Listen and Subscribe:
Omny | iTunes | Google Podcasts | Spotify
Today, we have Lacey Filipich from Money School joining us again, sharing her invaluable insights on not just managing, but truly enhancing our financial well-being.
We’re diving deep into the essentials of financial adulting, from the importance of superannuation checks to the intricacies of insurance and the critical necessity of a well-structured will.
Lacey’s knack for making these daunting or potentially boring tasks engaging is unmatched, and together, we’re here to ensure you build a solid foundation to protect and grow your wealth while leaving a legacy in the right hands.
Whether you are just starting out or you’re a seasoned investor, today’s discussion is about empowering you to take control of some of the small details that can really matter.
Let’s go inside.
Episode Highlights:
- Intro [00:00]
- Superannuation and Insurance Fees and Comparisons [02:56]
- Insurance Types and Their Financial Impact [08:49]
- Life Insurance, Wills, and Estate Planning [13:54]
- Estate Planning, Wills, and Superannuation [18:32]
- Superannuation and Wills With a Personal Story [23:09]
- Outro [28:05]
Resource Links:
- Get in touch with Ashwin at Eventum Consulting Group (https://eventum.com.au/)
- Get your Strategic Portfolio Plan and our help with Buying your next Perth property (https://www.investorsedge.com.au/invest-in-perth-property/)
- Join the Perth Property Investment Facebook Group (www.facebook.com/groups/perthpropertyinvestors)
- Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join)
- For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/)
- For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/
Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.
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Listen and Subscribe:
Omny | iTunes | Google Podcasts | Spotify
