In this episode, Warren Ingram and Pieter de Villiers discuss discretionary investments, focusing on their flexibility and tax implications. They explore the concept of endowments as a hybrid investment option that combines features of retirement annuities and discretionary funds. The conversation delves into the tax benefits of endowments, particularly for high-income earners, and the strategic use of these investments for long-term financial planning. Takeaways Discretionary investments o...
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In this episode, Warren Ingram and Pieter de Villiers discuss discretionary investments, focusing on their flexibility and tax implications. They explore the concept of endowments as a hybrid investment option that combines features of retirement annuities and discretionary funds. The conversation delves into the tax benefits of endowments, particularly for high-income earners, and the strategic use of these investments for long-term financial planning. Takeaways Discretionary investments o...
The Hidden Cost of ‘Free’: Understanding Investment Fees
Honest Money
30 minutes
1 month ago
The Hidden Cost of ‘Free’: Understanding Investment Fees
In this episode, Warren Ingram and Pieter de Villiers delve into the complexities of investment fees, discussing various types of fees including investment management fees, platform fees, and advisor fees. They speak to the importance of understanding these fees and their impact on long-term investment returns. The conversation also highlights the need for transparency in fee structures and the value that financial advisors can provide beyond just managing investments. Takeaways Under...
Honest Money
In this episode, Warren Ingram and Pieter de Villiers discuss discretionary investments, focusing on their flexibility and tax implications. They explore the concept of endowments as a hybrid investment option that combines features of retirement annuities and discretionary funds. The conversation delves into the tax benefits of endowments, particularly for high-income earners, and the strategic use of these investments for long-term financial planning. Takeaways Discretionary investments o...
