The Rich 250 list special : The inside track
The Money Puzzle
by The Australian
9h ago
It now takes more than $600m to even feature on the Australian’s Rich 250:  But what does it take to build a fortune of that size in 2025? Today we get an inside view on the people behind Australia’s greatest fortunes. John Stensholt, Rich 250 editor joins James Kirby Associate Editor - Wealth in this week’s episode   In this episode, we cover Rich 250 - The Chemist Warehouse family arrives  Rich 250 -  Offshore gambling empires:  A new way to make money Billionaires might be impressive, but are they happy? Should you listen to ‘wealth coaches’? See omnystudi ..read more
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The money puzzle wants to HEAR you
The Money Puzzle
by The Australian
2d ago
One of the most popular features of the Money Puzzle podcast has been listener questions which we read on air: Now we want to hear you asking your questions! We're asking listeners to send in a voice memo from their phone and share it on the show to themoneypuzzle@theaustralian.com.au. Also in today's show, we cover the problem with quirky properties. Buyer's advocate Cate Bakos warns lovers of converted churches and renovated show factories that standing out from the crowd is not always profitable. Bakos explains what makes a property valuable : It appeals to the widest p ..read more
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Sharemarket sell off : What to do?
The Money Puzzle
by The Australian
1w ago
It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. As luck would have it, the Money Puzzle has a top value investor on the show this week and he names three top stocks that can survive just about anything! Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode. ----- In today's show, we cover... The sharemarket sell off - why did it happen? Ai and Tech face a new reality Three stocks with a value 'moat'  The conditions we need for a positive year on the ASX See omnystudio.com/listener for pr ..read more
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The March 25 budget, standby for surprises
The Money Puzzle
by The Australian
1w ago
Finally, after much flipping and flopping the government has decided to go ahead with a pre-election budget on March 25: What will it mean for your investment plans? James Gerrard of financialadviser.com.au joins James Kirby in this episode. ----- In today's show, we cover: What's the Coalition deal on tapping super to buy a home? How the ALP plans to offer a 20% discount on student debt Could financial advice be made fully tax deductible? The reality of taking out a reverse mortgage Why advisers are sceptical about annuities  See omnystudio.com/listener for privacy information ..read more
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Rocky share market signals it's time to take out the trash
The Money Puzzle
by The Australian
2w ago
The US sharemarket has lost all of the gains it racked up since the Trump election and the spectre of a tariff war is casting gloom across global trade. What to do? First of all, give up on those stocks you were hoping would 'turn' and then do a full 'clean out' of your share portfolio.  Rudi Filapek-Vandyck of FNArena joins James Kirby in this episode  ---- In today's show, we cover: Why is confidence seeping out of the US sharemarket Can the ASX hold up if the dividend yield is fading? The reason why CBA is the best bank stock Goodman asks for more retail money - should ..read more
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Top-end property rebounds best after rate cut
The Money Puzzle
by The Australian
2w ago
The upper end of the market - defined by properties which rank in the 25 per cent of most expensive sales - is the layer that is moving up after the rate cut. And that means the post-rate cut bounce is concentrated in the two largest cities of Sydney and Melbourne. In fact, Melbourne might finally be turning a corner. Property analyst Eliza Owen of Corelogic joins James Kirby in this episode. ----- In today's show, we cover... What investors must know about property trends after the rate cut Melbourne manages a one-month rebound..is there more to come? The window for first-time home buyers ma ..read more
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Key person risk: Musk, White & co…are they worth it?
The Money Puzzle
by The Australian
2w ago
The superstar CEO is a complex package: You might love what they can do with the share price, but you might equally feel unsure about their behaviour day-to-day. What to do?  Author and family office adviser, Jacqui Clarke, joins wealth editor James Kirby in this episode. ------ On today’s show, we cover: Passive investing …it’s not what it used to be  Wealthy investors are getting cautious about the sharemarket How top investors deal with key person risk Big super funds under pressure on private investments See omnystudio.com/listener for privacy information ..read more
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Why Queensland units are the future
The Money Puzzle
by The Australian
3w ago
For many property investors stand-alone homes will always win: Similarly, there is an investor bias towards the metropolitan centres of Sydney and Melbourne. But Hotspotting expert, Terry Ryder, sees the market differently: He offers a fresh view on the prospects for investors in the year ahead and may challenge some cherished assumptions. Terry Ryder, director of the Hotspotting group, joins wealth editor James Kirby in this episode. In today's show, we cover: The powerful forces pushing Queensland higher How units are outperforming stand-alone homes nationwide Signs of a slowdown in the Per ..read more
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Rate cut tipping point for investors
The Money Puzzle
by The Australian
1M ago
Every investor needs to digest the changed direction of rates after the first cut in four years from the RBA: The headlines are all about mortgage cost reductions but for many investors the big question is - What to do now that risk-free investing is a fading feature of the market? James Gerrard of financialadviser.com.au joins wealth editor James Kirby in this episode. -------- In today's show, we cover The alternatives to cash deposits Perfect timing for A-REITs and private credit? The true cost of franked dividends Is super biased against younger Australians?   See omnystudio.com/lis ..read more
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Property investing and SMSFs - The facts
The Money Puzzle
by The Australian
1M ago
For some investors a Self Managed Super Fund is their only entry point to the property market: But does it make sense? Stuart Wemyss of ProSolution Private Clients joins wealth editor James Kirby in this episode. In today's show, we cover  The pros and cons of holding property in a SMSF The compromise: Co-investing with your own fund Property 'pre-nups' - the Bank of Mum and Dad loan agreements Splitting loans to optimise property returns    See omnystudio.com/listener for privacy information ..read more
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