Money Mentor
The Money Mentor aims to discuss the role of money in our lives. How our habits and behavior towards money can influence our happiness and wealth. It is our mission to improve the financial fitness of all wealth levels through simple, understandable and actionable steps. Discover how small consistent changes to your lifestyle can transform your financial future for the better. The podcast aims to give you the knowledge and understanding to take action. We are passionate about helping those who want to themselves. The Money Mentor is the podcast for your financial education. Thank you for listening and please share any ideas, feedback or questions you may have. Get in touch: team@money-mentor.ie or www.money-mentor.ie CERTIFIED FINANCIAL PLANNER™ professional and Qualified Financial Advisor (QFA)
Money Mentor
S1 E11 Estate Planning
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On this weeks episode of the Money Mentor Ken discusses Estate Planning. What Estate Planning is, how we can minimise our potential Capital Acquisitions Tax liability and how giving can enrich our lives and the lives of our family and friends.
team@money-mentor.ie
www.money-mentor.ie
https://www.revenue.ie/en/gains-gifts-and-inheritance/gift-and-inheritance-tax-cat/index.aspx
https://www.citizensinformation.ie/en/death/before_a_death/making_a_will.html
https://www.step.ie/
https://www.amazon.com/Happy-Money-Science-Happier-Spending/dp/1451665075
https://www.amazon.com/Factfulness-Reasons-World-Things-Better-ebook/dp/B0756J1LLV
https://www.imdb.com/title/tt0816692/
https://www.imdb.com/title/tt0268978/
Thank you for listening - Money Mentor Team