Investing is about creating choices for your life, both now and in retirement. In this ten-part series, Rob Goudie (CFP, SMSF Specialist, with more than 27 years advising investors, business owners and SMSF trustees) cuts through the noise on the big questions every investor faces: how much risk to take, where long-term returns come from, and how to stay calm when markets fall.
Rob explains why the real danger in retirement is running out of money, why the growing profits of businesses have driven returns over time, and why your mindset matters more than your cash when markets crash. He also compares small and large companies, direct shares and managed funds, and shares and property, and looks at dividends, negative gearing and super.
What you'll learn
- Why investing creates choices for your future
- Financial risks and asset allocation
- Why businesses and shares have outperformed over time
- Investor psychology and market volatility
- Small companies and large companies
- Dividends, yields and investing globally
- Investing directly or through managed funds
- Negative gearing and superannuation
- How property is valued
- Projections, peace of mind and the key points to remember
Investing is about creating freedom through knowledge, and the confidence to protect your future.
Lessons
Introduction & Purpose Understanding Financial Risks & Asset Allocation Why Businesses and Shares Outperform Investor Psychology & Market Volatility Small vs Large Companies Dividends, Yields & Global Thinking Direct Investing vs Managed Funds Negative Gearing & Superannuation Property valuations Projections, Peace of Mind & Key PointsThe information provided in this article is general in nature only and does not constitute personal financial advice.