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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.
- 76 - 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.
Fri, 10 May 2024 - 8min - 75 - 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.
Fri, 26 Apr 2024 - 18min - 74 - 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.
Fri, 12 Apr 2024 - 7min - 73 - 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.
Thu, 28 Mar 2024 - 8min - 72 - 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.
Fri, 15 Mar 2024 - 19min - 71 - 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.
Fri, 01 Mar 2024 - 10min - 70 - 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.
Fri, 16 Feb 2024 - 9min - 69 - 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.
Fri, 02 Feb 2024 - 9min - 68 - 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.
Fri, 19 Jan 2024 - 9min - 67 - 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.
Fri, 22 Dec 2023 - 9min - 66 - 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.
Fri, 08 Dec 2023 - 9min - 65 - 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.
Fri, 24 Nov 2023 - 13min - 64 - 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.
Fri, 10 Nov 2023 - 10min - 63 - 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.
Fri, 27 Oct 2023 - 17min - 62 - 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.
Fri, 13 Oct 2023 - 17min - 61 - Going to the chapel… but are you financially compatible with your partner?Fri, 29 Sep 2023 - 12min
- 60 - 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.
Fri, 15 Sep 2023 - 20min - 59 - 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.
Fri, 01 Sep 2023 - 15min - 58 - 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.
Fri, 18 Aug 2023 - 17min - 57 - 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.
Fri, 21 Jul 2023 - 16min - 56 - 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.
Fri, 07 Jul 2023 - 23min - 55 - 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.
Fri, 23 Jun 2023 - 15min - 54 - 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.
Fri, 09 Jun 2023 - 16min - 53 - 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.
Fri, 26 May 2023 - 8min - 52 - Funds of funds: How they can work for you
Richus Nel of PSG Wealth breaks down these funds, and discusses how they differ from standalone funds, the risks associated with them and what factors you should consider before buying into these investment vehicles.
Fri, 12 May 2023 - 19min - 51 - How to make money while keeping a clear conscience
Elke Brink of PSG Wealth discusses socially conscious investments, and looks at whether these perform as well as traditional investments, if investors pay higher fees on them and how to structure this part of your portfolio.
Fri, 28 Apr 2023 - 15min - 50 - Annuities to dividend stocks: Guaranteeing a comfortable retirement
Suzean Hauman of Brenthurst Wealth discusses strategies for generating income and offers tips on how to ensure your money lasts throughout your retirement years.
Fri, 14 Apr 2023 - 13min - 49 - How to manage and, eventually, say goodbye to debt
Nastasha van Rensburg of attooh! Financial Wellness discusses some of the debt warning signs and looks at the various strategies that can be used to manage debt, including consolidation and review.
Fri, 31 Mar 2023 - 9min - 48 - Investing tips: Ladies this one is for you
Elke Brink of PSG Wealth discusses the investment challenges women face, common mistakes to avoid, how they can play to their strengths and shares advice on how to improve returns.
Fri, 17 Mar 2023 - 18min - 47 - Chat GPT vs financial advisor: How AI does with money advice
We asked Open AI’s chatbot some questions from Moneyweb readers and asked Crue Invest’s Eric Jordaan to weigh in on its responses. Did it hit or miss the mark?
Fri, 03 Mar 2023 - 19min - 46 - How to start an investing stokvel
Francois le Clus of Attooh Financial Wellness discusses what goes into forming this type of stokvel, the investment vehicles available to these clubs, as well as tax and estate planning considerations.
Fri, 17 Feb 2023 - 14min - 45 - How to optimise your employee benefits in 2023
Elke Brink of PSG Wealth discusses some of the benefits that may be part of your package, whether you can change the funds you are invested in, how to avoid duplications in your personal capacity and how to optimise your annual tax benefit on company retirement funds.
Fri, 03 Feb 2023 - 16min - 44 - How to improve your relationship with money
Thulisile Nkomo of Private Wealth Management discusses the signs of an unhealthy relationship with money, the common financial mistakes people make and how to ensure that our finances can help rather than hinder us.
Fri, 20 Jan 2023 - 8min - 43 - Last-minute financial gift ideas for the festive season
Tanya Joubert of PSG Wealth Pretoria East shares some ideas on presents that may prove to be the gifts that keep on giving for your family and friends.
Fri, 23 Dec 2022 - 9min - 42 - How to avoid the dreaded ‘Januworry’Fri, 09 Dec 2022 - 8min
- 41 - Housing in retirement: What to consider?
Gareth Collier of Crue Invest discusses the various contracts and benefits of retirement villages, the upfront and ongoing costs as well as the red flags to look out for to avoid being scammed.
Fri, 25 Nov 2022 - 18min - 40 - Investor vs saver: How each mindset can affect financial outcomes
Richus Nel of PSG Wealth discusses the mindset and behavioural biases of investors and savers, looks at how their differing risk profiles affect the management of their portfolios and who is likely to experience more growth in their portfolio.
Fri, 11 Nov 2022 - 13min - 39 - How to recession-proof your finances
Chrisley Botha of PSG Wealth discusses the steps to take to prepare your finances, the best investment strategy during this period and offers tips on how to protect your career.
Thu, 20 Oct 2022 - 11min - 38 - Buying vs renting your first property: What’s best?
Franske Neiteler of PSG Wealth Pretoria-East discusses the pros and cons of each option, and whether it would be better to delay purchasing property to build up your investments instead.
Thu, 06 Oct 2022 - 12min - 37 - Estate planning for every life stage
Eric Jordaan of Crue Invest discusses the importance of an estate plan, the key elements that make it solid and how it needs to change as you age.Estate planning for every life stage
Fri, 23 Sep 2022 - 10min - 36 - Expats: Should you keep your retirement savings in SA or move them offshore?
Elke Brink of PSG Wealth looks at what you need to consider when weighing up the two options, the best way to move funds offshore and the tax implications of doing so, as well as how to access the income earned in SA abroad.
Fri, 09 Sep 2022 - 16min - 35 - Is investing in whisky casks as smooth as the tipple itself?
Michael Haldane of Global & Local The Investment Experts discusses investing in whisky casks vs rare whisky bottles, how to choose the right cask, how to ensure you don’t overpay, the returns you can expect and the risks to be aware of.
Fri, 26 Aug 2022 - 14min - 34 - Paying off your bond vs investing: What to consider
Elke Brink of PSG Wealth discusses the pros and cons of piling more money into your home loan, how the scenario changes when you have an access bond or rental property and investments to consider when choosing to go this route.
Thu, 11 Aug 2022 - 12min - 33 - Savings month: Here’s where to put your money to work
Chrisley Botha of PSG Wealth shares which savings tools are best suited for short-, medium- and long-term goals, as well as tips on how you can squeeze a little extra out of your budget.
Fri, 29 Jul 2022 - 12min - 32 - Tax season: Do you know how your investments will be taxed?
Craig Torr of Crue Invest discusses the taxes that apply to various investments, how you can strategically minimise your liabilities, and offers tips on the best way to put your return from SARS to work.
Fri, 15 Jul 2022 - 8min - 31 - Business succession planning: Why buy-and-sell cover could be a lifesaver
Devon Card of Crue Invest, discusses how this insurance works, what should be included in the agreements, the tax implications, and the benefits for shareholders and the co-owner’s dependants.
Fri, 01 Jul 2022 - 11min - 29 - Generational wealth: How to give your business a better chance at survival
Richus Nel of PSG Wealth discusses the importance of succession planning and key points to consider when preparing for the future.
Fri, 17 Jun 2022 - 15min - 28 - What’s the deal with NFTS?
Francois le Clus of Attooh! Financial Wellness, gives us the low-down on non-fungible tokens, how to access them, what role they can play in your investment portfolio as well as the risks investors should be aware of before investing in them.
Fri, 03 Jun 2022 - 6min - 27 - Parts of Divorce Act declared unconstitutional: Here’s what it means
Eric Jordaan of Crue Invest unpacks this landmark ruling, its possible impact on marital contracts and divorces going forward and offers advice on how a stay-at-home spouse can avoid finding themselves in tough spot after divorce.
Fri, 20 May 2022 - 11min - 26 - Should you invest a lumpsum all at once or gradually?
Elke Brink, CFP at PSG Wealth, discusses the merits of both strategies, and whether a combination of both will yield better returns.
Fri, 06 May 2022 - 12min - 25 - Trying to tighten your belt? Here are some extra loops
From groceries, insurance and debt to utilities and petrol, Tanya Joubert, CFP at PSG Wealth Pretoria-East, shares tips on how to save on your monthly expenses.
Fri, 22 Apr 2022 - 15min - 24 - The 411 on starting your investment property business
Richus Nel, CFP at PSG Wealth, answers two readers’ questions on their ambitious rental property plans.
Fri, 01 Apr 2022 - 25min - 23 - Rental property vs listed equities: Which will make you rich?
Richus Nel, CFP at PSG Wealth, talks all things buy-to-let and whether you would be better off creating wealth the traditional way.
Fri, 18 Mar 2022 - 19min - 22 - Financial infidelity: Why it happens, and how to recover
Craig Torr, CFP at Crue Invest, says communication is key to avoiding and recovering from financial cheating.
Fri, 04 Mar 2022 - 6min - 21 - Retirement planning: How to offset the effects of inflation
Gareth Collier, CFP at Crue Invest, discusses whether retirees and soon-to-be retirees should scale back their spending assumptions, when a bucket system to investing is worth considering, if offshore investing can help inflation-proof your portfolio and the impact of rising interest rates.
Fri, 18 Feb 2022 - 12min - 20 - Finance checklist: Don't finish 2021 without ticking these boxes
Devon Card, CFP at Crue Invest, shares a trick on how to review your financial performance for the year, gives five ways to best use your bonus, the tax, estate and insurance planning you should be undertaking, and how to prepare now to take the worry out of Januworry.
Fri, 10 Dec 2021 - 9min - 19 - How not to end up on ‘I Blew It’
Thulisile Nkomo, CFP at NFB Private Wealth Management, discusses how to maximise your financial windfall smartly, including how to handle debt, whether to upgrade your lifestyle, if leaving your job is a good idea, income-generating investments to consider, and how to create a financial legacy for your children.
Fri, 26 Nov 2021 - 18min - 18 - Should you give your children an early inheritance?
Marius Fenwick, CFP at WealthUp, discusses the financial considerations parents need to think about before giving their children an early inheritance, the best way to distribute their assets, the different taxes to take into account, and advises parents on how to think about sharing this inheritance among their children.
Fri, 12 Nov 2021 - 14min - 17 - Want to retire early? Here’s what you need to know
Rick Briers-Danks, CFP at Veritas Wealth, discusses how to calculate the amount of capital you need to retire early, what your investment strategy should be, the tax-saving tools you can use and the lifestyle changes you need to make to achieve your goal.
Fri, 29 Oct 2021 - 15min - 16 - How do you save for retirement as a stay-at-home parent?
Craig Torr, CFP at Crue Invest, discusses how soon-to-be stay-at-home parents must handle their existing retirement savings when resigning, whether the family budget should factor in the parent’s retirement funding, the cover they need to secure their retirement, and how unmarried stay-at-home parents can protect themselves in this situation.
Fri, 22 Oct 2021 - 8min - 15 - Should alternative investments form part of your retirement plan?
Gareth Collier, CFP at Crue Invest, discusses whether a retirement portfolio containing alternative assets can outperform one without, which alternative assets to consider, risks to be aware of and what percentage of your portfolio should be dedicated to these assets.
Fri, 15 Oct 2021 - 10min - 14 - -DELETED- Should alternative investments form part of your retirement plan?
Gareth Collier, CFP at Crue Invest, discusses whether a retirement portfolio containing alternative assets can outperform one without, which alternative assets to consider, risks to be aware of and what percentage of your portfolio should be dedicated to these assets.
Fri, 15 Oct 2021 - 10min - 13 - Retirement shortfall: How to recover
Richus Nel, CFP at PSG Wealth, discusses steps to take when you realise you may not make your retirement savings target, whether you should consider a longer career span, if downscaling your home can help, and whether you can supplement your income with the government pension.
Fri, 08 Oct 2021 - 16min - 12 - How to invest for your child’s education and start-up funds
Craig Torr, CFP at Crue Invest, discusses how much you need to save for your child’s secondary and tertiary education, the best product to achieve this, how to save for a nest egg to set them up and the options available for parents to kickstart their child’s investment journey.
Fri, 17 Sep 2021 - 11min - 11 - Getting married? Here’s all you need to know about antenuptial contracts
Eric Jordaan, CFP at Crue Invest, discusses marital contracts available in SA, the costs of having an antenuptial contract drafted, how the contracts affect your financial planning and whether you can change your contract after getting married.
Thu, 02 Sep 2021 - 14min - 10 - Money Savvy Ep 10 | Exploring whisky, music rights and cannabis as alternative investments
Elke Brink, wealth advisor at PSG Wealth, looks at unconventional asset classes that could possibly form part of your portfolio, if you’re already well invested.
Thu, 19 Aug 2021 - 9min - 9 - Money Savvy Ep 09 | Financial planning for side hustlers
Gareth Collier, CFP at Crue Invest, discusses business opportunities you can explore, the best way to fund your side hustle, along with tax and estate planning considerations.
Fri, 06 Aug 2021 - 12min - 8 - Money Savvy Ep 8: Offshore investing: The how, why, and what
Elke Brink, wealth advisor at PSG Wealth, on why offshore investing is recommended, the sectors seeing great interest, and the avenues you can use to gain access to overseas markets.
Fri, 16 Jul 2021 - 12min - 7 - From R100 to R10m: Investment options you can explore
Trent Hodges, CFP at Gray Capital, shares some ideas on where you can invest your money, with options for different budgets.
Fri, 02 Jul 2021 - 18min - 6 - Retrenched? Finance tips to help you survive
Eric Jordaan, CFP at Crue Invest, discusses the options available to you when faced with retrenchment, including how to handle your retirement funds, reprioritising your budget, and when credit protection plans come into play.
Fri, 18 Jun 2021 - 13min - 5 - Deal assists and balloon payments: What you need to know
Gareth Collier, CFP at Crue Invest, sheds light on car financing, deal assists and deferred payments for those in the market for a new set of wheels.
Fri, 04 Jun 2021 - 10min - 4 - Demystifying investment jargon: The terms you need to know
The financial planning and investment field is filled with technical jargon that can often be a barrier entry for first-time investors. Craig Turton, who is a certified financial planner at Easy Equities, explains some of these terms.
Fri, 21 May 2021 - 12min - 3 - Borrowing from your retirement fund: What you need to know
The current economic climate has led some people to consider dipping into their retirement funds to access capital. But what exactly can you use these funds for, and what percentage of your savings can you access? Devon Card, certified financial planner at Crue Invest, provides clarity on this.
Fri, 07 May 2021 - 9min - 2 - Hiring a financial advisor? Here are the questions you need to ask
We’ve all heard that having a financial advisor by your side to help manage your financial path is highly recommended. Thulisile Nkomo of NFB Private Wealth Management discusses the value advisors add and the questions you need to ask a financial planner before engaging their services.
Fri, 23 Apr 2021 - 10min - 1 - Want to start investing? Here’s what to consider
For most people, venturing into investments can be intimidating. Elke Brink of PSG Wealth discusses what to consider before embarking on this journey, the investment vehicles you should be looking at and offers advice on how to invest in shares.
Fri, 09 Apr 2021 - 7min
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