Matthew Cassidy of Partners Wealth Group tops the Barron's 150 adviser's list

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's  Barron's Top 150 Advisers List.

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's  Barron's Top 150 Advisers List. He offers a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.

Matthew Cassidy of Partners Wealth Group joins Associate Editor - Wealth, James Kirby in this episode.

In today's show, we cover:
What you should expect from a top financial adviser 
How to prepare for a sharemarket downturn
Sequential risk  - The biggest financial threat to the pre-retiree
Taking profits off the table 

Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's&nbsp; Barron's Top 150 Advisers List. He offers a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.
Matthew Cassidy of Partners Wealth Group joins Associate Editor - Wealth, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>What you should expect from a top financial adviser&nbsp;</li>
<li>How to prepare for a sharemarket downturn</li>
<li>Sequential risk&nbsp; - The biggest financial threat to the pre-retiree</li>
<li>Taking profits off the table&nbsp;</li>
</ul>

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Special Edition - Australia's Top Financial Adviser tells all 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/32a36769-037a-4c65-b150-b39b0062cd01/transcript

Wall Street rewards...but should you hedge?

Big super funds hedge up to 50 per cent of their offshore investments: The textbooks say you should hedge about one third of any exposure overseas. But the hedging level of most Australian investors, including ETF investors, is generally close to zilch!

Big super funds hedge up to 50 per cent of their offshore investments: The textbooks say you should hedge about one third of any exposure overseas.
But the hedging level of most Australian investors, including ETF investors, is generally close to zilch!

In today's show, we cover...
Should you be hedging that increased offshore share allocation ?
Electrified economy - The long-term investment attraction of electrification
Second thoughts on bonds...when the tide turns, could they save you?
Why gold will pay off longer term

Dr Sam Wylie of the Windlestone Education group and the University of Melbourne joins associate editor, James Kirby in this episode

Big super funds hedge up to 50 per cent of their offshore investments: The textbooks say you should hedge about one third of any exposure overseas. But the hedging level of most Australian investors, including ETF investors, is generally close to zilch! In today's show, we cover...
<ul>
<li>Should you be hedging that increased offshore share allocation ?</li>
<li>Electrified economy - The long-term investment attraction of electrification</li>
<li>Second thoughts on bonds...when the tide turns, could they save you?</li>
<li>Why gold will pay off longer term</li>
</ul>
Dr Sam Wylie of the Windlestone Education group and the University of Melbourne joins associate editor, James Kirby in this episode

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5258c5d1-5811-4bc6-8499-b4cd00690b7a/transcript

career choices for long term wealth 

How do you get a pay rise? Should you join that start-up that promises to go to the moon, or should you simply buy your first home a lot sooner than you had planned?

How do you get a pay rise? Should you join that start-up that promises to go to the moon, or should you simply buy your first home a lot sooner than you had planned?

In today's show, we cover:
Career Control - The finances of career navigation
Catching up - Investment tips for the late starter
Your career and your SMSF - Getting business to pay you rent
Sweat equity - Deciding if you should jump to a start-up


Adviser and author, Jacqui Clarke, joins Associate Editor, James Kirby, in this episode

How do you get a pay rise? Should you join that start-up that promises to go to the moon, or should you simply buy your first home a lot sooner than you had planned? In today's show, we cover:
<ul>
<li>Career Control - The finances of career navigation</li>
<li>Catching up - Investment tips for the late starter</li>
<li>Your career and your SMSF - Getting business to pay you rent</li>
<li>Sweat equity - Deciding if you should jump to a start-up</li>
</ul>
 Adviser and author, Jacqui Clarke, joins Associate Editor, James Kirby, in this episode

The career choices that matter for long term wealth 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/8f5661b3-e291-4943-9775-b4cd00422bc9/transcript

Cash in king again...here's why 

Interest rates are moving higher worldwide, but this time around it's for good reason: The AI boom is fuelling tremendous returns on global share markets. As the game gets riskier, your cash is now returning nearly 5 per cent risk-free; it's getting hard to beat

Interest rates are moving higher worldwide, but this time around it's for 
good reason: The AI boom is fuelling tremendous returns on global share markets.
As the game gets riskier, your cash is now returning nearly 5 per cent risk-free; it's getting 
hard to beat

In today's show, we cover...
Why cash is beating total bond returns out the door
Investing in a high-rate, high-return market
New traps - Private credit is on the wrong side of the rate cycle
Infrastructure shines through as rates run higher

Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode

Interest rates are moving higher worldwide, but this time around it's for good reason: The AI boom is fuelling tremendous returns on global share markets. As the game gets riskier, your cash is now returning nearly 5 per cent risk-free; it's getting hard to beat In today's show, we cover...
<ul>
<li>Why cash is beating total bond returns out the door</li>
<li>Investing in a high-rate, high-return market</li>
<li>New traps - Private credit is on the wrong side of the rate cycle</li>
<li>Infrastructure shines through as rates run higher</li>
</ul>
Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode

Cash is king again...here's why 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c0d09575-c3b8-46e4-9a46-b4c7008968d4/transcript

Special Edition - Australia's Top Financial Adviser tells all

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