Dec 7, 2022 | Podcast, Protecting your money, Wills and Estate Planning
Have you recently lost a loved one, or been called to help out? Loss of a loved one is one of the hardest things that anyone could ever go through but it is made worse because of the admin, and financial impact of frozen bank accounts and loss of income. In today’s...
Aug 10, 2022 | Family Money, Health and Wealth, Podcast, Protecting your money, Retirement and investing, Wills and Estate Planning
Are your parents feeling weighed down by the invisible pressure to leave you an inheritance? If so, it’s time for you to free them from that burden. You see, the rules of the game have changed, and in this week’s episode I talk about the new definition of...
Jul 27, 2022 | Life Insurance, Podcast, Retirement and investing, Uncategorized
Do you have any idea how much you’re paying for your life insurance? Life insurance is pure math and probability, and becomes more expensive the later you take it in life. I’ve had clients who have paid for life insurance their whole life only to have to...
Jun 1, 2022 | Managing Money, Mindful Money, Podcast, Protecting your money, Retirement and investing
When you think about money, is your prevailing feeling one of peace or dread? Because the real challenge is, if you’re not on top of your money, your brain WILL be stressing about it. In today’s episode I give you the 5 A’s that will help you stop...
Feb 23, 2022 | Podcast, Protecting your money, Retirement and investing
With tax year end rapidly approaching, are you feeling a little out of your depth? When it comes to investments, often people don’t realise that they have to declare the tax on them. But there are tax breaks available! In today’s episode I talk about the...
Jan 12, 2022 | Budgets, Get Out of Debt, Health and Wealth, Managing Money, Podcast, Protecting your money
Have you started another year with less money than you need to make ends meet? Between Christmas, summer vacation and the start of the new school year (in the Southern Hemisphere), January can be wildly expensive. And with money being one of the top causes of stress...
Dec 15, 2021 | Podcast, Wills and Estate Planning
So you’ve given in to the nagging voice in your head that says you need a will (because you need a will), now what? Because it’s so important that you put the effort and research in to create a will, this weeks episode is all about the structure of a will,...
Dec 1, 2021 | Podcast, Protecting your money, Wills and Estate Planning
https://traffic.libsyn.com/workingwomenswealth/204_Common_Mistakes_of_a_Will_post_auphonic.mp3 Do you have a will? If not, that’s the first mistake to remedy… Listen to this week’s episode to find out the most common mistakes made when drawing up a...
Aug 25, 2021 | Health and Wealth, Managing Money, Mindful Money, Podcast, Protecting your money, Retirement and investing
When it comes to your money, do you have a plan? Or are you just hoping for the best? Here’s how you CAN set yourself up for financial success… In today’s episode are the five P’s of a Money Management System that make it doable. Getting a grip on your...
May 26, 2021 | Divorce, Family Money, Podcast, Protecting your money, Retirement and investing
Is your current investment strategy designed to make your retirement as tax efficient as possible? Understanding how tax works when you’re retired is only ONE of the factors to consider when structuring your investments in a marriage. Because we have NO idea what will...
