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Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you an incorporated professional sitting on hundreds of thousands in your corporate account—but too nervous to invest it?Many business owners find themselves in this exact bind. You've built a thriving practice, cash is piling up, but fear of illiquidity, taxes, or a market downturn keeps that money sitting idle. Meanwhile, inflation erodes its value and passive income taxes take half your gains. This episode dives into the real-life case of “Mark,” a medical professional from Calgary with over $700,000 in retained earnings, and unpacks how he can move from analysis paralysis to strategic growth. We explore why fear-based “safety” can actually be costly, how to structure your retained earnings for flexibility, and how to align your investments with both logic and emotion.In this episode, you'll discover:How to balance liquidity with long-term growth inside your corporation without triggering punitive tax hits.Why your retained earnings portfolio might be more conservative than you think—and how to fix it.The strategy top professionals use to turn idle corporate cash into a tax-efficient, growth-producing reservoir.If you're ready to stop letting your retained earnings stagnate and start building lasting corporate wealth, press play now and learn how to make your money work as hard as you do.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners seeking financial freedom in Canada can unlock powerful opportunities by aligning retained earnings with smart investment strategies and principles of behavioral finance. Through thoughtful corporate finance planning and attention to liquidity and tax implications, enReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
In this episode of the InsuranceAUM.com podcast, Bob Huang, Executive Director of Equity Research for the Property & Casualty and Life Insurance Group at Morgan Stanley, sits down with Stewart Foley for a timely and insightful conversation on the implications of a declining interest rate environment. Drawing on one of the broadest insurance company coverages on Wall Street, Bob shares how rate cuts could influence earnings, asset allocations, product design, and underwriting dynamics across both life and P&C insurers. Bob explains why falling short-end rates may pressure floating-rate-heavy portfolios, how product offerings like fixed and indexed annuities could evolve in response, and why duration mismatches and spread compression are becoming top concerns. The discussion also highlights how the interplay between product structures and investment strategy is shifting, especially in an era of increased competition and regulatory complexity. Whether you're managing risk, building product, or allocating capital, this episode offers key takeaways for navigating volatility and staying ahead in a changing rate cycle.
Stephen Grootes interviews Vincent Anthonyrajah, CEO of Differential Capital, and Hlelo Giyose, Chief Investment Officer at First Avenue Investment, to unpack how South African insurers generate profits and whether they present a compelling investment opportunity. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Prime Minister Mark Carney introduced his first budget earlier this week, announcing a $78.3 billion deficit, as well as other major investments in defence, AI initiatives and housing.Included in the 406-page report are changes to improving productivity by implementing corporate tax reforms to incentivize foreign investors, as well as accelerate domestic economic growth.Host Mike Eppel speaks to Mikaela McQuade, policy and economics partner at PWC Canada, to break down whether or not Carney's investment into solving the 'productivity problem' will actually yield the results Canada deserves. Do you have a topic that's confounding you in this economy? We'll be happy to dig into it for you and get you the answers you need. Email us at: rogerspodcastnetwork@rci.rogers.com. Thank you for listening!
Key Takeaways: Create self-sustaining income: Learn how to turn your investments into income-generating assets by smartly borrowing against valuable holdings. Think like the wealthy: The rich often use debt wisely to grow their wealth without selling their main assets. See Bitcoin's role in growth: Bitcoin is one of the most liquid and limited assets in the world, making it a strong choice for high-growth strategies. Manage risk carefully: Borrow conservatively and assess risks to stay financially strong, even during economic downturns. Build lasting wealth: Use smart planning to create tax-free income and compounding growth that can be passed on to future generations. Chapters: Timestamp Summary 0:00 Regenerative Income Strategy: Borrowing Against Wealth for Tax-Free Living 3:33 Understanding Financial Systems Through Cosmic and Economic Analogies 5:42 Leveraging Bitcoin-Backed Securities for Strategic Financial Growth 10:23 Leveraging Assets and Loans for Wealth Growth 14:56 Building Wealth Through Strategic Borrowing and Compound Interest 18:02 Borrowing Strategies Versus Selling Investments for Wealth Management 21:10 Understanding the Tax-Free Nature of Borrowing Against Assets 23:12 Leveraging Financial Strategies for Optimal Investment Returns 27:44 Bitcoin as a Scarce and Liquid Asset for Investment 30:19 Investment Advice and Risk Management for Bitcoin Enthusiasts Powered by Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Stephen Grootes speaks to Chantal Marx, Head of Equity Research at FNB Wealth and Investments, and Asanda Notshe, Chief Investment Officer at Mazi Asset Management, about private assets and how they fit within the wider investment landscape. They discuss what private assets are, why they’re gaining traction among investors, and how they compare to listed investments in terms of risk, return, and accessibility. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year's setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty. So, perhaps now more than ever, investors should review their portfolios to ensure they have recently been rebalanced and reflect their risk tolerance. In this episode, we share some of the worries the market will have to surmount in the second half of the year in order to continue climbing, and what you should consider doing to keep your portfolio balanced.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
Ever wonder why financial advisors aren't all real estate tycoons? I'm pulling back the curtain on the real estate vs. traditional investment showdown. From burst pipes to market liquidity, I'll show you why your boring old stocks might be the unsung heroes of your financial future. To learn more about building wealth without becoming a landlord, tune in! ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
WAM Income Maximiser (ASX: WMX) Share Purchase Plan and investment portfolio update Q&A webinar by Wilson Asset Management
Register for my FREE debt class for entrepreneurs: https://ginaknox.co/free-training Join Small Business Money School: https://ginaknox.co/school Join the waitlist for the 7 Figure Wealth Mastermind: https://ginaknox.co/mastermind Episode Synopsis: In this episode of Small Business Big Money, Gina Knox shares her journey towards achieving a million dollars in her taxable brokerage account. She discusses her initial challenge, the progress made over six months, and the strategies employed to grow her investments. Gina emphasizes the importance of mindset, contributions, and understanding market volatility while also providing insights into her financial coaching program, 7 Figure Wealth Mastermind. Beginning Balance: $151,471.10 End Balance: $328,531.99 Contributions: $74,310.08 Dividends: $1,175.19 Gains: $101,575.40 Timestamps: 00:00 - Setting the Million Dollar Challenge02:52 - Tracking Progress and Contributions08:55 - Understanding Gains and Market Volatility12:09 - Mindset Shifts and Overcoming Hurdles20:02 - Systems for Financial Success21:51 - Conclusion and Call to Action Category: Wealth Keywords: small business, financial coaching, investment growth, personal finance, wealth building, mindset shifts, financial systems, brokerage accounts, market volatility, financial goals
The Trump Administration is investing like a hedge fund by taking stakes in companies tied to national security. From a $9 billion stake in Intel to investments in rare earth and lithium producers, the White House is putting taxpayer money directly into strategic sectors. In this deep dive, we break down how these bets are performing, what industries could be next, and what it means for America's new era of state-backed capitalism.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stephen Grootes speaks to Clicks CEO Bertina Engelbrecht, about the retailer’s strong full-year results. South Africa’s largest pharmacy chain reported a 14.1% rise in profit, driven by improved trading margins and solid sales. In other interviews, Deon Gouws, Chief Investment Officer at Credo and Dr Musa Malwandla, Co-CIO of Differential Capital, talks about whether holding cash is really the safe bet investors think it is. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Deon Gouws, Chief Investment Officer at Credo, and Dr Musa Malwandla, Co-CIO of Differential Capital, about whether holding cash is really the safe bet investors think it is. With interest rates still elevated and markets volatile, many are choosing to sit on the sidelines. But as history shows, playing it too safe can mean missing out when the next rally begins. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Short interview with Shu Matsuo Post from Akiya Hub, on the differences between Akiya/ Single Family Homes & Apartment Buildings / Multi-Family Properties - AND - an exciting, special announcement for those among you who are interested in these investments!
Stephen Grootes speaks to Gary Booysen, portfolio manager and director at Rand Swiss, about the unusual coexistence of soaring gold and platinum prices alongside record-high AI stock valuations. Typically, strong precious metal prices signal caution, while booming tech stocks reflect optimism, so what does it mean when both rise together? Gary explains how these conflicting trends reveal investor uncertainty and shifting risk appetites, and how they can affect portfolio positioning, from balancing defensive assets like gold and platinum to managing exposure to high-growth, high-volatility tech stocks. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
#250: Chris dives into listener questions, covering open enrollment, investing, buying gold, life and auto insurance, RSUs, practical ways to leverage AI tools and more. Link to Full Show Notes: https://chrishutchins.com/open-enrollment-AMA-2025 Partner Deals Fabric: Affordable term life insurance for you and your family Superhuman: Free month of the fastest and best email with code ALLTHEHACKS Gusto: Free 3-month trial of the #1 payroll software DeleteMe: 20% off removing your personal info from the web Mercury: Help your business grow with simplified finances For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned PEOs: TriNet | Justworks Insurance Broker: Rich Sterling Productivity/AI Tools Notion NotebookLM Replit Cursor v0 Figma Perplexity Claude Mesa Homeowners Card (50k bonus with code CHRIS50) $1,200 U.S. Bank Bonus ATH Podcast Newsletter Ep #34: Insider Tricks to Healthcare, Prescriptions and Medical Bills with Marshall Allen Ep 104: Optimizing Your Insurance Policies Ep #140: Navigating Open Enrollment Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth Ep #248: How to Stop Over-Optimizing and Focus on What Matters with Tim Ferriss Submit questions for our next AMA here Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@chrishutchins.com Full Show Notes (00:00) Introduction (00:30) Quick Episode Overview (01:22) How to Select Your Insurance Plan (05:19) Saving with a High Deductible Health Plan (14:19) Tips for Specific Drugs and Providers (15:27) Dental and Vision Plans (17:17) Benefits of FSAs (19:10) Getting Health Insurance Outside of an Employer (21:08) Getting Insurance for Your Business (23:20) Insurance via Medical Research Companies and Affinity Groups (24:52) Direct Primary Care (25:48) Reimbursing Medical Expenses Charged on a Credit Card (30:45) Diversification in an Incredibly High Stock Market (36:20) Investing in Precious Metals: Gold & Silver (40:55) Strategy for Handling RSU Compensation (43:35) Variable Universal Life Policy (48:05) The Rise in Auto Insurance Premiums Following an Accident (55:22) Buying A Used vs. New Car (58:06) Chris's Favorite Work Tools Including AI (01:02:07) Is AI an Actual Threat to Our Jobs? (01:04:26) Chris's Pre and Post W2 Job Experience (01:06:50) Find the Best Deals on the ATH Newsletter (01:10:53) The Next Gift Card Sale Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris McCann of Blevins Franks International Tax and Wealth Management talks to Howard Brereton #Wealth #Tax #WealthManagement #Spain #Expat #Brexit
Stephen Grootes speaks to Vincent Anthonyrajah, CEO of Differential Capital, and David Shapiro, veteran stockbroker and chief global equity strategist at Sasfin, on “Between the AI Boom and the Gold Rush: Understanding Bubbles and Safe Havens.” As investors chase AI hype, others turn to gold and traditional safe havens, a reminder that knowing when to embrace risk and when to seek stability is key in today’s markets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. The economy is hella unstable right now, and with a recession still looming it can feel like no matter what we do, the cards are stacked against us. So we called financial expert Jessica Moorhouse back in for actionable advice for building wealth if you're in debt or low income, recession-proofing your financial plan, and managing debt vs. savings vs. investments.Whether you're struggling with debt or making $250K, this conversation will help you stop self-sabotage and make an actionable plan toward financial security.Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness.Listen to our full episode with Jessica here.Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website.Tune in every Monday for an expert dose of life advice in under 10 minutes.For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: Special Guest Brian Harte plus: How to get a job in finance, How to set up my investment portfolio, Best business and finance books to read and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun300How to forecast a P/E ratio
Stephen Grootes speaks to Vincent Anthonyrajah, CEO and co-founder at Differential Capital, about IPO 101: what every investor needs to know before buying in. They unpack the basics of how companies list on the stock exchange, what investors should look out for in a prospectus, the risks versus rewards of getting in early, and why timing and valuation matter when deciding whether to jump into an Initial Public Offering. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Motheo Khoaripe speaks with Patrick Mathidi of Aluwani Capital Partners and Gary Booysen of Rand Swiss, exploring the risks of "Rand roulette"—why South Africans often rush to buy dollars during rand weakness, the pitfalls of trying to time the currency, and how to craft a disciplined offshore investment strategy instead. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Motheo Khoaripe speaks to Morne Wilken, CEO of Hyprop Properties, and Raj Nana, CFO of Attacq, about their respective REITs’ strong annual performances, driven by strategic growth in retail and flagship developments like Waterfall City. In other interviews, John Manyike, Head of Financial Education at Old Mutual, talks about the significance of customary marriages in South African heritage and explores their financial and legal implications. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Motheo Khoaripe speaks to John Manyike, Head of Financial Education at Old Mutual, about the significance of customary marriages in South African heritage, exploring their financial and legal implications. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
A viewer asked me to suggest some tools he could use to evaluate his investment portfolio and asset allocation. So in this video we looked at three of my favorite investment tools:1. Empower: https://go.robberger.com/empower/yt-3...2. Kubera: https://go.robberger.com/kubera/yt-3-...3. Google Sheets: https://robberger.com/investment-trac...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...
Stephen Grootes speaks to Abigail Mukhuba, CFO at Sanlam, about the group’s interim results, with the insurer reporting a strong operational performance at the halfway mark, driven by a 7% rise in new business volumes and a 14% increase in net result from financial services to R8.076bn, supported by robust contributions from general insurance, life insurance, and credit and structuring. In other interviews, Chantal Marx, Head of equity research at FNB Wealth and Investments and Francois Olivier, Portfolio Manager on Hedge Funds discuss whether most portfolios contain an allocation to hedge funds. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Chantal Marx, Head of equity research at FNB Wealth and Investments and Francois Olivier, Portfolio Manager on Hedge Funds about whether most portfolios contain an allocation to hedge funds The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Welcome to the one hundred and fifty first episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Investment Portfolio Maintenance for Expats, Atlas Wealth Managing Director, Brett Evens and Financial Planner, Adam Prentice break down the key tax and investment considerations for Australians living abroad. They cover topics such as, deemed disposal tax when exiting Australia, non-resident withholding tax rates, and the importance of keeping your address up to date with financial institutions. Brett and Adam also highlight the risks of using US brokerage accounts overseas, including the 40% US estate tax for non-residents, and suggest safer alternatives. They explain how to manage your investment portfolio when leaving or returning to Australia, including tax implications and the benefits of moving assets back to Australian platforms. Links that we discussed in this episode include: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Don't forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum • Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au... • Expat Mortgage Podcast – atlaswealth.com/news-media/au... • Weekly Recap Podcast – atlaswealth.com/news-media/au... If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below. The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. To find out more about the Atlas Wealth Group visit www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup
Stephen Grootes speaks to Keet van Zyl, co-founder and partner at Knife Capital and Seeiso Matlanyane - Head of Equities at Prescient Investment Management about the opportunities and risks of investing in unlisted companies. While these businesses often provide investors with early access to high-growth potential and innovative ideas, they also come with challenges, from limited liquidity and transparency to higher risk of failure. Van Zyl and Matlanyane unpacks what investors should weigh up before putting money into this less conventional, but increasingly attractive, corner of the market. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Sikonathi Mantshantsha, Journalist at News24 Investigations, about the suspension of GPAA CEO Kedibone Madiehe amid allegations of procurement misconduct and the appointment of Job Stadi Mngomezulu as acting CEO to ensure continuity and stability in the administration of government pensions. In other interviews, Warren Ingram, Co-Founder of Galileo Capital, talks about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Warren Ingram, Co-Founder of Galileo Capital, about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Warren Ingram, Co-Founder of Galileo Capital, about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Patrick Mathidi, Head of Equities at Aluwani Capital Partners, and Gary Booysen, Director at Rand Swiss, about the debate on global versus local investing – whether South Africans should move their money offshore for safety and diversification, or take advantage of what some see as undervalued opportunities in local assets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Ben Magara, CEO of Exxaro Resources, and Spur Corporation CEO Val Nichas who've both reported strong financial performances, with Exxaro posting an 11% rise in interim profit driven by coal operations, and Spur delivering double-digit growth in headline earnings and revenue, underpinned by expansion and solid restaurant turnover. In other interviews, Patrick Mathidi, Head of Equities at Aluwani Capital Partners, and Gary Booysen, Director at Rand Swiss, debate on whether South Africans should move their money offshore for safety and diversification, or take advantage of what some see as undervalued opportunities in local assets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Kokkie Kooyman, Executive Director & Portfolio Manager at Denker Capital, and Harry Scherzer, CEO of Future Forex, about what’s at stake in the Rand price-fixing case, breaking down the Constitutional Court hearing, the banks’ alleged USD/ZAR forex manipulation, and the potential impact on South Africa’s financial regulation. In other interviews, John Manyike, Head of Financial Education at Old Mutual, talks about the good, the bad, and the ugly of South Africans’ personal finances, highlighting how citizens are showing real recovery and financial confidence despite economic and geopolitical challenges. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
It can sometimes seem like there's an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren't worthy investments at all. A popular feature from Morningstar's FundInvestor newsletter greatly shrinks the list and can help you home in on the winners. Russ Kinnel is the newsletter editor and senior principal of ratings for Morningstar Research Services. And he's here to brag about his thrilling funds list. On this episode:Let's begin with the idea behind the thrilling funds list. How did this get started, and what's the mission? You start with thousands of fund share classes. How do you narrow the list to a few dozen, and what are you looking for? Thirty-three funds met your high standards and made the cut, and they're all repeats. Did that surprise you? What kept some funds off this year's list?A select group of these standouts are making big bets. Let's start with the only thrilling fund from the diversified emerging-markets category.A trio of foreign large growth funds from Fidelity are focusing heavily on financials and industrials. What's their story, and what makes each of these unique? Can you describe the funds that are wagering big time on the tech sector? The healthcare sector has struggled this year. But some funds from Vanguard, Fidelity, and Dodge & Cox appear ready to benefit from a rebound, right? Talk about those funds. Where should fixed-income investors look if they're tweaking that side of their portfolio? Which income and dividend-focused funds are outshining their category peers? And finally, how can the audience test the funds in their portfolio against your thrilling list? Read about topics from this episode. The Thrilling 33How Smart People Screen for FundsStop Screening Funds This WayWorried About a Market Selloff? These 10 Funds Reduce Portfolio RiskThe Big Secret to Long-Term Investment SuccessHoly Smokes! These Funds Could Get Barbecued4 New Funds on Our RadarMorningstar Medalist Rating for Funds What to watch from Morningstar. Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now)Covered-Call ETFs Are Booming. But Not All Yield Is GoodThis Dividend Investing Strategy Deserves a Second Look Read what our team is writing.Russel KinnelIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
“Bitcoin is a cheat code.” In this episode of Bitcoin Backstage, Mark Moss explains why a single asset can outperform everything else — and how corporate treasuries, institutional adoption, and America's deliberate dollar devaluation are setting the stage for Bitcoin's biggest bull run yet.Mark breaks down the rise of the “new Bitcoin class” on Wall Street, why companies like MicroStrategy are reshaping corporate balance sheets, and how the U.S. dollar reset mirrors historic currency accords. He also shares his 2030–2040 Bitcoin price targets, predicts when Bitcoin will become the global unit of account, and explores the game-changing role AI will play in the Bitcoin economy.Connect with Mark Moss on X: https://x.com/1MarkMossConnect with Isabella Santos on X: https://x.com/isabellasg3
In this episode of Beer and Money, Ryan Burklo discusses the critical concept of sequence of returns risk and its significant impact on retirement planning. He explains how market fluctuations during the initial years of retirement can affect the longevity of a retirement portfolio. Ryan emphasizes the importance of having a diversified investment strategy to mitigate risks associated with market downturns and ensure financial stability throughout retirement. Check out our website: beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Sequence of returns risk is crucial in retirement planning. Market downturns can severely impact your portfolio's longevity. A fixed income stream may not be sustainable during downturns. You need a bigger rate of return to recover from losses. Realistic market returns vary; they are not guaranteed. The first three to five years of retirement are critical. Diversification across different asset classes is essential. Stocks and bonds can both decline in value simultaneously. Planning should consider realistic average rates of return. Utilizing a financial scorecard can help assess your situation. Chapters 00:00 Understanding Sequence of Returns Risk 03:06 The Impact of Market Fluctuations on Retirement 05:48 Strategies for Mitigating Sequence of Returns Risk
Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. How to know the correct investment tool to use; the good and bad sides of mutual funds; why you should be caustius about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. SEG-1: Markets' Response to Earnings are Muted SSEG-2a: Using the Correct Tool to Structure Your Portfolio SEG-2b: Wall Street Will Sell You Anything You Want SEG-2c: Why Mutual Funds Get a Bad Rap SEG-2d: Mutual Funds Will Always Underperform an Index SEG-2e: Be Cautious of Alternative Investments & Private Equity SEG-2f: Opportunity Zone Investments? SEG-2g: Three Tests for Annuities SEG-2h: Can You "Be Your Own Bank?" SSEG-2i: How Lance's Annuity Works SEG-2j: Never Put ALL Your Money in Anything SEG-2k: Do What Wealthy People Do Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Be Careful with Technical Analysis" is here: ttps://www.youtube.com/watch?v=qNJPwrh0f4E&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves" https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #StopLoss #MarketRisk #MarketCorrection #MarketRally #20DMA #PortfolioBuilding #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #InvestingAdvice #Money #Investing
Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. How to know the correct investment tool to use; the good and bad sides of mutual funds; why you should be caustius about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. SEG-1: Markets' Response to Earnings are Muted SSEG-2a: Using the Correct Tool to Structure Your Portfolio SEG-2b: Wall Street Will Sell You Anything You Want SEG-2c: Why Mutual Funds Get a Bad Rap SEG-2d: Mutual Funds Will Always Underperform an Index SEG-2e: Be Cautious of Alternative Investments & Private Equity SEG-2f: Opportunity Zone Investments? SEG-2g: Three Tests for Annuities SEG-2h: Can You "Be Your Own Bank?" SSEG-2i: How Lance's Annuity Works SEG-2j: Never Put ALL Your Money in Anything SEG-2k: Do What Wealthy People Do Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Be Careful with Technical Analysis" is here: ttps://www.youtube.com/watch?v=qNJPwrh0f4E&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves" https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #StopLoss #MarketRisk #MarketCorrection #MarketRally #20DMA #PortfolioBuilding #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #InvestingAdvice #Money #Investing
Stephen Grootes speaks to Mpumi Zikalala, CEO of Kumba Iron Ore, about the company’s flat half-year profit despite a 3% rise in sales. She explains the impact of weaker iron ore prices, higher costs, and logistics challenges, and outlines Kumba’s strategy to maintain value in a tough market. In other interviews, Warren Ingram, Co-Founder of Galileo Capital, about how Trump’s new trade deals, rising US debt and shifting economic policies could impact your investment portfolio. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
She grew up on Centrelink. Now she’s got $240K in super, six figures in shares, and two properties... all before 35. This week’s Money Diary isn’t just inspiring. It’s a masterclass in breaking the cycle, building serious wealth, no matter where you are starting from. She’s a teacher, a mum of two, and someone who’s turned smart, consistent money moves into real financial freedom. This episode is packed with practical tips, investing inspo, and clever hacks you’ll actually want to try. If you’ve ever felt behind, stuck in a scarcity mindset, or unsure how to even start building wealth, this one’s full of lessons for you. Because spoiler: you don’t need to come from money to make money. Ready to binge more relatable, inspiring, and downright juicy money stories? Check out our ultimate Money Diaries playlist. Listen now Join our Facebook Group AKA the ultimate support network for money advice and inspiration. Ask questions, share tips, and celebrate your wins with a like-minded crew of 300,000+. And follow us on Instagram for Q&As, bite-sized tips, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.
This week on the Retirement Quick Tips Podcast, we're recapping the economic and market conditions that are impacting you and your retirement nest egg this year. Today, I'm bringing it all home to talk about what does the current economic and market environment mean for you.
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode:President Trump pushed his tariff deadline from July to August. How are global markets reacting to the uncertainty during this tariff watch?The EU is one of America's largest trading partners. How important is it for these two sides to strike a deal? And what's at stake if they don't before the deadline?More than two dozen countries make up the EU. The bloc is seeking lower tariffs for a variety of sectors like aircraft, car parts, and spirits. Talk about that. So, what sectors do you think could be hit the hardest, and which ones could be spared?The EU has presented a united front. However, some countries want a trade deal sooner than later. Can you talk about the debate you're witnessing in Europe? Trade deals typically take years to be implemented, so any announcement would be a preliminary agreement. If a US investor has European companies in their portfolio, what would this framework mean for them in the long-term? Let's shift to this year's market performance of European stocks. What's been winning? Which European stocks do Morningstar analysts consider undervalued, and why? Read about topics from this episode. What's Morningstar's Outlook for Europe in 2025?Why It's Not Too Late to Add International ExposureWhat Investors Need to Know About TariffsHere Are the Sectors and Industries That Are Vulnerable if Reciprocal Tariffs Come BackWhere Next for European and UK Stock Markets in 2025?Best International Companies to Own: 2025 EditionFind Morningstar's complete collection of tariff-related articles and analysis here. What to watch from Morningstar. Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-AdvisorsDemystifying Private Equity and Private Credit ETFs: What Every Investor Should Know Read what our team is writing:Michael FieldIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
In this episode of Tactical Empire, Jeff Smith and Shawn Rider discuss real estate investing through the lens of selling Sean's top-producing short-term rental property. They explore the reasons behind this decision, including market changes and capturing equity. The conversation covers return on equity, the psychological barriers investors face when selling, and transitioning from short-term to long-term rentals. Learn how aligning your investment strategies with personal goals and leveraging community support can elevate your real estate decisions.Chapters 00:00 Introduction and Setting the Scene01:00 Selling a Top-Producing Short-Term Rental04:46 Understanding Return on Equity09:53 The Psychology of Selling Properties12:52 Transitioning to Long-Term Rentals15:50 Final Thoughts and Community Engagement
#235: Chris shares his personal 10-step money allocation framework to help prioritize savings, investments, and financial flexibility. He also dives into advanced strategies for tax optimization, liquidity, and real-world application through listener questions. Link to Full Show Notes: https://chrishutchins.com/10-step-money-allocation-framework Partner Deals Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth Copilot Money: Free 2 months access to my favorite personal finance app with code HACKS2 LMNT: Free 8-count sample pack of my favorite electrolyte drink mix MasterClass: Learn from the world's best with 15% off For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Brian Feroldi's Emergency Fund Size Formula Wealthfront: Get $5k managed free here and get a 0.5% APY boost here Daffy: Get free $25 for charity here Direct Indexing: Frec ATH Podcast Ep #144: Leveraging Tax-Advantaged Accounts to Maximize Your Wealth with Katie Gatti Tassin Ep #168: Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle Ep #177: Best Bank Account Setup to Earn Interest on All Your Cash Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (02:03) Quick Episode Overview (03:37) Step 1: Operating Cash (05:14) Step 2: Employer Match (06:21) Step 3: Urgent Debt Payoff (07:56) Step 4: Safety Net (11:49) Step 5: Short-Term Goals Fund (13:30) Step 6: Debt Review (15:44) Step 7: Tax-Advantaged Investing (21:38) Step 8: Brokerage Investing (30:16) Step 9: Education Investing (31:23) Step 10: Optional Debt (32:48) Why You Should Prioritize Liquidity (37:51) Types of Alternative Cash Savings (40:48) The Margin Call (43:28) Listener Q1: Strategy for Using Money from House Sale (47:07) Listener Q2: How to Leverage Tax-Loss Harvesting (50:35) Listener Q3: Effective Ways to Manage Your Investment Portfolio (55:00) Listener Q4: Thoughts on Financial Advisors Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices
Divestment is often credited with helping end apartheid in South Africa. So can divestment from fossil fuel businesses similarly help make a difference when it comes to climate and the environment? This morning, we're joined by Amy Scott, host of Marketplace's "How We Survive" podcast, to discuss. But first: plans to cut funding for financial literacy and consumer education at the CFPB and headwinds for the consulting industry.
Divestment is often credited with helping end apartheid in South Africa. So can divestment from fossil fuel businesses similarly help make a difference when it comes to climate and the environment? This morning, we're joined by Amy Scott, host of Marketplace's "How We Survive" podcast, to discuss. But first: plans to cut funding for financial literacy and consumer education at the CFPB and headwinds for the consulting industry.
Uncertainty around the economy, from tariffs to trade wars, has sunk the value of the dollar to its weakest level in years. Certain stocks do better when the dollar is weak while others perform worse. Host Oyin Adedoyin talks with finance professor Derek Horstmeyer about how investors can position their portfolio, depending on whether the dollar rebounds or continues to fall. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices