Is Now the Time to Hold Shares?
Climate headlines can feel distant until they hit your insurance premium or your home’s resale value. We sit down with financial adviser Remo Greco to map the direct line between climate risk and money, including why ASIC and accounting bodies expect companies to spell out climate-related risks in annual reports, and why investors and super funds are paying closer attention than ever. If you’ve never thought about how flooding, bushfires, and heat can flow through to bank balance sheets, this chat will change how you read the business pages.
We also shift gears to the investing mood right now. Markets have delivered surprisingly strong returns across Australian shares and global equities, yet plenty of everyday investors still feel pessimistic, disillusioned, or simply left out. We unpack what that disconnect does to behaviour, why FOMO can be dangerous after a long grind higher, and how a disciplined, staged investing plan (rather than heroic predictions) can help you stay steady through whatever comes next, including the much-hyped “soft landing”.
Then we open the floor to your questions on Australian superannuation and retirement planning: putting money into super versus term deposits, what properties you can and cannot hold through super, why “super is a bucket” and fees only make sense in context, how to use calculators to estimate a decent retirement lifestyle, and why getting your documents and binding death nominations sorted can save months of pain later. If you get value from this, please subscribe, share it with a mate, and leave us a review.
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg