What financial risks to avoid in the year ahead (with Liam Shorte) episode artwork

EPISODE · Jan 23, 2025 · 36 MIN

What financial risks to avoid in the year ahead (with Liam Shorte)

from The Money Puzzle · host The Australian

Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do? Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode. ---------In today's show, we cover Preparing for lower fixed-interest returns  The risk of alternatives...especially private credit funds Taking profits on Commonwealth Bank stock How much time should you spend on your investments  See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jan 23, 2025

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What financial risks to avoid in the year ahead (with Liam Shorte)

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