Ask an Adviser: Tax traps and property decisions – Listener mailbag with Matt Ingram
About this episode
Bryce and financial adviser Matt Ingram address listener questions on tax traps and property decisions in the current investing landscape.
From switching brokerage platforms to gearing, kids’ investing accounts, super catch-up contributions and the age-old mortgage-versus-investing debate, this listener mailbag covers the real questions investors are wrestling with right now. Bryce is joined by financial adviser Matt Ingram to work through how he’s positioning portfolios in a volatile market, where he’s seeing opportunity, and the practical decisions that matter most for long-term investors. In this episode: 00:00 Listener Mailbag Intro 01:13 Market Volatility & Staying Calm 02:59 What Matt is Buying in Down Markets: ETFs, Tech & Resources 06:54 Moving Holdings Between Brokerage Platforms 09:51 ETF Strategy for Older Investors 13:01 Investing for Kids & Tax Considerations 15:18 Rebalancing Portfolio to Geared Products 17:31 Micro-Investing vs ETF Costs 19:30 US Stocks Tax Implications 20:24 Why Infrastructure in Portfolios is a MUST 22:35 Super Catch Up Contributions Explained 24:52 Investing in Property During Interest Rate Hikes 25:49 CGT Discount Drop Discussion & Property Outlook 27:29 When to Sell an Investment Property 30:14 Final Question: Pay Down Mortgage or Invest? ETFs & stocks…
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