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šŸ’°Ā Passive income Q&A with Owen Rask & Drew Meredith, CFP | Passive Income [5/5]

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 

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

Join The Intelligent Investor & save

This podcast is brought to you by The Intelligent Investor, Australia’s premier investment research membership service. Use the code “RASK“, to get $100 off your annual membership or get a free 15-day trial (no credit card details required):

šŸ“ˆĀ Click here for a free 15-day trial

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