Headsup On Money

141- Legal Must Haves Part 1: Why You Need A Will

Benjamin Mitchell Season 1 Episode 141

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 24:27

In this episode, Benjamin shares the importance of having a Will when it comes to your financial plan. 

You've spent years carefully building your wealth and creating a solid financial plan, but without a Will, it can all be undone extremely quickly on your passing. Wills can help avoid costly tax mistakes and legal costs in the future.

In next week's episode, Benjamin will cover off the importance of a Power of Attorney (POA) arrangements. 

Nail these things down, money nerds, and then focus on what really matters in life. 

Join Benjamin Mitchell (themoneyscot), serial hater of financial jargon, as he helps make your finances clearer and ensures you never make another financial mistake.

Getting on top of your personal finances doesn't need to be complicated or scary. Arm yourself with the only knowledge you need to transform yourself from money novice to money nerd! 

Take my 5 minute retirement assessment (can you already afford to retire?) 🚀


Disclaimer - please note that nothing in this podcast can be relied upon as financial advice and the content is provided purely for information and guidance purposes. Please seek independent, regulated financial advice relevant to your situation.