Posts by Cate Bakos

The Trio unpack tax depreciation, revealing rules, risks and timing strategies that can significantly impact cash flow and long-term investment outcomes.

Today’s great listener question prompts an episode on a common investor dilemma. Tenant troubles spark a strategic rethink as the Trio explore whether to hold, fix or sell, highlighting buyer appeal, opportunity cost and the risks of overcapitalising.

Today’s great listener question prompts an episode on reverse mortgages, highlighting them as a retirement cash flow tool, not a wealth strategy. The Trio emphasise that long-term planning is key to successful income in retirement.

In this debut live recording, Dave, Cate and Mike share their market pulse highlights before diving into some live interaction with the audience.

Australia’s housing affordability crisis isn’t just demand-driven. The Trio examines supply constraints, productivity, taxes and labour shortages.

This week’s show delivers a strategic deep dive into ownership structures, equity release and lender policy, helping investors align tax outcomes, borrowing power and long-term portfolio planning.

The Trio answer a listener question that strikes a nerve for many sellers: how much effort is too much when the eventual buyer might knock the house down anyway?