Now what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget?

In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and risks, consistency vs. curiosity—and whether you should be getting hands-on or staying at arm’s length.

Financial advisor Ed Glennie, Ruth Henderson from The Happy Saver, and Sharesies co-CEO Brooke Roberts give us their takes on what it means to be a more “advanced” investor.

This is the sixth episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we’re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.

The Wealth Kick podcast is brought to you by Sharesies Limited in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions can be found on our website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

Appearance on the podcast is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page.

Now what? You&rsquo;re not a beginner anymore, but you&rsquo;re not a trader either. You&rsquo;ve been investing for a while, and you understand the fundamentals&mdash;what comes next? Is it time to get more complicated, or just set and forget?
In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We&rsquo;re talking about research and risks, consistency vs. curiosity&mdash;and whether you should be getting hands-on or staying at arm&rsquo;s length.
Financial advisor Ed Glennie, Ruth Henderson from The Happy Saver, and Sharesies co-CEO Brooke Roberts give us their takes on what it means to be a more &ldquo;advanced&rdquo; investor.
This is the sixth episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of January, we&rsquo;re serving up a little financial soul-searching, easy exercises you can use anywhere, and a few wacky stories.
The Wealth Kick podcast is brought to you by Sharesies Limited in New Zealand. It is not financial advice. Information provided is general only and current at the time it&rsquo;s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions can be found on our website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on the podcast is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the <a href="https://www.disclose-register.companiesoffice.govt.nz/" data-category="navigation" data-event="link_clicked" data-p-component="contentComponent">Disclose Register</a>&nbsp;or on&nbsp;<a href="https://www.sharesies.nz/kiwisaver/documents" data-category="navigation" data-event="link_clicked" data-p-component="contentComponent">our documents page</a>.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.

Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at <a href="https://url.au.m.mimecastprotect.com/s/2omdCnxynQczLx1Mh9fPTJsKXn?domain=sharesies.com.au">https://sharesies.com.au/disclosures</a>. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

Shared Lunch

Wealth kick #6: The witch of Wall Street

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/45f9e1ee-c552-4aa8-a9b5-b3dc00913d0c/transcript