The Money Puzzle

Financial advisers help you get rich and financial counselors deal with the less fortunate who find themselves in a hole – what can we learn from them? Financial counsellor Rob Burgess of Mortgage Stress Victoria joins Wealth Editor James Kirby on this week’s episode. They discuss what a financial counsellor is and why you would need one, why gamblers are treated separately in counselling, if Cent...

Olivia Margana of Aspire Retire is a member of the Top 100 Advisers List. In this episode she and James Kirby discuss how too many investors rush to invest and make mistakes that cost time and money down the track. See omnystudio.com/listener for privacy information.

House prices are falling across Australia, in this episode we take a closer look at the market and find out where the first  bargains may emerge with Eliza Owen, head of research Australia for CoreLogic. See omnystudio.com/listener for privacy information.

Share markets have absorbed the latest Fed Fund rate hike quite well, with the US down 17% this year and the ASX down 12% we take the pulse for active investors  In this episode James Kirby and Will Hamilton of Hamilton Wealth Partners look at why Australia is doing relatively better than Wall Street, the missing ingredient for a share market rebound, the new climate for bond investors and can you...

This week's US inflation figure challenges the fragile consensus that inflation and rates are about to drift lower - for investors it's time to tune in. In this episode James Kirby and economics correspondent Pat Commins look at the following - Why rates are rising at the same time as inflation, the new reality for renters, are you getting your super paid properly? and why wages are so slow to lif...

Super fund CEOs are warning inflation will erode returns and they can't be expected to do as well as recent years: But private investors are not under the same stress, they just need to get it right over the long term: 'We've forgotten that inflation is normal," says top rated adviser, Charlie Viola from Pitcher Partners.  Send questions or comments to  moneycafe@theaustralian.com.au   See omnystu...

The Future Fund’s CEO Raphael Arndt and chairman Peter Costello are notoriously tight-lipped when it comes to which investments win or lose for the nation’s most important investment vehicle each year. But this year they outlined how hedge funds had gone a long way to cushion overall returns.  In discussion, how macro hedge funds hit it out of the park for the Fund Fund, a hunting guide to alterna...

This week's special episode covers money issues for Australians abroad or anyone who has international investment queries. Financial adviser, Dr Doug Turek of Minchin Moore, joins James Kirby to discuss how to manage your Super if moving overseas, checking out the Bali tax break - living there and paying no Australian Tax... and receiving an inheritance from another country? Watch for tax treaties...

Caroline Gurney the CEO of Listed Investment Company, Future Generation, joins The Australian's Wealth Editor James Kirby in this episode. Discussing listed investment companies...how they work, 'Untied funding' - trusting the charity to do the right thing and what happens when a company delists from the ASX? See omnystudio.com/listener for privacy information.

James Kirby talks to Tim Mackay, advisor at Quantum Financial Services. Topics discussed include the qualification you want your advisor to have, should you bother becoming a Sophisticated Investor? Why four out of ten financial advisers have quit the industry and can you put your house in your Self Managed Super Fund?  See omnystudio.com/listener for privacy information.

Leah Bennett, financial crime manager at Australian Catholic Super and a member of the First Nations Foundation joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how super access schemes kick-started a fraud frenzy, the single most dangerous moment for your super fund, the tax problem when your partner earns too much and why balanced funds don't all cost the same....

Financial adviser and author Bruce Brammall joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how the RBA got it so wrong, tracking down listed investment companies and the latest on the bond market scams.  See omnystudio.com/listener for privacy information.

Financial advisor Liam Shorte of the Verante Group joins The Australian's Wealth Editor James Kirby on this week's show. They discuss updates on changes to super, home grants and downsizing, bond funds fraud alerts, chasing overseas and the perils of income protection insurance.    See omnystudio.com/listener for privacy information.

Danielle Ecuyer, author of Shareplicity joins The Australian 's wealth editor James Kirby on this week's show. They discuss if the 50% discount on Facebook or Atlassian is enough, the investment income rising by double digits, 'cost-plus' building contracts and the cloudy future for the gig economy.    See omnystudio.com/listener for privacy information.

Will Hamilton of Hamilton Wealth Management joins The Australian's wealth editor James Kirby on this week's show. They discuss why the markets could get worse, the biggest mistake the RBA ever made, government bonds and what would make an ideal investing couple.  See omnystudio.com/listener for privacy information.

Timothy Ricardo, director at Bishop Collins Chartered Accountants joins financial advisor James Gerrard from FinancialAdvisor.com.au  on this week's show. They discuss commonly overlooked tax deductions, the new tax free "digital nomad" visa for Bali and tips for women to boost their super. See omnystudio.com/listener for privacy information.

Wayne Dive, personal mortgage adviser at Smartline joins financial advisor James Gerrard from  FinancialAdvisor.com.au  on this week's show. They discuss whether it's too late to fix your interest rate, a smart trick to reduce your pay off your loan sooner and expert tips on how to combat rising cost of living pressures. See omnystudio.com/listener for privacy information.

Patrick Commins, economics correspondent at The Australian joins financial advisor James Gerrard from  FinancialAdvisor.com.au  on this week's show. They discuss the iceberg lettuce price crisis, what stocks are set to gain from high inflation and whether it is time to buy shares in buy now pay later company Zip Co   See omnystudio.com/listener for privacy information.

Terry Tran, share market educator at The Freedom Trader joins fellow financial advisor James Gerrard from  FinancialAdvisor.com.au  on this week's show. They discuss the impact of rising interest rates for investors, should you be buying growth or value stocks and tips to get more tax free income in retirement See omnystudio.com/listener for privacy information.

Stuart Wemyss, financial advisor at ProSolution Private Clients joins fellow financial advisor James Gerrard from  FinancialAdvisor.com.au on this week's show. They discuss whether property markets are going to collapse, finding share market bargains as well as what investments will give you 7% income on your money. See omnystudio.com/listener for privacy information.

Dr Doug Turek, financial advisor at Minchin Moore joins fellow financial advisor James Gerrard from  FinancialAdvisor.com.au  on this week's show. They discuss the washout from the federal election and pick out who are the winners, who are the losers and what it means for you over the next three years with a Labor government. See omnystudio.com/listener for privacy information.

Good friend of the podcast James Gerrard joins James Kirby on this week's episode, discussing a rocky ride in the share market, is there a correlation between crypto and shares? and what you didn't know about the $250,000 Government Guarantee on deposits See omnystudio.com/listener for privacy information.

Tim Boreham, Stockhead's small caps correspondent joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how Biotech gets hit hardest of all, one reason this sector may recover first and three ASX biotech stocks for you to consider.   See omnystudio.com/listener for privacy information.

In this episode Jun Bei Liu, of Tribeca Alpha Plus Fund joins James Kirby to discuss CSL the bargain blue chip, what's the tax on my ten-bagger? and the problem with RIO's shareholder largesse. See omnystudio.com/listener for privacy information.

James Kirby is joined by Chris Brycki, the CEO of online finance advice group Stockspot, discussing how thematic Exchange Traded Funds can lose you money, is ETF managers crypto fund delay a lucky break and why active managers can't beat the index  See omnystudio.com/listener for privacy information.