Streaming issues? Report here
CapeTalk logo 2017 1500 x 1500
Best of Talk
01:00 - 04:00
volume_up
volume_mute

Up Next: Early Breakfast with Abongile Nzelenzele
See full line-up
Best of Talk
01:00 - 04:00
Home
arrow_forward
Business
arrow_forward
Lifestyle

How to structure an income/life annuity portfolio for long-term growth

30 August 2019 1:09 PM
Tags:
The Money Show
Bruce Whitfield
Personal finance
Peter Calitz
investing
Certified Financial Planner
INVEST
capital growth
cfp
Peter Calitz Financial Services
income portfolio
life annuity
The Money Show’s Bruce Whitfield interviews Peter Calitz, Certified Financial Planner at Peter Calitz Financial Services.
pixabay.com, 2019

The Money Show’s Bruce Whitfield interviewed Peter Calitz (Certified Financial Planner at Peter Calitz Financial Services) for his weekly personal finance feature.

Calitz spoke about structuring an income portfolio/life annuity portfolio for long-term capital growth in a volatile market.

Listen to the interview in the audio below.

Enjoy The Money Show, but miss it sometimes?

Get the best bits emailed to you daily, right after it ends:

Subscribe to our Business Wrap Newsletter


This article first appeared on 702 : How to structure an income/life annuity portfolio for long-term growth


30 August 2019 1:09 PM
Tags:
The Money Show
Bruce Whitfield
Personal finance
Peter Calitz
investing
Certified Financial Planner
INVEST
capital growth
cfp
Peter Calitz Financial Services
income portfolio
life annuity

More from MyMoney Online

mr-price-logojpg

3 best JSE shares to buy, right now (by The Robert Group)

19 November 2019 12:24 PM

Devin Shutte (Head of Investments at The Robert Group) shares his stock picks of the week with Bruce Whitfield on The Money Show.

Share this:
Read More arrow_forward

Mother teaches young daughter saving 123rfbusiness 123rfpersonalfinance 123rf

Schools don’t teach personal finance - how to raise a future millionaire

18 November 2019 8:38 AM

Personal finance expert Warren Ingram (Galileo Capital) on how to raise financially free children.

Share this:
Read More arrow_forward

Karatbars

Karatbars – is it a scam? The case for and against…

15 November 2019 10:06 AM

Bruce Whitfield interviews senior Karatbars representatives, a financial advisor and someone who was invited to its conference.

Share this:
Read More arrow_forward

Micky Mouse Walt Disney

Why 27Four is buying Clicks, AECI and Disney

12 November 2019 10:40 AM

Nadir Thokan (Co-Chief Investment Officer at 27Four) shares his stock picks of the week with Bruce Whitfield on The Money Show.

Share this:
Read More arrow_forward

Standard Bank building in Cape Town

Kruger International is buying Standard Bank, Visa and owner of Johnnie Walker

5 November 2019 10:47 AM

Kruger International Asset & Wealth Management Director Mia Kruger shares her stock picks of the week on The Money Show.

Share this:
Read More arrow_forward

No yes maybe

Why you should ignore (conventional) personal finance advice before retirement

1 November 2019 3:09 PM

Most personal finance advisors suggest reducing “risk” a year or two before retirement. Ignore them, reckons Warren Ingram.

Share this:
Read More arrow_forward

Statue of Liberty New York

Take as much as you can out of South Africa, now! – wealth manager

1 November 2019 1:24 PM

After a "calamitous” mini-budget, Austen Morris Associates does not see a single reason to invest any discretionary funds in SA.

Share this:
Read More arrow_forward

Ferrari

3 hottest shares to buy, right now (according to Nitrogen Fund Managers)

29 October 2019 1:32 PM

Rowan Williams shares his stock picks of the week with Bruce Whitfield on The Money Show.

Share this:
Read More arrow_forward

freedom breaking free

Formula for calculating how much you need to never have to earn a salary again

25 October 2019 2:13 PM

Personal finance expert Warren Ingram on how to determine your “financial freedom number”. There's a simple formula.

Share this:
Read More arrow_forward

Discovery, Sandton

Why Vestact is buying Discovery (JSE), Long4Life (JSE) and Booking.com

22 October 2019 8:31 AM

Portfolio Manager Byron Lotter shares his stock picks of the week with Bruce Whitfield on The Money Show.

Share this:
Read More arrow_forward

More from Personal Finance with Warren Ingram

Mother teaches young daughter saving 123rfbusiness 123rfpersonalfinance 123rf

Schools don’t teach personal finance - how to raise a future millionaire

18 November 2019 8:38 AM

Personal finance expert Warren Ingram (Galileo Capital) on how to raise financially free children.

Share this:
Read More arrow_forward

Karatbars

Karatbars – is it a scam? The case for and against…

15 November 2019 10:06 AM

Bruce Whitfield interviews senior Karatbars representatives, a financial advisor and someone who was invited to its conference.

Share this:
Read More arrow_forward

No yes maybe

Why you should ignore (conventional) personal finance advice before retirement

1 November 2019 3:09 PM

Most personal finance advisors suggest reducing “risk” a year or two before retirement. Ignore them, reckons Warren Ingram.

Share this:
Read More arrow_forward

freedom breaking free

Formula for calculating how much you need to never have to earn a salary again

25 October 2019 2:13 PM

Personal finance expert Warren Ingram on how to determine your “financial freedom number”. There's a simple formula.

Share this:
Read More arrow_forward

Divorce

Considering divorce? How to avoid getting poorer in the process

17 October 2019 2:43 PM

Personal finance expert Warren Ingram warns that divorce almost always destroys wealth. Here’s how to not lose your money.

Share this:
Read More arrow_forward

Piggy bank

Enjoy life and save for the future by splitting income using the '50/15/5 rule'

14 October 2019 10:30 AM

You only live once — personal finance guru Warren Ingram on divvying up your income if you're not the budgeting type.

Share this:
Read More arrow_forward

Growth

How to start saving and investing money

11 October 2019 12:08 PM

Unless you're über-rich, saving money is a must. But it’s not easy. Arabile Gumede talks to personal finance expert Warren Ingram.

Share this:
Read More arrow_forward

Loan lending

Lending money to family – what to do, and what not to do

11 October 2019 10:07 AM

Don’t do it! But if you must, you may want to consider personal finance expert Warren Ingram’s advice.

Share this:
Read More arrow_forward

Medical doctor checking blood pressure

How to live off a dread disease benefit

9 October 2019 1:58 PM

Personal finance advisor Warren Ingram discusses "dread disease benefits", typically paid out as a lump sum.

Share this:
Read More arrow_forward

financial-advisorjpg

Is your financial advisor any good?

8 October 2019 12:31 PM

Personal finance expert Warren Ingram says the answers to these five questions should give you a good idea.

Share this:
Read More arrow_forward