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Three portfolios for different stages of life with Effie Zahos & Ron Hodge | FinFest 2026

Three portfolios for different stages of life with Effie Zahos & Ron Hodge | FinFest 2026

Season 11 Published 22 hours ago
Description

Welcome to FinFest Week 2026, proudly brought to you by Betashares. Over the coming week we’re releasing 10 of our favourite sessions, recorded live at FinFest, Australia’s largest finance festival.


Today we’re sharing Build Me a Portfolio with Effie Zahos, Money Editor at 9News, and Ron Hodge, founder and CEO of InvestSMART. If you were starting from scratch, what would actually go in your portfolio, and why? Effie and Ron share how they’d build one.


Missed a session on the day? We’re getting all 43 FinFest sessions ready to release on our YouTube channel by 30 November.


Want to be there next year? Join the FinFest 2027 waitlist here.


A big thank you to all of our FinFest partners, including this session’s stage sponsor, Sustainable Life.


Chapters:

00:00 Finfest Welcome

01:34 Building Three Portfolios

04:33 Starting With ETFs

06:09 ETF Overlap and Diversification

08:29 Core and Satellite Investing

11:08 Fees and Regular Investing

14:17 Investing While Saving for Property

18:05 Portfolio Choices and Rebalancing

20:42 Managing Market Fear

23:28 Investing With a Mortgage

27:03 Portfolio Lessons and Wrap-Up


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And come and join the conversation in the Equity Mates Facebook Discussion Group.


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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The ho

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