JSE Direct with Simon Brown

Podcast: Upside surprises

Simon BrownJSE Direct, Latest

Simon Shares Day 167 of lockdown. Local Q2 GDP -16.4% (-51% if you annualise it). Makes us one of the worst-hit economies for Q2, not surprising as we did very hard lockdown. Now to get out of the hole and that’s going to be the hard part. Of our three main political parties, the honest…

The Fat Wallet Show with Kristia van Heerden

Podcast: The jargon buster episode

Kristia van HeerdenLatest, The Fat Wallet

…market MDD, fact sheet And then some stuff that’s used interchangeably (sometimes by us) that’s not. Marginal tax vs effective tax Pension, provident, RA, retirement fund Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new show goes live. The bleeped show is below:…

The Fat Wallet Show with Kristia van Heerden

Podcast: How to spot a con

Kristia van HeerdenLatest, The Fat Wallet

…this experience, will you own an asset?  Will you earn income on that asset and will that income compound?  Will the returns beat inflation?  Compared to what your index of choice did over the same investment period, do the returns seem too good to be true? The promised returns are a huge red flag. If…

The Fat Wallet Show with Kristia van Heerden

Podcast: Getting out of investments

Kristia van HeerdenLatest, The Fat Wallet

…get rid of and when? How can you use a capital loss to offset your capital gains liability? This week we consider the challenges in living off your investments. If you’ve spent your whole life accumulating assets, getting rid of them is bound to feel like sacrilege. Listen/download here. Subscribe to our RSS feed here. Subscribe or…

The Fat Wallet Show with Kristia van Heerden

Podcast: Tax planning for humans

Kristia van HeerdenLatest, The Fat Wallet

…true if your circumstances haven’t changed much. Get a statement of account from SARS from e-filing. Don’t do everything in one go – do a tax recon every quarter so it’s not so overwhelming. Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a new…

The Fat Wallet Show with Kristia van Heerden

Podcast: Fast Fatty the First

Kristia van HeerdenLatest, The Fat Wallet

…investments and wondered if these are the only options that Outvest offers or if I can structure a more simplified ETF based combination that will be Regulation 28 compliant. Sean I WAS one of those people who has religiously put monthly money away with a broker who was smiling all the way to the bank…

The Fat Wallet Show with Kristia van Heerden

Podcast: To RA or not

Kristia van HeerdenLatest, The Fat Wallet

…as Dylan points out this week. At the beginning of your career, your tax bracket is quite low. Much as we like tax breaks, it might not be the best use of your investment money. Listen/download here. Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Sign up here to receive an email every time a…