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Expat Chat Episode 110 - Lessons Learnt From 2023 And How To Maximise 2024

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Manage episode 402459923 series 1435529
Content provided by Expat Chat Podcast and Atlas Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Expat Chat Podcast and Atlas Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the one hundred and tenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the lessons we learned in 2023 and how to make the most of the opportunities in 2024. Looking back on 2023 investors were trying to navigate markets that were fixated on hard and soft landings in the world economy's and unfortunately many investor chose to sit on the sidelines due to the uncertainty which resulted in them missing out on a great year of returns. So how do investors avoid repeating this experience? The stay disclined, ensure they are appropriately diversified and their their investment portfolio is positioned for the years to come, not what happened in previous years. In this episode we run through the following topics: • What re the lessons from 2023? • Why time in the market, rather than timing the market, is important? • The pros and cons of putting money into a offset account versus investing it in shares. • Why a disciplined investor of any asset gets the best result. • What is recency bias and why a cyclical market means that vigilence must be maintained when managing your portfolio. Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
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134 episodes

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Manage episode 402459923 series 1435529
Content provided by Expat Chat Podcast and Atlas Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Expat Chat Podcast and Atlas Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Welcome to the one hundred and tenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the lessons we learned in 2023 and how to make the most of the opportunities in 2024. Looking back on 2023 investors were trying to navigate markets that were fixated on hard and soft landings in the world economy's and unfortunately many investor chose to sit on the sidelines due to the uncertainty which resulted in them missing out on a great year of returns. So how do investors avoid repeating this experience? The stay disclined, ensure they are appropriately diversified and their their investment portfolio is positioned for the years to come, not what happened in previous years. In this episode we run through the following topics: • What re the lessons from 2023? • Why time in the market, rather than timing the market, is important? • The pros and cons of putting money into a offset account versus investing it in shares. • Why a disciplined investor of any asset gets the best result. • What is recency bias and why a cyclical market means that vigilence must be maintained when managing your portfolio. Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community. Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthmgmt
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