http://www.702.co.za Talk Radio 702 - The Podcasts en-us 2006 02 February 2012 2 702webmaster@702.co.za Our resident financial expert Paul Roelofse joined Leigh for an open line. It is tax month and Leigh and Paul spoke about the provisional tax deadline that is coming up. Listener’s questions were mostly on tax, the tax implications on death benefits, retirement annuities, cash rewards as well tax implications on lottery or gambling winnings. Paul Slot who is a director at Octogen joined Leigh and our resident financial expert Paul Roelofse to give us guidelines on putting together a household budget. Paul spoke about how having a budget can help you identify unnecessary spending and give you insight into your financial situation and help you get out of debt. Chief Economist at Investment Solutions Chris Hart joined Leigh and Paul to give us a view on the world economy in 2012 and how it will affect South Africa. They also touched on the economic crisis in Greece and whether one should invest there or not. Listeners called in to ask what the best investment vehicle is in the current economy. Certified financial planner Natasja Norval Hart joined Leigh and our resident finance expert Paul Roelofse to talk about putting together your financial plan. They spoke about setting your financial goals, developing strategies and actions and implementation and annual planning. Your financial plan should include a plan on investment, risk, retirement, estate and tax planning. Errol standing in for Leigh. Certified Financial Planner Kim Frost joined Errol for an open line. Kim spoke about doing an annual financial check up, with your first goal being to identify your financial goals for the year. Listeners asked questions on unit trusts, pension and provident funds, investing overseas, stock trading, wills and getting out of debt. Errol Ballantine standing in for Leigh. It was an open line tonight and our guest in the Cape Town studios was Ian Beere who is a partner at Netto Financial Services. Ian emphasised the importance of having a financial plan and revisiting your portfolio. We had lots of interesting questions came through about planning for retirement, RAs, preservation funds, investing for education and hedge funds. Our financial expert tonight was Kim Frost who is a certified financial planner, she joined Leigh for an open line. Most callers called in about debt, debt consolidation, getting out of debt and staying out of debt as well as investments. Errol Ballantine standing in for Leigh. Errol and our resident financial expert Paul Roelofse were joined by personal finance journalist Maya Fisher-French to talk about children’s allowances. Maya explained that this starts with the family and what the family can afford, discussing it with the family and having a sense of gratitude for the money you do have. This teaches children how to save and budget. Client Director at Investec Asset Management Steve Watson joined Leigh and our resident financial expert Paul Roelofse to talk about giving gifts that keep on giving. They started off the show chatting about the global economic situation. Some interesting gift ideas came up such as giving Kruger Rands, gold or retail bonds. It was an open line with our resident financial expert Paul Roelofse and Leigh. They kicked off the show talking about offshore investments. Listeners called in with questions on retirement annuities, where to invest without taking too much risk and investing in property.