Liam Shorte

speaker

320 appearances 2 recordings 1 series first heard May 2026 last heard 7 Jul

Liam Shorte’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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The Money Puzzle · Are you prepared for a sharemarket crash? · 7 Jul 2026 podcast

It's about anchoring their expectations.

For a pre-retiree, for somebody in their 30s or 40s, they're looking to make as much growth as possible.

You're still going to have a growth focus, which is have a little bit of an opportunity fund.

And when they see the opportunity, they only have to see the opportunity once and take advantage of it once.

that they'll stick to that strategy for the rest of their lives, through retirement onwards.

For the retirees, it's more about absolutely giving them that confidence that if they're spending 80,000 a year and they've got, let's say, 800,000 in super, that we have 200,000 of that in general deposits of fixed interest.

So they never have to worry where the next year's pensions are coming from.

And that still means about 600,000, three quarters of the money can be totally allocated towards decent blue chip stocks and growth stocks.

I use high yield ETFs.

I won't name any of them, but there are a number out there.

So instead of going for the

Just the ones that cover the top 200 stocks and the top 300 stocks.

We, for retirees, we focus on the ones that pay larger dividends.

We're giving up some of the growth side of it.

But you look over the last couple of years, those high yield ETFs have delivered 20% in Australia this year, whereas the ones over the full index have delivered 7% to 9%.

So my clients, they've actually done better because they were more aware of what they needed to deliver in terms of income over the long term.

Yeah, they were basically avoiding the speculative stocks, the newcomers.

So yes, they miss out on the unicorns, but they sleep at night because they know they've got a minimum 4% income fully frank coming in.

And then this year they're getting 16% growth on top of that.

Yes, because the ones we use, we've got a long-term track record.

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