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Are you seeking greater financial security so that you can focus on what you really want to do in life ? This podcast marries financial education with tips on how to change your “everyday money habits”. With over 20 years experience across financial services I will be exploring the foundations of money and will be bringing in industry experts whom I know and trust to share their wisdom and expertise .... let’s do this!
Episodes
Thursday Jul 16, 2020
Good Money Habits Foundation Series Episode 7 - Estate Planning with Trish Prince
Thursday Jul 16, 2020
Thursday Jul 16, 2020
In this episode I chat with my friend and peer Trish Prince, Senior Financial Planner at Fitzpatrick's Private Wealth and specialist Estate Planning facilitator. Trish shares her wisdom, expertise and personal story which drives home why this is something we really should take the time to get properly sorted. Whilst no one wants to contemplate what will happen if they lose capacity or pass away, this is an essential element of your financial affairs to get right so that you don't leave a mess for those that you leave behind.
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