From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors.
In this episode:
00:00 Listener Mailbag Intro
01:13 Market Volatility & Staying Calm
02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources
06:54 Moving Holdings Between Brokerage Platforms
09:51 ETF Strategy for Older Investors
13:01 Investing for Kids & Tax Considerations
15:18 Rebalancing Portfolio to Geared Products
17:31 Micro-Investing vs ETF Costs
19:30 US Stocks Tax Implications
20:24 Why Infrastructure in Portfolios is a MUST
22:35 Super Catch Up Contributions Explained
24:52 Investing in Property During Interest Rate Hikes
25:49 CGT Discount Drop Discussion & Property Outlook
27:29 When to Sell an Investment Property
30:14 Final Question: Pay Down Mortgage or Invest?
ETFs & stocks mentioned: Betashares Diversified All Growth ETF (ASX: DHHF), Betashares Wealth Builder Diversified All Growth Geared (30–40% LVR) Complex ETF (ASX: GHHF), Betashares S&P/ASX Australian Technology ETF (ASX: ATEC), BetaShares Global Cybersecurity ETF (ASX: HACK), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Tesla (NASDAQ: TSLA)
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