My Money My Lifestyle

7: Retirement Reimagined Episode 7: Estate Planning in Retirement - Securing Your Family's Future


Listen Later

In the latest episode of the Retirement Reimagined series, host Maya Fisher-French speaks to Carin Meyer, Product Head of Wills and Deceased Banking, about the importance of having a will, especially when it comes to your retirement assets. 

Maya and Carin debunk common misconceptions, including the dangerous belief that "only wealthy people need wills," and explore the psychological barriers that prevent people from planning their estates.

Key topics covered:

  • The critical difference between how property and retirement funds are handled in your estate
  • Why intestate succession rarely reflects your true wishes
  • Smart strategies for choosing executors and managing estate costs
  • How to use testamentary trusts to protect vulnerable family members
  •  When and how to update your will as life circumstances change
  • This practical episode provides actionable advice for retirees and pre-retirees, emphasising that estate planning isn't just about assets - it's an act of love that prevents family conflicts and ensures your legacy aligns with your values.

    Whether you're just starting your retirement journey or reviewing your existing plans, this episode delivers essential insights that could save your family from financial and emotional turmoil. Don't let poor planning overshadow a lifetime of hard work.

    For more information on the retirement survey, click this link

    ...more
    View all episodesView all episodes
    Download on the App Store

    My Money My LifestyleBy My Money My Lifestyle


    More shows like My Money My Lifestyle

    View all
    The Money Show by Radio 702

    The Money Show

    35 Listeners

    The Diary Of A CEO with Steven Bartlett by DOAC

    The Diary Of A CEO with Steven Bartlett

    8,485 Listeners

    The Gareth Cliff Show by The Real Network

    The Gareth Cliff Show

    66 Listeners

    The Rachel Cruze Show by Ramsey Network

    The Rachel Cruze Show

    3,733 Listeners

    BizNews Radio by BizNews

    BizNews Radio

    16 Listeners

    It's My Money by Strictly Business by Strictly Business

    It's My Money by Strictly Business

    2 Listeners

    True Crime South Africa by Killer Audio Creations

    True Crime South Africa

    177 Listeners

    Honest Money by Warren Ingram

    Honest Money

    9 Listeners

    SMWX by Sizwe Mpofu-Walsh

    SMWX

    11 Listeners

    MoneywebNOW by Moneyweb Radio

    MoneywebNOW

    7 Listeners

    The Ramsey Show Highlights by Ramsey Network

    The Ramsey Show Highlights

    788 Listeners

    Ideas That Matter Podcast by Vusi Thembekwayo by Vusi Thembekwayo

    Ideas That Matter Podcast by Vusi Thembekwayo

    130 Listeners

    History of South Africa podcast by Desmond Latham

    History of South Africa podcast

    115 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    347 Listeners

    The Minority Mindset Show by minoritymindset

    The Minority Mindset Show

    185 Listeners