Honest Money

Building Wealth the Right Way: Why Growth Beats Estate Duty Avoidance Every Time


Listen Later

In today's episode, Warren Ingram and Pieter de Villiers, discuss the complexities of estate duty and the financial strategies individuals can adopt to manage their wealth effectively. They speak to the importance of making informed financial decisions rather than resorting to costly products that may limit growth. The discussion highlights the value of investing wisely to ensure a prosperous retirement and the implications of estate duty on one's financial legacy.

Takeaways

  • Don't do dumb things to avoid a state duty.
  • Avoid expensive insurance products that limit growth.
  • Investing wisely is better than avoiding estate duty.
  • A prosperous retirement is more valuable than minimizing taxes.
  • Estate duty should not dictate financial decisions.
  • Focus on long-term investment growth.
  • Wealth management is about making informed choices.
  • Life quality matters more than tax savings.
  • Consider the total value of assets at death.
  • Financial freedom comes from smart investments.


Learn more about Prescient Investment Management here.

Send a text

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

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

Honest MoneyBy Warren Ingram

  • 5
  • 5
  • 5
  • 5
  • 5

5

10 ratings


More shows like Honest Money

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,381 Listeners

WorldWide Markets with Simon Brown by JustOneLap.com

WorldWide Markets with Simon Brown

21 Listeners

Personal Finance with Warren Ingram by Radio 702

Personal Finance with Warren Ingram

8 Listeners

The Money Show by Radio 702

The Money Show

36 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,484 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,826 Listeners

Modern Wisdom by Chris Williamson

Modern Wisdom

4,079 Listeners

BizNews Radio by BizNews

BizNews Radio

19 Listeners

Investec Focus Radio SA by Investec

Investec Focus Radio SA

9 Listeners

MoneywebNOW by Moneyweb Radio

MoneywebNOW

9 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,219 Listeners

Maya on Money by My Money My Lifestyle

Maya on Money

0 Listeners

Magic Markets by The Finance Ghost and Moe-Knows

Magic Markets

2 Listeners

Wisdom & Wellness with Mpoomy Ledwaba by Africa Podcast Network

Wisdom & Wellness with Mpoomy Ledwaba

27 Listeners

Ghost Stories by The Finance Ghost

Ghost Stories

0 Listeners