Wealthy-Her

 trailer  

Welcome to the Wealthy-Her podcast from Carrick Athena

Pivotal Life moments and their financial repercussions. Managing money during life's pivotal moments and giving you the pen to write your own story. These podcasts are aimed at showing women that they are the Wealth they have been waiting for. Yes... let's talk about finance, but make it personal. Yes…

Season 1 / Episode 0 2 min

Why we started Carrick-Athena

Hello. I wanted to tell you why we started Carrick Athena, and actually why Athena? She's a powerful lady. She's the Greek goddess of war. She's power. She's capable. She's assertive. And she knows what she has within her. And I think that that really speaks to what we were…

Season 1 / Episode 1 1 min

Introducing Hannah Wilson, our Divorce expert

Why did we ask Hannah Wilson to join us as our Divorce Expert. This episode introduces Hannah Wilson. Hannah explains the way she breaks down this huge subject of Divorce into "bite- sized chunks". So instead of feeling blindsided, you understand how to consider a divorce settlement which will form…

Season 1 / Episode 2 4 min

I'm getting divorced! How much do I get?

I am getting divorced! Where do I start? This episode looks at unwinding the partnership of marriage. It focuses specifically on the unwinding of the financial partnership and understanding that this applies to 3 areas: Division of assets; Possible Child maintenance; Possible Spousal Maintenance.

Season 1 / Episode 3 5 min

Who gets what in divorce

How assets in a marriage are divided on death or divorce. An extremely important episode: How are the assets in a marriage split up, or "Who gets what" starts with which country's law applied at the day of marriage. Do not just assume this is South Africa. This episode unpacks…

Season 1 / Episode 4 7 min

How am I married: In Community of Property

The default marital regime in SA and its implications on divorce and inheritance. Married in Community of Property: What does this mean, what are the implications of being married under this regime for death or divorce and how do you specifically opt out of this regime. We also discuss how…

Season 1 / Episode 5 12 min

How am I married: Out of Community of Propery with Accrual

One of the most common marital regimes: "The I owe you". Married out of Community of Property with accrual. Part 1 What does this mean, what the implications of this are. How do you specifically select this when getting married. Why would you chose this. And of course, how does…

Season 1 / Episode 6 15 min

How am I married: Out of Community of Property without Accrual

Out and Out. Probably the cleanest and clearest regime. Married in community of property but without accrual. The simplest of the marital regimes. This episode explores what the parameters are around this regime and possible elements that one should consider that might be relevant in divorce, like what happens in…

Season 1 / Episode 7 10 min

I'm not married but have a long term partner. What rights do I have?

What are the consequences of a long term relationship ending? Are there any rights? You always anticipated being together but neither of you wanted to get married. Unfortunately the relationship has ended but you bought a house together - surely you have rights here? This episode explores all of these…

Season 1 / Episode 8 4 min

I'm getting divorced! Who is going to pay for the kids?

How much do our kids cost and who contributes to this? How do you calculate how much each parent is going to be contributing to these costs in the post divorce world. We talk about reasonable maintenance requirements and how to consider calculating these actual costs. And finally how each…

Season 1 / Episode 9 17 min

How much am I entitled to request for spousal maintenance?

It is a balance between an established need vs the ability to finance that need. So often clients advise that they are entitled to maintenace. This episode looks to unpack what is spousal maintenance and under which circumstances this will be granted by the court. It touches on the fact…

Season 1 / Episode 10 12 min

Trusts - how do they work?

You're getting divorced. What about the Family Trust? How do Trusts work. And how is the loan considered when going through a divorce. (A side note here, there are many aspects to Trusts which can get quite involved and we have decided to rather invite you to engage with us…

Season 1 / Episode 11 4 min

How to get divorced before you get married

I am getting married. What do I need to know? I am about to get married. What do I need to know? 7 things you should know before you get married. This podcast looks to unpack how to live with in the parameters of your marriage and have a seat…

Season 2 / Episode 1 9 min

How to ask my hubby about money and why I should care

74% of women die single. Have a seat at the family financial decision-making table. How do I find out what is happening with the family finances so that I know where I stand. How do I make sure that we as a couple, (or just me on my own,) have…

Season 2 / Episode 2 14 min

Michelle was married to a multi-billionaire and lost everything

How not knowing about the family finances can cost you everything. This is a very powerful, but sad story about the devastating impacts of not knowing how you are married and how it will affect you on death. Its the reason building financial structures and understanding how they work, are…

Season 2 / Episode 3 6 min

Trust and how they work - A Story about Rebecca

Why are Trusts so expensive to run? I meet so many clients who hold Trusts and they are not aware of how they work and why they are SO expensive. There are so many better structures to use. This podcast looks at how Trusts work and see if you are…

Season 2 / Episode 4 4 min

Trust and leaving wealth to children who live abroad

Why this doesn't work anymore. This law was changed in 2024. This podcast speaks to how children who no longer live in SA will be taxed in the Hands of the Trust. Many of my clients in this situation don't seem to be aware of this change and how extremely…

Season 2 / Episode 5 2 min

Peggy and her husband who didn't save enough

Peggy thought he had, but never checked until it was too late. A story about Peggy whose husband (A lawyer) had promised her throughout their marriage that there would be enough on retirement for both of them. She discovered far too late that her husband simply didn't understand anything about…

Season 2 / Episode 6 1 min

Until Death do us part

A story about why you MUST update your Will. A story about what happens when you don't update your Will and when you don't know the implications of how you are married. And the devastating effect this can have on your life.

Season 2 / Episode 7 2 min

The Accrual Claim and how to calculate it

Married out of Community of property, and the accrual claim. This is part two to our podcast "Married out of Community of Property with accrual". We break down the very simple application of the accrual claim. But then also look at what might be excluded from this claim like inheritance…

Season 2 / Episode 8 10 min