Description
Today we’re going to be talking about preparing for death, which doesn’t have to be as morbid as it sounds! But we have to face it, and preparing well for the day we shuffle off this mortal coil is an important part of being intentional about our finances.
Shownotes: https://meaningfulmoney.tv/RS6
Today we’re going to look at combining or consolidating pensions - a big subject which we’ll try to do some justice…
Shownotes: https://meaningfulmoney.tv/HB10
What You Need To Know
02:15 Why transfer?
04:47 How the process works.
07:47 Things to watch out for.
14:39 About Defined...
Published 11/27/24
In this episode, we want to look at the financial advice process, and give you the helpful basics that you need to think about if you are considering getting professional financial advice.
Shownotes: https://meaningfulmoney.tv/HB9
What You Need To Know
02:24 Advice vs planning - Advice is...
Published 11/20/24