Luke on 2CC – How to use ETFs to your advantage inside super?
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
2w ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 19 April 2024.  This week’s show considers Exchange Traded Funds (ETFs) inside super. ETFs are available in a variety of sectors and cater investors seeking diversified portfolios without the need for daily decision making. They can offer cost savings too.  Thanks for joining us live on 2CC or your favourite podcast streaming service. Key topics covered include: What is an Exchange Traded Fund (ETF)? Indexes come in many forms – a group off assets in a specific sector or a specifi ..read more
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Luke on 2CC – PSS members Don’t miss out on a tax deduction!
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
2w ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 12 April 2024. Leon Delaney returns to the studio this week after his extended Easter break, lucky Leon! This week’s show considers misconceptions around The Public Sector Superannuation Scheme (PSS). Many government employees have a PSS Super or an equivalent military defined benefit account. Sadly, many PSS members are not making the most of their retirement savings options and this episode explores why. Thanks for joining us live on 2CC or your favourite podcast streaming service. Key top ..read more
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Luke on 2CC – Transfer balance cap, what you need to know!
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
1M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 5 April 2024. We hope everyone had a Happy Easter, given there was no show last week. Nicole Overall joins Luke this week as Leon is on holidays. This week’s show considers the transfer balance cap. What is it and how does it affect your superannuation account? The show encourages listeners to think about their transfer balance cap when planning their retirement options. Thanks for joining us on 2CC or your favourite podcast streaming service. Key topics covered include: What is the transfe ..read more
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Luke on 2CC – Why put money in super and not leave it in your bank account?
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
1M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 23 March 2024 with Leon Delaney. This week’s show considers contributing to super. Why would you put money into your super and not leave it in your bank account? The show encourages listeners to think about the benefits of super contributions including tax benefits and increased retirement savings. Thanks for joining us on 2CC or your favourite podcast streaming service. Key topics covered include: Many people don’t think about the structures that they use to save and invest. Super is a gre ..read more
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Luke on 2CC – What to look for in a good super fund?
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
1M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 15 March 2024 with Leon Delaney. This week’s show considers superannuation funds. What makes a good super fund and what makes a bad one? The show encourages listeners to consider their own retirement savings and make sure their fund is right for their needs. Thanks for joining us on 2CC or your favourite podcast streaming service. Key topics covered include: Are you in the right super vehicle for your needs? It’s like finding the right car. It’s not just about price, price is only one facto ..read more
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Luke on 2CC – How to invest in strong markets and record prices?
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
1M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 8 March 2024 with Leon Delaney. This week’s show considers investing in the current environment – how to invest when there are strong markets and record prices. The show encourages listeners to consider investing new money when the share market is rallying like it is right now. Thanks for joining us on 2CC or your favourite podcast streaming service. Key topics covered include: Share markets here and around the world are strong at the moment, and interest rates may have peaked There’s been ..read more
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Luke on 2CC – Risk and your investment portfolio
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
2M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 1 March 2024 with Leon Delaney. This week’s show considers risk and your investment portfolio. The show encourages listeners to consider how risky is the portfolio they’re holding. Many people are often surprised about the risk they’re taking within their superannuation when they take a closer look. Risk is something you should give consideration to for investments both inside and outside of super. Thanks for joining us on 2CC or your favourite podcast streaming service. Key topics covered i ..read more
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Luke on 2CC – Misconceptions around transition to retirement
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
2M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 23 February 2024 with Leon Delaney. Thanks for joining us on 2CC or your favourite podcast streaming service. This week’s show considers some of the common misconceptions people have around the transition to retirement process and strategy.  It surprises many to learn that they can access money from their super through a pension, while still continuing to work, earning money and accumulating superannuation! Key topics covered include: What is the transition to retirement legislation an ..read more
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Luke on 2CC – Misconceptions around super death benefits
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
2M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 16 February 2024 with Leon Delaney. Thanks for joining us on 2CC or your favourite podcast streaming service. This week’s show considers some of the common misconceptions people have around super fund death benefits.  A passing of a loved one is a very difficult time. It’s not the time to be surprised about what happens to their super or pension account. Key topics covered include: What is a binding nomination in regard to your super? Did you know your Will has no control over your sup ..read more
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Luke on 2CC – Misconceptions around super funds
The Strategy Stacker - Luke Talks Money
by luke@envisionfinancial.com.au (Luke Smith), Luke Smith
3M ago
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 9 February 2024 with Leon Delaney. Thanks for joining us on 2CC or your favourite podcast streaming service. This week’s show considers some of the common misconceptions people have around super funds.  There are differences between regular funds and defined benefit funds too. Key topics covered include: Can I take money from super tax free? The pension I take from super when I retire is tax free? 60 or 67 – Is access to super is different to access to Centrelink? Will the income from ..read more
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