Shared Lunch
A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in. Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents av...
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The 2026 investor’s survival guide: Part 1
<p>In the first of two parts on what investors need to know in 2026, we discuss a world preoccupied with the Trump effect.</p> <p>While markets like Japan and Europe outperformed the States last year, Craigs Investment Director Mark Lister and KiwiBank Chief Economist Jarrod Kerr explain why the US remains a major force. Closer to home, they outline how NZ is getting off its knees and into recovery mode. Is tech and AI concentration in the US S&P 500 something to be concerned about? Are lower interest rates leading to a broader recovery at home beyond dairy? What...
Wealth kick #7: Looking for a man in finance
<p >When do you stop going it alone with your money—and start getting advice? How do you know if you actually need a financial advisor, and how do you find one you can trust?</p> <p >In the final episode of the Wealth Kick, we’re talking about what happens when DIY can only get you so far. We cover when it makes sense to bring in professional help, what green flags (and red flags) to look for in an advisor, and how good advice can give you clarity, confidence, and momentum.</p> <p >Financial advisors Billy and Ed Glenn...
Wealth kick #6: The witch of Wall Street
<p>Now what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget?</p> <p>In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and risks, consistency vs. curiosity—and whether you should be getting hands-on or staying at arm’s length.</p> <p>Financial advisor Ed Glennie, Ruth Henderson from The Happy Saver, and Sha...
Wealth Kick #5: The long run
<p>What if you never had to work again? Well, you’ll get there someday—if you set yourself up for retirement. </p> <p>It can be hard to get excited about your KiwiSaver account when retirement feels distant, but it’s your ticket to freedom. In this episode, we try to bring that far-off future a bit closer to home, with actions you can take now that could pay off later on. Listen in to debunk some old myths and check if you’re on track for the day you knock off for good.</p> <p>This is the fifth epi...
Wealth kick #4: Back from the brink
<p>Last time you heard from us, we talked budgets—how to stop feeling trapped and build a budget that suits you. Today’s episode is a little different: an extra chapter to tell one guy’s story.</p> <p>We return to Reagan White from Where’s My Money with a tale of brutal interest rates and a mortgage that suddenly feels way less manageable. Reagan shares how close he came to losing everything—and how budgeting became a life raft to get back to safety.</p> <p>This is the fourth episode of the Wealth Kick, a limited series to...
Wealth kick #3: The joy of excel
<p >Do we all really need a budget? And if we do… why does it feel so intimidating (and kind of boring)?<br >In this episode, we’re reframing budgeting as something a little less restrictive—and a lot more useful. You’ll hear why budgets aren’t about rules, and how a good budget can actually help you say yes to more of the awesome stuff in life.</p> <p >We chat to Reagan White from Where’s My Money about how getting real with the numbers helped him avoid financial panic, and we ask Ruth Henderson (aka The Happy Saver...
Wealth kick #2: The naked truth
<p>Why is it so tough to confront important things head-on—including our money? Why does the first step feel so daunting, even when it’s a simple one? In this episode of the Wealth Kick, we go to battle with procrastination.</p> <p>Find out why so many of us avoid looking at our spending, and get the nudge you need to take stock of your financial situation. Hear from the experts on how to stop stalling and look your accounts in the eye.</p> <p>This is the second episode of the Wealth Kick, a limited series to chan...
Wealth kick #1: Wish you were here
<p>Ready to change your fortune in 2026? Welcome to the Wealth Kick.</p> <p>How do you work out what you really want? Lots of smart people have tried to crack that one, from Aristotle to Oprah. In this episode, we set out to help you pin down your goals and priorities—because before you get moving on your money, you need to know where you’re trying to go and why. </p> <p>This is the first episode of the Wealth Kick, a limited series to change your perspective on money for the new year. Until the end of Janua...
Best bite: You don’t need to be brilliant
<p>It’s not a phrase you hear every day. In this summer highlight, Sharesies’ Susanna Batley explains the idea of “strategic mediocrity” — a way of thinking about performance, consistency, and why the biggest long-term winners often aren’t the standouts in any single year.</p> <p> </p> <p>For more or to watch on YouTube—check out http://linktr.ee/sharedlunch</p> <p>Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided...
Best bite: Motley Fool's Scott Phillips on uncertainty
<p>In one of the more thoughtful moments from the year, Scott Phillips from The Motley Fool reflects on uncertainty, valuation, and why investing is less about being right and more about accepting what you can’t know</p> <p>For more or to watch on YouTube—check out http://linktr.ee/sharedlunch</p> <p>Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your o...
