I’ve been so excited about my tax-free investments. I was going to transfer my tax-free allocation on the 28th, then got paranoid that Capitec would transfer my money on the same day and cost me 40% in tax. I decided to wait until 1 March. The wait frustrated me, but I’m an adult. I know ...

I recently attended an Investec event where they introduced a structured product that piqued my interest. Simon and I have discussed structured products before, so I was expecting a hugely complicated bullshit product with massive fees. I was wrong (again). One entire hour, especially for Jo who wants out #podcasts to be longer. We create ...

In general, people don’t know how to talk about money. Add feelings and relationships to the mix and you have a lot of room for awkwardness. Your future financial security will be heavily influenced by the financial behaviour of your partner. You owe it to yourself to ensure that you know exactly what you’re in ...

Whenever I think I have a handle on tax and investments, some fresh hell reveals itself. Our friend Ros Brodie had a fascinating question about share events and capital gains tax (CGT) this week. I was hugely impressed that she managed to sell a share she never bought. It’s exactly the kind of voodoo I ...

Good news! This episode is a respectable just-over-30-minutes long. We recorded earlier than usual, which means there’s quite a bit of feedback we didn’t get to. We will get to all of that next week. A short #podcast, recorded early for next week. Mark to market value. What is it, even? #fatwallet #money A photo ...

Sometimes a lot of deliberation about money ends in an either, or situation. This week is all about those dilemmas. Firstly, we think about monetising our podcast. It seems only logical that a podcast about money should make some money. Do we find a sponsor for the podcast or rely on our listeners for donations? ...

Assuming your life went well and you made good decisions, you are now ready to retire. In addition to old-fashioned retirement products, you have a personal investment portfolio, a tax-free account filled to the brim with ETFs you love and some cash. Now what? When your work is spending 56 minutes talking to your friend. ...

We were thrilled to discover that our podcast has been downloaded 18 000 times since we kicked off in May last year. Excuse me a minute while I do a spastic dance where nobody can see me… 18 000 #fatwallet #podcast downloads for 2016. Kicking off with episode 31 for 2017. Huge thanks for all ...

Just when you thought Christmas couldn’t get any more festive, looky here! A bonus episode of your favourite money podcast! Neither of us could stand the idea of ending the year with 29 episodes. We hope you enjoy episode 30 with your favourite cool beverage and a beautiful view. What could this be? A secret ...

Who can resist a Christmas theme this time of year? While this episode of The Fat Wallet Show is technically about what happens to ETFs when there is a share event, Simon and I spend quite a bit of time trying to navigate the tricky landscape of gifting. This week's #podcast is technically about #share ...