Today on the podcast, we have Mark LaMonica, CFA, a Director at Morningstar and co-host of the Investing Compass podcast.
Mark brings a wealth of knowledge and experience, having spent time in both the US and Australia, which gives him a unique perspective on their financial systems and retirement landscapes.
In today’s episode, we dive into:
- The current state of financial planning in Australia (00:09:18)
- Mark’s thoughts on his recent article, "Are We Being Ripped Off by Super?" (00:16:04)
- How the US and Australian retirement systems stack up against each other (00:20:58)
- Why he’s against super funds charging for certain financial advice costs (00:30:57)
- His controversial take on the 4% rule and the FIRE movement (00:47:13)
Links
- Podcast - Investing Compass
- Website - Morningstar
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