Best Morningstar Australia Podcasts (2025)

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The stocks the best performing superfunds are investing in 19:51

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4d ago19:51

19:51

In this episode, we look at the top shares of Australia’s best performing super funds, and our equity analysts’ outlook for the stocks. You're able to view the article here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes …

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Lessons from Buffett you should ignore 19:48

12d ago19:48

19:48

Buffett has invested for over 7 decades, where his investing style and approach has evolved. There are many lessons, quotes and soundbites that investors take from him. This episode looks at the lessons that we should ignore from Buffett. You can find the full article here. To submit any questions or feedback, please email mark.lamonica1@morningsta…

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Why you should pay attention to the new super tax 23:54

18d ago23:54

23:54

This episode runs through what the new Division 296 tax is, who it impacts, what investors should do to prepare for it. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixe…

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Lowering the impact of tax on returns 12:45

26d ago12:45

12:45

In this listener requested episode, we take a look at how taxes impact you as an investor. Understanding the maths behind all of the variables for your total return means you're able to make better decisions. Tax is a big one. In this week's Unconventional wisdom column, Mark explores whether investor complacency is out of touch with reality. He lo…

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Listen to this before you pick an ETF 23:17

1M ago23:17

23:17

We run through some of the main choices that investors face when going through the ETF selection. We toss up the options with international ETF choices, and point to a few factors that investors should look for when choosing between similar ETFs. You can find the full article here. Mark has written through the full process, including an ETF pick fo…

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2 new Vanguard ETFs: Income and Growth 19:12

1M ago19:12

19:12

We strongly believe that investors should know what they're investing in. Vanguard's 2 new ETFs, Vanguard Diversified All Growth Index ETF VDAL and Vanguard Diversified Income ETF VDIF are bound to interest investors as they are income and growth plays. We take a deep dive into both, and multi-asset offerings in general. You can read the full artic…

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Cage fight: US & Australian retirement systems 23:56

2M ago23:56

23:56

In a listener-requested episode, we look at the pros and cons of the US and Australian retirement systems. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: William To…

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Market turmoil and should you send your kids to private school? 32:28

2M ago32:28

32:28

In a listener requested episode, we explore the trade offs that parents are making with private school. We look at the costs of Government, Catholic and Independent schools, and the impact that these costs can have on your financial outcomes. Although schooling is a personal preference and not a purely financial one, it is always important to under…

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Work out the probability of running out of money in retirement 18:38

2M ago18:38

18:38

We run through the Monte Carlo simulation and how you can use it to understand how asset allocation and other variables in your portfolio will determine the longevity of your retirement portfolio. You can use these outcomes to improve your retirement outcomes. You can find the Monte Carlo simulator here. You can read Mark's full article here. To su…

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Buying a home out of reach? Try these financial goals instead. 23:31

2M ago23:31

23:31

Some investors don't think that they have any goals to work towards, so they are unable to add proper structures and frameworks to their investment portfolios. This episode goes through a framework to dig deeper for your financial goals by exploring what you want from life, and therefore your finances. You are able to find the full article here. As…

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Building a 3 ETF portfolio in 2025 23:57

2M ago23:57

23:57

We look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's Manager Research Medalist ratings. In this week's Unconventional Wisdom column, Mark runs through what he should do about a position in his portfolio that has grown too large. He is reluctant to sell shares, especially due to the tax consequences, but it also aware of the…

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How to invest in a post-tariff world 19:37

3M ago19:37

19:37

This episode focuses on tarriffs - how investors should think about them, how they should position their portfolios, and the types of companies that will continue to prosper. Industry super funds have turned to private assets to invest the retirement savings of millions of Australians. In this week's Unconventional Wisdom column, Mark explores whet…

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Should I reinvest my dividends? 23:46

3M ago23:46

23:46

Mark goes through why the conventional wisdom is to reinvest dividends, but despite this, why he has stopped. This week, Mark’s Unconventional Wisdom column takes a deep dive into the Yale model. He looks at whether Industry superfunds are following the wrong investment strategy, as there are signs that it may not work as well in the future as it h…

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Why Shani uses managed funds 22:02

3M ago22:02

22:02

In a listener requested episode, Shani goes through why she uses managed funds and how she chose to use the investment product for the problems that it solves for her. Mark's Unconventional Wisdom column takes readers on a trip to Monte Carlo this week. He looks at the levers that investors can pull to have a more secure retirement, reducing uncert…

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How to use an inheritance: Pay off your mortgage or invest? 25:46

3M ago25:46

25:46

This episode explores what to do when you receive an inheritance, and the options that you have when you invest. We consider paying off a mortgage and investing in and out of superannuation. Other episodes where we speak about inheritances include: Your options when you inherit a house How to incorporate an expected inheritance into a financial pla…

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How many holdings should I have in my portfolio? 23:07

4M ago23:07

23:07

We speak about the positives and perils of diversification in your portfolio, and how to find a balance. This week in Mark's Unconventional Wisdom column he challenges the traditional classifications of income and growth stocks. He runs through his focus on dividend growth, rather than just focusing solely on yield. Mark runs through a controversia…

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Insuring yourself for worst case scenarios 18:35

4M ago18:35

18:35

Insurance is a necessary evil of a holistic financial plan. Some investors avoid enroling or reviewing their insurances.as it's a tedious task that provides no immediate benefit. It however, provides peace of mind and protection at some of the most vulnerable times of your life. It's important to optimise your insurance to make sure you are adequat…

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Every Aussie deserves a fair go with super 24:40

4M ago24:40

24:40

In this episode, we look at the places where our system is failing some Aussies as it relates to super tax policy. We offer some guidance about what they can do until the system catches up. Shani's article on this topic can be found here. You can also find the HECS/HELP article mentioned during the podcast here. Find our weekly wrap below: Resilien…

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Mark won't hold these assets 23:12

4M ago23:12

23:12

We go through a list of the assets that Mark doesn't hold. We get asked constantly about what's in our portfolio, but sometimes we find it even more insightful to explore what is deliberately excluded. You're able to find the full version of Mark's article here. How a huge ASX winner upset the odds: Many of the stock market's biggest winners come f…

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Should I allocate part of my portfolio to having a punt? 18:48

5M ago18:48

18:48

This episode is based on an email that we received from a listener who has a specific allocation in their portfolio to taking speculative bets. The rationale was that it helped control their behaviour by allowing them a designated allocation, while the rest of the portfolio remained untouched. We explore whether a strategy like this, called 'Mad Mo…

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The perfect ETF 14:26

5M ago14:26

14:26

We go through the characteristics of what a perfect ETF would look like. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and m…

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Dividend ETFs 17:38

5M ago17:38

17:38

We take a deep dive into dividend ETFs and how investors can pick one that suits them by running through 4 dividend ETF examples. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our epi…

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[Best of 2024]: How to make $100k in passive income 15:03

5M ago15:03

15:03

This episode was one of our most popular of 2024. We go through what's needed to get to $100k in passive income. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are availab…

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[Best of 2024]: How to build a lazy portfolio with 3 ETFs 26:49

6M ago26:49

26:49

This episode was one of our most popular of 2024. Our guest James Gruber discusses how to build a lazy portfolio with 3 ETFs, and the issues that you come across when you do this. James Gruber is the Assistant Editor of Firstlinks. Prior to that, he covered Asia as a leading fund manager, stockbroking analyst and journalist. More recently, he was a…

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Christmas gifts for investors 2024 21:13

6M ago21:13

21:13

Mark and Shani exchange Christmas gifts, and discuss a stock pick and a few book recommendations from Mark. If you'd like to get Mark and Shani a Christmas gift, a podcast review on your podcast app would be the best gift you can give. Thank you for your support in 2024 and we hope you have a safe and happy holiday period. You're able to find the v…

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Is this the best metric for income investors? 18:25

6M ago18:25

18:25

We explore yield at cost - a metric that can improve your results as an income investor. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes…

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Increase your super balance by 25% 16:44

6M ago16:44

16:44

A recent Vanguard survey showed that the best way for investors to take action with their super is to show them the actual difference it would make to their retirement outcomes. We run you through the steps that you can go through using a free, Moneysmart tool to model your own circumstances. You can find the tool here, or search for 'Moneysmart Re…

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How to invest with a couple of dollars 22:39

6M ago22:39

22:39

An approach for investors that have just a few dollars to invest. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and mixer: W…

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How to pick a super option 15:44

7M ago15:44

15:44

This listener requested episode runs through how to pick a super option. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our website. Audio Producer and m…

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Protecting yourself and your assets 13:34

7M ago13:34

13:34

A look into Power-of-Attorney and related documents to protect yourself and your assets, and why they're important. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional …

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3 ASX growth stocks for the long term 25:45

7M ago25:45

25:45

Three high-quality growth companies that have wide moats and a history of good capital allocation. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources from our episodes are available via our web…

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How to build a travel fund 18:30

7M ago18:30

18:30

Retirement aside, travel is the most common goal for many investors. We look at the best way to build a portfolio of passive income, that can be applied to any goal that requires a regular and sustainable income. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or lea…

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Replacing hybrids 18:35

8M ago18:35

18:35

On this listener requested episode, we discuss the phasing out of hybrids and the way that investors can replace them in their investment portfolios. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional re…

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The Sandwich Generation: handling caring responsibilities on both ends 19:39

8M ago19:39

19:39

Are you part of the sandwich generation? We talk about how to prevent financial stress when caring responsibilities arise from children and parents. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature…

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Chances are your estate will be contested. Here's how to protect it. 17:07

8M ago17:07

17:07

More than 50% of wills are contested. Here’s how to increase the possibility your wishes are honoured. You can find the full article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional resources fro…

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All in one Vanguard ETF deep dive 16:21

8M ago16:21

16:21

This multi-asset option is an all in one ETF. But investors may have negative tax consequences. You can find the full article here Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected]…

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The value of franking credits 18:39

9M ago18:39

18:39

We take a look at how much franking credits adds to an investor's returns, and whether the obsession with the tax credits is justified. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, p…

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The lessons of Dollarmites 15:40

9M ago15:40

15:40

Ever had a Dollarmites account? It teaches us some valuable lessons but not the ones CBA touted. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morningstar.…

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Aussie stocks to hold forever 29:21

9M ago29:21

29:21

James Gruber goes through Aussie stocks he would hold forever. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to fea…

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Decoding stock picks from experts 17:37

9M ago17:37

17:37

We try to increase your media literacy with a 101 on how to critically evaluate fund manager investment picks in the media. You can find the full article here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email …

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DCA vs Lump Sum Investing 17:08

9M ago17:08

17:08

What is the meaning of life? Am I a cat person or a dog person? We try to answer an easier age-old question – dollar cost averaging vs lump sum investing. You can find the article Shani wrote, as well as the graphs from the study here. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our invest…

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Private Credit 21:20

10M ago21:20

21:20

We look at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios. Click the following link for the 5-in-5 With ANZ podcast: https://link.chtbl.com/YEE71vpx Interested in our investing course? Find it here. To submit any questions or feedback, please email mark.lamonica1@morni…

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Market Update: What should you do? 21:22

10M ago21:22

21:22

We go through what's happening in markets, and talk about the 'manic-depressive' episodes of Mr. Market. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompa…

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Hedging against risks 15:19

10M ago15:19

15:19

Should investors hedge against risks like currency?. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass Interested in our investing course? Find it here.…

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Your inheritance will likely be a house. What should you do with it? 16:30

10M ago16:30

16:30

We go through the implications of inheriting or bequeathing property. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes). Go in the draw to win a $250 Visa giftcard (closes 15 August 2024). You can find the survey here: https://www.surveymonkey.com/r/investingcompass You are able to view the accompa…

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Shani's investment strategy 22:41

11M ago22:41

22:41

Shani's investment strategy is simple - she focuses on asset allocation and factors within her control, such as her own behaviour, fees, transaction costs and savings rates. She runs through the academic and circumstantial reasons for her strategy. We would really appreciate it if you would fill out our Investing Compass survey (approx. 5 minutes).…

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Dividend Aristocrats 21:09

11M ago21:09

21:09

A dividend aristocrat is a US coined term that denotes a company that has raised dividends for the last 25 years. There are none in Australia. We discuss the implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat. You can read the full article here. Audio Producer and mixer: William Ton. Host…

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Why you shouldn't wait until 35 to take your super seriously 20:21

11M ago20:21

20:21

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. We don't agree. Note: this podcast was recorded before 1 July, 2024. It is stated that the Super Guarantee is 11%, correct at time of recording. The Super Guarantee is now 11.5%. You are able to view the accompanying article here which inc…

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How to conduct a common sense check on a stock 14:55

11M ago14:55

14:55

We use the Guzman y Gomez IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price. You can read further details on our pre-IPO report here. Subscribers may access the full report on Morningstar Investor. The best way to get more insights from the Morningstar team is to sign up…

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Lessons from the top performing ASX share 17:07

12M ago17:07

17:07

Chasing performance can lead to poor results but investors can still learn from top performers. You are able to view the accompanying article here. Interested in our investing course? Find it here. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here. Additional reso…