The Ultimate Guide to ESTATE PLANNING
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 20 January 2021
⏱️ 24 minutes
🧾️ Download transcript
Summary
For most of us, the ideal end game is passing away peacefully in our sleep at the age of 100, having enjoyed excellent physical and mental health, never needing long-term care and with all our financial ducks in a row. Many of us would like to spend our last penny the day before we die, but many of us would also like to give some money to our family or to the causes we care about.
Today I want to try and cover the vast area of estate planning, or at least the parts of it that most of us need to know and do, so that at least we're armed with some good information.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast this is season 18 episode 10. |
| 0:07.0 | 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. |
| 0:24.8 | I'm here to help you make sense of money. |
| 0:27.0 | Hello, hello, hello. Welcome to another from the Home Office podcast. It's not |
| 0:39.4 | actually not a home office at all, it's a corner my living room, slightly annoying lack of ability to |
| 0:44.4 | control the light and all that stuff that sort of keeps me awake at night. |
| 0:48.0 | And I say last night I didn't sleep well at all, so if I'm looking a little bit jaded, |
| 0:51.2 | then you know why. |
| 0:52.5 | But it's great to have you with me. |
| 0:53.8 | It's great to have another show out. |
| 0:55.2 | Now, there comes a time for all of us |
| 0:57.6 | when our minds turn towards the end game |
| 0:59.9 | and optimizing our plans for when we're gone no longer around and there are all kinds of |
| 1:05.0 | planning opportunities to be had for making the most of our wealth that's the |
| 1:08.8 | subject for today's show and after the main body of the show I look at a review that's been left |
| 1:15.2 | Got an announcement about the third and final phase of meaningful Academy |
| 1:20.0 | Which we've got a founders launch happening right now for only two days after the release date of this episode so |
| 1:26.3 | stay tuned for that and getting quick |
| 1:28.0 | But obviously before any of that as usual this podcast continues to be brought to you with the help of my friends at 7 Investment Management. |
| 1:34.0 | They've been helping me out here on Meaningful Money for ages since the spring of 2011, so very nearly 10 years. |
| 1:40.0 | So do check out what they're up to there at 7.I.M. |
... |
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