The Money Puzzle, with James Kirby - podcast cover

The Money Puzzle, with James Kirby

The Australianwww.theaustralian.com.au

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 - [email protected] 

Episodes

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, 202245 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 07, 202239 min

BONUS - Live web event for The Australian's subscribers

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 05, 202246 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...

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, 202233 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, 202236 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 03, 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, 202234 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 informa...

Feb 10, 202230 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 03, 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 informatio...

Jan 06, 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 ...

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...

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, 202136 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 09, 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 02, 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...

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, 202141 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 Austral...

Nov 04, 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 privac...

Oct 21, 202141 min

Tax targets: The ATO's future hunting grounds

Dr Doug Turek of Professional Wealth joins James Kirby on this week's episode of The Australian's Money Cafe. They discuss how many Square shares you'll get for Afterpay stock, how inflation increases its grip on markets, and if we can believe the RBA will not move until 2024. 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 i...

Oct 14, 202139 min

The rich are different...and this is why

This week on the Australian's Money Cafe James Kirby is joined by Gemma Dale, head of investor behaviour, NAB trade. They discuss the distinct approach of the wealthy investor, why you get 'anchored' to your favourite stocks, the search for a vegetarian investment, and if we change our behaviour if rates are lower. 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. Se...

Oct 07, 202130 min