Everything Counts | Episode 6: Relationships and money

Loading player...
In this episode, Motheo Khoaripe dives deep into the financial dynamics that can make or break a relationship. Joined by financial consumer journalist, Maya Fisher-French and seasoned Investec financial advisor, Kgomotso Motloung, they explore how couples can navigate the often challenging conversations around money, financial planning, and shared goals.

#RelationshipGoals #MoneyMatters #FinancialPlanning

Tags: Relationships, Money Management, Financial Planning, Couples Finance, Podcast, Investec, Financial Wellness, Wealth Building

Key Moments:

00:00 Introduction
01:00 How different financial values and goals can impact a relationship
02:38 Tips to identify the financial habits of a partner early in a relationship
03:59 What about your partner’s finances should you know upfront
06:46 The significance of marital regimes and their financial implications
10:06 Planning for unexpected life events like disability or retirement
12:19 Strategies for saving for children’s education without compromising other financial goals
18:15 Why it is important to consistently review your financial plans
19:02 The value of having a financial adviser: when you have extra cash/bonus/salary increase
20:03 Planning for death
22:33 Don’t be nervous about approaching a financial adviser
23:44 What are the warning signs that indicate you are not consulting the right financial adviser?

This episode is a must-listen for couples at any stage in their relationship, offering actionable guidance to strengthen their financial partnership while navigating the complexities of shared finances.

Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help you improve your financial well-being.
6 Aug 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep 93: Interest rate convergence on the cards for developed markets

With three of the world’s leading central banks meeting this week, Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are pricing in a convergence of interest rates by developed markets in the coming months. The Fed is expected to cut this week and aggressively into next…
27 Oct 9 min

Everything Counts | Episode 33: Saving strategies post-retirement

Are you wondering how to make your money work for you after retirement? In this episode of Everything Counts, host Motheo Khoaripe sits down once again with Kate Robson, Co-Head of Investec My Investments, and Johan Loubser, Head of Adviser Enablement at Investec, to unpack the realities of managing your…
21 Oct 29 min

Macro Monday Ep 92: Good news on the global growth and inflation front

There’s good news for the world economy, with the IMF forecasting solid growth for the world economy this year and next, and median inflation in the world’s leading economies declining in September. Meanwhile, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, lower oil prices are also providing…
20 Oct 9 min

NOW Ep 112: IMF Special | Signals from Washington

In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South…
19 Oct 19 min

NOW Ep 111: In tech we trust?

In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Zane Bezuidenhout and David Smith, Global Equity Research Analysts at Investec Investment Management in the UK. Fresh from the Deutsche Bank Tech Conference in California, they examine what’s substance and what’s speculation in the current tech cycle – and…
14 Oct 20 min