Talk Money To Me

In this macro market update, Candice and Felicity unpack the latest developments in the Middle East and what the Iran conflict could mean for global markets, oil prices and investment portfolios. With tensions escalating across the Gulf region and growing disruption risks around the Strait of Hormuz a critical shipping route responsible for roughly 20–25% of global oil supply investors are asking what this means for markets. In this episode we discuss: • Why geopolitical conflicts often have less lasting impact on markets than investors expect • How much of the recent oil price move has already been priced into markets • What history tells us about stocks, gold, bonds and volatility during geopolitical crises • The potential scenarios for the Iran conflict and their market implications • Why US large-cap equities and structural growth sectors may remain resilient • Opportunities emerging across cyclicals, travel stocks and global equities • The role of energy, commodities and safe-haven assets in portfolios • How investors can navigate volatility while staying focused on long-term investment objectives Periods of geopolitical tension can create uncertainty in markets, but they can also present opportunities for disciplined investors who stay focused on fundamentals and long-term strategy. ⚠️ Disclaimer This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Candice Bourke and Felicity Thomas are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048). The information discussed in this podcast is current at the time of recording but may change without notice. Any opinions expressed are those of the hosts and may not necessarily reflect the views of Shaw and Partners Limited. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Past performance is not a reliable indicator of future performance. Investing involves risk and the value of investments can rise or fall. This podcast is produced for informational and educational purposes only. Everything is based on facts known at the time of recording 3rd March 2026. Hosted on Acast. See acast.com/privacy for more information.

Everyone’s talking about Nvidia. But what if the biggest opportunity in artificial intelligence isn’t in chips… it’s in the infrastructure powering the entire ecosystem? In this Order Pad episode, Candice breaks down why she is buying Vertiv (VRT.NYS) and why she believes the next phase of the AI investment cycle will be driven by power, cooling and data centre infrastructure. Artificial intelligence is creating one of the largest global infrastructure build-outs in decades. As demand for computing power accelerates, so does the need for energy, advanced cooling systems and mission-critical data centre solutions. This is where Vertiv sits at the centre of the opportunity. This episode includes: If you want to understand where the second wave of AI investing may come from, this episode is for you. If you would like to discuss your portfolio or explore opportunities aligned with your long-term strategy, you can reach out to us directly: Candice Bourke and Felicity Thomas - cftgroup@shawandpartners.com.au Disclaimer This podcast is general information only and does not take into account your personal objectives, financial situation or needs. It should not be considered personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Shaw and Partners Limited ABN 24 003 221 583 AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas unpack one of the most misunderstood wealth strategies in Australia borrowing to invest through margin lending. Many Australians are comfortable using debt to build wealth through property, but far fewer understand how leverage can be used in a diversified global portfolio. When structured correctly, margin lending can accelerate long-term wealth. However, when used poorly, it can magnify risk and volatility. In this episode, we break down the strategy in a simple and practical way, including real client scenarios and the key considerations sophisticated investors need to understand. We cover: ✔️ What margin lending is and how it works ✔️ Loan-to-value ratios (LVR) and how lenders assess risk ✔️ What actually happens in a margin call ✔️ Why diversification and investment selection matter more than leverage ✔️ A 10-year real-world scenario leveraging the S&P 500, including realistic Australian borrowing costs ✔️ Behavioural mistakes investors make during market volatility ✔️ Margin lending versus property gearing ✔️ Who this strategy may be suitable for – and who should avoid it This episode is designed for high-income professionals, long-term investors and anyone looking to build wealth through disciplined, strategic investing. 📩 Contact Candice & Felicity If you’d like to learn more or discuss your personal financial strategy, you can reach out to us directly: 📧 cftgroup@shawandpartners.com.au 🌐 www.cftgroup.com.au Or connect with us on LinkedIn: Candice Bourke & Felicity Thomas ⚠️ Disclaimer This podcast is hosted by Candice Bourke and Felicity Thomas both Financial Advisers at Shaw and Partners AFSL 236048. The information discussed is general in nature and does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider the appropriateness of the advice and seek professional advice tailored to your circumstances. Any views expressed are those of the hosts at the time of recording and may change. Past performance is not a reliable indicator of future performance. Investing involves risk, including the loss of capital. Borrowing to invest, including margin lending, can magnify gains and losses and may not be suitable for all investors. Hosted on Acast. See acast.com/privacy for more information.

Welcome to this fortnight’s TMTM Order Pad, where we break down one high-conviction investment idea and assess whether the market is mispricing the opportunity. In this episode, Felicity dives into WiseTech Global (WTC.ASX) one of the ASX’s most widely followed technology stocks and explains why we believe the company could be entering a critical 2026 re-rating phase. After a sharp sell-off across global software stocks, WiseTech now trades below historical valuation averages despite strong customer retention, growing free cash flow, a transition to transaction-based pricing, and integration upside from e2open. In this deep dive, we cover: • What WiseTech actually does and why CargoWise is mission-critical • The pricing model shift and margin outlook • e2open integration risks and opportunities • AI disruption risk or competitive advantage? • What the upcoming FY26 result needs to prove Is this simply a recovery trade or a genuine asymmetric opportunity? IMPORTANT: WTC.ASX at the time of recording is trading between $47 and $50 🎯 About TMTM Order Pad Order Pad is our fortnightly high-conviction stock segment, where we analyse companies with structural advantages, strong cash generation, and identifiable catalysts ahead. Think next-multibagger energy with institutional discipline. Positioning before consensus. ⚠️ Important Disclaimer This podcast contains general information only and does not take into account your personal objectives, financial situation or needs. It does not constitute personal financial advice. Before making any investment decision, you should consider whether the information is appropriate for you and seek advice from a licensed financial adviser. Talk Money To Me is hosted by advisers at Shaw and Partners Felicity Thomas and Candice Bourke (AFSL 236048). Past performance is not a reliable indicator of future performance. All investments carry risk. Investments may rise and fall in value, and capital loss is possible. 📩 Get in Touch If you would like to discuss your portfolio or explore whether WiseTech or other ASX opportunities may be appropriate for you: 📧 tcftgroup@shawandpartners.com.au 🌐 www.cftgroup.com.au 🎙 Follow Talk Money To Me on Spotify, Apple Podcasts & YouTube 📱 Follow @TalkMoneyToMePodcast on Instagram & @TalkMoneyToMe on LinkedIn Hosted on Acast. See acast.com/privacy for more information.

What does 2026 really look like for investors? In this first episode back for 2026, Talk Money To Me hosts Felicity Thomas and Candice Bourke break down what’s actually driving markets beneath the surface using institutional insights from global strategy teams across equities, credit, derivatives and China. Markets may be broadening, but risks are shifting and in this episode we unpack what that means for portfolios. In this episode we cover: next phase of the AI tradecopper, infrastructure and electrificationprivate credit and high yield2026 market catalysts“10 Surprises” 2025 was about chasing what worked. 2026 is about positioning for what’s coming next. ⚠️ Important Disclaimer This podcast is for general information only and does not take into account your personal objectives, financial situation or needs. While Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (AFSL 236048), the information discussed in this podcast does not constitute personal financial advice or a recommendation to buy or sell any financial product. You should consider whether the information is appropriate for you and seek independent professional advice before making any financial decisions. Information is current as at the time of recording: 4th February 2026 📩 Contact & More Information If you’d like to discuss any of the themes covered in this episode or understand how they may apply to your portfolio: www.cftgroup.com.au Felicity Thomas or Candice Bourke Follow Talk Money To Me on Spotify or Apple Podcasts, and share this episode with someone who loves their markets, macros and long-term investing conversations. Hosted on Acast. See acast.com/privacy for more information.

It’s the most wonderful time of the year, and our favourite annual tradition! Candice & Felicity are joined once again by Shaw and Partners CIO, Martin Crabb, to unpack the Top 10 Investment Themes for 2026 in this festive, market-moving Christmas special. This year, we’ve wrapped each theme in a Christmas-themed jingle, while Martin delivers deep insights on the macro landscape, AI acceleration, geopolitics, EM vs China divergences, private markets, and the big question: where should investors be positioned for 2026? We also look back at Martin’s 2025 predictions including nuclear’s standout performance with a candid “Crystal Ball Review”, covering PDN, TLX and IDP’s 12-month results. Finally, Martin reveals his #1 high-conviction pick for 2026, tied directly to one of his top themes for the year ahead. This episode is packed with insights, laughter, Christmas spirit… and a few questionable vocal performances from your favourite financial advisers. IN THIS EPISODE The 10 themes shaping global markets in 2026 Bond markets: why they’re still “shark-infested waters” How Trump’s “3 Ds” (DOGE, Deregulation & Drugs) shape US opportunities AI infrastructure: the second-derivative winners Europe’s surprising revival EM vs China: where the winds are actually turning Private markets unlocking liquidity IPO & M&A activity making a comeback Martin’s 2025 “crystal ball review” — PDN, TLX, IDP Martin’s top investment pick for 2026 This episode is for informational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and do not take into account individual circumstances. Always seek professional advice before making investment decisions. Information is current as of the recording date (10 December 2025). 📧 Contact us: cftgroup@shawandpartners.com.au info@cftgroup.com.au Hosted on Acast. See acast.com/privacy for more information.

Black Friday panic, Christmas chaos… and a derivatives-led global equity sell-off. In this episode of Talk Money To Me, Candice and Felicity zoom out from the noise and share six major investment themes set to shape portfolios in 2026 plus the ETFs, sectors and stocks they’re watching right now. Recorded on 25 November 2025 following a sharp but non-fundamental global equity pullback driven by CTAs, futures activity and a VIX spike, the pair break down why retail investors have been buying the dip, not selling it and why the medium-term setup for equities remains constructive. They then reveal their 2026 Playbook, covering: ⭐ Theme 1 – Mid-Duration Fixed Income & Floating Rates Why the 3–5 year part of the curve, senior bank notes, floating-rate notes and diversified bond ETFs (like MQSD) are compelling defensive anchors heading into an uncertain rate environment. 🔌 Theme 2 – The Great Energy Upgrade AI power demand, electricity grid strain and the resurgence of LNG and nuclear. Featuring WDS, uranium via URNM/ATOM, BOE, PDN and enrichment play SLX. 🤖 Theme 3 – The Critical AI Value Chain The backbone of AI: semis, cooling, power, data centres and transmission. With names including NVDA, AVGO, VRT, SMCI, ASML, TSMC, EQIX, DLR, NXT and ETFs GXAI and NDQ. 🧬 Theme 4 – Disruptive Science & Healthcare Re-Rating GLP-1s, radiopharmaceuticals and gene editing. Opportunities across CSL, TLX, Novo Nordisk, Eli Lilly and ETFs DRUG, CURE, ARKG and IXJ. ⚙️ Theme 5 – Critical Minerals & Strategic Commodities Copper shortages, rare earth dominance and long lead-time supply constraints. Ideas include ACDC, COPX, BHP, LYC and ILU. 🌍 Theme 6 – Global SMID & Quality Rotation One of the most compelling under-the-radar opportunities of 2026. Exploring valuation gaps, historical outperformance and quality SMID exposures. If you’re planning your 2026 portfolio strategy, this episode is your end-of-year roadmap across bonds, AI, energy, commodities, healthcare and global SMIDs. ⚠️ Disclaimer This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (25 November 2025). 📧 Contact us: cftgroup@shawandpartners.com.au info@cftgroup.com.au Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia’s new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth. What we cover in this episode: Market Pulse: AI Growing Pains & Macro Cross-Currents The Big Commodity Themes to Watch CopperUraniumRare EarthsGold ⚠️ Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (11 November 2025). 📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au for our latest research monitor Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke sits down with Jeff Cullen, Managing Director at Schafer Cullen Capital Management, to unpack what’s really driving global equity markets right now from the resurgence of value investing to the opportunities unfolding in AI, electrification, and global income strategies. With over three decades of experience across Wall Street and global fund management, Jeff shares invaluable insights into: 🏦 The rebirth of global value investing — and what’s fuelling the rotation away from growth 💶 Europe’s trillion-euro fiscal stimulus — creating long-term structural tailwinds 🌍 Global macro shifts — the implications of Trump’s policies, U.S. dollar weakness, and trade tensions with China ⚡ Electrification leaders — how dividend-paying giants like Toyota, Siemens, and Enel are powering the energy transition 🤖 AI meets value — why artificial intelligence is no longer just a growth story 🏗️ Onshoring momentum — supply-chain shifts, protectionism, and where the next wave of opportunity lies 💰 Jeff’s best buy idea — his top conviction call in the current market environment This conversation ties directly into the Shaw and Partners Global Equity Income Strategy, managed in partnership with Schafer Cullen Capital a concentrated global value portfolio targeting above-market yield and long-term income growth. 🎧 Tune in to hear how disciplined value investing, global diversification, and sustainable dividends are shaping opportunities for income and growth in 2025 and beyond. ⚠️ Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (24 October 2025). 📧 Contact us: cftgroup@shawandpartners.com.au or info@cftgroup.com.au Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer. Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears. Joining them is Glen Frost, Partner in PwC’s Private Clients team and leader of PwC’s Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively. They unpack: 💰 The staggering scale of Australia’s upcoming wealth transfer ⚖️ Why 70% of family businesses fail to make it past the second generation 🏠 Common estate and superannuation pitfalls to avoid 👩‍👧 The growing role of women in managing and inheriting wealth 🧭 How to engage and prepare the next generation for leadership and ownership 🤝 The importance of trust, communication, and early planning Whether you’re a parent, business owner, or future inheritor, this conversation will help you understand what it really takes to build a lasting legacy and why now is the time to start the conversation. ⚠️ Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (1 August 2025). Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025. We dive into: Gold outlookLithiumCopper demandUraniumTariffs & trade The Argonaut Natural Resources Fund has returned 24.9% p.a., outperforming the ASX 300 Resources Index. David shares his investment strategy, portfolio themes, and outlook as we head deeper into the 2025 resource cycle. 📧 Contact us: cftgroup@shawandpartners.com.au 🔗 Learn more: argonautfundsmanagement.com ⚠️ Disclaimer: This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (21 August 2025). Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Shaw and Partners Senior Research Analyst Philip Pepe to unpack Australia’s industrial sector following the FY25 reporting season. We cover: inflation, rising costs, and the energy transitionSouthern Cross Electrical SXE)Tasmea (TEA)SRGIPD Group (IPG)engineering services, infrastructure, and data centresCalix (CLX)Hazer Group (HZR)top stock picks for 2026 👉 If you want to understand how the Australian industrials sector is being reshaped by themes like engineering services, infrastructure growth, data centres, and the energy transition, this conversation is not to be missed. Reach out to us for Philip’s full research or tailored advice: cftgroup@shawandpartners.com.au General Advice Disclaimer: The information in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not financial product advice and should not be relied upon as such. Before making any investment decision, you should consider the appropriateness of the information having regard to your personal circumstances and seek professional advice. Past performance is not a reliable indicator of future performance. Facts and opinions discussed are based on information available at the time of recording (3 September 2025). For personal advice tailored to your situation, please contact your financial adviser. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

The Australian technology sector is running hot — the S&P/ASX All Technology Index has surged more than 35% over the past 12 months. In this episode of Talk Money To Me, Felicity Thomas sits down with Jules Cooper, Senior Research Analyst at Shaw and Partners, to unpack the latest reporting season and explore what’s next for Aussie tech. We cover: Life360, Technology One, WiseTech and NuixEnterprise AI adoptionAI data centre arms race This episode is packed with insights for anyone investing in or following Australia’s fast-evolving technology sector. 👉 To request a copy of our latest Research Monitor or details on the stocks mentioned, reach out via info@cftgroup.com.au or cftgroup@shawandpartners.com.au. Here are the ASX-listed company codes (tickers) for the shares mentioned in our episode: Life360Technology OneWiseTech GlobalNuixHansen TechnologiesObjective CorporationGentrack GroupVista GroupChrysos Corporation ⚠️ Disclaimer This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any advice, you should consider whether it is appropriate for you and read the relevant product disclosure statement. If you are unsure, please consult a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies discussed. Talk Money To Me operates under the Shaw and Partners AFSL 236048. Hosted on Acast. See acast.com/privacy for more information.

Talk Money To Me turns 4! 🎂 In this special finance podcast episode, co-hosts and financial advisers Candice and Felicity look back on four years of money conversations, investing lessons, and stock market ideas. Inside this episode: Order PadAsk Us Anything With hundreds of thousands of downloads and a community of investors across Australia and beyond, we’re only just getting started. Whether you’re after money tips, stock market insights, or strategies to grow your portfolio, this episode is packed with value. 👉 Don’t miss out — follow Talk Money To Me on Spotify or Apple Podcasts, join the birthday celebrations, and stay invested with us. 📧 Info@cftroup.com.au Disclaimer This podcast is intended for education and entertainment purposes only. Any advice is general in nature and has not taken into account your personal financial circumstances, needs, or objectives. Before acting on any general advice, you should consider whether it is appropriate for your situation and read the relevant product disclosure statement. If you are unsure, please speak with a licensed financial professional. The hosts of this podcast and their guests may hold positions in the companies mentioned. Talk Money To Me operates under Shaw and Partners Australian Financial Services Licence 236048. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, Felicity and Candice are joined by Caroline Gurney, CEO of Future Generation, who last year launched Future Generation Women (FGW) - an innovative investment solution run by women, for the advancement of women. Caroline explains how FGW provides access to a high-conviction portfolio of leading fund managers all of them women – with 100% of management fees donated to support gender equality initiatives. It’s impact investing in action, with performance at its core. At this stage, FGW is not listed like its peers Future Generation Australia (ASX: FGX) and Future Generation Global (ASX: FGG) but plans to explore listing in the future. For now, wholesale investors can invest directly or via their financial adviser, with a minimum investment of $250,000. After the break, the spotlight turns to Annabelle, Portfolio Manager of the ECP Global Growth Fund who most recently joined the panel of extraordinary women fund managers investing for FGW, who shares: • Her global investment strategy and long-term growth philosophy • How she identifies high-quality companies • The global themes she’s excited about • Her perspective on being a woman in investment management Whether you're passionate about the advancement of women, curious about wholesale investing, or looking for top-tier global equity ideas, this episode is a must-listen. https://futuregeninvest.com.au/lic/future-generation-women/ Contact Caroline Gurney, Chief Executive Officer, Future Generation by emailing info@futuregeninvest.com.au if you are interested investing. Don’t forget to let her know you heard her on Talk Money To Me. Hosted on Acast. See acast.com/privacy for more information.

In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation. Recorded: 12 August 2025 What You’ll Learn in This Episode: Why AI is driving a global energy crunchQuanta Services (NYSE: PWR)Fluor Corporation (NYSE: FLR)pair tradeVertiv Holdings (NYSE: VRT)Equinix (NASDAQ: EQIX)Energy Infrastructure Opportunity Map Key Themes & Insights: 4% in 202460% of new demanddouble-digit potential upsideWhether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025. Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***** Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Talk Money To Me, we’re joined by powerhouse sisters Gaby and Ali Rosenberg, the co-founders of Blossom the savings and investing app helping Australians grow their wealth through fixed income markets. They’ve created a platform that targets up to 6.50% p.a. returns, requires no account fees, and allows you to start with as little as $5 all while aiming to make investing simpler, smarter, and more accessible to everyone. We dive into how Blossom works, the inspiration behind the platform, and how they’re supporting first-home buyers and everyday savers take control of their financial futures. We also explore the bigger picture — what’s happening in markets, the latest RBA decision, and how interest rate shifts are influencing investor behaviour. In this episode: •How Blossom is reshaping fixed income investing for a new generation •The story behind Blossom and Gaby & Ali’s mission •What Blossom invests in and how the returns are targeted •What’s driving user behaviour in today’s economic climate •How the platform compares to savings accounts and term deposits •What’s next for Blossom — including kids’ accounts •Broader market commentary on the RBA and interest rate trends •The risks of fixed income investing, and why returns aren’t guaranteed Want to check out Blossom? Here’s the link for our listeners: https://ref.blossomapp.com/register/5dPLtiaSJwYHf63A9 We want to be clear we don’t receive any referral fees, commissions or kickbacks from this link. We’re sharing it simply as a resource for our listeners who are curious to learn more General Advice Disclaimer The information in this podcast is general in nature and does not consider your personal financial objectives, situation, or needs. You should seek appropriate financial advice before making any investment decisions. The returns mentioned are target returns only and are not guaranteed. Capital is at risk, and past performance is not a reliable indicator of future performance. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***** Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Forget waiting until 60 to access your super, wealthy Australians are using smarter structures to retire years earlier. In this episode, Candice and Felicity reveal the FIRE strategies high-net-worth individuals use to create tax-effective, passive income streams well before traditional retirement age. From investment bonds to family trusts with corporate trustees, the ladies explore the tools that unlock early financial freedom and protect your wealth. Tune in to learn how you can FIRE yourself create more financial freedom and live on your terms and potentially ditch the 9-5. Follow and subscribe for more expert insights on markets, financial strategies, and investing! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***** Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Join Felicity & Candice for a special 4th July bonus episode. They're talking all things stars, stripes and stocks! Celebrating the investment legends, companies & capital markets that have come out of the United States. As well as an EOFY check up of your portfolio - how is your portfolio tracking? What's working? What's underperforming? And most importantly, what still aligns with your long term goals? Follow and subscribe for more expert insights on markets, financial strategies, and investing! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***** Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Candice and Felicity deep dive into one of the most emotionally charged but often misunderstood factors in investing: geopolitical risk. With the latest airstrikes in Iran, missiles flying over the Gulf, and chatter about shutting down the Strait of Hormuz, there’s plenty to unpack. But how much of this actually matters to markets—and your portfolio? Follow and subscribe for more expert insights on markets, financial strategies, and investing! Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. ***** In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ***** Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.