The Money Rules Podcast

The Money Rules podcast is hosted by Boitumelo Ntsoko. The podcast features interviews with certified financial planners and wealth managers to answer readers’ pressing financial questions. Each episode will focus on a specific theme, covering topics such as retirement, retrenchments and investments, and help the listeners to make better financial moves. This podcast publishes two episodes per month.

Occasionally English South Africa Business Boitumelo Ntsoko

73 Episodes

20 – 40

Everything you need to know when setting up a trust

Eric Jordaan of Crue Invest discusses establishing a trust that aligns with your unique objectives, looking at the types of trusts available, the intricacies of trustee selection, beneficiary nomination, and how to draft a solid trust deed.

9 Jun 2023 16 min

The perils of taking financial advice from ‘finfluencers’

Social media influencers may make financial advice seem easy, but the reality is more complicated. Thulisile Nkomo of NFB Private Wealth Management discusses the dangers of accessing financial information online and offers tips for separating fact from fiction.

26 May 2023 8 min

Funds of funds: How they can work for you

Richus Nel of PSG Wealth breaks down these funds, and discusses how they differ from standalone funds, the risks associated with them and what factors you should consider before buying into these investment vehicles.

12 May 2023 19 min

How to make money while keeping a clear conscience

Elke Brink of PSG Wealth discusses socially conscious investments, and looks at whether these perform as well as traditional investments, if investors pay higher fees on them and how to structure this part of your portfolio.

28 Apr 2023 15 min

Annuities to dividend stocks: Guaranteeing a comfortable retirement

Suzean Hauman of Brenthurst Wealth discusses strategies for generating income and offers tips on how to ensure your money lasts throughout your retirement years.

14 Apr 2023 13 min

How to manage and, eventually, say goodbye to debt

Nastasha van Rensburg of attooh! Financial Wellness discusses some of the debt warning signs and looks at the various strategies that can be used to manage debt, including consolidation and review.

31 Mar 2023 9 min

Investing tips: Ladies this one is for you

Elke Brink of PSG Wealth discusses the investment challenges women face, common mistakes to avoid, how they can play to their strengths and shares advice on how to improve returns.

17 Mar 2023 18 min

Chat GPT vs financial advisor: How AI does with money advice

We asked Open AI’s chatbot some questions from Moneyweb readers and asked Crue Invest’s Eric Jordaan to weigh in on its responses. Did it hit or miss the mark?

2 Mar 2023 19 min

How to start an investing stokvel

Francois le Clus of Attooh Financial Wellness discusses what goes into forming this type of stokvel, the investment vehicles available to these clubs, as well as tax and estate planning considerations.

16 Feb 2023 14 min

How to optimise your employee benefits in 2023

Elke Brink of PSG Wealth discusses some of the benefits that may be part of your package, whether you can change the funds you are invested in, how to avoid duplications in your personal capacity and how to optimise your annual tax benefit on company retirement funds.

2 Feb 2023 16 min

How to improve your relationship with money

Thulisile Nkomo of Private Wealth Management discusses the signs of an unhealthy relationship with money, the common financial mistakes people make and how to ensure that our finances can help rather than hinder us.

19 Jan 2023 8 min

Last-minute financial gift ideas for the festive season

Tanya Joubert of PSG Wealth Pretoria East shares some ideas on presents that may prove to be the gifts that keep on giving for your family and friends.

22 Dec 2022 9 min

How to avoid the dreaded ‘Januworry’

Devon Card of Crue Invest shares some personal finance tips so that you don’t start 2023 skint.

8 Dec 2022 8 min

Housing in retirement: What to consider?

Gareth Collier of Crue Invest discusses the various contracts and benefits of retirement villages, the upfront and ongoing costs as well as the red flags to look out for to avoid being scammed.

24 Nov 2022 18 min

Investor vs saver: How each mindset can affect financial outcomes

Richus Nel of PSG Wealth discusses the mindset and behavioural biases of investors and savers, looks at how their differing risk profiles affect the management of their portfolios and who is likely to experience more growth in their portfolio.

11 Nov 2022 13 min

How to recession-proof your finances

Chrisley Botha of PSG Wealth discusses the steps to take to prepare your finances, the best investment strategy during this period and offers tips on how to protect your career.

20 Oct 2022 11 min

Buying vs renting your first property: What’s best?

Franske Neiteler of PSG Wealth Pretoria-East discusses the pros and cons of each option, and whether it would be better to delay purchasing property to build up your investments instead.

6 Oct 2022 12 min

Estate planning for every life stage

Eric Jordaan of Crue Invest discusses the importance of an estate plan, the key elements that make it solid and how it needs to change as you age.Estate planning for every life stage

22 Sep 2022 10 min

Expats: Should you keep your retirement savings in SA or move them offshore?

Elke Brink of PSG Wealth looks at what you need to consider when weighing up the two options, the best way to move funds offshore and the tax implications of doing so, as well as how to access the income earned in SA abroad.

8 Sep 2022 16 min

Is investing in whisky casks as smooth as the tipple itself?

Michael Haldane of Global & Local The Investment Experts discusses investing in whisky casks vs rare whisky bottles, how to choose the right cask, how to ensure you don’t overpay, the returns you can expect and the risks to be aware of.

25 Aug 2022 14 min