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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Today on the podcast, we have Mark LaMonica, CFA, a Director at Morningstar and co-host of the Investing Compass podcast.
Mark brings a wealth of knowledge and experience, having spent time in both the US and Australia, which gives him a unique perspective on their financial systems and retirement landscapes.
In today’s episode, we dive into:
- The current state of financial planning in Australia (00:09:18)
- Mark’s thoughts on his recent article, "Are We Being Ripped Off by Super?" (00:16:04)
- How the US and Australian retirement systems stack up against each other (00:20:58)
- Why he’s against super funds charging for certain financial advice costs (00:30:57)
- His controversial take on the 4% rule and the FIRE movement (00:47:13)
Links
- Podcast - Investing Compass
- Website - Morningstar
152 episodes
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