Kristia van Heerden Archives - Page 4 of 36

Podcast: Tax planning for humans

Kristia van Heerden 2 November 2020Latest, The Fat Wallet

With Simon celebrating his birthday on the beach, this week’s episode is a tax bonanza. De Wet de Villiers, King of the Tax Elves and Great Guy finally shares with all of you what he shares with me for free every Monday. I love talking about tax, which is why this week’s episode is much ...

Podcast: The 100-year investment

Kristia van Heerden 26 October 2020Latest, The Fat Wallet

You might not be thinking about where your family will be in 2120, but Greg is. This week he shares a mad plan to make a 100-year investment. Greg I thought about starting an investment with a 100- year time horizon. A lot can happen in 100 years. Maybe we don't use money anymore. Maybe ...

Podcast: Getting out of investments

Kristia van Heerden 19 October 2020Latest, The Fat Wallet

We spend a lot of time thinking about building an asset base and which assets we should be buying. As you approach financial independence, getting rid of assets starts to present problems. Which assets should you get rid of first? How do you manage your capital gains liability? How many of your assets should you ...

ETF: How to buy the whole world

Kristia van Heerden 14 October 2020ETF Blog, Latest

In this episode of The Fat Wallet Show, Simon and I discussed the merits of a single ETF strategy based on this Lars Kroijer video. By the end of the episode I land on an ETF investment strategy that is simple and easy to implement. I want exposure to all the world’s markets, weighted by ...

Podcast: How to spot a con

Kristia van Heerden 12 October 2020Latest, The Fat Wallet

I find it odd that so many people fear the stock market and then get lured into financial scams. Inspired by James, who is trying to keep his clan from being conned, we help you figure out when something is just not right. Here are some tips to get you going: Find out if the ...

ETF: A place for new ETFs in your portfolio

Kristia van Heerden 7 October 2020ETF Blog, Latest

While ETFs started out as broad-market products weighted by capitalisation, local ETF issuers have also ventured into more complex index methodologies to offer something for every taste. Here we explain more about these ETFs so you can decide if they have a place in your portfolio.

Podcast: The jargon buster episode

Kristia van Heerden 5 October 2020Latest, The Fat Wallet

Much of what makes investing confusing is that we use different terms to talk about the same thing. This is so frustrating for beginners. This week, we tackle jargon head-on. Not only do we tell you which terms are used interchangeably, but also what they mean. Here are the terms we discussed: Stocks, equities, shares. ...

Podcast: What should I do with all my cash?

Kristia van Heerden 28 September 2020Latest, The Fat Wallet

When you’ve got your debt and spending under control, it can be comforting to hold on to your free cash for a while. Taking the leap from that safe pile of money to the Big Bad Market is not easy. However, as we’ve discussed before, cash is not a risk-free investment. The longer you sit ...

Podcast: How to correct an investing mistake

Kristia van Heerden 21 September 2020Latest, The Fat Wallet

Often the fear of making a mistake keeps us from starting our investment journey. It feels like everything is on the line when we make our first investment, but missteps can be corrected fairly easily. Even the mistake of waiting too long and starting too late can be corrected. This week we think through some ...

Podcast: Understanding endowment policies

Kristia van Heerden 14 September 2020Latest, The Fat Wallet

I’ve been avoiding talking about endowment policies, because what even are they? I haven’t come across one in my own investment life. This week, a question from Sandile sent me down the endowment road. I had fun with it. I got the Tax Elves involved. They had fun with it. Fun was had by all. ...