Moneyweb Radio The Money Rules Podcast

The Money Rules Podcast

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.
Occasionally English South Africa Business
75 Episodes
52 – 72

Retirement planning: How to offset the effects of inflation

Gareth Collier, CFP at Crue Invest, discusses whether retirees and soon-to-be retirees should scale back their spending assumptions, when a bucket system to investing is worth considering, if offshore investing can help inflation-proof your portfolio and the impact of rising interest rates.
17 Feb 2022 12 min

Finance checklist: Don't finish 2021 without ticking these boxes

Devon Card, CFP at Crue Invest, shares a trick on how to review your financial performance for the year, gives five ways to best use your bonus, the tax, estate and insurance planning you should be undertaking, and how to prepare now to take the worry out of Januworry.
9 Dec 2021 9 min

How not to end up on ‘I Blew It’

Thulisile Nkomo, CFP at NFB Private Wealth Management, discusses how to maximise your financial windfall smartly, including how to handle debt, whether to upgrade your lifestyle, if leaving your job is a good idea, income-generating investments to consider, and how to create a financial legacy for your children.
25 Nov 2021 18 min

Should you give your children an early inheritance?

Marius Fenwick, CFP at WealthUp, discusses the financial considerations parents need to think about before giving their children an early inheritance, the best way to distribute their assets, the different taxes to take into account, and advises parents on how to think about sharing this inheritance among their children.
11 Nov 2021 14 min

Want to retire early? Here’s what you need to know

Rick Briers-Danks, CFP at Veritas Wealth, discusses how to calculate the amount of capital you need to retire early, what your investment strategy should be, the tax-saving tools you can use and the lifestyle changes you need to make to achieve your goal.
28 Oct 2021 15 min

How do you save for retirement as a stay-at-home parent?

Craig Torr, CFP at Crue Invest, discusses how soon-to-be stay-at-home parents must handle their existing retirement savings when resigning, whether the family budget should factor in the parent’s retirement funding, the cover they need to secure their retirement, and how unmarried stay-at-home parents can protect themselves in this situation.
21 Oct 2021 8 min

Should alternative investments form part of your retirement plan?

Gareth Collier, CFP at Crue Invest, discusses whether a retirement portfolio containing alternative assets can outperform one without, which alternative assets to consider, risks to be aware of and what percentage of your portfolio should be dedicated to these assets.
14 Oct 2021 10 min

Retirement shortfall: How to recover

Richus Nel, CFP at PSG Wealth, discusses steps to take when you realise you may not make your retirement savings target, whether you should consider a longer career span, if downscaling your home can help, and whether you can supplement your income with the government pension.
7 Oct 2021 16 min

How to invest for your child’s education and start-up funds

Craig Torr, CFP at Crue Invest, discusses how much you need to save for your child’s secondary and tertiary education, the best product to achieve this, how to save for a nest egg to set them up and the options available for parents to kickstart their child’s investment journey.
16 Sep 2021 11 min

Retrenched? Finance tips to help you survive

Eric Jordaan, CFP at Crue Invest, discusses the options available to you when faced with retrenchment, including how to handle your retirement funds, reprioritising your budget, and when credit protection plans come into play.
17 Jun 2021 13 min

Demystifying investment jargon: The terms you need to know

The financial planning and investment field is filled with technical jargon that can often be a barrier entry for first-time investors. Craig Turton, who is a certified financial planner at Easy Equities, explains some of these terms.
20 May 2021 12 min
52 – 72