The Sum Of It
The Sum Of It
Sharesies AU
The Sum of It gives jargon-free answers to guilt-free questions. Our panel covers the concepts that can help on your investing journey—no matter how big or small the question may be. www.sharesies.com.au 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 only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure document
How will AI change investing?
Sharesies co-CEO Sonya Williams talks to Telescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing. The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4,  how businesses need to embrace AI, and the impact on capital markets.  You’ll also get to hear about the new Sharesies AI Search feature which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!   Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893). Information provided is general only and current at the time and does not take into account your circumstances, objectives or needs. We do not provide recommendations and you should always read the disclosure documents available to the product's issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website. If you require financial advice, you should consider speaking with 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.
Jun 24, 2024
25 min
Taking stock of 2023 with Scott Phillips (The Motley Fool AU)
Leighton Roberts (Sharesies) and Scott Phillips (The Motley Fool AU) dive into the biggest share market events of 2023 and what to look out for as an investor in 2024. Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Dec 18, 2023
42 min
Passive income & life on your own terms with Glen James
Demetria Chelepy (Sharesies) and Glen James (My Millennial Money) dig into Glen’s concept of LOOT (Life On Own Terms), and what this means for your money and investing.  Find out how to create passive income, Glen’s ‘holy trinity’ of budgeting, and tips on how to level up if you’ve been investing for a couple of years.  Investing involves risk. This interview is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This interview is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Sep 17, 2023
34 min
How ETFs can fit in your portfolio
In this bonus episode Brendan Doggett (Sharesies’ AU Country Manager) and Cameron Gleeson (Betashares’ Senior Investment Strategist) chat about the power of exchange-traded funds (ETFs) in preparing your portfolio for the ups and downs of the share market. Find out why people invest in ETFs, strategies for constructing your portfolio, and what the future of ETFs might hold. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Jul 30, 2023
22 min
Fireside chat with Jess Brady
In a special bonus episode of The Sum of it, join us for a fireside chat with Jess Brady, financial adviser and founder of The Greenhouse and Ladies Talk Money, and Sharesies’ Senior Legal Counsel Demetria Chelepy. Jess and Demetria spoke about the impacts of the broader economy, personal goal-setting, your money mindset, and what that means for your financial future. Get insights into the decisions you need to be making now—for your financial freedom. Plus we had a great listener Q&A at the end of the webinar, find out about Rent-vesting, where to find a financial advisor and more! --- Investing involves risk. This event is brought to you by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This webinar is for entertainment purposes only and we don’t provide personal advice or recommendations. Information shared by speakers are their own view and not necessarily the view of Sharesies. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Jul 11, 2023
58 min
Bonus: Victoria Devine on ETF's, fee's & rebalancing your portfolio
In the final of our bonus episodes, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about ETF's or exchange traded funds, rebalancing your portfolio including when to pull out of an investment, and how fees can actually be a good thing. This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Jul 4, 2023
21 min
Bonus: Victoria Devine's 3 Top Budgeting Tips
In the second of our special bonus episodes for you, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about her top 3 budgeting tips. This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal. Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Mar 2, 2023
8 min
Bonus: Victoria Devine on your top money questions
You asked, we listened, and we answered.  We have some special bonus episodes for you, from our first webinar of 2023, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about the top money questions from the Sharesies community.  From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covers a range of topics to grow your confidence on your investment journey. Victoria also shared some sweet tips from her latest books—Investing with She’s On the Money and the She’s On The Money Budget Journal.  Investing involves risk. This event is brought to you by Sharesies AU Pty Limited (Sharesies), as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). We don’t provide personalised advice or recommendations. Victoria Devine is not a representative of Sharesies, its associated entities. The views expressed by Victoria Devine are their own views and do not represent the views of Sharesies. Any information we provide is general only and current at the time of the event. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Feb 22, 2023
30 min
How should you invest when the market dips?
It can be scary to invest during a market dip—but what if it doesn’t need to be? Brendan Doggett (Sharesies’ Country Manager for AU) catches up with Scott Phillips (Motley Fool) to look at how the share market has bounced back after past downturns and chat about how you might invest when the market dips. Made by Sharesies. If you’ve got an investing question for our panel, direct message us on our socials @SharesiesAU. We may answer your question in a future episode or on social. Instagram: @sharesiesau Facebook: www.facebook.com/sharesiesAU TikTok: @sharesiesau Website: www.sharesies.com.au All investing involves risk. T&Cs and fees apply for use of the platform provided by Sharesies Limited. This podcast is created by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This is not financial advice and the information provided in this podcast episode has been prepared without taking into account your objectives, financial situation or needs. Speak to a licensed financial advisor for advice specific to your circumstances.
Oct 19, 2022
15 min
What are some common mistakes that investors make?
Mistakes are part of learning anything new, and investing is no exception. Today, Brendan Doggett (Sharesies’ Country Manager for AU), Scott Phillips (Motley Fool), and Karen Trau (Perpetual) talk about some of the common mistakes investors make and share tips on how to avoid them. Made by Sharesies. If you’ve got an investing question for our panel, direct message us on our socials @SharesiesAU. We may answer your question in a future episode or on social. Instagram: @sharesiesau Facebook: www.facebook.com/sharesiesAU TikTok: @sharesiesau Website: www.sharesies.com.au All investing involves risk. T&Cs and fees apply for use of the platform provided by Sharesies Limited. This podcast is created by Sharesies AU Pty Limited, as an authorised representative of Sanlam Private Wealth Pty Limited (AFSL No. 337927). This is not financial advice and the information provided in this podcast episode has been prepared without taking into account your objectives, financial situation or needs. Speak to a licensed financial advisor for advice specific to your circumstances.
Oct 12, 2022
12 min
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