The Money Puzzle

The sharemarket is surging and we are trading like it's late 2007, which makes it a very good time to review how your portfolio would fare if things turn sour.It's also time to catch up on new changes in super.  Liam Shorte of the Sonas Wealth group joins Associate Editor, James Kirby in this episode In today's show, we cover: Cash, annuities and hybrids  Stings in the new super tax bill US investments and Australian tax  Should I transfer my UK pension back to Australia? See omnystudio.com/listener for privacy information.

If you are planning to put more money in the property market this year, be warned the risks of tax changes are now clearly on the table: Top of the agenda is a wind back in Capital Gain Tax concessions.  Peter Esho of Flexdoc joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The biggest tax risk for property investors this year  How Victoria's Airbnb tax has backfired Property's role as a 'hard asset' in a time of currency debasement Our 'listener questions' segment returns  See omnystudio.com/listener for privacy information.

How many years can a bull market last? What will it take to dampen investor sentiment in the year ahead, and what should you, the active investor, be doing? Will Hamilton of Hamilton Wealth Partners joins Associate Editor-Wealth, James Kirby in this episode  In today's show, we cover: The risks and opportunity in the 2026 listed markets How to defend against the looming risk of inflation  Gold - do you have it, how much should you have ? Fading into rallies - the art of taking profits at the right time  See omnystudio.com/listener for privacy information.

Property prices are tipped to rise by 5 per cent in 2026 : But where will investors really make their money?In our property investment outlook show for the year ahead, we identify the property sector that is ready to rebound...and we pinpoint the best location too. Stuart Wemyss of the ProSolution Private Clients group joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Higher rates and tighter lending - the risks this year  The property sector which is ready to rebound Why the bottom end of the market is the hottest patch  Adelaide running out of puff, Melbourne due it's day in the sun  See omnystudio.com/listener for privacy information.

Jun Bei Liu, Founder and portfolio manager at Ten Cap, shares her insights on stock picking for 2026. She identifies promising sectors like mining due to strong earnings potential, while warning against banks and REITs that may disappoint. Liu discusses how CSL could rebound and highlights mid-tier gold miners as strong bets amidst a complicated market. She recommends Flight Centre for travel recovery and suggests avoiding Temple & Webster, indicating a cautious approach to the current economic climate.

It looks like the sharemarket will once again be the place to make money in 2026, especially on Wall Street. But it's not going to be a smooth ride: In the first weeks of the year, the US has unleashed a wave of foreign interventions - and President Trump has subpoenaed Fed Reserve chair Jay Powell - triggering alarm bells on Wall Street. Marc Jocum, investment strategist at GlobalX ETFs joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover The outlook for investment markets in 2025 Forecasts for the ASX in the year ahead Key predictions for Wall Street  The improved prospects in wider global markets  See omnystudio.com/listener for privacy information.

Jun Bei Liu, co-founder of Tencap and renowned for managing $1.5 billion in funds, shares her investing journey. She recounts her early days in Australia and how her family’s values shaped her interest in finance. Liu emphasizes the importance of behavioral finance in stock-picking and offers practical tips for everyday investors, including focusing on quality companies and utilizing ETFs. She also candidly discusses a major investment mistake and highlights the significance of continuous learning in the ever-changing market.

If it wasn’t said by a top financial adviser, you might dismiss it as a quote out of context, but  Partners Wealth Group Jack Tossol is not kidding: He says a generation that has ‘sunk everything’ into the family home will miss the chance to have a successful tax-deductible investment plan. It’s a provocative notion, challenging die-hard principles of money management, but with house prices moving higher again...you have to listen. Financial adviser Jack Tossol of Partners Wealth Group joins Associate Editor - Wealth, James Kirby,  in this episode. In today’s show, we cover No tax deduction, no income…Is home ownership overrated? Why ‘Rentvesting’ is worth revisiting Are you facing decades of ‘dead money' in your home mortgage? Challenging the ‘retirement sweet spot’ Please note, this is a repeat episode of The Money Puzzle. It originally aired in August 2025.See omnystudio.com/listener for privacy information.

What is the FIRE movement and how did it get started? It's not a club or a cult: It doesn't have a headquarters, rather it's a set of investment principles: And it just might be a breakthrough for you in the year ahead. Lionel Lee joins  James Kirby in the episode. --------In today's show, we cover: The key principles of FIRE Getting the best from what the movement has to offer A case study that spans a lifetime The realities of  'firing up' Please note, this is a repeat episode of The Money Puzzle. It originally aired in December 2024.See omnystudio.com/listener for privacy information.

Who doesn't love a good movie?  Power, romance, ambition, betrayal...actually, that sounds more like a classic 'money movie'. In this special holiday show, The Australian's film critic Stephen Romei,  guides us through the best movies about money.  Stephen Romei, The Australian's film critic joins Associate Editor - Wealth, James Kirby in this special episode. In today's edition, we cover: Money movies - Do they tell us anything useful? Margot Robbie's double act - How she features in two all-time greats 'The Bank' - Australia's unique contribution to money movies Movies you never thought were about money (but tell you more than Wall Street) See omnystudio.com/listener for privacy information.