Economic Climate Insights for 2026 with Financial Planners – with Jeremy Iannuzzelli, Nem Vico, & Andrew Groat
In this episode of What School Should Have Taught You, Jeremy Iannuzzelli is joined by Andrew Groat and Nem Vico from GV Private Wealth to unpack the market volatility shaping 2026. From Bitcoin swings and rising interest rates to federal budget uncertainty, they discuss what is driving instability and what it means for everyday Australians.
They share practical strategies around diversification, dollar cost averaging and managing the balance between growth and capital preservation. The episode also explores how investors at different life stages should approach their portfolios, particularly those nearing or in retirement.
Superannuation is a key focus, including pension phase considerations, reversionary pensions and the tax impact of passing wealth to adult children. This episode offers clear insights to help listeners make confident long term financial decisions.
CHAPTERS:
00:00 – Introduction
01:43 – Market Volatility in 2026
03:48 – Impact of AI and Wage Growth
06:54 – Defensive vs. Aggressive Investment Approaches
07:55 – Rebalancing Portfolios for Retirees
11:06 – Artificial Market Inflation
14:20 – Managed Investments and ETFs
15:12 – Cryptocurrency in Portfolios
17:06 – Importance of the Federal Budget
19:04 – Government Spending and Investment Strategies
21:09 – Superannuation and Pension Phase
24:02 – Franking Credits and Tax Benefits
27:10 – Accumulation vs. Pension Phase Assets
28:05 – Liquidity Issues with Property in Super
29:17 – Benefits of Reversionary Pensions
30:01 – Managing Super Balance Caps
34:04 – Withdrawal and Re-Contribution Strategy
38:29 – Super Wealth in Baby Boomer Generation
39:11 – Final Thoughts
❓👇🏼Ask your questions using the link below: 👇🏼❓
https://whatschoolshouldhave.com.au/askanyquestion
Get in touch with Jeremy and his team:
Website:
https://www.praediumpartners.com.au/
Andrew Groat, Nem Vico, & their team:
Website:
https://www.gvpw.com.au/
Disclaimer:
This podcast offers general financial information and advice and should not be considered as professional accounting, financial, tax, or legal advice. Listeners should seek personalised guidance from qualified professionals before making any financial decisions.
The opinions expressed by the host, guests, or callers are their own and do not necessarily represent those of the podcast, its sponsors, or affiliates. The podcast does not guarantee the accuracy or reliability of any information provided.
Listeners are responsible for their own financial decisions and should not rely solely on information from this podcast. Participation in the podcast does not establish a professional relationship, and information shared during calls is not confidential.
By listening to this podcast, viewers acknowledge and accept these terms. If you do not agree, please refrain from listening.
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