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Dr Sam Wylie's Blog & Webinars

Discover how Dr Sam Wylie’s resources for personal investors can help you navigate market trends and optimize your portfolio.  Access blogs, webinars, and guides on finance, investing, tax planning, and wealth strategies to grow your investment portfolio.

Australian Investor Series

If you want to go deeper into this topic, our next course is starting soon: 👉 https://windlestone.com.au/ Capital gains tax is not very well understood. There are two big benefits to capital gains over income., 1. The capital gains tax discount. 2. The option to delay the realization of capital gains This video shows the benefits of delaying capital gains for different types of investments: -- Property -- Shares -- Alt assets And, for differnt types of investors: -- Individuals -- Family trusts -- Corporations What investors don't know is that if the capital gains tax discount goes down, then the benefit of delaying realization will go up. . A reduction in the CGT discount from 50% to 25% for investment in residential property won’t be as bad as many investors fear. The reason is that when the CGT discount goes down (bad), the benefit of delaying realization of capital gains goes up (good). #investing #money #capitalgaintax #propertyinvestment #capitalgains #australia #australianinvestmenteducation #negativegearing #tax #financeeducation #familytrust
Dr Sam Wylie: Delaying Capital Gains
Dr. Sam Wylie answers the three biggest questions that every investor has on investing in gold today. Long-term price: Will there be enough enduring demand for gold, and sufficiently restricted supply to ensure long-term upward pressure on the gold price? Strategy: Is gold an investment theme (in your growth assets), or instead, a hedge (in your defensive assets) in your portfolio? Implementation: Which is better, an ETF of goldmining shares, an ETF holding physical gold, or a direct holding of bars/coins? 🌐 About Windlestone: We provide independent finance education and investment strategy insights for individuals, families, and organisations. Explore our frameworks here: https://windlestone.com.au/ #gold #investing #money #inflation #etf #stockmarket #goldinvestment #Windlestone #DrSamWylie #FinanceEducation
Dr Sam Wylie: Gold in your portfolio
Dr. Sam Wylie provides an overview of Borrowing to Invest in Shares. Most investors don’t borrow to invest in shares, instead they borrow to invest in property. But, borrowing to buy shares does make sense for some investors. It works for investors who need to take more risk, and it has the added tax advantage of turning income into capital gains. My video uses a case study to explain why investors borrow to invest in shares and the best way to do it. It compares borrowing against the equity in your home versus using broker margin loans versus geared ETFs. Securing a loan to invest in shares against property has the advantage of no margin calls and much lower interest rates. Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.facebook.com/WindlestoneEducation https://www.linkedin.com/in/sam-wylie-6081ba1b/
Borrowing to Invest In Shares: Australian Investor Series
The FOMO of AI has driven share prices, especially in the US, higher and higher. But is it a bubble, like the dot-com bubble? This webinar by Dr Sam Wylie weighs the potential versus the risk of AI investment, utilizing fundamental frameworks and concepts from finance and investing: • How big is the AI revolution? • Who will be the winners and losers from AI? • Are the mega-techs investing too much? • Will non-tech stocks have higher profits or be blown away? • Will AI drive higher growth or cause stagnation? • What to do with your portfolio? Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.linkedin.com/in/sam-wylie-6081ba1b/
AI: Is It A Bubble? Webinar by Dr Sam Wylie (Sept25)
Contains a recording of the Q&A session which followed Sam's webinar "AI: Is it a Bubble?" Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.facebook.com/WindlestoneEducation https://www.linkedin.com/in/sam-wylie-6081ba1b/
AI: Is It a Bubble? Post webinar Q&A session
Dr Sam Wylie showcases his Finance Education for Investors course. Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.facebook.com/WindlestoneEducation https://www.linkedin.com/in/sam-wylie-6081ba1b/
Open Night for Finance Education for Investors (May 2025) with Dr Sam Wylie
Dr Sam Wylie addresses the following questions on property investing: .What return should you expect from negative gearing, after tax and after inflation? .What are the key drivers of high returns from negative gearing? What are the biggest mistakes property investors make in negative gearing? .Is negative gearing better than contributing more to super or starting a family trust? .Do off-the-plan apartments deliver higher returns, after-tax, and after-inflation? Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.facebook.com/WindlestoneEducation https://www.linkedin.com/in/sam-wylie-6081ba1b/
Negative Gearing: Is it Still a Great Investment? Webinar by Dr Sam Wylie (June 2024)
With the changing economic climate in the US, Dr Sam Wylie explores the following questions: Are the US and Australian share markets over-valued? Will tariffs and the DOGE send the US into recession? What about the potential of AI? How can I protect my portfolio? Is this downturn an opportunity to get back into the market? Is there a better place for my investments? Interactive Q&A: Get your investment questions answered by an expert. Subscribe: https://www.youtube.com/channel/UCj8VQ7Jap2sngvIblqakOtA?sub_confirmation=1 https://windlestone.com.au/ https://www.facebook.com/WindlestoneEducation https://www.linkedin.com/in/sam-wylie-6081ba1b/
Share Investing in Uncertain Times: A webinar by Dr Sam Wylie (March 2025)
Dr Sam Wylie discusses whether Australians should pay off their HECS debt right away. #finance #investing #australian #HECS #Saving #finance #personalinvestment #studentdebt #superannuation #borrowing #taxes 📺 Subscribe: / @drsamwyliefinanceeducation9181 https://windlestone.com.au/ 🖥 Windlestone Website: https://windlestone.com.au/utm_source... 📖 Windlestone Course Details: https://windlestone.com.au/course-det... ℹ️ Free Course Information Session :https://windlestone.com.au/course-det... ✉️ Windlestone News Letter: https://windlestone.com.au/newsletter... 📩 Subscribe To The Windlestone News Letter: https://windlestone.com.au/?utm_sourc... Windlestone Facebook Page: / windlestoneeducation LinkedIn: / sam-wylie-6081ba1
HECS: Should You Pay It Off Early?
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Sam's Webinars

AI: Is It A Bubble? Webinar by Dr Sam Wylie Sept 2025
AI: Is It a Bubble? Post webinar Q&A session
Share Investing in Uncertain Times March 2025
Is Negative Gearing still a great investment?​
Investing In The Post COVID World​
Interest rate, property and investment outlook 2023

Sam's Blog

Sam's Mini-masterclasses​

Fixed Rate Vs Floating Rate Mortgages  ​
SMSF Vs Industry Super  ​​
Global Shares Vs Australian Shares  ​