The Money Rules Podcast

Sean Kelly of Parity Wealth Managers breaks down how bonds work and why they are crucial to modern investment strategies. Podcast series on Moneyweb

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. Podcast series on Moneyweb

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. Podcast series on Moneyweb

Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs. Podcast series on Moneyweb

Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools. Podcast series on Moneyweb

Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two. Podcast series on Moneyweb

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. Podcast series on Moneyweb

Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings. Podcast series on Moneyweb

Craig Torr of Crue Invest discusses the advantages of early retirement planning, provides a case study that illustrates the impact of delayed savings and shares tips on how to bridge the shortfall gap. Podcast series on Moneyweb

Craig Torr of Crue Invest discusses the risks of tax-centric approaches and why overlooking liquidity needs can pose significant challenges. Podcast series on Moneyweb

Dawn Ridler of Rexsolom Invest details how fraudsters exploit the excitement of summer travel and shares expert tips to safeguard your wallet. Podcast series on Moneyweb

The holiday season doesn't have to wreak havoc on your wallet. Maria Smit of Brenthurst Wealth shares practical steps to budget for gifts and events and offers advice on how to manage your loved ones' expectations and avoid the pressure to overspend. Podcast series on Moneyweb

Gareth Collier of Crue Invest details the factors to consider when deciding which financial goals to prioritise and whether there’s a compromise position that can help you achieve both. Podcast series on Moneyweb

Gareth Collier of Crue Invest details the attraction of these trusts and how to determine if it is the right fit for you. Podcast series on Moneyweb

Gareth Collier of Crue Invest discusses the difference between tax-free savings accounts and tax-free investments, the unique tax advantages these products offer, how they impact your estate planning, as well as the associated expenses. Podcast series on Moneyweb

Sean Kelly of Paragon Wealth Managers on how SA investors can externalise their retirement planning, looking at the various investment options available to them, the tax implications and costs and how these plans fare compared to local products. Podcast series on Moneyweb

Chrisley Botha of PSG Wealth discusses the questions couples need to ask before getting married. Podcast series on Moneyweb

Elke Brink of PSG Wealth looks at how our biases and emotions can erode our returns, the mistakes we make when it comes to offshore investing, reveals a surprisingly good time to buy, and offers an alternative to trying to time the market. Podcast series on Moneyweb

Devon Card of Crue Invest discusses practical tips and offers a step-by-step roadmap for planning your child's higher education costs. Podcast series on Moneyweb

Investing can seem like a maze of jargon and choices, but this approach is simple. Elke Brink of PSG Wealth discusses the workings of this approach and how to implement it successfully. Podcast series on Moneyweb

Gareth Collier of Crue Invest shares practical tips on choosing the right business entity, separating personal and business finances, building emergency funds, and planning for retirement. Podcast series on Moneyweb

Rozanne Heystek-Potgieter of Brenthurst Wealth shares practical strategies for managing finances, overcoming tax challenges, navigating currency fluctuations, and securing your financial future while living abroad. Podcast series on Moneyweb

Mareli Binedell of PSG Wealth discusses the unique challenges women face when it comes to retirement planning, and explores strategies to overcome these obstacles and maximise savings so that we achieve financial security in retirement. Podcast series on Moneyweb

Eric Jordaan of Crue Invest discusses establishing a trust that aligns with your unique objectives, looking at the types of trusts available, the intricacies of trustee selection, beneficiary nomination, and how to draft a solid trust deed. Podcast series on Moneyweb

Social media influencers may make financial advice seem easy, but the reality is more complicated. Thulisile Nkomo of NFB Private Wealth Management discusses the dangers of accessing financial information online and offers tips for separating fact from fiction. Podcast series on Moneyweb