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The Meaningful Money Personal Finance Podcast

Quick Wins with Estate Planning

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.81.6K Ratings

🗓️ 5 January 2022

⏱️ 41 minutes

🧾️ Download transcript

Summary

Here we are with another session of Quick Wins, this time to do with your estate planning. We want to help you make progress quickly, if this is something you've been wanting to get your head around. But even if you're thinking that you're WAY too young to be even thinking about that, there should be some stuff in here for anyone...

Transcript

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0:00.0

Hi folks, happy new year, and welcome to the Meaningful Money Podcast, this is season 21,

0:05.1

episode 8.

0:07.0

Here we go once again, thank you for joining us.

0:17.5

Hi there everybody, we hope you had an excellent festive season with you and nearest and dearest.

0:21.8

Hopefully five days in the resolutions are still firmly in place, I'm not sure mine are.

0:26.4

Here with another session of quick wins, this time to do with your estate planning, we've

0:31.2

said it, we've sexy this one again.

0:33.3

We want to help you make progress quickly if this is something you've been wanting to

0:36.7

get your head around.

0:37.7

Yeah, even if you're thinking that you're way too young to be thinking about estate planning

0:43.2

for crying out loud, there should be some stuff in here for anybody who wants to get

0:47.6

the house in order in preparation for when they decay that, when they die, basically,

0:54.0

right?

0:55.0

Well, I have a stage you're at, there should be some stuff in here for you just to keep

0:58.8

things tidy.

1:00.6

As usual, after the main party, the show will read out a review, we've got a humdinger

1:05.1

of a question, actually, it's kind of an amalgamated question from lots of questions

1:08.9

that people have left, and of course we'll be announcing what we're going to be talking

1:12.2

about next time.

1:14.4

And as pretty much with everything with personal finances, getting your estate in order is a

1:19.0

matter of understanding where you are currently, writing it down as we always say, and thinking

1:23.4

through implications of what you're planning, even if you don't think you have an inherent

...

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