Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon

Ep. 76 | What Most Investors Get Wrong About the Market with Apollo Lupescu

Ask a question or send feedback [https://www.buzzsprout.com/2212843/fan_mail/new] Do you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors in California to bust 10 of the most common investing myths once and for all. ------------------------------------------------------------------ Follow Apollo Lupescu: LinkedIn: https://www.linkedin.com/in/apollolupescu/ Dimensional Fund Advisors: https://www.dimensional.com Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------------------------------------------------------------------ Chapters: (0:00) Welcome and Wins of the Week (5:34) Myth 1: Past Performance Predicts Future Results (11:44) Myth 2: You Must Beat the Market to Succeed (15:46) Myth 3: Cash Is a Safe Long-Term Strategy (18:08) Myth 4: You Need to Time the Market (26:26) Myth 5: Higher Risk Always Means Higher Returns (32:46) Myth 6: Active Stock Picking Beats the Market (35:48) Myth 7: International Investing Is Too Risky (40:52) Myth 8: Run for Cover When Markets Get Volatile (45:02) Myth 9: Financial News Helps You Make Better Decisions (49:06) Myth 10: You Must Back the Next Big Trend ------------------------------------------------------------------ Recorded and produced by Podwave Studios: https://podwavestudios.au/ The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au [https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcapital-partners.com.au%2F&data=05%7C01%7Ctbrayne%40capital-partners.com.au%7Cedfde47506584d1df13d08dba2e648a3%7C3aa8e0ab8de64da0afaf2331379e9194%7C0%7C0%7C638282882204951385%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=g3v5D0pXfRpFo9Xg2ENToZq0C4kBM1zYsw%2BpmZF%2FApk%3D&reserved=0]. Have a question? Email us ask@capital-partners.com.au [ask@capital-partners.com.au]. This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.  Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ep 75. | Why This Budget Punishes Aspiration Not Wealth

Ask a question or send feedback [https://www.buzzsprout.com/2212843/fan_mail/new] Treasurer Jim Chalmers handed down the federal budget and the proposed changes to capital gains tax, negative gearing and family trust distributions could significantly affect how Australians build wealth. In this special episode, Capital Partners founder David Andrew and wealth advisor Aden Wilkins speak with Nick Menegola to break down what has actually been proposed, who it impacts, and why you should not be making any rash decisions just yet. ------ Follow Nick Menegola: LinkedIn: https://www.linkedin.com/in/nick-menegola-490b64123/ [https://www.linkedin.com/in/nick-menegola-490b64123/] Website: https://capital-partners.com.au/team-members/nick-menegola/ [https://capital-partners.com.au/team-members/nick-menegola/] Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ [https://capital-partners.com.au/team-members/david-andrew/] Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ [https://www.linkedin.com/in/aden-wilkins-40b006105/] Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ [https://capital-partners.com.au/team-members/aden-wilkins/] Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ [https://www.facebook.com/CapitalPartnersPWA/] LinkedIn: https://www.linkedin.com/company/capital-partners-3/ [https://www.linkedin.com/company/capital-partners-3/] Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ [https://www.instagram.com/capitalpartnersprivatewealth/] ------ Chapters: (0:00) Welcome and Wins of the Week (3:55) What This Budget Is Really About (6:15) Who Does This Budget Actually Hit (11:45) Capital Gains Tax Changes Explained (17:00) The 30% Minimum Rate and Pre-1985 Assets (20:00) Negative Gearing: What Changes and What Does Not (23:15) Beware the House and Land Package Spruikers (27:30) Family Trust Flat Tax (31:15) Real Example: What It Means for a Small Business Family (37:25) Why Super Becomes Even More Attractive (40:00) The Trillion Dollar Debt in Perspective (43:40) Who Needs to Be Paying Attention Right Now ------ Recorded and produced by Podwave Studios https://podwavestudios.au/ [https://podwavestudios.au/] The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au [https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcapital-partners.com.au%2F&data=05%7C01%7Ctbrayne%40capital-partners.com.au%7Cedfde47506584d1df13d08dba2e648a3%7C3aa8e0ab8de64da0afaf2331379e9194%7C0%7C0%7C638282882204951385%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=g3v5D0pXfRpFo9Xg2ENToZq0C4kBM1zYsw%2BpmZF%2FApk%3D&reserved=0]. Have a question? Email us ask@capital-partners.com.au [ask@capital-partners.com.au]. This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.  Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ep 74. | Why a Booming WA Economy Still Leaves Families Anxious with Kristen Turnbull

Ask a question or send feedback [https://www.buzzsprout.com/2212843/fan_mail/new] Despite Western Australia's booming mining driven economy, new data reveals that most WA families are still anxious about money. In this episode, David Andrew and Aden Wilkins sit down with Kristen Turnbull, Director of CoreData Reasarch WA, to unpack the findings of the Voice of WA research report. This was a statewide survey of more than 1,000 Western Australians exploring their relationship with money, financial confidence, and outlook for retirement. ------ Follow Follow Kristen Turnbull: LinkedIn: https://www.linkedin.com/in/kristenturnbullcoredata/ [https://www.linkedin.com/in/kristenturnbullcoredata/] Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ [https://capital-partners.com.au/team-members/david-andrew/ ] Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ [https://www.linkedin.com/in/aden-wilkins-40b006105/ ] Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ [https://capital-partners.com.au/team-members/aden-wilkins/ ] Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ [https://www.facebook.com/CapitalPartnersPWA/ ] LinkedIn: https://www.linkedin.com/company/capital-partners-3/ [https://www.linkedin.com/company/capital-partners-3/ ] Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ [https://www.instagram.com/capitalpartnersprivatewealth/ ] ------ Chapters: (0:00) Welcome and Wins of the Week (4:47) Introducing Kristen Turnbull and the Voice of WA Report (7:15) WA's Booming Economy So Why Are Families Still Anxious? (12:30) Financial Stress Hits Every Income Bracket (16:00) The Thin Veneer of Affluence (19:20) The Numbers That Prove Advice Makes a Difference (24:00) Choice Architects and Confirmation Bias (29:30) Why Even Financial Experts Take Advice (33:45) The Squeezed Middle and the Tax Reform Problem (39:40) Retirement Expectations vs Reality (44:30) The Advice Shortage Crisis and Information Overload (50:00) Health, Social Connection and WA Values ------ Recorded and produced by Podwave Studios https://podwavestudios.au/ [https://podwavestudios.au/] The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au [https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcapital-partners.com.au%2F&data=05%7C01%7Ctbrayne%40capital-partners.com.au%7Cedfde47506584d1df13d08dba2e648a3%7C3aa8e0ab8de64da0afaf2331379e9194%7C0%7C0%7C638282882204951385%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=g3v5D0pXfRpFo9Xg2ENToZq0C4kBM1zYsw%2BpmZF%2FApk%3D&reserved=0]. Have a question? Email us ask@capital-partners.com.au [ask@capital-partners.com.au]. This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.  Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ep. 73 | Why Small Stocks Beat the Magnificent Seven in 2026 with Apollo Lupescu

Ask a question or send feedback [https://www.buzzsprout.com/2212843/fan_mail/new] The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins speak with Apollo Lupescu from Dimensional Fund Advisors to break down exactly what happened in financial markets in the first quarter of 2026, why the headlines don't tell the full story, and what smart investors should actually be doing about it. ------ Follow Apollo Lupescu: LinkedIn: https://www.linkedin.com/in/apollo-lupescu-78a3b87a [https://www.linkedin.com/in/apollo-lupescu-78a3b87a] Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ [https://capital-partners.com.au/team-members/david-andrew/] Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ [https://www.linkedin.com/in/aden-wilkins-40b006105/] Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ [https://capital-partners.com.au/team-members/aden-wilkins/] Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ [https://www.facebook.com/CapitalPartnersPWA/] LinkedIn: https://www.linkedin.com/company/capital-partners-3/ [https://www.linkedin.com/company/capital-partners-3/] Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ [https://www.instagram.com/capitalpartnersprivatewealth/] ------ Chapters: (0:00) Introduction & Episode Preview (1:00) Apollo Lupescu Joins from California (1:50) Win of the Week (4:35) Q1 2026 Market Recap and What Actually Happened (8:30) The Magnificent Seven Dragged the Market Down (16:45) Factor Investing Explained: Value, Small Cap & Profitability (19:00) The Small Cap Value Case (24:00) The Odds Game. Value vs Growth Over Time (26:30) Australian Market Returns  (30:45) The Media's Role in Catastrophising Markets (38:45) Why Fear Is Hardwired Into Us and Kills Returns (41:00) IPO FOMO: SpaceX, Anthropic, Open AI and Why You Should Wait ------ Recorded and produced by Podwave Studios https://podwavestudios.au/ [https://podwavestudios.au/] The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au [https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcapital-partners.com.au%2F&data=05%7C01%7Ctbrayne%40capital-partners.com.au%7Cedfde47506584d1df13d08dba2e648a3%7C3aa8e0ab8de64da0afaf2331379e9194%7C0%7C0%7C638282882204951385%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=g3v5D0pXfRpFo9Xg2ENToZq0C4kBM1zYsw%2BpmZF%2FApk%3D&reserved=0]. Have a question? Email us ask@capital-partners.com.au [ask@capital-partners.com.au]. This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.  Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Ep. 72 | Are You One of the 60% Without a Proper Estate Plan? with Morgan Solomon

Ask a question or send feedback [https://www.buzzsprout.com/2212843/fan_mail/new] 60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyers and 25 year succession law specialist. They unpack the A to Z of estate planning. This is one of the most important financial conversations any family can have, and most people keep putting it off. ------ Follow Morgan Solomon LinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/ [https://www.linkedin.com/in/morgan-solomon-b13ab58/] Follow David Andrew: LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ [https://capital-partners.com.au/team-members/david-andrew/ ] Follow Aden Wilkins: LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ [https://www.linkedin.com/in/aden-wilkins-40b006105/ ] Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ [https://capital-partners.com.au/team-members/aden-wilkins/ ] Follow Capital Partners on socials: Facebook: https://www.facebook.com/CapitalPartnersPWA/ [https://www.facebook.com/CapitalPartnersPWA/] LinkedIn: https://www.linkedin.com/company/capital-partners-3/ [https://www.linkedin.com/company/capital-partners-3/ ] Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ [https://www.instagram.com/capitalpartnersprivatewealth/ ] ------ Chapters: (0:00) Introduction & Episode Preview (1:00) Welcome & Guest Introduction: Morgan Solomon (1:45) Win of the Week (4:35) Why Estate Planning Is Central to Financial Advice (7:50) What Makes a Good Estate Plan (11:00) The 60% of Australians at Risk (13:20) What Happens When You Die Without a Will (19:00) Why Post Office Wills and AI Wills Fail (26:30) The Executor Role Explained (38:30) Estate vs Non-Estate Assets: Super and Family Trusts (43:45) Superannuation and Binding Death Benefit Nominations (50:10) Testamentary Trusts: What They Are and Why You Need One ------ Recorded and produced by Podwave Studios https://podwavestudios.au/ [https://podwavestudios.au/] The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life! We draw on over 30 years of experience from David Andrew [https://www.linkedin.com/in/davidandrewfamilywealthadviser/] and the Capital Partners team. For more information on Capital Partners' award winning team, visit capital-partners.com.au [https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fcapital-partners.com.au%2F&data=05%7C01%7Ctbrayne%40capital-partners.com.au%7Cedfde47506584d1df13d08dba2e648a3%7C3aa8e0ab8de64da0afaf2331379e9194%7C0%7C0%7C638282882204951385%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=g3v5D0pXfRpFo9Xg2ENToZq0C4kBM1zYsw%2BpmZF%2FApk%3D&reserved=0]. Have a question? Email us ask@capital-partners.com.au [ask@capital-partners.com.au]. This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances.  Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.