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The Money Puzzle

The Australian
Superannuation
Property Investment
Interest Rates
Investment Strategies
Property Market
Australian Property Market
Capital Gains Tax
Gold
Negative Gearing
Melbourne
Artificial Intelligence
Self-Managed Super Funds
Private Credit
Etfs
Retirement Planning
ASX
Australia
Inflation
Real Estate
Financial Advice

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

PublishesTwice weeklyEpisodes670Founded10 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for The Money Puzzle

Latest Episodes

Rising rates and falling property prices always trigger a flood of refinancing, but many of the best deals are done in the early phase of the cycle - like right now!

Rasti Vaibhav of the Get RARE buyer's agency joins Associate Editor, James Kirby i... more

The queue of listener questions at themoneypuzzle@theaustralian.com.au has been building up. It's time to tackle the task with one of the best advisers in the market.

Hugh Robertson, CEO of Centaur Financial Services joins Associate Editor, James ... more

Most people focus on hitting a dollar figure when it comes to super savings, but a closer look at the system shows a 'sweet spot' for pension access that serves as the crucial issue for most Australians.

Financial adviser, James Gerrard of www.fina... more

As trillions of dollars begin transferring to the next generation, is it only a matter of time before Australia joins other nations to tax an inheritance? Morgan Solomon, Director at Solomon Hollett Lawyers joins Julie-anne Sprague, Wealth Editor in ... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

James Gerrard
Financial adviser
Episode: How much super do you need? Finding 'the sweet spot'
Morgan Solomon
Succession lawyer with more than 25 years of experience in wills, estate planning and business succession
Solomon Hollett Lawyers
Episode: Death, taxes, and the inevitability of an inheritance tax
Chris Brycki
Founder and CEO of Stockspot and former UBS portfolio manager
Stockspot
Episode: Bricks vs Shares: Here's how the new tax regime changed the maths
Daniel Gara
Founder of VectorTech and former financial adviser who co-founded Advisor Logic.
VectorTech
Episode: How to optimise AI as an active investor
Charlie Viola
Private wealth adviser and a regular on Barron's list of top 150 advisers
Viola Private Wealth
Episode: Private credit's 'wake-up' call (with Charlie Viola)
Lionel Lee
Author of Into The Moneyverse and lecturer at universities in Australia.
Episode: FIRE- Finding your magic number for financial independence
Angus Moore
Senior economist at realestate.com.au
realestate.com.au
Episode: 'Stock overhang'- Inside the property market's biggest issue
Paul Bloxham
Chief Economist at HSBC Australia
HSBC
Episode: Higher rates, lower returns: Is Australia still investable?
Stuart Wemyss
Guest from Prosolution Private Client Group, investment strategist on live-vesting and property-investment strategies
Prosolution Private Client Group
Episode: Investing in your home versus building a share portfolio

Host

James Kirby
Associate editor and financial journalist at The Australian

Reviews

4.5 out of 5 stars from 1.3k ratings
  • Mediocre

    Full of ads and the typical right wing bias that you would expect from a Murdoch publication.

    Apple Podcasts
    3
    RCDJPB
    Australia4 months ago
  • Has more potential

    Great premise and the topics are relevant however I don't find the host to be a good interviewer and I get frustrated.

    Apple Podcasts
    3
    IndigoAus001
    Australia6 months ago
  • One of the best shows for financial literacy

    Love this show, James has a great way to explain at times quite complicated subjects in a very user friendly way by bringing top notch guests and asking the right questions. This show really helped me in my financial literacy journey, keep up the great work.

    Apple Podcasts
    5
    Ally4509
    Australia6 months ago
  • Love this podcast

    James Kirby offers unbiased and really informative podcast. Always listen

    Apple Podcasts
    5
    Jemandi05
    Australia7 months ago
  • Too many adverts

    Really undermines the impartiality and credibility of this podcast. And the adverts are really bad… really low class.

    Apple Podcasts
    3
    SimonAlfref
    Australia7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners find the host interrupts guests, goes off on tangents or makes the interviews less engaging.
Listeners value the accessible explanations of complex financial topics and say the discussions support their financial literacy.
Many praise the knowledgeable guests, practical investment insights and coverage across property, shares and retirement.
Advertising volume, including some gambling ads, is a recurring concern for listeners.
Some listeners perceive political or wealth-focused bias, while others describe the discussions as informative and balanced.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Death, taxes, and the inevitability of an inheritance tax
Q: My husband and I are considering giving our two adult children their inheritance early as a property deposit. Is a living inheritance a smart way to beat a future death tax, and what legal traps should we look out for?
Solomon says the tax question is less important than ensuring the parents retain enough for their own retirement and protecting the advance from divorce or creditors. He recommends documenting substantial advances as loans secured by a mortgage rather than informal gifts.
Death, taxes, and the inevitability of an inheritance tax
Q: Is an inheritance tax inevitable, and why?
Solomon believes it is likely because Australia's population is aging, healthcare costs are rising, and fewer people will be paying income tax. He suggests a future tax could apply to total wealth and potentially exempt transfers to a surviving spouse.
How much super do you need? Finding 'the sweet spot'
Q: What is the situation with super? I get different answers.
Gerrard explains that super is generally accessible from age 60 after meeting the relevant work condition, while access is unrestricted from age 65. The age pension is available from age 67.
How much super do you need? Finding 'the sweet spot'
Q: How much should you have in super?
Gerrard says the target depends on expected spending, pension eligibility and tax treatment. He recommends considering retirement spending needs and the assets that determine access to the age pension, rather than relying on one savings figure.
How to optimise AI as an active investor
Q: How can ChatGPT users stop their information from being used to train the model?
Gara says users can go to ChatGPT Settings, open Data Controls, and turn off “Improve the Models for Everyone.” He cautions that data may still be retained for a period and advises against entering sensitive personal information.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Money Puzzle

What is The Money Puzzle about and what kind of topics does it cover?

Practical conversations about building and managing wealth in Australia, spanning superannuation, shares, property, retirement, estate planning and the economic forces shaping investment decisions. Regular host James Kirby interviews financial advisers, economists, fund managers, lawyers, academics and technology founders, often connecting specialist expertise to decisions individual investors face. Listener questions and concrete comparisons, such as property versus shares or cash versus other assets, give many discussions an applied focus. The coverage ranges from long-term planning and portfolio construction to current market risks, tax changes and emerging investment themes, including AI and data centres. A useful fit for Australians se... more

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How many listeners does The Money Puzzle get?

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How many subscribers and views does The Money Puzzle have?

To see how many followers or subscribers The Money Puzzle has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Money Puzzle?

These podcasts share a similar audience with The Money Puzzle:

1. The Money Café with Alan Kohler
2. Chanticleer
3. The Fin
4. The Rules of Investing
5. Australian Investors Podcast

How many episodes of The Money Puzzle are there?

The Money Puzzle launched 10 years ago and published 670 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Money Puzzle?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Money Puzzle?

Recent guests on The Money Puzzle include:

1. James Gerrard
2. Morgan Solomon
3. Chris Brycki
4. Daniel Gara
5. Charlie Viola
6. Lionel Lee
7. Angus Moore
8. Paul Bloxham

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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