Episodes
Erin White of Crue Invest breaks down the process of test-driving your retirement income and budget and offers actionable strategies to fix any financial gaps before it’s too late.
Published 11/08/24
Sean Kelly of Parity Wealth Managers details how these investment tools offer exposure to local and offshore markets while managing downside risk and maximising returns.
Published 10/25/24
Sean Kelly of Parity Wealth Managers breaks down how these funds work, why they’re a great investment and how you can invest in them.
Published 10/11/24
Keagan Marcia of Parity Investment Partners unpacks the growth of hedge funds in South Africa, how they work, and what makes them an attractive option for savvy investors.
Published 09/27/24
Marius Fenwick of WealthUp discusses the risk factors contributing to capital depletion and how investors can mitigate these.
Published 09/13/24
Elke Brink of PSG Wealth details the intricate world of wealth management for these families, how they can navigate their challenges, and the lessons we can learn from them.
Published 08/30/24
Elke Brink of PSG Wealth sheds light on the frequency, causes, and strategies to navigate these events successfully.
Published 08/16/24
Craig Torr of Crue Invest discusses the pros and cons of each option and how to minimise risks and maximise returns.
Published 08/02/24
Eric Jordaan of Crue Invest provides a comprehensive guide on separating your financial affairs, covering everything from personal financial planning to succession planning, ensuring you're well-prepared for your new journey.
Published 07/19/24
Elke Brink of PSG Wealth details the ins and outs of disallowed contributions and how investors can harness these to reduce tax liabilities in retirement.
Published 07/05/24
Marius Fenwick of WealthUp shares why adopting a long-term investment mindset can safeguard your financial future and maximise your retirement savings.
Published 06/21/24
Munaf Mukadam of Gradidge-Mahura Investments details the various costs, their impact on your returns and strategies to mitigate them.
Published 06/07/24
Sean Kelly of Parity Wealth Managers breaks down how bonds work and why they are crucial to modern investment strategies.
Published 05/24/24
Eric Jordaan of Crue Invest explains why your will may not dictate the fate of all your assets and unravels the intricacies of investment distribution after death.
Published 05/10/24
Elke Brink of PSG Wealth discusses tax-loss harvesting and what investors need to watch out for so that they don’t run afoul of Sars.
Published 04/26/24
Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.
Published 04/12/24
Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.
Published 03/28/24
Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.
Published 03/15/24
Devon Card of Crue Invest explores the various options available for income withdrawals and asset allocation within these vehicles and offers tips on how to navigate market volatility, longevity risks, and tax implications effectively.
Published 03/01/24
Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings.
Published 02/16/24
Craig Torr of Crue Invest discusses the advantages of early retirement planning, provides a case study that illustrates the impact of delayed savings and shares tips on how to bridge the shortfall gap.
Published 02/02/24
Craig Torr of Crue Invest discusses the risks of tax-centric approaches and why overlooking liquidity needs can pose significant challenges.
Published 01/19/24
Dawn Ridler of Rexsolom Invest details how fraudsters exploit the excitement of summer travel and shares expert tips to safeguard your wallet.
Published 12/22/23
The holiday season doesn't have to wreak havoc on your wallet. Maria Smit of Brenthurst Wealth shares practical steps to budget for gifts and events and offers advice on how to manage your loved ones' expectations and avoid the pressure to overspend.
Published 12/08/23