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  • July 2024
  • Podcast with James Kirby – ‘How much should you have in Super – Seriously!’
Investment & Wealth MgmtRetirement planning

Podcast with James Kirby – ‘How much should you have in Super – Seriously!’

5 Jul 2024 6 month(s) ago

Yesterday I had the great privilege and pleasure of being interviewed by James Kirby for his popular weekly podcast: ‘The Money Puzzle’ for The Australian.

In it we tackle some of the most common questions from investors, including:

    • How much do you need?
    • Can you rely on on-line retirement calculators?
    • How to estimate how long you may live?
    • Why 2/3 of Australian retirees still rely on the government age pension after 30+ years of compulsory Super?

 

Here is the link -

https://www.theaustralian.com.au/business/the-money-puzzle/podcast/7a85c31037169423b8ee742095a2cc07

 

Enjoy!

  

The inspiration for the podcast came from my recent articles on this complex subject:

 

 

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‘Till next time – live long and prosper!

IMPORTANT DISCLAIMERS

This is just my view of the facts as I see them. It is certainly NOT ‘advice’ or a recommendation to buy, hold, or sell any stock or security or fund. My aim is to provide dispassionate information, insights, and informed analysis for portfolio managers and advisers.

As always, investors should take your own time, do your own research, form your own views, and seek professional advice based on your own individual goals, needs and circumstances.

Please read the disclaimers and disclosures below.

 

Ashley Owen

 

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Experiences


Director/Principal, Owen Analytics Pty Ltd (current)

Investment Markets Research & Analytics, Portfolio Construction & Management, Corporate Finance, Venture Capital, M&A, and IPOs. Investment Committee membership, consulting to advice firms and financial institutions.

Co-founder & Regular Contributor, Firstlinks (current)

Co-founder of Australia's leading investment and superannuation newsletter and website for industry professionals and investors.

Non-exec Director, Third Link Investment Managers (current)

Leading Australian equities fund-of-funds that donates all management fees to Australian charities. The fund has donated in excess of $21m to a range of Australian chartities since inception in 2008. 

Chief Investment Officer, Stanford Brown (past)

Responsible for managing over $2 billion AUM in multi-asset class portfolios and discretionary accounts at a privately-owned advice practice.

Director & Joint CEO at Philo Capital Advisers Pty Ltd (past)

Specialises in investment portfolio construction & management, multi-asset class asset allocation, and global macro strategies.

Check out my full bio here

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.