PODCAST · business
The Money Rules Podcast
by Moneyweb Radio
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.
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101
Navigating the financial predicament of the 'sandwich generation'
Elke Brink notes that many South Africans in midlife today end up financially strapped, needing to care not only for dependent parents but also for ensuing generations. Podcast series on Moneyweb
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100
Fail, learn, advise: What five pros learnt from their worst financial moves
Financial planners open up about their worst financial moves, how they recovered, and the life-changing lessons they learnt along the way. Podcast series on Moneyweb
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99
Franchise vs startup: Which is the best route for building generational wealth?
Gareth Collier of Firecrest Group discusses building assets, scaling wealth, and creating a legacy. Podcast series on Moneyweb
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98
Borrowed money price tag: What debt is really costing you
Hannah Myburgh of Crue Invest breaks down the hidden fees, sneaky interest charges, and traps lurking in credit cards, personal loans, and overdrafts Podcast series on Moneyweb
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97
Where should you house your investments?
A poorly structured investment portfolio can cost you in taxes and asset growth. Elke Brink of PSG Wealth details how to use trusts and companies effectively to help you protect and grow your wealth. Podcast series on Moneyweb
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96
Is the JSE still a good place to grow your wealth?
Sean Kelly of Parity Wealth Managers unpacks what’s happening with the JSE and what it means for your finances. Podcast series on Moneyweb
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95
Marriage vs life partnership – Is love enough without legal protection?
Your relationship status has major financial consequences. Eric Jordaan of Crue Invest details each option's benefits, risks, and legal protections. Podcast series on Moneyweb
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94
Planning to live together? Here’s the must-have agreement for couples
From rent and bills to property ownership and pets, a cohabitation agreement can help safeguard your rights and assets. Eric Jordaan of Crue Invest breaks down how they work, what they should cover, and how to draft one. Podcast series on Moneyweb
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93
Tax year-end: Here’s how to lower your bill
PSG Wealth’s Elke Brink shares her guide to saving taxes and optimising investments. Podcast series on Moneyweb
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92
Is now the time to refinance your home loan?
Dawn Ridler of Rexsolom Invest unpacks the risks and benefits, the different refinancing options available, and how to secure the best deal. Podcast series on Moneyweb
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91
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. Podcast series on Moneyweb
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90
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. Podcast series on Moneyweb
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89
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. Podcast series on Moneyweb
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88
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. Podcast series on Moneyweb
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87
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. Podcast series on Moneyweb
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86
Should you sink your funds into a sinking fund?
Sean Kelly of Parity Wealth Managers breaks down how these funds work, why they’re a great investment and how you can invest in them. Podcast series on Moneyweb
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85
Are hedge funds right for your portfolio?
Keagan Marcia of Parity Investment Partners unpacks the growth of hedge funds in South Africa, how they work, and what makes them an attractive option for savvy investors. Podcast series on Moneyweb
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84
Living annuity balance: How to draw an income without draining your capital
Marius Fenwick of WealthUp discusses the risk factors contributing to capital depletion and how investors can mitigate these. Podcast series on Moneyweb
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83
Big money problems: Top concerns for high-net-worth individuals
Elke Brink of PSG Wealth details the intricate world of wealth management for these families, how they can navigate their challenges, and the lessons we can learn from them. Podcast series on Moneyweb
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82
Why market corrections shouldn’t send shivers down your spine
Elke Brink of PSG Wealth sheds light on the frequency, causes, and strategies to navigate these events successfully. Podcast series on Moneyweb
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81
Should you invest in long- or short-term rental property?
Craig Torr of Crue Invest discusses the pros and cons of each option and how to minimise risks and maximise returns. Podcast series on Moneyweb
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80
Divorce done, now what? Ensure you've ticked these steps off
Eric Jordaan of Crue Invest provides a comprehensive guide on separating your financial affairs, covering everything from personal financial planning to succession planning, ensuring you're well-prepared for your new journey. Podcast series on Moneyweb
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79
Is Section 10C the key to a tax-free retirement?
Elke Brink of PSG Wealth details the ins and outs of disallowed contributions and how investors can harness these to reduce tax liabilities in retirement. Podcast series on Moneyweb
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78
Why retirees should keep their money in the market
Marius Fenwick of WealthUp shares why adopting a long-term investment mindset can safeguard your financial future and maximise your retirement savings. Podcast series on Moneyweb
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77
How investment fees impact your bottom line
Munaf Mukadam of Gradidge-Mahura Investments details the various costs, their impact on your returns and strategies to mitigate them. Podcast series on Moneyweb
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76
Bond basics: Global bonds and how they fit in your portfolio
Sean Kelly of Parity Wealth Managers breaks down how bonds work and why they are crucial to modern investment strategies. Podcast series on Moneyweb
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75
What happens to your investments when you die?
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
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74
How to turn investment losses into tax savings
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
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73
How to calculate estate duty and ensure estate liquidity
Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs. Podcast series on Moneyweb
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72
What is a special trust, and how can you use it effectively?
Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools. Podcast series on Moneyweb
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71
Unit trusts vs property: Which leads to better returns?
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
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70
How do living annuities work?
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
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69
Overinsured? Here’s how it impacts your retirement planning
Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings. Podcast series on Moneyweb
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68
The cost of delaying retirement savings
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
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67
Should minimising income tax during retirement be the top priority?
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
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66
Don't get duped: How to spot and avoid travel scams
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
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65
Festive finances: How to enjoy celebrations without breaking the bank
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
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64
Which comes first: Mortgage freedom or retirement security?
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
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63
Should you include a living trust in your estate plan?
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
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62
Where is the value in a tax-free savings account?
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
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61
Is an offshore retirement plan for you?
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
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60
Going to the chapel… but are you financially compatible with your partner?
Chrisley Botha of PSG Wealth discusses the questions couples need to ask before getting married. Podcast series on Moneyweb
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59
Investing: Are you your own worst enemy?
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
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58
Two years to varsity …there is still time to save. Here’s how
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
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57
Minimalist investing: Can you trim your portfolio and still make money?
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
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56
Fortify your financial future: Essential tips for gig workers
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
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55
Managing finances while abroad: Expert advice for expats
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
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54
Smashing retirement's glass ceiling: Expert tips for women
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
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53
Everything you need to know when setting up a trust
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
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52
The perils of taking financial advice from ‘finfluencers’
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
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ABOUT THIS SHOW
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.
HOSTED BY
Moneyweb Radio
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