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Q&A: Bonds, Rebalancing Your Portfolio & Careers in Investing

On this episode of The Australian Finance Podcast, Kate Campbell and Owen Rask answer some fantastic listener questions on bonds in a portfolio, rebalancing over time, careers in investing and graduating from micro-investing.

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Welcome back to another listener Q&A episode, where Kate Campbell and Owen Rask crack open the mailbox to answer your questions.

This month we cover a great range of questions covering the role bonds and defensive assets play in an investors portfolio (including your super), how to rebalance your portfolio as you get closer to retirement, what to study for a career in finance and investing and whether you need to ‘graduate’ from the modern brokerage platforms like Sharesies, Pearler & Stake.

Send any questions you have to [email protected] for us to answer on future Q&A episodes.

Podcast resources

Episode transcript: click here

Don't look down for great deals šŸ‘‡

šŸ“± Pearler, the broker for long-term investors.

Sign-up to Pearler using the code ā€œRASKā€ for $15 of Pearler CreditĀ and learn more about Pearler Rewards here.

šŸŒ Betashares ETFs

Discover the broadest range of Exchange-Traded Funds (ETFs) in Australia on betashares.com.au.

šŸ’ø PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmithā€™s Foundation plan.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you donā€™t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

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