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PODCAST

Honest Money

Your personal guide to financial freedom, hosted by the bestselling author and award-winning financial planner, Warren Ingram.

business investing

All Episodes

8:30

Endowments and Investments: Financial Planning for...

Honest Money ·

2024/07/20

In today's episode Warren Ingram gives advice to a listener on how to set aside money for a family member who will be in prison for five or six years. Warren discusses the challenges of saving and investing for adult family members and the potential tax implications, the level of control you want the person to have over the money and explores options such as setting up an investment or opening an endowment. TakeawaysWhen saving and investing for adult family members, consider the level of con...

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9:41

Smart Allocation: Risks and Rewards in Emerging...

Honest Money ·

2024/07/13

In this episode, Warren Ingram dive into the importance of including emerging markets in your investment portfolio alongside your local market investments. Warren explores how the All Country World Index offers exposure to both developed and emerging markets, providing a diversified approach to global investing and touches on more. TakeawaysInvestors should consider having an allocation to emerging markets in addition to their local market investments.The All Country World Index provides expo...

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8:17

Securing Your Family's Future: Prioritizing Financial...

Honest Money ·

2024/07/06

On this week's episode, Warren Ingram answers your questions around financial priorities for new parents. A new mom seeks advice on choosing between buying a retirement annuity (RA), life cover, or medical aid, tune in and learn about risk management protection, insurance and more. TakeawaysPrioritize risk management and protection before focusing on long-term savings.Get medical aid first to cover potential medical costs for yourself and your baby.Shop around and compare quotes from differen...

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28:16

Volatility Explained: Understanding Investment...

Honest Money ·

2024/06/29

In this episode, Warren Ingram and Chris Rule, Head of Products and Client Solutions at 10X, discuss the difference between volatility and risk in investing. They discuss that volatility, understanding the difference between permanent loss of capital and volatility, and how to manage and mitigate these risks through diversification and goal setting.TakeawaysVolatility is the measure of how much an investment goes up and down, while risk is the chance of not achieving your financial goal...

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11:56

Streamlining Investments: The Power of LISPs and...

Honest Money ·

2024/06/22

In this episode, Warren Ingram answers your questions around streamlining your investment strategy for maximum efficiency and growth. He reveals the secrets behind Linked Investment Service Providers (LISPs) and their role in portfolio management, highlighting their advantages for financial advisors. Warren also discusses why investment companies often outperform insurance companies in service and platform quality, and reviews specific LISPs. Key TakeawaysLISPs Explained: Ideal for financial ...

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9:03

Smart Investments: Tax-Efficient Ways to Invest for...

Honest Money ·

2024/06/15

In this episode, Warren Ingram explores the tax implications of investing money on behalf of a child. He explains why putting money in a child's name doesn't avoid taxes, as parents are taxed until the child turns 18, and discusses the tax consequences of donating money to children. Warren also highlights the benefits and cautions of tax-free savings accounts for children and suggests investing in endowments or unit trusts to benefit the child long-term. Tune in for insights on making smart f...

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12:12

Balancing Investments: Unpacking the Benefits of...

Honest Money ·

2024/06/08

In today's episode Warren Ingram answers your questions about retirement annuities (RA) or a tax-free savings accounts (TFSA). Warren discusses the benefits of a TFSA including tax-free growth, RA offers a tax deduction on contributions, how Regulation 28 governs the maximums in retirement funds, and that decisions should consider both time horizon and psychological tolerance for risk and offshore allocations.TakeawaysConsider both time horizon and psychological tolerance for risk when ...

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28:13

The US Bond Market: Navigating Geopolitics, Fiscal...

Honest Money ·

2024/06/01

In today's podcast Warren Ingram and Anton Eser, Chief Investment Officer at 10X Investments, delve into the US bond market, its significance, and the challenges it faces. They explore the relationship between the US bond market and global financial assets, as well as the impact of geopolitical and fiscal factors on the market. TakeawaysThe US bond market is a critical component of the global financial system, influencing various financial assets worldwide.Geopolitical and fiscal factor...

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9:12

Unlocking Financial Efficiency: Phasing In...

Honest Money ·

2024/05/25

On today's episode Warren Ingram teaches us how to strategically phase in your investments, minimize fees, and maximize interest earned. Warren also answers your questions on using an access bond as an emergency fund for guaranteed, tax-free returns at high interest rates. TakeawaysStrategically phasing in investments to avoid unnecessary feesManaging transaction costs effectivelyHow to maximize interest earned during the phase-in periodHow to minimize transfer fees (fixed and percentag...

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8:17

Tax Smart: Rethinking Provident Fund Withdrawals

Honest Money ·

2024/05/18

In this episode Warren Ingram delves into the retirement fund reform, which introduces a two-pot system to lower the tax burden when cashing in provident funds upon resignation. It segregates funds into a compulsory portion, locked until retirement, and a savings pot accessible during emergencies. While the reform doesn't alter the investment strategy, it modifies fund accessibility. TakeawaysThe retirement fund reform aims to address the issue of high taxes when cashing in a provident fund.T...

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8:35

Election Promises vs. Retirement Realities: What to Know

Honest Money ·

2024/05/11

In this episode, Warren Ingram explores the topic of prescribed assets and their potential effects on retirement funds. He delves into their historical context during the apartheid era and clarifies that the ANC's manifesto is distinct from official policy, recommending that investors hold off on modifying their retirement strategies until concrete government policies are announced.TakeawaysPrescribed assets refer to the concept of forcing retirement funds to invest in specific government bon...

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24:51

Inside ETFs: Choosing Between Active and Passive

Honest Money ·

2024/05/04

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22:01

Balancing Acts: Navigating Parenthood and Careers in...

Honest Money ·

2024/04/27

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12:52

Investment Insights: The Role of Dividends in...

Honest Money ·

2024/04/20

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26:44

Small Changes for Big Results: How to Improve Your...

Honest Money ·

2024/04/13

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21:28

Cashing In on Stability: A Deep Dive into Income Funds

Honest Money ·

2024/04/06

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14:19

The Art of Balanced Investment Portfolios for Your...

Honest Money ·

2024/03/30

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11:52

Unlocking the Future of Retirement: What to Know...

Honest Money ·

2024/03/23

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13:00

Disentangling Investment Myths: A Guide to Prudent...

Honest Money ·

2024/03/16

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27:11

The Hidden Dynamics of South Africa's Debt and...

Honest Money ·

2024/03/09

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302 results

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