Description
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals.
#RelationshipGoals #MoneyMatters #FinancialPlanning
Tags: Relationships, Money Management, Financial Planning, Couples Finance, Podcast, Investec, Financial Wellness, Wealth Building
Key Moments:
00:00 Introduction
01:00 How different financial values and goals can impact a relationship
02:38 Tips to identify the financial habits of a partner early in a relationship
03:59 What about your partner’s finances should you know upfront
06:46 The significance of marital regimes and their financial implications
10:06 Planning for unexpected life events like disability or retirement
12:19 Strategies for saving for children’s education without compromising other financial goals
18:15 Why it is important to consistently review your financial plans
19:02 The value of having a financial adviser: when you have extra cash/bonus/salary increase
20:03 Planning for death
22:33 Don’t be nervous about approaching a financial adviser
23:44 What are the warning signs that indicate you are not consulting the right financial adviser?
This episode is a must-listen for couples at any stage in their relationship, offering actionable guidance to strengthen their financial partnership while navigating the complexities of shared finances.
Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here
Podcast key moments:
00:00 – Introduction
01:00 -...
Published 11/12/24
In this episode of Everything Counts, we explored various tax-saving strategies available to South Africans. With insights from tax experts Nicci Courtney-Clark, head of Tax at TaxTim and Bronwen Trower, co-portfolio manager at Investec Wealth & Investments, we uncovered how you can optimise...
Published 11/12/24