Episode
what $2.5m+ investors are doing differently (and how you can copy it)
- Podcast
- money money money
- Published
- Sep 3, 2026
- Duration seconds
- 2592
- Processing state
not_requested- Canonical source
- https://shows.acast.com/my-millennial-money/episodes/935c
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Summary
In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and sees what the most successful investors actually do. They touch on: 👉🏼 what makes a successful investor 👉🏽 the core and satellite investing approach 👉🏾 the most highly-traded US and Aussie stocks 👉🏿 what's the landscape for bitcoin & crypto? 👉🏻 what factors to consider when choosing an investment platform 👉 how to choose which ETF to buy as a first timer 👉🏼 high yield ETFs vs high growth ETFs 👉🏽 is there still value in LICs? 👉🏾 factors to consider when investing for kids 👉🏿 diversification and how many stocks are high-net worth clients holding 👉🏻 what happens if a brokerage goes under? 👉 features of the CMC Invest platform This bonus investing episode is brought to you by CMC Invest. Access shares, ETFs and crypto - all in the one award winning app. Invest better today. Visit cmcinvest.com General advice only. Crypto is unregulated and high risk. T&Cs apply. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au 🏡 Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You sho…