74 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 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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Unit trusts vs property: Which leads to better returns?
Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.
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How do living annuities work?
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.
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Overinsured? Here’s how it impacts your retirement planning
Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings.
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