Épisodes

  • Financial Freedom? Are your investments really generating growth... are you sure?

    Financial Freedom? Are your investments really generating growth... are you sure?
    Jul 12 2025
    If you aren't invested offshore it is unlikely your investments are breaking even.

    This podcast looks to explore financial freedom and how to get there. It unpacks investments their power, how to use them and how to consider them. It explains more importantly why having funds offshore is no longer just a choice it is imperative.

    It talks about the 3 things that will always chip away at your wealth if you have not taken it into account: Rand Depreciation, Taxation and the effects of inflation.

    And it explains why your wealth advisor needs to be somoene who is carefully and meticulously putting this plan together for you and your very specific circumstances Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    24 min
  • The Accrual Claim and how to calculate it

    The Accrual Claim and how to calculate it
    Jul 12 2025
    Married out of Community of property, and the accrual claim.

    This is part two to our podcast "Married out of Community of Property with accrual". We break down the very simple application of the accrual claim. But then also look at what might be excluded from this claim like inheritance and donations between spouses. Also listen to married out of community if property with accrual · Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    11 min
  • Until Death do us part

    Until Death do us part
    Jul 12 2025
    A story about why you MUST update your Will.

    A story about what happens when you don't update your Will and when you don't know the implications of how you are married. And the devastating effect this can have on your life. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    2 min
  • Peggy and her husband who didn't save enough

    Peggy and her husband who didn't save enough
    Jul 12 2025
    Peggy thought he had, but never checked until it was too late.

    A story about Peggy whose husband (A lawyer) had promised her throughout their marriage that there would be enough on retirement for both of them. She discovered far too late that her husband simply didn't understand anything about finance and clearly had not save enough. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    2 min
  • Trusts and leaving wealth to children who live abroad

    Trusts and leaving wealth to children who live abroad
    Jul 12 2025
    Why this doesn't work anymore.

    This law was changed in 2024. This podcast speaks to how children who no longer live in SA will be taxed in the Hands of the Trust. Many of my clients in this situation don't seem to be aware of this change and how extremely expensive this has become. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    3 min
  • Trust and how they work - A Story about Rebecca

    Trust and how they work - A Story about Rebecca
    Jul 12 2025
    Why are Trusts so expensive to run?

    I meet so many clients who hold Trusts and they are not aware of how they work and why they are SO expensive. There are so many better structures to use.

    This podcast looks at how Trusts work and see if you are actually protecting and achieving what you set out to do. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    4 min
  • Michelle was married to a multi-billionaire and lost everything

    Michelle was married to a multi-billionaire and lost everything
    Jul 12 2025
    How not knowing about the family finances can cost you everything.

    This is a very powerful, but sad story about the devastating impacts of not knowing how you are married and how it will affect you on death. Its the reason building financial structures and understanding how they work, are so very important. Its the reason why having a seat at the family financial decision making table is so important. Its the reason why perhaps not assuming your husband has it all under control is better.

    At the end of the day it is your life and you are the only one responsible for it. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    6 min
  • How to ask my hubby about money and why I should care

    How to ask my hubby about money and why I should care
    Jul 12 2025
    74% of women die single.
    Have a seat at the family financial decision-making table.

    How do I find out what is happening with the family finances so that I know where I stand. How do I make sure that we as a couple, (or just me on my own,) have sufficient savings. In this episode we talk about the rule of 50% / 30%/ 20% and an emergency fund. Carrick Athena on Facebook · Carrick Athena on Instagram · Carrick Athena on LinkedIn · Email Carrick Athena
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    14 min