HOW DO THEY AFFORD THAT? is a weekly podcast produced by Fear & Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on APPLE, SPOTIFY, or anywhere you listen to podcasts.

Episode #102

Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers.

Visit www.montinvest.com, sign up for Roger’s insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast.

 

The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.

 

Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

HOW&nbsp;DO&nbsp;THEY&nbsp;AFFORD&nbsp;THAT? is a weekly podcast produced by Fear &amp; Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on&nbsp;<a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235" data-saferedirecturl="https://www.google.com/url?q=https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw30ABzZ96LRpws0e5-YG2tZ">APPLE</a>,<a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14" data-saferedirecturl="https://www.google.com/url?q=https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si%3Db2203ec2fa934a14&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw372F92_sSD3Ooccfo2vvnx">&nbsp;SPOTIFY</a>, or anywhere you listen to podcasts.
Episode #102
Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies.&nbsp;<a href="https://www.google.com/url?q=http://www.rogermontgomery.com&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw3Dz8rtcOjoJYKCl5oC8an5" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttp://www.rogermontgomery.com%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw3Dz8rtcOjoJYKCl5oC8an5&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw1DA9bAsTNNvpsoPqs5afnl">Roger Montgomery</a>, founder of&nbsp;<a href="https://www.google.com/url?q=http://www.montinvest.com&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw1c5fCpWwcjCtZQhVckAcfT" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttp://www.montinvest.com%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw1c5fCpWwcjCtZQhVckAcfT&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw0f4WJJ_lWaxGeg1GGua86f">Montgomery Investment Management</a>, joins&nbsp;<a href="https://www.google.com/url?q=https://www.instagram.com/sugarmammatv/&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw3odcdZ4SF78U0JADVtPsc9" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttps://www.instagram.com/sugarmammatv/%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw3odcdZ4SF78U0JADVtPsc9&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw3wz3p0qPv_MxXRWmgjL72L">Canna Campbell</a>&nbsp;- a financial planner for almost 20 years - and&nbsp;<a href="https://www.google.com/url?q=https://fearandgreed.com.au/&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw17e6IrBHzQV0K_o-C5BrcZ" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttps://fearandgreed.com.au/%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw17e6IrBHzQV0K_o-C5BrcZ&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw1OzvI1pP7W-S1Tg_tjfy07">Fear &amp; Greed</a>'s&nbsp;<a href="https://www.google.com/url?q=https://www.instagram.com/michaelthompsonauthor/&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw2UNoJCSRsaPoTtXc8Ucco6" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttps://www.instagram.com/michaelthompsonauthor/%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw2UNoJCSRsaPoTtXc8Ucco6&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw0Hz3jG6WHDNhJ4v_4ZGk2l">Michael Thompson</a>&nbsp;to look at investing for Gen Z, Y, X and Baby Boomers.
Visit&nbsp;<a href="https://www.google.com/url?q=http://www.montinvest.com/&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw3PxhygN61qsm6pxOJ7lDL_" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttp://www.montinvest.com/%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw3PxhygN61qsm6pxOJ7lDL_&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw34qAS8KVTbwLktPzg0as0F">www.montinvest.com</a>, sign up for Roger&rsquo;s insights at&nbsp;<a href="https://www.google.com/url?q=http://www.rogermontgomery.com/&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw34W0dhmA0zon_WAePRZCg4" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttp://www.rogermontgomery.com/%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw34W0dhmA0zon_WAePRZCg4&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw2cHeFzanBqZ-m6YvdbjWnt">www.rogermontgomery.com</a>, and&nbsp;<a href="https://www.google.com/url?q=https://www.amazon.com.au/Value-able-Roger-Montgomery-ebook/dp/B017HWLFAC&amp;sa=D&amp;source=calendar&amp;ust=1726405901160991&amp;usg=AOvVaw1J5xL1Go6X6Q2A8u5p4A0Y" data-saferedirecturl="https://www.google.com/url?q=https://www.google.com/url?q%3Dhttps://www.amazon.com.au/Value-able-Roger-Montgomery-ebook/dp/B017HWLFAC%26sa%3DD%26source%3Dcalendar%26ust%3D1726405901160991%26usg%3DAOvVaw1J5xL1Go6X6Q2A8u5p4A0Y&amp;source=gmail&amp;ust=1741398413057000&amp;usg=AOvVaw11vFh_TEYB25Q5A4le0B2G">check out Roger's book, Value.able</a>. Montgomery Investment Management is a supporter of this podcast.
&nbsp;
The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.
&nbsp;
Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Sunday feature: An investing guide for each generation 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/dcca2a0d-4fe0-4888-9638-b2990068c12f/transcript

Advertisement