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533 concessional contributions are maxed, div 296 tax + how much do I need to retire with Vince Scully (part 2)
Season 5
Today's episode is the second half of Dev's chat with Vince Scully from Life Sherpa (listen to last week's episode for part 1!), where Dev and Vince …
11 months, 2 weeks ago
532 invest vs pay mortgage, borrowing for cars, pay off or leave HELP debt + more with Vince Scully (part 1)
Season 5
In this 2 part chat, Dev is joined by Vince Scully from Life Sherpa to unpack your questions. In part 1 they touch on:
👉🏿 pay off mortgage vs invest v…
11 months, 3 weeks ago
531 what is capital gains tax?
Season 5
Capital gains tax aka CGT - let's talk about it! Dev unpacks:
👉🏿 what is a capital gain + short vs long term gain
👉🏻 what is capital gains tax
👉 exempti…
11 months, 4 weeks ago
530 what is opportunity cost?
Season 5
In this episode Dev explains the concept of opportunity cost, touching on:
👉🏾 what it is and how it differs from sunk cost
👉🏿 a formula for working out…
1 year ago
529 the 5 fundamental rules every smart investor follows
Season 5
There’s no shortage of investing advice out there, but some principles stand the test of time. In this episode, Dev breaks down 5 essential rules tha…
1 year ago
528 Stockholm syndrome in investing
Season 5
Can Stockholm Syndrome apply to your investing strategy? Let's take a look! Dev unpacks:
👉🏾 what exactly happened in 1973
👉🏿 how the term Stockholm Syn…
1 year ago
527 lessons from 50 years of investing (with a retired GP!)
Season 5
In this episode we pick the brain of Dr Ken who is a retired GP and part of the original FI movement. He has been a clinician and a patient investor …
1 year, 1 month ago
526 lending for medical professionals: pre-approvals, parental leave, borrowing strategies + more
Season 5
Dev is joined by mortgage broker Rachelle Kroon from Sphere Home Loans to answer common lending questions from healthcare workers. They dive into:
👉 t…
1 year, 1 month ago
525 what is strategic asset allocation (SAA)?
Season 5
In today's episode Dev explains the concept of strategic asset allocation and touches on:
👉🏾 what it is
👉🏿 the 4 main asset classes
👉🏻 target allocation…
1 year, 1 month ago
524 superannuation changes coming July 2025
Season 5
In today's episode Dev unpacks the changes to superannuation that you need to know come 1 July 2025. He covers:
👉🏾 carry forward contributions
👉🏿 minim…
1 year, 1 month ago