Get Started Investing

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• I’ve built my ETF Portfolio - what’s next? | Jess Gets Investing 01.06.2026 29мин

  Jess has officially started investing! After months of setting goals, learning the ropes and building confidence- she’s finally started a portfolio of well diversified index ETFs.But now she’s wondering…what’s next?Should she look at buying stocks too? Thematic ETFs? Once you've got your foundation in place, how do you build upon it without turning your portfolio into a random collection of ideas you heard online?So Jess sat down with Host and Financial Advisor at Rask, Gemma Mitchell, to find out about the core-satellite approach to investing. And it might just be the perfect way to keep on track with her goals and have fun with her portfolio at the same time.Plus she speaks to community member Alex about how he took things up a notch after setting up a very similar ETF portfolio to Jess.Chapters:00:00:00 Intro00:02:22 What is portfolio construction?00:05:23 Core vs satellite explained00:07:36 What can go in a satellite00:10:01 Fitting a satellite into your DCA strategy00:14:43 Why we get bored of passive investing00:16:22 How much is too much satellite?00:19:27 Using bonuses for satellite buys00:21:53 Alex's story: building beyond the core00:25:00 Alex's three satellite bucketsLinks mentioned in this episode:📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us submit here🎟️ FinFest tickets - Buy early bird tickets hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free.If you've been listening along thinking 'okay, I'm ready to start', this is your sign.Betashares Direct is giving Jess Gets Investing listeners $25 to invest in Betashares ETFs and portfolios.It's an easy way to test the platform, see how it feels to own a piece of the market and get past the bit where you're just thinking about investing instead of doing it.Enter JESS25 once you sign up at betashares.com.au/direct (the redeem a code section is in account settings)Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Customers are not permitted to participate in more than one Betashares offer, promotion or incentive at the same time. If you are currently participating in, or have accepted, any other Betashares offer, you will not be eligible for this offer unless expressly stated otherwise. The $25 will expire in 60 days from receipt if not used to make an investment.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• I made my first investments - here’s what I bought | Jess Gets Investing 25.05.2026 22мин

  Today is the day Jess makes her very first investments!! Bryce and Ren are back to hear what she has decided to buy.She’s spent weeks learning the ropes - working on her mindset, building a budget, setting goals, understanding ETF’s…But hasn’t actually put any money into the market. Until now.Chapters00:00:00 First Investment And Goals00:04:03 Cash Versus Super Strategy00:08:10 Emergency Buffer And ETF Mix00:11:31 Long Term Growth Projections00:13:45 Emerging Markets Discussion00:17:15 Live Trades And Investor MindsetLinks Mentioned in this episode:📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us submit here🎟️ FinFest tickets - Buy early bird tickets hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.
• This checklist helped me finally pick my investing platform | Jess Gets Investing 18.05.2026 26мин

  Jess has downloaded countless investing apps. You name the broker and she’s probably set up an account. But there’s a catch- she’s never actually used any of them.She sets up the account, gets overwhelmed and doesn’t open it again. To start investing- that has to change.It’s time to choose a brokerage platform; the place where she will buy ETFs. So Jess put together a checklist to help her choose one that suits her needs.Rather than just talk the checklist in theory, she wanted to run a real platform through it.BetaShares Direct, who is supporting this series, agreed to let her do exactly that. Jess sit’s down with Head of Product at Betashares Direct, Matt Fish. Together they walk though her checklist one by one to see how Betashares Directs stacks up. Plus Jess asks all the questions probably also running through your head when using a brokeage app for the first time.There is not one “right” platform, it’s about ensuring you pick one that works for you. You can use this checklist to compare any broker you’re looking at.Chapters00:00 Intro02:06 What is a brokerage platform?05:41 What can I actually invest in?06:54 What are the fees?09:38 How is my money held? CHESS vs custodial12:53 How does tax reporting work?15:06 Anything else to consider when choosing a platform?16:52 How do I actually make my first investment?19:41 Can I automate recurring investments?21:07 How to sell an ETF21:28 What else a beginner should know23:55 Trends Matt sees with beginner investorsLinks Mentioned in this episode:📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us Submit here🎟️ FinFest tickets - Register for early bird hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• Too many ETFs to choose from? Here’s how to pick | Jess Gets Investing 11.05.2026 23мин

  Jess wants to start investing using ETFs. Small problem - there are hundreds on the Australian market - how is she supposed to choose which to invest in?Not to worry, Shani Jayamanne, ETF expert and Investment Specialist at Morningstar joins Jess to explain in simple terms:What ETFs actually are and how they work.How to choose ETFs (including fees, allocation, holdings- explained).The biggest mistakes beginners make with ETFs and how to avoid them.Plus Jess catches up with a long time listener of the show, Cooper, to hear how he got started with ETFs and has used them to revamp his portfolio along the way.Chapters:00:00 Why ETFs Feel So Confusing00:03:00 The Easiest Way To Understand ETFs00:06:30 Cut Through Thousands Of Options00:10:30 Build A Portfolio That Hits Your Goal00:15:30 The Cost Mistake To Avoid Early00:19:30 What A Real Beginner Actually DidLinks Mentioned in this episode:🔍 Shani's Articles - the 3 ETF Portfolio and this report about fees📩 Sign up to the Get Started Investing newsletter here📩 Share your investing story with us Submit here🎟️ FinFest tickets - Register for early bird hereWant to hear more from Shani? She’s written a book! Check out ‘Invest Your Way’ here. Or browse all her Morningstar articles hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• Saving, Investing or Super? How an adviser thinks I should split $3,000 a month | Jess Gets Investing 04.05.2026 29мин

  Now that Jess has set her financial goals, how should she put her money to work so she can meet them?She knows she wants to invest, should she be saving too? What about superannuation?Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.Chapters: 00:00 What Would You Do With Extra Income00:43 Setting Goals That Actually Work03:11 Splitting $3k Wisely10:26 Investing For Long Term Wealth13:33 Why Super Is More Powerful Than You Think22:45 Turning Advice Into A Clear Plan26:37 How Real People Use Their MoneyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• My first financial adviser meeting: how to actually set goals | Jess Gets Investing 27.04.2026 32мин

  Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.This recording was the first time the two had met and Glen takes Jess through the same process as any new client.But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.Chapters: 00:00 Jess Faces First Advice Session05:15 Listener Andrew Shares His Turnaround10:25 Glen Maps Jess Money Goals16:25 Super, Insurance And Big Decisions22:17 Planning For An Unknown Future28:26 Dream Life By The WaterJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• The simple system that unlocked my 38% savings rate | Jess Gets Investing 20.04.2026 26мин

  Before investing a single cent, you need to get your cashflow sorted.So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible.To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser.Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it.By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too!Chapters: 00:00 Do This Before You Invest02:02 The Financial House Framework04:48 Why Systems Beat Good Intentions09:42 Fixing Jess’ Money Flow12:23 The Budget That Changed Everything16:01 Setting Up Money Buckets20:12 Real Example of Chaos to Control23:05 How Systems Kill Money AnxietyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereCheck out the Glen James Spending Plan hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• I know I should start investing.. why can't I? | Jess Gets Investing 13.04.2026 37мин

  Jess wants start investing. She’s tried to start before but every time- she freezes, chickens out, or puts it off entirely.So what’s actually holding her back?Jess sits down with Money Coach Karen Eley to unpack the psychology behind her hesitation. They explore how early money experiences, beliefs, and behaviours can shape the way we think about investing - often without us even realising it.Plus, Jess chats with Equity Mates community member Rebecca, who shares her journey from financial avoidance to building consistent investing habits. Proof that change is possible, no matter where you’re starting from.By the end of the episode, Jess will understand what’s holding her back and walk away with practical strategies to finally take that first step.Chapters: 00:00 The Real Reason You Feel Stuck05:54 You Are Not Too Late To Start09:54 Knowing Isn’t Enough To Act13:54 Hidden Beliefs Driving Money Habits22:15 Why Saving And Investing Feels Scary29:11 Build Self Trust And Break The CycleJoin our community of beginner investors; Sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereGet in touch with Karen or take her money type quiz here Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• She works in finance but has never invested (we’re fixing that) | Jess Gets Investing 06.04.2026 18мин

  Our colleague Jess has been keeping a secret. During a 10 year career in the finance industry, she had never told a soul- until now.Jess has never invested.She wanted to start, she knew how to start (even listened to our 12 Steps to Get Started three times.)But she has not started.So why not start now and document the journey?Over the course of the next 12 episodes, Jess will start investing- in real time. Each week, she’ll speak to an expert who will walk her through the steps, answer her questions and help her take action to get invested. Plus she’ll chat to Equity Mates community members about their investing journey, getting real-world advice from all walks of life.If you’ve been delaying investing or have someone in your life who wants to- this is the sign to start and go on the journey with her.Chapters: 00:00:00 Why Jess Said Yes To This Series00:03:04 A Finance Career Without Investing00:07:21 The Lifestyle Shift Boosting Her Savings00:10:21 The Moment She Backed Out00:13:09 What It Will Take To Start Investing———Join our community of beginner investors; Sign up to the Get Started Investing newsletter hereWant to share your investing story? Submit here or DM us on InstagramWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 12. Automate it & get out of your own way | 12 Steps to Get Started Investing 02.02.2026 17мин

  Congratulations, you’ve made it to the final episode of this series!To wrap up this journey, we leave you with the most important lesson yet- how to get out of your own way by automating your investing.Now you’ve heard these 12 Steps- you have all the tools you need to improve your financial future.It’s time to go forth and use them! If you’ve enjoyed / found value in this series, please join us in our mission to make Australia more financially literate and share it with others.In this episode you will learn: • How your brain stops you being a great investor• Why automation is so powerful• Other tips to remain consistent and focus on what matters• 3 key tips from Patrick O’Shaugnessy, one of our favourite investorsChapters: 00:00 - Beat Your Brain’s Biases04:27 - Your Future Self Not a Stranger06:19 - How We Automate Investing09:03 - Other Ways We Overcome Biases12:04 - Three Tips To Leave You With14:04 - You Have The Tools, Now Use ThemLinks Mentioned: 📖 Patrick O’Shaugnessy Millennial Money (terrible title, great book).🎧 Episode on Brokers.This is Part 12 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 11. Tips for buying and selling | 12 Steps to Get Started Investing 02.02.2026 21мин

  So far you’ve learnt how to build a portfolio, now we get into the specifics of how to buy shares plus keep it regular and less stressful!You’ll hear our best tips for buying and selling your investments to help stay on track for the long term.In this episode you will learn:• How do I actually buy shares or ETFs?• 3 ways of ordering shares: Market, Limit, Stop• Why we don’t time the market• The power of dollar cost averaging (DCA)• Knowing when to sellLinks Mentioned:📕 Just keep buying by Nick MaggiulliChapters:00:00 - Three Types of Buying7:54 - Never Try to Time the Market11:07 - Introducing Dollar Cost Averaging (DCA)13:40 - Buying the Dip vs DCA15:56 - Three Signs You Should SellThis is Part 11 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 10. Back the professionals | 12 Steps to Get Started Investing 02.02.2026 19мин

  Investing with an expert or ‘active manager,' is not something you need to add to your portfolio. But if you do, you have to know why you’re doing it and choose an expert well. We walk you through our reasons for investing with an expert and the 6 factors we use when looking for one. In this episode you will learn: How you can invest with experts Why the experts don’t always get better returns What to look for when choosing an expert How we include expert investors in our portfolio Links Referenced: Morning Star ETF List Chapters: 00:00 - What is Active Management? 06:45 - 6 Factors to Choosing an Expert 11:10 - Do you need one? 13:25 - Active in Our PortfoliosThis is Part 10 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 9. How to find a great company | 12 Steps to Get Started Investing 26.01.2026 19мин

  It's time in this series introduce the world of single stock investing- finding and investing in great companies through the stock market.We’re cranking the investing lessons up a notch and going beyond the basics of ETFs.So how you find a good company to invest in? What do you need to look for? and where?You've probably heard legends of everyday people who invested in the early days of Apple or Microsoft and made millions. It might not always be as flashy as those tales- but investing in companies through the stock market can be a powerful way to build wealth and we think a great way to learn about the world around you.In this episode you'll learn:Why invest in companies?Three ways to narrow down your choices4 steps to find a great companyKey tips when buying individual companiesLinks referenced:Download our free 4-step stock checklistOther resources we mentioned: https://www.reddit.com/r/SecurityAnalysis/, TIKR, GuruFocus, quartrThis is Part 9 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 8. Building a portfolio | 12 Steps to Get Started Investing 26.01.2026 19мин

  What is a portfolio? And how do you create one?Essentially it’s a collection of investments. The financial products you invest in, make up your portfolio.Importantly, it shouldn’t be random- there are simple principles guide building a portfolio. All to make sure it actually works for you and your goals.In this episode you will learn:·      What is a portfolio?·      What to think about: goal, time horizon, risk tolerance·      The importance of diversification·      How we approach our portfolios: Core & Satellite·      Other ways to construct a portfolioThis is Part 8 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00 Setting a Portfolio Goal04:02 Time Horizon06:22 Risk Tolerance08:22 Importance of Diversification11:01 Core and Satellite13:26 Other Ways to Build Portfolios15:20 What is Rebalancing17:01 Make it Easy For Yourself———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 7. Just get started: Buying an index | 12 Steps to Get Started Investing​ 26.01.2026 16мин

  Introducing the simple investor’s best friend… the index ETF.You don’t have to be an expert on financial markets to be an investor. In fact, it’s arguably easier today than it’s ever been to invest and most of that is thanks to our friend; index ETFs.In this episode you will learn:What we would buy if we were starting again todayWhat is an indexDifferent indexes around the worldHow you can buy an index: ETFsWhy an index is all you needChapters:This is Part 7 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 6. How do you actually buy shares? | 12 Steps to Get Started Investing​ 19.01.2026 20мин

  Once you’ve decided what to invest in, how do you actually make an investment? If you're investing outside of superannuation, you’ll need to use a broker. But which broker should you use? It’s one of the most frequent questions we get from people starting their investing journey. There are so many of them available, it can be hard to know where to start. But no need to stress, that’s why we’re here and making this series! In this episode you’ll learn: ·      The two ways every person can invest ·      What is a broker?·      The 4 factors we use when choosing a broker (and why they matter):·      Which brokers we use This is Part 6 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The First Choice Every Investor Makes00:02:21 Super Or Outside: Your Two Options00:05:05 Why You Need A Broker00:06:41 The Four Broker Rules We Use00:11:20 Avoid Dodgy Fees And Products00:15:40 Brokers That Tick The Boxes——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 5. What can we invest in? | 12 Steps to Get Started Investing​ 19.01.2026 16мин

  You can invest in all kinds of things through the stock market. You might have heard a few of them thrown around like; Stocks, Bonds or Property. They’re called different Assets or Asset Classes. So how choose which is right for you and how do these assets make you money? That’s what we’ll cover in part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.You will learn: ·      What is an investable asset?·      The most common forms of investments·      How you can access them all through the stock market·      How do you actually make money from any of these assets? (2 ways)·      Why we prefer stocks over all the other assetsThis is Part 5 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 What Is An Investable Asset?00:02:15 The Four Most Common Investments00:04:53 ETFs are like Bundles00:06:31 Two Ways Investments Make Money00:07:47 Investing Versus SpeculatingThe Seth Klarman Clip at 7:42 is from 'Margin of Safety' on the Active Investor Magazine YouTube Channel, 14 Feb 2025.——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 4. The Basics of Investing | 12 Steps to Get Started Investing​ 19.01.2026 21мин

  How do you actually invest? Well there's no one “right” way to do it; there are different styles which suit different goals and appetites for risk. The first three episodes of this series covered the foundations you need to get sorted before you can start investing. Now, it’s time to tackle how to make an investment. In this episode we cover what’s actually happening when you invest in the share market and how to know which investing style is right for you. You will learn: ·      What is the share market ·      What is a share and what does it mean to own one?·      The different styles of investing This is Part 4 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters00:00:00 Why Investing Beats Letting Cash Sit00:04:44 Owning Small Pieces Of Big Brands00:08:10 Hands-On Or Hands-Off Investing00:11:39 Three Hands-On Styles Explained00:18:58 Finding A Style That Suits You——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 3. Saving to invest | 12 Steps to Get Started Investing​ 12.01.2026 17мин

  The single most influential factor in growing your long-term wealth, is the amount you’re able to save. Maximise your ‘savings rate’, then put that money to work by investing it and your future self will thank you. So, how do you do that? In this episode you will learn:How much money you need to start investingWhy the most powerful factor is your savings rateBryce’s approach: Rule of 3’sRen’s approach: Pay yourself firstThis is Part 3 of our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 The Money Habit With the Biggest Impact00:01:58 Investing Isn’t Just For High Earners00:02:58 This Is the Part You Can Control00:05:28 How We Each Stay Disciplined00:11:30 Find the Spending That Trips You Up00:14:50 Saving Now Equals Freedom Later——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
• 2. Am I investment ready? | 12 Steps to Get Started Investing​ 12.01.2026 17мин

  When is the “right” time to start investing? How do you know if you're ready? We’ve heard plenty of reasons why people put it off. Not enough money, it feels too risky and more! We are here to tell you: now is the time. You have everything you need.  In this episode you will learn:Why now is the time to start investingWhat you need to get started investingHow to clear your high-interest debtAbout other debt: Mortgage, HECs etc.Building your emergency fundThis is part 2 in our 12 step series sharing everything we’ve learned about investing to help you get started, or to remind you of why it’s so important.Chapters:00:00:00 Why Delaying Feels Sensible00:02:21 Waiting Wastes Your Advantage00:04:07 Everything You Need To Begin00:06:07 Clearing Costly Debt First00:08:08 Mortgage And HECs: What Matters00:12:54 An Emergency Fund Comes First00:14:47 You Can Start With Just One Dollar——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered. ———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.