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The Meaningful Money Personal Finance Podcast

Legacy Planning - Part One

The Meaningful Money Personal Finance Podcast

Pete Matthew

Education, Business, Investing

4.91.7K Ratings

🗓️ 29 July 2020

⏱️ 26 minutes

🧾️ Download transcript

Summary

After a life spent first building and then enjoying wealth, if there's anything left we will probably end up thinking about how best to pass that on to the next generation, or to the causes we care about. We're talking now about leaving a legacy when we're gone and the choice we make can have massive repercussions for our families - this is important!

Transcript

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0:00.0

I vote and welcome to the Meaningful Money Podcast, this is season 17, episode 9. This is the podcast dedicated to helping you put your finances in order.

0:18.0

My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. I'm here to help you make sense of money.

0:27.0

Here we are once again great to have you with me. Thank you so much for joining me. We're continuing the cheery theme of thinking about what happens when we snuff it today and I want to begin a two-part megastode dividing into diving even should read better shouldn't I diving into estate planning okay so this

0:54.8

we're gonna lay the groundwork on which to build next week mega sowed this is I think I

0:59.2

might have made that up I think the word in between this old from Tim Ferris and his

1:03.1

amazing podcast. I don't think I've heard Megasode before. Should I

1:06.6

copyright it or should I never use it again? Anyway, after the main body of the

1:10.0

show, we're going to look at the most recent review there's been left for the podcast and now that's what we're going to look at the most recent review that's what we're going to

1:14.4

be talking about next week as usual but as ever before anything this podcast

1:18.8

continues to be brought to you with the help of my friends at 7 Investment Management.

1:23.4

Been helping me out here on me for money since spring of 2011,

1:26.9

which is a very long time indeed.

1:28.3

We're in the home straight to getting to a full decade

1:32.0

of their support, which is just astonishing so I'm

1:34.8

super grateful to them for doing that please do check out what they're up to there at

1:38.6

7.0.kod. UK that's the number 7 i.m. dot code at UK that's the number 7 i.m.

1:42.1

co. UK and this podcast is also That's the number 7 IM. C.

1:44.0

And this podcast is also brought to you by Meaningful Academy,

1:46.0

which is the best place to learn how to take control of your finances,

1:50.0

whether you're just starting out,

1:51.0

or whether you're seriously on the path to

1:53.4

building wealth. Everything you need to know is at meaningful academy.com

...

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