Kristia van Heerden Archives - Page 32 of 36

The Fat Wallet Show with Kristia van Heerden

Podcast: Share events and capital gains

Kristia van Heerden 13 February 2017Latest, The Fat Wallet

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 ...

Podcast: Mark to market value

Kristia van Heerden 6 February 2017Latest, The Fat Wallet

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 ...

Podcast: Money dilemmas

Kristia van Heerden 30 January 2017Latest, The Fat Wallet

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? ...

Podcast: Living off your savings

Kristia van Heerden 23 January 2017Latest, The Fat Wallet

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. ...

Podcast: Kids, death and taxes

Kristia van Heerden 16 January 2017Latest, The Fat Wallet

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 ...

Podcast: Christmas bonus episode

Kristia van Heerden 26 December 2016Latest, The Fat Wallet

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 ...

Podcast: ETFs, share events and Christmas ruin

Kristia van Heerden 12 December 2016Latest, The Fat Wallet

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 ...

Podcast: Renounceable claw-back offers

Kristia van Heerden 5 December 2016Latest, The Fat Wallet

At the beginning of the year I decided to buy Simon’s Momentum Portfolio. Veering from the ETF path, I bought 15 individual shares. Before this brave foray into the world of individual shares, I only held five Sasol shares that I bought on a whim once. Call me Investment Strategy Joe. We may look happy, ...

Podcast: Short-term savings

Kristia van Heerden 28 November 2016Latest, The Fat Wallet

I bought my Huyndai Atos at a time when I seriously couldn’t afford to buy a new car. Between 0km and about 50 000km I only serviced it once, because it was as young and invincible as I was at 24. I still find it miraculous that we both managed to survive that time of ...

Podcast: Choosing a medical aid

Kristia van Heerden 21 November 2016Latest, The Fat Wallet

I hate the legwork that goes into making decisions about insurance and medical aid. Imagine, then, my delight when Wesley Amos asked me to do a show on choosing a medical aid. I procrastinated for a while, but then my friend Amy added her voice to the chorus. Et tu, Amy? @kristiavh please look at ...