bonds, and starting a business. If you’re just beginning your personal finance journey, this can all seem a bit complicated. Where do you invest first? What should you do with extra cash? And how do you know a financial fiduciar ... Show More
49m 58s
Mar 2021
CEO Series: Brian Ward - CEO Aroa
<p>In today's episode, Alec and Bryce talk to Brian Ward. Brian is the founder and chief executive officer of Aroa, a company of much discussion in the Equity Mates' Facebook group, and a company that featured in our summer series. Brian has been responsible for leading the Compa ... Show More
24m 48s
Mar 2023
MI262: Warren Buffett’s 4 Principles of Investing w/ Michelle Marki & Signe Lonholdt
Rebecca Hotsko chats with Michelle Marki, who is a certified Project Management Professional (PMP), and Signe Lonholdt, who is an executive at LEGO Group. They talk about the most important lessons from studying Superinvestors like Warren Buffett and Charlie Munger, their thought ... Show More
55m 44s
Mar 2021
CEO Series: Matt Leibowitz - Building Stake & Managing Gamestop Saga
<p>Usually when Matt appears on Equity Mates, he's talking about stocks in the US. This time though, Bryce and Alec wanted to take a different angle, and explore his entrepreneurial journey building <a href="https://hellostake.com/au/" rel="noopener noreferrer" target="_blank">St ... Show More
40m 41s