My Millennial Money: All things investing
Roger Montgomery joined My Millennial Money to discuss how to invest in the current climate, how to look for quality companies and share with you some ASX darlings and much more to do with investing.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
Heather Neil
:
Hi, last night in a segment on ABC Nightlife Roger mentioned a paper he had written recommending some financial buckets as a strategy to manage your money in retirement. I was keen to read the article but can’t find it. Can you please assist? Thanks
Roger Montgomery
:
Hi Heather, we will publish that shortly.
Roger Montgomery
:
Hi Heather, please see a link to access the paper:
https://rogermontgomery.com/the-three-bucket-strategy-for-building-a-retirement-portfolio/