Today, we have Lacey Filipich from Money School joining us again, sharing her invaluable insights on not just managing, but truly enhancing our financial well-being. 

We're diving deep into the essentials of financial adulting, from the importance of superannuation checks to the intricacies of insurance and the critical necessity of a well-structured will. 

Lacey's knack for making these daunting or potentially boring tasks engaging is unmatched, and together, we're here to ensure you build a solid foundation to protect and grow your wealth while leaving a legacy in the right hands. 

Whether you are just starting out or you’re a seasoned investor, today's discussion is about empowering you to take control of some of the small details that can really matter.

Let’s go inside.

 

 

Resource Links:

• Get a copy of Lacey’s fabulous book, “Money School” and check out her programs https://www.moneyschool.org.au/
• Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property  (https://www.investorsedge.com.au/invest-in-perth-property/)
• Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors)
• Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join)
• For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/)
• For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/)

Episode Highlights:

1. Intro [00:00]
2. Superannuation and Insurance Fees and Comparisons [02:56]
3. Insurance Types and Their Financial Impact [08:49]
4. Life Insurance, Wills, and Estate Planning [13:54]
5. Estate Planning, Wills, and Superannuation [18:32]
6. Superannuation and Wills With a Personal Story [23:09]
7. Outro [28:05]

 

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