77 episodes
The Money Rules Podcast Moneyweb Radio
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- Business
The Money Rules podcast is hosted by Boitumelo Ntsoko. The podcast features interviews with certified financial planners and wealth managers to answer readers’ pressing financial questions. Each episode will focus on a specific theme, covering topics such as retirement, retrenchments and investments, and help the listeners to make better financial moves. This podcast publishes two episodes per month.
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How investment fees impact your bottom line
Munaf Mukadam of Gradidge-Mahura Investments details the various costs, their impact on your returns and strategies to mitigate them.
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Bond basics: Global bonds and how they fit in your portfolio
Sean Kelly of Parity Wealth Managers breaks down how bonds work and why they are crucial to modern investment strategies.
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What happens to your investments when you die?
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.
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How to turn investment losses into tax savings
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.
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How to calculate estate duty and ensure estate liquidity
Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.
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What is a special trust, and how can you use it effectively?
Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.
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