The Savvy Wallet Podcast

EP. 93 - Financial Advisor: The Secret To Making Your Entire Family Wealthy! ft. Emmanuel Jones


Listen Later

Joining us in the booth this week is Emmanuel, who works with individuals, families and businesses to provide them with insurance that fits their needs.


This episode includes:

- Summary of what a will is and why you need one

- Tips for how couples can be more transparent with money

- How you can protect your assets

- How you can make your family wealthy and much more!


Follow Emmanuel on Instagram here


Follow me on: Instagram , TiktokTwitter

Check out: https://www.youtube.com/savvywallet for the video version


Our partners:

Coursera

Learn AI, Cybersecurity, Project Management, Data Science & more with Coursera here: https://imp.i384100.net/savvywallet

Ato has personally used Coursera to obtain an AI certificate.


NordVPN

Get 3 extra months free with a 2 year plan: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=106735&url_id=902


Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.


TIMESTAMPS

00:00 - Preview

00:40 - Take Off Intro

01:15 - Meet Insurance Advisor: Emmanuel Jones

03:06 - Grew up where Krept and Konan did

06:40 - Going to the worst school in Croydon

08:15 - Majority of millionaires are in their 40’s

12:11 - Diamond in the rough!

15:52 - My first company hired me back and this happened…

21:30 - Fired for this silly reason!

23:17 - 9-5 wasn’t for me

33:43 - Money: Single vs married

36:39 - Men take on too much financial burden?

40:06 - Don’t hide money from your partner!

45:19 - Government may take your money if…

48:57 - Succession and last power of attorney

55:57 - Banks use your money to invest!

01:00:10 - How to protect your assets

01:02:51 - My client got paid out £25,000

01:05:17 - Everyone needs this as a minimum!

01:08:28 - How to make your family wealthy

01:10:23 - Don’t scale back too much!

01:15:03 - Final words

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

The Savvy Wallet PodcastBy Savvy Wallet


More shows like The Savvy Wallet Podcast

View all
The Martin Lewis Podcast by BBC Radio 5 Live

The Martin Lewis Podcast

68 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

85 Listeners

The Property Podcast by Rob Bence and Rob Dix from The Property Hub

The Property Podcast

60 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

13 Listeners

This is Money Podcast by This is Money

This is Money Podcast

38 Listeners

Disruptors by Rob Moore

Disruptors

114 Listeners

The Progressive Property Podcast by Kevin McDonnell

The Progressive Property Podcast

5 Listeners

Cash Chats UK Money & Personal Finance podcast by Andy Webb

Cash Chats UK Money & Personal Finance podcast

8 Listeners

The Money Podcast by Rob Moore

The Money Podcast

22 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

14 Listeners

Which? by Which?

Which?

12 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

1 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

36 Listeners

The Stocks and Savings Podcast by Stocks and Savings

The Stocks and Savings Podcast

0 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

9 Listeners