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The Money Puzzle, with James Kirby โดย The Australian
The Australian
The Money Puzzle covers all the important property, business, money and finance news.
With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.
Submit your questions on all things property, business and finance here - themoneypuzzle@theaustralian.com.au
หมวดหมู่: ธุรกิจและการเงินส่วนบุคคล
ฟังตอนสุดท้าย:
How to pick a financial adviser? It's one of the most common questions for investors...but a more realistic question is: Should you even bother? Another valid issue to ponder is whether the adviser wants you in the first place?
One in six clients were cut from the client lists of financial advisers last year. Many advisers will not admit it, but they only want 'sophisticated investors' with $2.5m to spend or else an annual income of $250,000 plus.
Author and adviser Jacqui Clarke joins wealth editor James Kirby in this episode.
In today's show, we cover:
* How advisers pick their clients
* When advice costs too much to add value
* Key questions you must ask
* The benefits of becoming a 'sophisticated investor'
See omnystudio.com/listener for privacy information.
ตอนก่อนหน้า
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451 - Do You Need a Financial Adviser? The Truth About Picking and Being Chosen Thu, 05 Sep 2024
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450 - Sunny outlook for Queensland property Tue, 03 Sep 2024
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449 - ETFs: Just when you thought you understood them, they've changed Thu, 29 Aug 2024
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448 - If you don't buy, you rent until you die ... discuss Tue, 27 Aug 2024
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447 - He manages $120 billion, what keeps him awake? Thu, 22 Aug 2024
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446 - If banks are cutting deposit rates, will lending rates follow? Tue, 20 Aug 2024
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445 - Why the rich are comfortable with investments they can't cash out fast Tue, 20 Aug 2024
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444 - FIRE (Financial Independence, Retire Early) - Does it work? Tue, 13 Aug 2024
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443 - If the market has recovered, shouldn't you be bargain hunting? Thu, 08 Aug 2024
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442 - What the share market pullback tells every investor Tue, 06 Aug 2024
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441 - The AI Share Market Backlash Thu, 01 Aug 2024
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440 - The state with an oversupply of property Tue, 30 Jul 2024
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439 - Setting up for the new financial year Thu, 25 Jul 2024
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438 - Can’t pay that mortgage? Three ways to fix it Tue, 23 Jul 2024
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437 - Red-hot sharemarket - your next moves Thu, 18 Jul 2024
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436 - Would we be better off with less landlords? Tue, 16 Jul 2024
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435 - If Trump wins...what would it mean for sharemarkets? Thu, 11 Jul 2024
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434 - Villa Units: What's not to like for the smart investor? Tue, 09 Jul 2024
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433 - How much should you have in super…seriously! Thu, 04 Jul 2024
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432 - The four magic words for a better mortgage deal Tue, 02 Jul 2024
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431 - Big Shorts: CBA, Guzman Y Gomex...what's up? Thu, 27 Jun 2024
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430 - Secrets of buying your first home Tue, 25 Jun 2024
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429 - The stocks the billionaires are buying Thu, 20 Jun 2024
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428 - Land tax: Time to shop around? Tue, 18 Jun 2024
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427 - Money Shock - Dealing with a financial emergency Fri, 14 Jun 2024
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426 - Melbourne property: Bargain basement or 'Loserville'? Tue, 11 Jun 2024
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425 - What your accountant never told you Thu, 06 Jun 2024
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424 - Property development playbook - tips from an insider Tue, 04 Jun 2024
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423 - Special edition: Listener questions answered Thu, 30 May 2024
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422 - Would you tap your super to buy a first home? Tue, 28 May 2024
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421 - Should you have a Self Managed Super Fund? Thu, 23 May 2024
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420 - A golden age for the apartment investor? Tue, 21 May 2024
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419 - The Budget Special Edition Thu, 16 May 2024
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418 - New order: How Canberra and Brisbane now outpace Melbourne Tue, 14 May 2024
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417 - 'Sell in May and go away' - fact or fiction? Thu, 09 May 2024
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416 - Postcode discrimination - positive or negative ? Tue, 07 May 2024
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415 - So you thought you knew ETFs... Thu, 02 May 2024
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414 - What we can learn from the way Australia's billionaire families invest Tue, 30 Apr 2024
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413 - The case for raising rates now Wed, 24 Apr 2024
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412 - Why rental growth is going to weaken Tue, 23 Apr 2024
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411 - Secrets of a successful tax return this year Thu, 18 Apr 2024
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410 - The Generation Z perspective Tue, 16 Apr 2024
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409 - HECs... something's gotta give Thu, 11 Apr 2024
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408 - Will the rate cut delay stall the property market? Tue, 09 Apr 2024
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407 - July 1 tax and super changes - what you need to do Wed, 03 Apr 2024
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406 - How Under 35s Can Crack the First Home Market Mon, 01 Apr 2024
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405 - Roger Montgomery's Four Stock Picks Thu, 28 Mar 2024
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404 - Mythbusting The Promise of Positive Gearing Tue, 26 Mar 2024
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403 - Special Edition: Artificial Intelligence 2024... What's Next For Investors? Thu, 21 Mar 2024
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402 - Should you always pay down the mortgage first? Tue, 19 Mar 2024