The Money Rules Podcast cover art

All Episodes

The Money Rules Podcast — 101 episodes

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Title
1

Navigating the financial predicament of the 'sandwich generation'

2

Fail, learn, advise: What five pros learnt from their worst financial moves

3

Franchise vs startup: Which is the best route for building generational wealth?

4

Borrowed money price tag: What debt is really costing you

5

Where should you house your investments?

6

Is the JSE still a good place to grow your wealth?

7

Marriage vs life partnership – Is love enough without legal protection?

8

Planning to live together? Here’s the must-have agreement for couples

9

Tax year-end: Here’s how to lower your bill

10

Is now the time to refinance your home loan?

11

Is derivatives trading for you? An intro for beginners

12

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

13

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

14

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

15

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

16

Should you sink your funds into a sinking fund?

17

Are hedge funds right for your portfolio?

18

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

19

Big money problems: Top concerns for high-net-worth individuals

20

Why market corrections shouldn’t send shivers down your spine

21

Should you invest in long- or short-term rental property?

22

Divorce done, now what? Ensure you've ticked these steps off

23

Is Section 10C the key to a tax-free retirement?

24

Why retirees should keep their money in the market

25

How investment fees impact your bottom line

26

Bond basics: Global bonds and how they fit in your portfolio

27

What happens to your investments when you die?

28

How to turn investment losses into tax savings

29

How to calculate estate duty and ensure estate liquidity

30

What is a special trust, and how can you use it effectively?

31

Unit trusts vs property: Which leads to better returns?

32

How do living annuities work?

33

Overinsured? Here’s how it impacts your retirement planning

34

The cost of delaying retirement savings

35

Should minimising income tax during retirement be the top priority?

36

Don't get duped: How to spot and avoid travel scams

37

Festive finances: How to enjoy celebrations without breaking the bank

38

Which comes first: Mortgage freedom or retirement security?

39

Should you include a living trust in your estate plan?

40

Where is the value in a tax-free savings account?

41

Is an offshore retirement plan for you?

42

Going to the chapel… but are you financially compatible with your partner?

43

Investing: Are you your own worst enemy?

44

Two years to varsity …there is still time to save. Here’s how

45

Minimalist investing: Can you trim your portfolio and still make money?

46

Fortify your financial future: Essential tips for gig workers

47

Managing finances while abroad: Expert advice for expats

48

Smashing retirement's glass ceiling: Expert tips for women

49

Everything you need to know when setting up a trust

50

The perils of taking financial advice from ‘finfluencers’

51

Funds of funds: How they can work for you

52

How to make money while keeping a clear conscience

53

Annuities to dividend stocks: Guaranteeing a comfortable retirement

54

How to manage and, eventually, say goodbye to debt

55

Investing tips: Ladies this one is for you

56

Chat GPT vs financial advisor: How AI does with money advice

57

How to start an investing stokvel

58

How to optimise your employee benefits in 2023

59

How to improve your relationship with money

60

Last-minute financial gift ideas for the festive season

61

How to avoid the dreaded ‘Januworry’

62

Housing in retirement: What to consider?

63

Investor vs saver: How each mindset can affect financial outcomes

64

How to recession-proof your finances

65

Buying vs renting your first property: What’s best?

66

Estate planning for every life stage

67

Expats: Should you keep your retirement savings in SA or move them offshore?

68

Is investing in whisky casks as smooth as the tipple itself?

69

Paying off your bond vs investing: What to consider

70

Savings month: Here’s where to put your money to work

71

Tax season: Do you know how your investments will be taxed?

72

Business succession planning: Why buy-and-sell cover could be a lifesaver

73

Generational wealth: How to give your business a better chance at survival

74

What’s the deal with NFTS?

75

Parts of Divorce Act declared unconstitutional: Here’s what it means

76

Should you invest a lumpsum all at once or gradually?

77

Trying to tighten your belt? Here are some extra loops

78

The 411 on starting your investment property business

79

Rental property vs listed equities: Which will make you rich?

80

Financial infidelity: Why it happens, and how to recover

81

Retirement planning: How to offset the effects of inflation

82

Finance checklist: Don't finish 2021 without ticking these boxes

83

How not to end up on ‘I Blew It’

84

Should you give your children an early inheritance?

85

Want to retire early? Here’s what you need to know

86

How do you save for retirement as a stay-at-home parent?

87

-DELETED- Should alternative investments form part of your retirement plan?

88

Should alternative investments form part of your retirement plan?

89

Retirement shortfall: How to recover

90

How to invest for your child’s education and start-up funds

91

Getting married? Here’s all you need to know about antenuptial contracts

92

Money Savvy Ep 10 | Exploring whisky, music rights and cannabis as alternative investments

93

Money Savvy Ep 09 | Financial planning for side hustlers

94

Money Savvy Ep 8: Offshore investing: The how, why, and what

95

From R100 to R10m: Investment options you can explore

96

Retrenched? Finance tips to help you survive

97

Deal assists and balloon payments: What you need to know

98

Demystifying investment jargon: The terms you need to know

99

Borrowing from your retirement fund: What you need to know

100

Hiring a financial advisor? Here are the questions you need to ask

101

Want to start investing? Here’s what to consider