The Money Puzzle

As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance? Morgan Solomon, Director at Solomon Hollett Lawyers joins Julie-anne Sprague, Wealth Editor in this episode.
In today's show, we cover:
The rise of testamentary trusts
The importance of having a will
Estate planning and the great wealth transfer
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It's the age-old question: is an investment property or shares a better investment? The government's tax changes has blown the debate wide open. As Stockspot founder Chris Brycki explains to The Australian's wealth editor Julie-anne Sprague, the numbers are in. His analysis of a $1m property shows investment property owners need to find an extra $11,000 a year just to stay in the same position as they were before.
Read his analysis in The Australian here
In today's show, we cover:
Strategies in diversification
Investing a lump sum or dollar-cost averaging
Tech stock alternatives
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The risks and opportunities of AI become clearer each day, but how do you - the investor - optimise AI while minimising your risks?
Daniel Gara, founder of Vectatech.com.au joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
How to best use AI as an active investor
Securing your data against later use by AI companies
Tackling AI questions to get the answers you need
Anthropic's Claude for financial advisers explained

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This is the year reality bites for private credit investors: Put simply, it was too good to be true for several years. More recently, just as everyday investors piled into the space, the numbers have turned against it.
Charlie Viola of Viola Private Wealth joins Associate Editor, James Kirby, in this episode.
In today's show, we cover:
Private credit shake-up: The Metrics Credit affair
Should we compare private credit to shares or bonds?
Keeping an eye on the fallout from the Bathla collapse
Passive investing and the problem of poor quality IPOs

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The Financial Independence Retire Early (FIRE) movement has been re-energised through an offshoot tagged as COAST. It's all about the magic number you need to save, which allows you to ahem coast through the rest of your life without money issues. Would it work for you?
Lionel Lee, author of 'Into The Moneyverse' joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
FIRE - What you need to know
How the COAST principle works
Adapting for the Australian super system
Should you save inside or outside super?

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