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Investing Compass

Morningstar Australia
Superannuation
Investing
Etfs
Investment Strategies
Investment Strategy
Financial Planning
Estate Planning
Retirement Planning
Dividends
Passive Income
Asset Allocation
Australia
Franking Credits
Warren Buffett
Savings
Financial Independence
Compounding
Dividend Etfs
Financial Goals
Capital Gains Tax

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.

Host... more

PublishesWeeklyEpisodes340Founded6 years ago
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Artwork for Investing Compass

Latest Episodes

We run through 3 Australian equity ETFs with different weighting strategies - market capitalisation, equal weighted and fundamental weighting. Each choice not only reflects a different exposure, but investment strategies that will result in markedly ... more

YouTube

A right to reside can give a surviving partner and children security and a clear plan. It can also have important tax implications.

You can find the full article here.

Would you like more free insights from Mark, Shani and the rest of the Morningst... more

YouTube

We run through the results of the State of the Australian Investor - an analysis of 7.5 million trades, 90,000 investors' portfolios and a survey of 1,500 investors.

You can find the PDF version of the report here, or the article here.

Would you li... more

YouTube

To celebrate the one year anniversary of Invest Your Way, we answer your questions.

Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.

A message from Mark and Shani

For the past five y... more

Key Facts

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Recent Guests

Abby John
Estate planning lawyer.
Estates Now
Episode: Avoid unnecessary CGT with this estate planning clause
Abbey John
Estate planning lawyer
Independent estate planning practice
Episode: Minimise tax through a will
Lachlan Holloway
Equity Market Strategist at Morningstar Australia
Morningstar Australia
Episode: Lessons from the GFC
James Gruber
Editor of Firstlinks; former Asia editor and portfolio manager
Firstlinks (Morningstar publication)
Episode: Why I don't like dividend stocks
Shamir Popat
Senior Manager Research Analyst at Morningstar
Morningstar
Episode: 5 considerations for new ETFs
Matt Wacher
Chief Investment Officer, Asia Pacific of Morningstar Investment Management
Morningstar
Episode: Where a CIO sees market opportunities
Lochlan Halloway
Equity market strategist at Morningstar, contributing to Your Money Weekly and providing broad stock market analysis.
Morningstar
Episode: Are we in a bubble?
Bianca Rose
Senior portfolio manager at Morningstar with 19 years of experience
Morningstar
Episode: Morningstar's forecasted returns for asset classes
Graham Hand
Executive in the finance industry, regular guest on Wealth of Experience podcast
Morningstar
Episode: [Best of 2024]: How to build a lazy portfolio with 3 ETFs

Hosts

Mark
Host of Investing Compass, frequently presents on investing concepts and co-leads discussions.
Shani
Co-host and main presenter, focuses on practical explanations and collaborations with guests.

Reviews

4.8 out of 5 stars from 426 ratings
  • Balanced information

    My favourite finance podcast. Shani and Mark manage to balance sage information with obvious camaraderie and humour. For a Gen X listener the subtle differences in the approaches of the two presenters is helpful, especially as most other fin podcasts are presented by younger folk. Oh, and I bought and love the book.

    Apple Podcasts
    5
    alphonse13
    Australia2 months ago
  • Thank you, learned so much!

    Excellent source of detailed info on investing & finance. Loved the humour, totally relate to both, Mark & Shani. Grateful for someone so knowledgeable with different approaches sharing their experiences & expertise. I now finished all the episodes:( & will very much miss the podcast. Loved the general finance episodes on super, retirement, tax, etc Made me laugh as well:) i will be getting a book next! Natalia

    Apple Podcasts
    5
    Natalia nbnb
    Australia7 months ago
  • Good but same issues as all financial podcasts

    Ultimately they have the same view as most of those offering investment advice - go boring, long term, diversified.

    Which is great. But you can’t make a podcast out of that. So you end up making episodes about all sorts of stuff and ultimately it dilutes that core message.

    Apple Podcasts
    4
    Jason’s Tim Tams
    Australia10 months ago
  • Too many irrelevant content

    The information is good but the hosts spend too much time on irrelevant chats.

    Apple Podcasts
    4
    Chloe yyc
    Australiaa year ago
  • Good info

    I mean the info is great. The guy spending half of each episode talking about himself is super painful tho

    Apple Podcasts
    5
    JohhnoG
    Australiaa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show blends education with humor, making complex topics approachable.
Audience appreciates Australia-focused examples and actionable tips for beginners and intermediate investors.
Hosts are knowledgeable, entertaining, and provide practical investing guidance.
Some listeners wish for less banter and more direct analysis, but many praise clarity and usefulness.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#43
Australia/Business/Investing
Apple Podcasts
#97
Australia/Business
Apple Podcasts
#169
New Zealand/Business/Investing
Apple Podcasts
#184
China/Business/Investing
Apple Podcasts
#231
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

We answer your questions
Q: What should you do if you unexpectedly exceed your goal years ahead of schedule due to windfalls or higher returns?
Evaluate whether to raise the goal and take on more conservative investments or keep current plans; the guidance emphasizes setting clear goals, recognizing life changes, and balancing between pursuing growth and protecting against risks, including potential shifts in required return and defensive allocations when appropriate.
We answer your questions
Q: Does the 4% rule still apply if you can live off dividends from your portfolio?
Living off dividends can avoid sequencing risk because you're not selling principal during downturns, but it requires careful spending discipline and a cash buffer; the hosts explain that the 4% rule aims to prevent running out of money, while a dividends-only approach relies on stable or growing dividend income and willingness to adjust spending if dividends fluctuate.
We answer your questions
Q: How much does car ownership cost someone in terms of reduced retirement savings over their working life?
Car ownership costs are substantial and include loan payments, fuel, insurance, and other expenses; the hosts cite AAA data showing about 23k–24k per year, and then contrast that with investing the equivalent amount to potentially grow a large retirement fund, highlighting the long-term trade-off between ongoing car costs and future financial security.
Geared ETFs
Q: What are geared ETFs and how do they amplify both gains and losses?
Geared ETFs borrow money to invest, amplifying returns when markets rise but also magnifying losses when markets fall, which means outcomes can diverge significantly from what investors expect, especially over longer horizons.
Why I don't like dividend stocks
Q: What do you look for in management to ensure they won't squander capital when pursuing growth?
I look for a track record across cycles, sensible capital allocation, and a focus on industry dynamics and strategic choices that preserve or improve ROE over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Investing Compass

What is Investing Compass about and what kind of topics does it cover?

Two-host format delivering practical, accessible investing guidance tailored to Australian audiences. Episodes routinely tackle ETF costs and structures, income-focused funds, tax and estate considerations, debt strategies, and long-term wealth building, all grounded in Morningstar research and real-world scenarios. The duo blends clear explanations with light banter, guest input from time to time, and sponsor integrations, making complex finance topics approachable for individual investors and those new to investing while still offering depth for more experienced listeners. A notable strength is tying theory to actionable steps—such as comparing fund structures, tax implications, and diversification—within a consistently Australian context... more

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To see how many followers or subscribers Investing Compass has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Investing Compass?

These podcasts share a similar audience with Investing Compass:

1. The Rules of Investing
2. Australian Investors Podcast
3. The Money Puzzle
4. Buy Hold Sell, by Livewire Markets
5. The Money Café with Alan Kohler

How many episodes of Investing Compass are there?

Investing Compass launched 6 years ago and published 340 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investing Compass?

Recent guests on Investing Compass include:

1. Abby John
2. Abbey John
3. Lachlan Holloway
4. James Gruber
5. Shamir Popat
6. Matt Wacher
7. Lochlan Halloway
8. Bianca Rose

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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