Your most popular questions, answered.
We get a lot of questions. Here’s a round up of the most asked, or the most interesting from readers and listeners.
We receive many questions, feedback and insights from our community. Those that listen to our podcast, read our articles or watch our videos. These questions are often representative of what others might be thinking, and would be helpful for others.
Because of this, we try to address as many of the requests as possible.
Below are a collection of the latest questions and requests from the Morningstar community.
Mark-to-market Q&A
Your retirement questions answered: The Morningstar community has the following questions about planning for retirement. Here are Mark’s thoughts.
Mark received a question about Capital Gains Tax (CGT) and the consequences of disposing of an asset. He runs through the maths for why you should avoid breaking the chain of compounding, and when to dispose of an asset.
Annuities – will I get my money back? More retirees are looking for guaranteed returns. Mark answers 3 common questions on annuities.
Should you invest outside of super? Mark answers a reader question about whether the high fees in super negate the tax benefits that investors receive.
Does the perfect ETF already exist? Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the ‘perfect ETF’.
Reader questions
An Investing Compass listener wanted to understand why Shani invests in managed funds. She writes two articles, an initial response, and a defence after readers questioned her decision.
What are you giving up by sending your kids to private school? An Investing Compass listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
Investing Compass
Cage fight: US & Australian retirement systems: This episode of Investing Compass explores which country has the better retirement system.
Work out the probability of running out of money in retirement: This episode of Investing Compass looks at retirement Monte Carlo simulations.
We love answering your questions. Please send them through in the following ways:
Email [email protected], or [email protected]
Leave us a comment on Investing Compass episodes, on YouTube or Spotify.
