HeyJaredMont Wealth - "Pizz-Spectives" - Investing & Wealth Creation Strategies
Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.Mont Wealth Advisors we specialise…
- Indexed episodes, last 90 days
- 10
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- Sep 10, 2026
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- Jul 9, 2026
Latest episodes
How Not To Be The 60% Who Fear Running Out of Money (opens the original)
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Rob Pizzichetta of Mont Wealth discusses “FORO” (fear of running out) in retirement, citing surveys showing many Australians worry their money won’t last due to longer lifespans and persistent cost-of-living pressures, with lower confidence among women and those with housing debt. He explains why inflation can quietly raise the income target over 20 years (e.g., $10,000/month becoming ~$18,000/month at 3% inflation) and outlines practical steps: define when and how you want to retire, calculate
What Will Drive Investment Returns Over The Next 5 Years? (opens the original)
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Rob Pizzichetta of Mont Wealth recaps the firm’s investment committee meeting and argues that power demand from the AI build-out is becoming a dominant market force. After a discussion with PIMCO’s Lily Feng, he notes core inflation around 2.5% trending lower, cooling consumption and wages, and expectations for only 1–2 rate cuts, while Australia’s CPI ran hot and markets price possible further RBA tightening; near-term rates are murky but “higher for longer” remains. Earnings are supporting equ
2026 Finals Campaign - Inflation Remains Undefeated (opens the original)
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Rob Pizzichetta, founder of Mont Wealth, delivers general advice on asset allocation using an Australian football “team selection” analogy amid persistent inflation, oil shocks, high interest rates, shifting government policy, and investor fatigue, with AI offering promise but facing credit and ROI concerns. He argues longer-duration government bonds have been heavily penalized and are better suited to shorter-duration defensive roles, while floating-rate corporate bonds look fitter and are deli
Higher for Longer: Inside the Trillion Dollar (and rising) Bond Tipping Point. (opens the original)
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Rob Pizzichetta explains the global bond sell-off as long-term government yields hit multi-decade highs across the US, UK, Europe, Japan, and Australia, noting rising yields mean falling bond prices and higher borrowing costs throughout the economy. He outlines three drivers: cyclical geopolitical inflation pressure from renewed US–Iran tensions pushing oil above $90; mid-range uncertainty as markets adjust to a new Fed chairman, Kevin Warsh, and less predictable central-bank guidance; and a lar
The Income Illusion - Why TD's & One Asset Won't Save You From Inflation. (opens the original)
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Rob Pizzichetta explains that “real income” in retirement means an income stream that keeps pace with inflation, not just a high nominal yield. Using a term deposit example (5% interest vs 3.5% inflation), he highlights how purchasing power can still shrink when capital is static. He warns that relying on a single income engine—especially residential property—creates structural risk through asset, income-type, and liquidity concentration, compounded by the “baby boomer exit problem” in an illiqu
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