Wealth of Experience
Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers.
Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial newsletter with 100,000 readers. Firstlinks was acquired by Morningstar in 2019 and Graham is now Editorial Director.
Peter Warnes is the Head of Equity Research at Morningstar and Editor of Your Money Weekly. He originally joined Aspect Huntley as Head of Research in 1992 which was acquired by Morningstar in 2006, giving him 30 years in the Morningstar stable. He is widely quoted in the media for his stock calls and deep market analysis.
Podcast host, James Gruber, is an assistant editor at Firstlinks and Morningstar. He has more than 10 years experience in finance. He was Portfolio Manager of Asian Equities at AMP for two years, and prior to that a leading sell-side analyst at CLSA across Asia for five years. He started off in TV and radio news journalism at the ABC and was the Executive Producer of the 7pm ABC TV news bulletin in Canberra.
Wealth of Experience
Noel Whittaker on retirement, more LICs should close, bond carnage implications | 4 Oct 2023
Season 2, Episode 9
Special guest Noel Whittaker, best-selling author and personal finance guru, offers his key tips for making the most of your retirement. He discusses the mistakes that people make with SMSFs, why super remains a good vehicle for retirees, how estate planning is a "minefield", and the financial traps to avoid with aged care.
Firstlinks’ Managing Editor, Graham Hand, also joins us to explain why more listed investment companies should close as well as the intriguing battle between Magellan and shareholder activist Nick Bolton.
And Morningstar's Peter Warnes is back from a break to talk about the carnage in bond markets and what it might mean for Australian markets.