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

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 

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Original URL: https://www.theaustralian.com.au/nation/what-financial-risks-to-avoid-in-the-year-ahead/audio/c22f0212c1ba0d792f30ba68a348f702