Topic hub

Money & investing

Money is where good intentions go to be quietly ignored, and South Africans are worse at it than most: on the numbers in these episodes, only about one in five invests anything at all, and roughly seventy per cent of working people have no valid will. These are conversations with financial planners, advisers and one or two people doing something genuinely unusual with money — about retirement, offshore investing, estates, and what to do when the market falls over.

30 episodes

34 min

Capital Legacy — Wills Month

In this episode, I chat with Alex Simeonides, the CEO of Capital legacy about Wills Month and the reasoning for their rebranding.

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43 min

Alex Simeonides — Capital Legacy Wills And Trusts

In this episode, I chat with Alex about how he built Capital Legacy. We also talk about why Wills are so important. Testament to their mandate of making it easier to get your Will in place is the 380,000 clients they…

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36 min

Harry Scherzer — Future Forex, crypto asset arbitrage

In this episode, I chat with the CEO of Future Forex Harry Scherzer. We discuss who Future Forex is and dive into what they do. Crypto Asset Arbitrage is the process of buying a crypto asset on an offshore exchange an…

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40 min

Daniel Strauss — The Billionaire Mindset

On this episode I chat with Daniel about his roots, growing up and his journey to become a successful venture capitalist. In The Billionaire Mindset, Daniel explains what this means and how to adopt this life-changing…

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39 min

Kabelo Teme — Office Of The Credit Ombud, Money Smart Week

On this episode I chat with Kabelo about the role of the credit ombud and what they are doing to support Money Smart Week. Money Smart Week runs from the 22nd to the 28th March: Money Smart Week South Africa (MSWSA),…

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38 min

Grant Smee — Epic South Africa, Property Investing

Once more we dive into the world of entrepreneurship and property investment with Grant. EPiC is a joint community of property investors, entrepreneurs, successful business people and accomplished real estate tycoons…

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30 min

Terence Tobin — Entrepreneur, Financial Planner, Investor

On this episode I chat with Terrence about the importance of financial planning. We talk about when the best time to start your planning is and what to do if you have left this planning a little late. See a bit more a…

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41 min

Grant Smee — Entrepreneur, Business Advisor, Property Investor

On this Episode I chat with Grant about the property market in SOuth Africa, what it means for first time home buyers, What the prospects are for Landlords and some trends for 2021. We also chat about whether this yea…

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47 min

Lourens Oberholzer — Retire Rich And Happy Wills And Estates

On this episode I chat with Lourens regarding wills and estates and the importance of updating your will and ensuring you have the right procedures in place in the event of your death. I learned a lot and I'm sure you…

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26 min

Investment Global And Local — Offshore Investing

On this episode I chat with Michael and Mauro about Offshore Investing, The mechanics thereof, Tax Implications and how you transfer your money backi into the country. We also chat briefly about the implications of of…

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41 min

Lourens Oberholzer — Retire Rich And Happy

On this episode I talk to Lourens about the forum they offer and the importance of making use of a financial coach https://www.retirerichandhappy.co.za/

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41 min

Lourens Oberholzer — The Death Of Traditional Retirement

On this episode I chat to Lourens Oberholzer about the death of traditional retirement. Gone are the days when you got a job worked hard, saved and contributed to a pension fund. These days you have to look at things…

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