Is your financial situation sorted for when you’re gone? Live Love Legacy
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In this episode of Wealth Coffee Chats, Jason introduces the idea of ‘Live Love Legacy’, that is, the simple and effective things we can do to ensure that our wealth creation is passed on to our loved ones and our retirement is fruitful. When is the best time to start planning all this? Let’s Wealth Coffee Chat!
00:00 – Introduction
02:11 – Show Starts – Welcome to Marvellous Monday at Wealth Coffee Chats.
04:22 – Introducing the concept of Live Love Legacy. What will be your financial legacy?
07:50 – What is the investment advantage of your superannuation?
09:33 – Other investments that allow you to have ongoing income well into your retirement.
11:40 – We spend a lifetime creating wealth – what happens if something goes wrong?
14:20 – Having a will organised is critical to passing on your legacy.
16:23 – Conclusion – Being prepared is the best thing you can do to ensure your efforts are worthwhile.
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