Living annuity balance: How to draw an income without draining your capital

Loading player...

Marius Fenwick of WealthUp discusses the risk factors contributing to capital depletion and how investors can mitigate these.

13 Sep 2024 English South Africa Business · Investing

Other recent episodes

Is derivatives trading for you? An intro for beginners

Maboko Seabi of Brokstock covers everything from the basics to the benefits, risks, and strategies to get you started.

19 Dec 2024 10 min

End the year right: Festive season tips to start 2025 strong

Brenthurst Wealth’s Suzean Haumann offers advice on creating a holiday budget, reviewing year-end financial tasks, and staying on track while celebrating the season.

5 Dec 2024 15 min

The Guardian’s Fund explained: What, why, and how to avoid it

Erin White of Crue Invest details how the fund works, why it may not be the best option for your child’s inheritance and offers an alternative to it.

21 Nov 2024 9 min

Is your retirement plan sustainable? Here’s how to test it

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.

7 Nov 2024 15 min

Is it time to consider structured products in your investment strategy?

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.

25 Oct 2024 11 min

All episodes