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The Money Puzzle

The Money Puzzle

631 episodes — Page 8 of 13

So you still think rates are going to drop next year?

This week's US inflation figure challenges the fragile consensus that inflation and rates are about to drift lower - for investors it's time to tune in. In this episode James Kirby and economics correspondent Pat Commins look at the following - Why rates are rising at the same time as inflation, the new reality for renters, are you getting your super paid properly? and why wages are so slow to lift.See omnystudio.com/listener for privacy information.

Sep 15, 202243 min

Why you DON'T have to fear our high inflation rate

Super fund CEOs are warning inflation will erode returns and they can't be expected to do as well as recent years: But private investors are not under the same stress, they just need to get it right over the long term: 'We've forgotten that inflation is normal," says top rated adviser, Charlie Viola from Pitcher Partners. Send questions or comments to [email protected] See omnystudio.com/listener for privacy information.

Sep 8, 202236 min

Hunting for high paying hedge funds

The Future Fund’s CEO Raphael Arndt and chairman Peter Costello are notoriously tight-lipped when it comes to which investments win or lose for the nation’s most important investment vehicle each year. But this year they outlined how hedge funds had gone a long way to cushion overall returns. In discussion, how macro hedge funds hit it out of the park for the Fund Fund, a hunting guide to alternative funds for the everyday investor, local investors take a bath on Bed Bath and Beyond Inc and will financial advice get cheaper if they loosen the rules? See omnystudio.com/listener for privacy information.

Sep 1, 202239 min

Around the world with the Money Cafe -Ex-pat special episode

This week's special episode covers money issues for Australians abroad or anyone who has international investment queries. Financial adviser, Dr Doug Turek of Minchin Moore, joins James Kirby to discuss how to manage your Super if moving overseas, checking out the Bali tax break - living there and paying no Australian Tax... and receiving an inheritance from another country? Watch for tax treaties,See omnystudio.com/listener for privacy information.

Aug 25, 202241 min

The investment fund that's become a charity powerhouse

Caroline Gurney the CEO of Listed Investment Company, Future Generation, joins The Australian's Wealth Editor James Kirby in this episode. Discussing listed investment companies...how they work, 'Untied funding' - trusting the charity to do the right thing and what happens when a company delists from the ASX?See omnystudio.com/listener for privacy information.

Aug 18, 202232 min

The advisor's guide to finding financial advice

James Kirby talks to Tim Mackay, advisor at Quantum Financial Services. Topics discussed include the qualification you want your advisor to have, should you bother becoming a Sophisticated Investor? Why four out of ten financial advisers have quit the industry and can you put your house in your Self Managed Super Fund? See omnystudio.com/listener for privacy information.

Aug 11, 202239 min

Spotting the red flag for fraud in Super

Leah Bennett, financial crime manager at Australian Catholic Super and a member of the First Nations Foundation joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how super access schemes kick-started a fraud frenzy, the single most dangerous moment for your super fund, the tax problem when your partner earns too much and why balanced funds don't all cost the same.See omnystudio.com/listener for privacy information.

Aug 4, 202230 min

Pay the mortgage or top up super?

Financial adviser and author Bruce Brammall joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how the RBA got it so wrong, tracking down listed investment companies and the latest on the bond market scams. See omnystudio.com/listener for privacy information.

Jul 28, 202241 min

New financial year tax changes you should know

Financial advisor Liam Shorte of the Verante Group joins The Australian's Wealth Editor James Kirby on this week's show. They discuss updates on changes to super, home grants and downsizing, bond funds fraud alerts, chasing overseas and the perils of income protection insurance. See omnystudio.com/listener for privacy information.

Jul 21, 202237 min

Tech Titan Bargain Basement?

Danielle Ecuyer, author of Shareplicity joins The Australian 's wealth editor James Kirby on this week's show. They discuss if the 50% discount on Facebook or Atlassian is enough, the investment income rising by double digits, 'cost-plus' building contracts and the cloudy future for the gig economy. See omnystudio.com/listener for privacy information.

Jul 14, 202239 min

Yes, the markets could get worse... here's why

Will Hamilton of Hamilton Wealth Management joins The Australian's wealth editor James Kirby on this week's show. They discuss why the markets could get worse, the biggest mistake the RBA ever made, government bonds and what would make an ideal investing couple. See omnystudio.com/listener for privacy information.

Jul 7, 202239 min

The 'must know' tax tips for your 2021/2022 return

Timothy Ricardo, director at Bishop Collins Chartered Accountants joins financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss commonly overlooked tax deductions, the new tax free "digital nomad" visa for Bali and tips for women to boost their super.See omnystudio.com/listener for privacy information.

Jun 30, 202235 min

How to save thousands on your mortgage in just one phone call

Wayne Dive, personal mortgage adviser at Smartline joins financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss whether it's too late to fix your interest rate, a smart trick to reduce your pay off your loan sooner and expert tips on how to combat rising cost of living pressures.See omnystudio.com/listener for privacy information.

Jun 23, 202238 min

Stagflation, La Nina and rate rises

Patrick Commins, economics correspondent at The Australian joins financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss the iceberg lettuce price crisis, what stocks are set to gain from high inflation and whether it is time to buy shares in buy now pay later company Zip Co  See omnystudio.com/listener for privacy information.

Jun 16, 202246 min

Rising interest rates: will property investors or share market investors do better?

Terry Tran, share market educator at The Freedom Trader joins fellow financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss the impact of rising interest rates for investors, should you be buying growth or value stocks and tips to get more tax free income in retirementSee omnystudio.com/listener for privacy information.

Jun 9, 202236 min

How to get 7% income on your investment but at what cost?

Stuart Wemyss, financial advisor at ProSolution Private Clients joins fellow financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss whether property markets are going to collapse, finding share market bargains as well as what investments will give you 7% income on your money.See omnystudio.com/listener for privacy information.

Jun 2, 202244 min

The portfolio changes you need to consider with Labor in power

Dr Doug Turek, financial advisor at Minchin Moore joins fellow financial advisor James Gerrard from FinancialAdvisor.com.au on this week's show. They discuss the washout from the federal election and pick out who are the winners, who are the losers and what it means for you over the next three years with a Labor government.See omnystudio.com/listener for privacy information.

May 26, 202239 min

Who are the guaranteed winners from the Federal election?

Good friend of the podcast James Gerrard joins James Kirby on this week's episode, discussing a rocky ride in the share market, is there a correlation between crypto and shares? and what you didn't know about the $250,000 Government Guarantee on depositsSee omnystudio.com/listener for privacy information.

May 19, 202235 min

Is this the market’s ultimate bargain corner?

Tim Boreham, Stockhead's small caps correspondent joins The Australian's Wealth Editor James Kirby on this week's show. They discuss how Biotech gets hit hardest of all, one reason this sector may recover first and three ASX biotech stocks for you to consider.  See omnystudio.com/listener for privacy information.

May 12, 202244 min

No bear in sight ! Why the ASX is still a late stage bull market

In this episode Jun Bei Liu, of Tribeca Alpha Plus Fund joins James Kirby to discuss CSL the bargain blue chip, what's the tax on my ten-bagger? and the problem with RIO's shareholder largesse.See omnystudio.com/listener for privacy information.

May 5, 202239 min

Why younger investors are not putting money into super

James Kirby is joined by Chris Brycki, the CEO of online finance advice group Stockspot, discussing how thematic Exchange Traded Funds can lose you money, is ETF managers crypto fund delay a lucky break and why active managers can't beat the index See omnystudio.com/listener for privacy information.

Apr 28, 202238 min

Charity giving: Australia you’re doing it wrong

In this episode James Kirby is joined by Scott Walters the CEO of Opportunity International, topics in discussion include the private investor charity tax shelter you never heard of, what is Microfinance and how does it work? amnd how to read the annual report from your favourite charity.    See omnystudio.com/listener for privacy information.

Apr 21, 202236 min

Bank stocks are back in fashion: But which one?

It's a debut on the podcast for Remo Greco of Sanlam Private Wealth, topics being discussed in this episode include the miner’s new dividend policy, will big super funds find our market too small? some help for HELP debt and is Air New Zealand raising a bargain?See omnystudio.com/listener for privacy information.

Apr 14, 202244 min

Ukraine Donations - Are they tax deductible?

In this episode Doug Turek of Professional Wealth joins Wealth Editor James Kirby to discuss, among other things - How the crisis in Ukraine has affected investors in emerging markets, the bond market rout - when will it end? preparing your portfolio for higher rates and can you benchmark your financial adviser?    See omnystudio.com/listener for privacy information.

Apr 7, 202239 min

BONUS - Live web event for The Australian's subscribers

bonus

In this bonus episode we're publishing the audio from a subscriber exclusive webinar on Budget Day. James Kirby was joined by Ross Greenwood the Business Editor at Sky News Australia and Ticky Fullerton Editor At Large of The Australian Business Review. To find out more about become a subscriber to The Australian, search for The Australian in your app store, or search The Australian Subscription in your browser.See omnystudio.com/listener for privacy information.

Apr 5, 202245 min

What we found out about inflation from Treasurer Frydenberg

In this episode financial adviser James Gerrard of www.financialadviser.com.au joins The Australian's Wealth Editor James Kirby on this week's show. Catching up on the key changes for younger investors, what you need to know about the super drawdowns discount extension and optimizing your super contributions See omnystudio.com/listener for privacy information.

Mar 31, 202237 min

Introducing - The Front

The Front is a new daily news podcast from The Australian, featuring each day’s essential page one stories, journalists’ candid take on the issues that matter and behind-the-scenes insight from our newsrooms.  Search for The Front and follow or subscriber wherever you listen to your podcasts. To find out more about The Front you can link here and for more from the newsroom at The Australian link here or search for The Australian in your app store.See omnystudio.com/listener for privacy information.

Mar 25, 202211 min

The two things most Rich 250 members have in common

John Stensholt the editor of the The Rich 250 joins James in this episode. The 250 is up for discussion including persistence and property - the twin interests of the nation’s richest, how Rich 250 queen Gina Rinehart invests beyond iron ore, the former fund manager king who dropped a billion and founder-driven companies: Are they better?   See omnystudio.com/listener for privacy information.

Mar 24, 202232 min

NFTs for Dummies

In this episode David Swann, Technology Editor of The Australian joins Wealth Editor, James Kirby. For discussion, what are Non Fungible Tokens and should you buy them? How some of the world's biggest companies are getting involved, which Aussie Cricket star just launched his own NFT collectables?  The ATO and NFTs - A Metaverse mystery See omnystudio.com/listener for privacy information.

Mar 17, 202235 min

Why Super is the Best Tax Rate in Town

In this episode James is joined by Financial adviser Charlie Viola of Pitcher Partners. Points for discussion include, how to make the best of super, long term rules for your SMSF, couples who ‘split’ can be winners and how super rule change ceasefire is a winner.      See omnystudio.com/listener for privacy information.

Mar 10, 202239 min

Ukraine Crisis - The ethical dilemma for investors

In a special episode of the podcast David Bassenese, the chief economist at Betashares joins James Kirby, The Australian’s Wealth Editor to discuss some very topical subjects - Is Russia a ‘buy’ or ‘sell?' How oil prices could still go higher, what if Russia gains control? and why crypto won’t help the Oligarchs   See omnystudio.com/listener for privacy information.

Mar 3, 202235 min

The ugly secret of unpaid super

Financial advisor and commentator James Gerrard of financialadvisor.com.au joins James Kirby, The Australian’s Wealth Editor. Items under discussion include ATO moves on family trusts, getting younger family members to invest, preparing for our Metaverse special episode.See omnystudio.com/listener for privacy information.

Feb 24, 202234 min

What now for Aussie investors on Wall Street?

‘Shareplicty’ author and commentator Danielle Ecuyer joins James Kirby, The Australian’s Wealth Editor on this week’s episode. Items under discussion include Facebook versus Microsoft, reality biting for Tesla and Block Inc enters Australian top twenty.  See omnystudio.com/listener for privacy information.

Feb 16, 202233 min

Lessons from the fall of the Magellan Fund

In this episode of The Australian's Money Cafe Financial advisor, Will Hamilton of Hamilton Wealth Management joins James Kirby to discuss if the Magellan Financial Group is close to the bottom, how top advisers deal with key person risk and we're keeping an eye on ‘after fees’ performance figures.                          See omnystudio.com/listener for privacy information.

Feb 10, 202229 min

Watch out! Exchange Traded Funds are drifting off course

Investment strategist Giselle Roux joins the Australian’s Wealth Editor James Kirby on this week's episode of the show. They discuss the dangers in the new boom of ‘thematic’ ETFs, how niche ETF funds get stuck with too many small cap stocks, and the backlash on ‘greenwashing’ in coming.See omnystudio.com/listener for privacy information.

Feb 3, 202236 min

Inflation - What will it mean for your investments ?

Dr Doug Turek of Professional Wealth joins James Kirby, the Australian’s Wealth Editor on this week’s show. The pair discuss why inflation has finally broken out in our domestic economy, which stock sectors are set to win and lose in the months ahead and will interest rates really rise by much?       See omnystudio.com/listener for privacy information.

Jan 27, 202237 min

Where are the property bargains in 2022?

Eliza Owen, head of research at property group CoreLogic joins James Kirby, the Australian's Wealth Editor on this week's show. They discuss the reasons why apartments will never catch up with houses, the state where the sun is shining on real estate prices and how the regulators may cool the market.  See omnystudio.com/listener for privacy information.

Jan 20, 202236 min

Special Summer ‘ReStart’ - Episode Three - Your introduction to investment property

In the final summer special 'ReStart' series James Kirby talks to financial advisor James Gerrard about the best financial approach to buying an investment property, if you should do it yourself, how much a managing agent costs, the key to selecting an investment property and buying inside a block or complex compared to stand alone.  See omnystudio.com/listener for privacy information.

Jan 12, 202237 min

Special Summer ‘ReStart’ - Episode Two  - Getting to know shares and managed funds

This is the second episode in the special four part summer 'restart' edition of The Australian's Money Cafe, where James Kirby is joined by financial advisor James Gerrard to reintroduce you to investing. This week they discuss how to balance your shareholdings to get growth and defensive investments, the secrets of dollar cost averaging, the 12 month tax rule you must know when share trading and what the ideal number of stocks to hold is? See omnystudio.com/listener for privacy information.

Jan 6, 202236 min

Special Summer ‘ReStart’ - Episode One - Introducing you to the first principles of investing

The Australian's Money Cafe is running a four part summer special 'ReStart' edition, where each week James Kirby is joined by financial advisor James Gerrard covering all you need to know to be introduced - or reintroduced - to investing. This week they discuss what a balanced portfolio is, and if you should have one, what the right tax structure is for your investing, how to cut your tax bill selling an investment after 12 months, and if you should borrow to invest.See omnystudio.com/listener for privacy information.

Dec 30, 202129 min

Most popular episode of 2021 - Spare cash? Should you put it in super or cut the mortgage?

In today's special episode of the Australians Money Cafe we are playing back one of the most popular episodes we had on the podcast this year. The episode is all about what to do if you have some spare cash - do you pay down your mortgage or put it in your super? James Kirby spoke to financial advisor and author Bruce Brammall about what HECs hitch you should seek to avoid, when it is the time to gear into shares, and a place in the country - how to do it.See omnystudio.com/listener for privacy information.

Dec 23, 202137 min

Smart investors end the year preparing for a downturn

Gemma Dale, head of investor behaviour at stockbroker nabtrade joins Wealth Editor James Kirby on this week’s edition of The Australian’s Money Cafe. They discuss how the Electric Vehicle boom will power ahead in 2022, the tax rule you must know to optimise this year's market gains and how to find a way into renewable investing.       See omnystudio.com/listener for privacy information.

Dec 16, 202135 min

The one habit all rich investors have in common

John Stensholt, the Rich 250 editor joins Wealth editor James Kirby on this weeks episode of The Australian's Money Cafe. They discuss the difference between old rich and new rich in Australia, the global reach of the Rich 250, how the rich approach crypto and why property still underpins great fortunes.See omnystudio.com/listener for privacy information.

Dec 9, 202135 min

The scandal your superfund hopes will go away

Will Hamilton of Hamilton Wealth Management joins James Kirby, the Australian's Wealth Editor on this week's show. They discuss if it is irresponsible for fund managers not to have some crypto, losing money in bond funds and why there is no such thing as a 'free' share market trade. See omnystudio.com/listener for privacy information.

Dec 2, 202137 min

Mythbusting the 'great resignation'

Shane Oliver, chief economist at AMP Capital Shane joins Wealth Editor James Kirby on this week's episode of The Australian's Money Cafe. They discuss the great resignation, if we can still trust gold, how the pandemic is going to lift wages and if the RBA talks too much.  See omnystudio.com/listener for privacy information.

Nov 25, 202144 min

Crypto Special - How much? For how long?

Jon Deane, CEO of Trovio and member of the government's Digital Finance Cooperative Research Centre, joins James Kirby on this week's episode of The Australian's Money Cafe. They discuss how to begin as an investor in the speculative world of crypto, if Bitcoin is a proxy for the entire game, why you need to separate 'coins' from blockchain technology and what the sophisticated investors are doing in the space. To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store.See omnystudio.com/listener for privacy information.

Nov 18, 202131 min

Discovering the best value sector in residential property

Financial adviser and author Stuart Wemyss of ProSolution joins Wealth Editor James Kirby on this week's episode of The Australian's Money Cafe. They discuss if Fortescue should spin-off it's clean energy division, the plain truth about Self Managed Super Fund costs and if Macquarie Bank is a 'green' investment? See omnystudio.com/listener for privacy information.

Nov 11, 202140 min

Should you pay your HECS or your Mortgage?

Financial adviser and Spirit Super director Sue Dahn joins James Kirby on this weeks episode of The Australian's Money Cafe.They discuss if you should pay off your HECS bill or your mortgage first, dud super funds and what it means for a fund at the bottom of the ATO scorecard, and who's paying for andrew forests' big experiment in green energy. To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store.See omnystudio.com/listener for privacy information.

Nov 4, 202135 min

Are house prices finally slowing down?

Financial adviser Bruce Brammall joins James Kirby on this week's episode of the Australian's Money Cafe. They discuss why bonds are suddenly a danger zone, what color your hydrogen investment is and why RBA non-believers are on the rise. To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store.See omnystudio.com/listener for privacy information.

Oct 28, 202142 min

Tesla - Is it too late to join the party?

'Shareplicity' author Danielle Ecuyer joins James Kirby, Wealth Editor of The Australian as the special guest on this week's episode of The Australian's Money Cafe. They discuss making money from net zero, bargain hunting in the China sell-off and if ETF's are too passive on ESG. To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store.See omnystudio.com/listener for privacy information.

Oct 21, 202140 min