education plans – Alpha Centauri Advisory https://www.alphaadvisory.co.za Mon, 22 Jul 2024 14:28:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.1 Podcast 11: RETIREMENT FUNDS – GENERAL https://www.alphaadvisory.co.za/2024/07/31/retirement-funds/?utm_source=rss&utm_medium=rss&utm_campaign=retirement-funds Wed, 31 Jul 2024 06:00:56 +0000 https://www.alphaadvisory.co.za/?p=1891

Podcast language: Sesotho

Topics covered in this podcast:

  • Definition and statistics
  • How and when to plan for retirement
  • Risk, return, investment horizon
  • Types of retirements
  • Trustees -duties
  • SARS – taxation
]]> Podcast 10: RETIREMENT FUNDS – TWO POT SYSTEM https://www.alphaadvisory.co.za/2024/07/30/retirementfundstwopot/?utm_source=rss&utm_medium=rss&utm_campaign=retirementfundstwopot Tue, 30 Jul 2024 06:00:16 +0000 https://www.alphaadvisory.co.za/?p=1880

Podcast language: Sesotho

Topics covered in this podcast:

  • Definition and overview
  • Two pot system -explanation ,implications and taxation
  • Retirement options-1/3 and 2/3
  • Post retirement lifestyle
  • Calculation of investment -time value of money
  • Investment units
]]> Podcast 8: EDUCATIONAL PLANS https://www.alphaadvisory.co.za/2024/07/27/educational-plans/?utm_source=rss&utm_medium=rss&utm_campaign=educational-plans Sat, 27 Jul 2024 06:00:21 +0000 https://www.alphaadvisory.co.za/?p=1874

Podcast language: Sesotho

Topics covered in this podcast:

  • Definition
  • Advantages and disadvantages
  • Calculation: Sufficient  amount available for education fees
  • Importance of child career choice
  • Emergency funds
]]> Podcast 7: WILLS https://www.alphaadvisory.co.za/2024/07/26/wills/?utm_source=rss&utm_medium=rss&utm_campaign=wills Fri, 26 Jul 2024 06:00:09 +0000 https://www.alphaadvisory.co.za/?p=1868

Podcast language: Sesotho

Topics covered in this podcast:

  • Definition
  • Requirement of creating a will
  • Law of succession
  • Liquidation and distribution account
  • Valuation of estate
  • Qualifying witness of a will
  • Disqualification of the will
  • Illegal wills
]]> Podcast 6: EDUCATION PLANS https://www.alphaadvisory.co.za/2024/07/25/education-plans/?utm_source=rss&utm_medium=rss&utm_campaign=education-plans Thu, 25 Jul 2024 06:00:21 +0000 https://www.alphaadvisory.co.za/?p=1864

Podcast language: Sesotho

Topics covered in this podcast:

  • Definition
  • Advantages and disadvantages
  • Calculation: Sufficient  amount available for education fees
  • Importance of child career choice
  • Emergency funds
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