The Fat Wallet - Page 6 of 25

The Fat Wallet Show with Kristia van Heerden

Podcast: Lockdown money crisis

Kristia van Heerden 20 April 2020Latest, The Fat Wallet

It’s going to take more than a good plan and discipline to cope with the financial impact of this lockdown. Some of us are lucky to retain all or some of our income, but for many of us this period is a financial catastrophe. There is no good news, no upside, no silver lining. We ...

Podcast: The investment lockdown challenge

Kristia van Heerden 13 April 2020Latest, The Fat Wallet

Isn’t it fascinating how quickly we adapt? When the market first started its epic nose dive, we were all ready to jump with it. However, over the past month or so we’ve become so accustomed to a crisis environment that we can almost forget about our investment accounts. The last lockdown challenge was initially scheduled ...

Podcast: The medical aid lockdown challenge

Kristia van Heerden 6 April 2020Latest, The Fat Wallet

Last week we challenged you to take a closer look at your insurance cover. The challenge was an eye-opener for me. I wrote an article about it here. This week it’s time to look at your medical aid. Since many of our incomes are affected by the lockdown, you might be looking at a cheaper ...

Podcast: The first lockdown money challenge ~ Wills and Estates

Kristia van Heerden 30 March 2020Latest, The Fat Wallet

It’s a nutty time to be alive, isn’t it? A market crash is bad enough. Adding a national lockdown to the mix is bound to provoke some anxiety. Our strategy in this time is not dissimilar from our usual strategy: focus on what you can control. To that end, our podcast this week is the ...

Podcast: Crash questions

Kristia van Heerden 23 March 2020Latest, The Fat Wallet

Many of us are witnessing a stock market crash for the first time. Like most of you, I’m experiencing a heady mix of excitement and terror. I’m so glad watching my portfolio no longer feels like watching paint dry. Instead, it feels like being dropped off a very high building. It’s not great, but at ...

Podcast: Your first tax-free investment

Kristia van Heerden 16 March 2020Latest, The Fat Wallet

While the rest of the world is getting in supermarket fights over toilet paper, life at Just One Lap carries on. Lesego, who is only 24, is ready to start their investment journey. This week we hold their hand through their first tax-free purchase. We explain what tax-free accounts are, what ETFs are and why ...

Podcast: The end of the world

Kristia van Heerden 9 March 2020Latest, The Fat Wallet

We’re not prone to panic, but at this point staying calm requires a level of stoicism we haven’t quite mastered. You may have forgotten this in the diseased fog of the Coronavirus, but a mere two months ago it seemed as though the US was going to war with Iran. Part of what makes it ...

Podcast: Preservation funds and FIRE

Kristia van Heerden 2 March 2020Latest, The Fat Wallet

Boy, did AJ open a can of worms this week! We fall down a preservation fund rabbit hole that’s perhaps long overdue. Here are some of the key things you should know. When you leave a company’s pension or provident fund because you leave the company, you have three options when transferring those funds: You ...

Podcast: Things you should know about the end of the tax year

Kristia van Heerden 24 February 2020Latest, The Fat Wallet

This time of year is like Christmas for money nerds (or maybe it’s just me). Everyone’s tax situation is unique and there are so many variables to tweak. It’s truly magical. In this episode, we take you through some tax basics. We explain why the end of the tax year is significant, even if you ...

Podcast: Where budgets fail

Kristia van Heerden 17 February 2020Latest, The Fat Wallet

Conventional wisdom has it that a budget is at the heart of any successful financial strategy. My wisdom has it that a budget is an excellent tool for self-deception. Nobody was better than drawing up a theoretical map of how money should be spent than me not spending money that way. In this episode we ...