Luke on 2CC – How to use Shares and ETF’s

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 14 February 2025. The topic for this week is: How do use and select shares and Exchange Traded Funds (ETFs) in an investment portfolio?  There is quite a bit to consider when you think about it deeply and it may pay dividends to seek advice and get professional assistance. Luke explores some key issues you should consider when exploring shares and ETFs.

Thank you for joining us live on 2CC, YouTube or your favourite podcast streaming service with ‘The Strategy Stacker – Luke Talks Money’.

Key topics covered include:

• Shares and ETFs can play an important part of your investment portfolio
• What should you consider when assessing different shares? 
• Don’t forget to consider franking credits – either full or partial tax credits 
• ETFs can also play an important part in your investment portfolio
• What should you consider when assessing different ETFs
• ETFs are very cost competitive – check the internal cost ratio of your super fund to see what you’re paying
• How is a Managed Fund different from an Exchange Traded Fund? 
• Luke shares his key tips when considering shares and ETFs as part of your investments – including diversity!

https://www.envisionfinancial.com.au/wp-content/uploads/2025/02/The-Strategy-Stacker-Luke-Talks-Money-14022025.mp3
Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need help to select and manage your investments? Shares and Exchange Traded Funds play an important role in an investment portfolio. But not all shares and ETFs are the same. It’s important to do your home work before you buy them. If you need assistance, make an appointment to speak with Luke.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement (including transition to retirement). Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week, we hope you can join us. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again. Luke’s book Smart Money Strategy is out now.