The Money Rules Podcast

May 09 2024 5
The Money Rules Podcast artwork

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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What happens to your investments when you die?

May 09 2024 8 mins  
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.

How to turn investment losses into tax savings

Apr 25 2024 18 mins  
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.

How to calculate estate duty and ensure estate liquidity

Apr 11 2024 7 mins  
Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs.

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

Mar 27 2024 8 mins  
Eric Jordaan of Crue Invest discusses the qualifying criteria, tax implications, and benefits of these essential estate planning tools.

Unit trusts vs property: Which leads to better returns?

Mar 14 2024 19 mins  
Devon Card of Crue Invest delves into the nuances of each investment option, exploring the factors influencing the choice between two.

How do living annuities work?

Feb 29 2024 10 mins  
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.

Overinsured? Here’s how it impacts your retirement planning

Feb 15 2024 9 mins  
Craig Torr of Crue Invest shares strategies to reduce overinsurance and redirect contributions to retirement savings.

The cost of delaying retirement savings

Feb 01 2024 9 mins  
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.

Should minimising income tax during retirement be the top priority?

Jan 18 2024 9 mins  
Craig Torr of Crue Invest discusses the risks of tax-centric approaches and why overlooking liquidity needs can pose significant challenges.

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

Dec 21 2023 9 mins  
Dawn Ridler of Rexsolom Invest details how fraudsters exploit the excitement of summer travel and shares expert tips to safeguard your wallet.