Shared Lunch

Sharesies
undefined
Jan 24, 2024 • 42min

The new way to invest in Bitcoin

Do you want to have a better understanding of crypto and what new regulated Bitcoin exchange-traded-funds (ETFs) mean for investors? To understand the significance of the Securities & Exchange Commission approval of BTC ETFs, we talk to Bitcoin and crypto legal expert, Jeremy Muir, a partner at Minter Ellison Rudd Watts. We look at the history of Bitcoin, what a spot BTC ETF offers, the tax implications, environmental considerations, which NZ funds are already invested, and the future of crypto currencies generally.  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 21, 2024 • 2min

Quick Bite: Is Bitcoin investing about to become mainstream?

How are the first crypto-backed ETFs set to impact the investment market? Industry giants are now providing accessible avenue to cryptocurrency exposure with 11 new ETF's approved. In this Shared Lunch quick bite, Global markets commentator Simon Robertson gives his thoughts on a significant market evolution. This Quick Bite is from our previous episode: 2024: What Investors Need to Know. This wide reaching conversation includes the geopolitical influence versus NZ politics, changing business confidence and of course the Bitcoin ETF's... For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 17, 2024 • 37min

2024: What Investors Need to Know

Will inflation become less sticky? When will interest rates trend down? What are the sectors and stocks to watch?  We put these questions and much more to ANZ chief economist and global markets commentator Simon Robertson.   This wide reaching conversation includes the  geopolitical influence versus NZ politics,  changing business confidence and is Bitcoin investing about to become mainstream? For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 14, 2024 • 2min

Quick Bite: The three jar method for kids money management

Kendell Flutey, co-founder and director of financial education platform Banqer, shares about the importance of the physicality of money, and explains the three jar method, a way of helping kids manage their money. This is a quick bite from our previous episode 'Kids & Money with Kendell Flutey from Banqer'. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations.  Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 10, 2024 • 32min

Kids & Money with Kendall Flutey from Banqer

Kendell Flutey, co-founder and director of financial education platform Banqer, joins Sharesies' co-founder Brooke Roberts in the third episode of our "Kids & Money"  summer series. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. This includes why it’s important to have conversations that are right for the child’s age. How to encourage understanding of financial terms. Being mindful of what might influence a child’s outlook. And most importantly, how to learn together.  00:02 Introduction 00:47 Getting to Know Kendall & Banqer 03:25 Lessons Learned from Teaching Kids About Money 05:25 The Impact of Technology on Financial Education 07:17 Starting the Money Conversation with Kids 11:18 Financial Education for Different Age Groups - Preschool / Kindy 13:50 Primary / Intermediate Age 19:28 High School Age 21:49 Understanding the Danger of Debt & Consumer Culture 23:33 Where is This Generation of Kids at With Money? 29:43 Conclusion and Final Thoughts In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a series of conversations about how to engage kids in making decisions about money. We cover everything from ways to maintain their interest, to lessons about investing that they can use throughout their lives. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community. Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 7, 2024 • 4min

Quick bite: The No. 1 thing about kids & money, according to Nigel Latta

Nigel Latta talks about the role of values when it comes to kids and money, plus the teenage years and the importance of the 'long conversation'.  This quick bite is from our previous episode 'Kids & Money with Nigel Latta'  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Jan 3, 2024 • 41min

Kids & Money with Nigel Latta

New Zealand psychologist and author Nigel Latta joins Sharesies' co-founder Brooke Roberts in the second episode of our "Kids & Money" series. In this episode, we discuss the importance of teaching kids about money, including concepts of saving and how temperament impacts a child's approach to finances. Nigel shares insights from his experience educating his own children about money and explains why conveying values to children affects their behavior, including financial decisions. In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a slate of conversations about how to engage kids in financial discussions. Topics range from strategies to maintain their interest, to lessons on investing that children can apply throughout their lives. Ultimately, we believe that instilling good financial habits in our children can foster positive change within our community.  00:00 Introduction 01:13 Who is Nigel? 03:55 The role of psychology in everyday life 05:47 The concept of Parentland 10:53 Understanding money and its Value 14:26 The influence of money on children 18:38 Pocket money and teaching financial literacy to children 22:17 Why values the most important thing when it comes to kids & money 27:14 How does Nigel feel about the money lessons he's instilled in his kids? 30:03 The Importance of Open Conversations about Money 33:50 Parenting is a long conversation 37:03 The Role of Technology in Teaching Financial Literacy 39:47 Conclusion  For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Dec 31, 2023 • 4min

Quick Bite: Pocket money tips with the Happy Saver

How does Ruth Henderson, AKA The Happy Saver manage pocket money with her teenage daughter? Find out about the non-negotiable amount that has to be invested and the key things her daughter will need to know by the time she leaves home.  This is a quick bite from our previous episode 'Kids & Money with the Happy Saver' part of our summer series on talking to kids about money. Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Dec 27, 2023 • 35min

Kids & Money with the Happy Saver

In this special Kids & Money summer series hosted by Sharesies co-founder Brooke Roberts, we tackle the often hard subject of ‘how to talk to your kids about money’. These conversations cover a range of topics from ways to keep kids (of various ages) interested, to lessons about investing that they can draw on throughout their life. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community. In the first episode, Ruth Henderson, AKA The Happy Saver, shares some of the lessons from her own family. She gets into the detail about pocket money. Explains what sinking funds are, and why it’s important to be honest when it comes to your own finances. 01:40 Introduction and personal journey into investing 05:00 The simple path to wealth - JL Collins 06:34 Teaching financial literacy to the next generation 09:50 Practical money lessons for kids 12:30 Teaching a teenager about investing 17:46 The impact of consistent investing 19:40 Giving ownership and trusting Your child with money 20:49 Saving and freparing for future expenses 23:30 Sinking fund definition 26:11 Pocket money questions 29:00 Recommended games for financial education 30:12 Reading materials 33:50 Conclusion For more or to watch on youtube—check out http://linktr.ee/sharedlunch Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.
undefined
Dec 25, 2023 • 4min

Quick bite: Get that CEO energy in your personal life

Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life!  This quick bite is from our previous episode 'Why do goals matter?' Tune in for a fun conversation between two female entrepreneurs.  Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app