Do you speak the language of money? If you - or anyone close to you - cannot understand what the investment market is telling them, there can be a high price to pay.

Investment commentator and Ecstra Foundation chair, Paul Clitheroe joins Associate Editor, James Kirby in this episode.

In today’s show, we cover:

• Financial literacy, why it’s crucial and why Australia is struggling to keep up
• ‘Swim between the flags’ the simple success formula for managing money
• Why ‘financial capability’ is the way forward for investors
• A road map for financial literacy success

See omnystudio.com/listener for privacy information.

As a property investor, you may already know the usual tax breaks for properties, like negative gearing, but did you know there are ways to boost your cash flow and tax deductions?

'Mr Taxman' Dr Adrian Raftery author and tax adviser joins Associate Editor, James Kirby in this episode.

In today’s show we cover:

• The benefits of using a PAYG withholding variation
• Strategies for claiming depreciation
• What’s deductible and what isn't?
• Repairs vs Improvements on the holiday rental

Please note: this episode was recorded before the recent Federal Budget; check current rules given the slated 2027 changes.

See omnystudio.com/listener for privacy information.

The Federal Budget will be a landmark moment for investors if it all goes through parliament as planned. Investors need to know what happened but also... what might happen next.

Liam Shorte of Sonas Wealth joins Associate Editor James Kirby, in this episode

In today's show, we cover:

• CGT changes and your share portfolio
• A surprise boost for gold investors
• The new attraction of the family home
• Negotiables? Budget measures that may be up for review

See omnystudio.com/listener for privacy information.