What are the risks of small cap stocks

How can you win in 2024? This episode explores a holistic approach to success, covering health, career, wealth, and personal growth. Discover how small habits, the Atomic Habits law, and meaningful goal-setting can shape your year. Financial strategies for 2024 include discussions on financial wellness, investing, and resilience. Beyond money, explore health, work-life balance, personal growth, and social connections as key elements of winning in 2024.  Join us for expert insights and actionable tips to make 2024 your best year yet! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

This week we said goodbye to tech stock Altium from the Australian share market as its buyout by Renesas was officially completed… As a result, large cash payouts have been received by Altium shareholders. So, what’s the next step if you receive a substantial cash payout from an investment? Should you invest in the currently high ASX, or leave the cash in the bank? Rob & Amy share some smart alternate options to consider while the ASX is trading high.  To view the video version of this episode visit https://youtu.be/U-LhtxZJTys?si=3lfPLZciVxyuUem_ Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

In this third episode of our new series on the Investment Motivation podcast, Rob and Rachael take a deep dive into ASML Holding (originally standing for Advanced Semiconductor Materials Lithography), a leader in semiconductor manufacturing equipment. They explore ASML’s business model, its dominance in EUV lithography, financial health, and growth prospects. With insights into past performance, future earnings projections, and analyst recommendations, this episode covers everything investors need to know about ASML’s position in the global tech market. Please Note: This is not a buy, nor sell, recommendation. This is general information only. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs. We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups. Tune in for financial insights and relatable client stories … Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.