Building a steady wealth plan with bonds (with Shania)

About this episode

Did you know that bonds are actually the largest financial market in the world?

While most people are excited about stocks, ETFs and even crypto, bonds are often overlooked. But people who really understand asset allocation know that pairing stocks with bonds is the key to growing your finances steadily.

In this episode, my guest is Shania (辣媽 Shania), a former director at ANZ Bank with 14 years in finance, more than 500,000 followers across social media, and author of a book on building wealth with bonds, here to talk about her new online course, a complete beginner's guide to bonds.

This isn't a flashy course about speculation; it's a solid course in financial infrastructure. Shania turns her experience at brokerages and foreign banks into everyday knowledge, taking you from zero to understanding bonds, building a stock-and-bond mix that suits you, and even planning a rolling strategy for your retirement income.

Key points: • What are bonds, and why can steady investors not ignore them? • How a stock-and-bond allocation reduces volatility and steadies your assets • Why this course is described as "the most complete bond course available"

About the course: A complete beginner's guide to bonds — steady returns, stock-and-bond allocation, a rolling retirement income Step into the world's largest financial market

What the course covers: • Stock-and-bond allocation: build a shock-resistant portfolio • Real case studies to help you understand bonds and choose the right ones • The hands-on asset allocation investors need most

The episode is in Mandarin Chinese. These notes are translated from my original show notes.