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Investopoly

by Stuart Wemyss & Campbell Wallace

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Latest episodes

  • Q&A - Bucket company asset allocation: trust or company?

    October 26, 2026 · 38 min

    A bucket company doesn’t change my allocation: I’d still favour global shares. Rebalance with new money and dividends, not by selling. Campbell here, filling in for Stuart. Simon has $2 million in a bucket company and too much in…

  • Ep 431: How much life insurance do you need: And when to cut it

    October 20, 2026 · 36 min

    Read Full Blog Here Have full cover while you’re young and it’s cheap, then cut it back as your assets grow. Income protection matters most, trauma the least. In this episode I explain how we calculate life, TPD and income protection…

  • Q&A - ETF portfolio construction at 28: is 8.4% too low?

    October 19, 2026 · 34 min

    An 8.4% return isn’t the problem; what drove it is. I’d struggle to justify active funds and a 0.76% fee over a diversified ETF. In this listener Q&A, I explain how to judge short-term returns, why active fund outperformance rarely lasts…

  • Ep 430: Is financial advice worth it? What rules can't fix.

    October 13, 2026 · 28 min

    Read Full Blog Here Russell says advice adds 5.5% a year and Vanguard says 3%. A disciplined, rules-based approach captures much of that, but not all of it. I think these reports overstate things by assuming that without an adviser you'll…

  • Q&A - Debt recycling when you sell your home: keep the deduction

    October 12, 2026 · 38 min

    Selling your home needn’t undo debt recycling. I’d substitute the security with a term deposit or your next home to keep it deductible. In this listener Q&A I walk Dave through substitution of security and simultaneous settlements, and…

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About the show

Investopoly is a twice-weekly podcast designed to help you make better financial decisions and build wealth with clarity and confidence. Hosted by Stuart (tax adviser, financial adviser, and mortgage broker) and Campbell (senior financial adviser), each episode delivers concise, practical insights grounded in real-world strategy, research, methodologies, and case studies. You will get two episodes each week: a main episode that deep-dives into a single wealth-building topic, and a Q&A episode that answers listener questions and real scenarios. Send your questions to questions@investopoly.com.auWe also writes a weekly blog, and many podcast topics build on those ideas and frameworks. Stuart's forthcoming book, Wealth by Design, will be available in July 2026.