Passive Income series Part 5/5 on The Australian Investors Podcast features Owen Rask and Drew Meredith, CFPĀ and they’re answering your passive income questions!Ā
To view a summary of today’s questions, please scroll down.
Here’s a brief list of the funds, ETFs or other productsĀ mentioned in Part 5:
- BetaShares Yield Maximiser Fund (ASX: YMAX)
- Vanguard High Yield Australian Shares ETF (ASX: VHY)
- Vanguard Australian Shares ETF (ASX: VAS)
- BetaShares Martin Currie Equity Income Fund (ASX: EINC)
- Australian Unity Lifeplan Insurance Bond
- Macquarie term deposit
- Gold & lots of it!
Listen to the Podcast
Passive income Q&A video version available now
Full passive income podcast series
Part 1 – dividend income, growth funds and growth alternatives
Part 2 – defensive funds/ETFs, term deposits and defensive alts
Part 3 – 10 mistakes investors are making (and how to avoid them)
Part 4 – Jane & Ralph’s $1 million portfolio: a hypothetical scenario
Part 5 – Drew Meredith and Owen Rask answer your questions!
Questions answered
Questions answered in this podcast include:
- How to invest on behalf of children, if they have a 20-30 year time horizon
- Is the BetaShares YMAX ETF a good investment for income?
- How much gold is too much? And is it part of defensive or defensive alternatives?
- Are my subscriptions to Sharesight, Morningstar or investment research websites tax deductible?
- My mum is 87 years old with $600,000 and wants to earn 5% ($30,000 per year), is that possible?
- Are investment bonds a good option for a 50-year-old who has maxed out Superannuation contributions?
- How do you find, analyse and research a bond fund in Australia? Do you use research providers or tools?
Resources
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