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When it comes to investing, I’ve always believed the most important thing is managing risk. Over the years I’ve learnt a lot about how to build wealth steadily, and those lessons are just as relevant for people in their 30s as they are for those approaching retirement. In this bonus episode of The Money Puzzle, I sit down with The Australian’s Wealth Editor, Julie-anne Sprague, to share how I developed my approach to investing and what it can mean for your financial journey.

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by Roger Montgomery Posted in In the Press, Investing Education, On the Internet, Podcast Channel, Press.

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I joined Michael Thompson on FEAR + GREED podcast to unpack one of the most volatile reporting seasons in recent memory. From sharp share price swings to three key lessons for investors — including signs of recovery, earnings downgrades, and the resurgence of small caps — this episode cuts through the noise to help you make sense of the market.

by Roger Montgomery Posted in Market commentary, Podcast Channel.

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In this episode of Over the Money Fence, I join Nicola and Di to explore the Three Bucket Strategy – a simple yet powerful way to take control of your finances with structure and confidence. Life can get busy and complicated, especially when juggling adult children and aging parents, life events like divorce, or inheritances can also complicate your finances. This strategy helps you stay grounded by dividing your money into three clear categories: cash for now, income for soon, and growth for later. continue…

by Roger Montgomery Posted in Podcast Channel.

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In this episode of our monthly series Over The Money Fence, with Nicola and Di, we tackle the question; ‘What does smart investing look like at every age and stage of your life?’. The answer may not be as simple as you would expect. continue…

by Roger Montgomery Posted in Podcast Channel.

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I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.

Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. continue…

by Roger Montgomery Posted in Podcast Channel.

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I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. continue…

by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.

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In this episode of Over the Money Fence, we dive into the realities facing the Sandwich Generation – women in their 50s and 60s who find themselves caring for elderly parents while also supporting adult children. continue…

by Roger Montgomery Posted in Podcast Channel.

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This week, I joined Nicola Dale and Di Edwards from the Over the Back Fence podcast to kick off a new monthly podcast series, Over the Money Fence – created to help women build confidence and clarity around money, and investing. continue…

by Roger Montgomery Posted in Podcast Channel.

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This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. continue…

by Roger Montgomery Posted in Podcast Channel.

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I joined Sean Aylmer on the Fear and Greed podcast to explore what happens when companies are taken over. We discussed James Hardie’s planned merger with U.S. giant AZEK – a deal that will shift the company’s primary listing to Wall Street, with a secondary listing on the ASX. Meanwhile, Australian investors are increasingly buying U.S. shares. So, is the local stock exchange at risk? Should the ASX be concerned?

by Roger Montgomery Posted in Podcast Channel.

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