Simon sits down with a very different financial planner, Betty-Anne Howard (twitter.com/BettyAnneCFP). They talk through her 19 years experience helping regular people (not just rich people with more money than they can spend) plan their legacies.

Along the way they chat about businesses with heart, spending your inheritance, conversations, questions, and making dreams a reality.

 

Find Betty-Anne at bettyanne.net

Check out her Philanthropic Businesses Facebook group at www.facebook.com/groups/934086416760437

And buy her book at bettyanne.net/shop