What financial risks to avoid in the year ahead 

Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. 

Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do?

Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode.

---------
In today's show, we cover
Preparing for lower fixed-interest returns 
The risk of alternatives...especially private credit funds
Taking profits on Commonwealth Bank stock
How much time should you spend on your investments 

Interest rates are set to fall in 2025 - and we may have to say goodbye to the days of 5 per cent returns for zero risk. Of course, there is no lack of opportunists standing in the wings with ideas for your money: The problem is that most of these 'opportunities' will come with a lot more risk than a bank deposit. What to do?
Liam Shorte of the Sonas Wealth group joins wealth editor James Kirby in this episode.
--------- In today's show, we cover
<ul>
<li>Preparing for lower fixed-interest returns&nbsp;</li>
<li>The risk of alternatives...especially private credit funds</li>
<li>Taking profits on Commonwealth Bank stock</li>
<li>How much time should you spend on your investments&nbsp; </li>
</ul>

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

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. 

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 <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

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.

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.

What financial risks to avoid in the year ahead (with Liam Shorte)

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5a4a4cfc-6bc2-42e9-a836-b26c003272c0/transcript

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