%20(1).png)
Investopoly
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.au
We 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.
Investopoly
Q&A - Structuring $200k p.a. retirement income, a common strategy mistake, and defining investment-grade property.
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In this insightful Q&A episode, Stuart Wemyss dives into three real-life financial questions that highlight the importance of strategic planning as retirement approaches. The episode begins with a deep dive into “Alex’s” situation a successful small business owner aiming to generate a $200,000 annual income in retirement. Stuart explores how Alex might structure assets post-business sale and whether selling an investment property could be necessary to meet income goals.
Next, Francois raises a question about fixing a less-than-ideal property ownership structure. Stuart uses this as a springboard to discuss a common trap: designing your financial strategy around existing assets, rather than letting a clear strategy guide asset selection and structure, especially important when tax and long-term efficiency are involved.
Finally, Stuart responds to Jason, who asks what defines an “investment-grade” property in Melbourne, and whether it’s realistic to buy one within an $850k–$900k budget in today’s market.
Whether you’re planning your retirement, refining your investment structure, or considering your next property purchase, this episode offers practical insights and timeless financial wisdom to help you make smarter, strategy-first decisions.
🎧 Click to listen now and discover what steps could bring you closer to financial freedom.
Our most popular free guides:
Over the years we've written hundreds of articles. These three bring our best thinking together on the topics that matter most right now: choosing a super fund, debt recycling, and navigating the new tax changes.
My new book, Wealth by Design, is out now:
Buy online or in bookstores. The ebook is available now, audiobook coming soon.
Got a question for the podcast?
Email us at questions@investopoly.com.au
Interested in working with our team?
Discover how we can work together
Subscribe to my weekly blog:
Important
This podcast provides general information about finance, tax and credit. It doesn't take into account your specific objectives, financial situation or needs, so you need to assess whether it's relevant to your circumstances before acting on it. If you're not sure, speak to a licensed, trustworthy professional.
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
