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The Wealth Guide Podcast
Welcome to The Wealth Guide Podcast, where we discuss and explore ways of helping individuals and businesses achieve their financial goals.
Discover a plethora of knowledge in each episode from our hosts, and industry guest speakers and gain deeper insights and tools to help you make the right choice for a brighter future.
Disclaimer: The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
The Wealth Guide Podcast is proudly brought to you by Ryker Capital.
The Wealth Guide Podcast
How Do You Know If Your Inheritance Will Go To The Right People? [Check Out This Case Study] | Ep. 34
In this episode, Ricky shares a case study highlighting the importance of comprehensive estate planning and how financial advisors and lawyers work together to fulfil clients' wishes.
He talks about the critical role of updating wills after significant life events, the benefits of binding non-lapsing nominations in superannuation, and the strategic use of investment bonds for tax-efficient inheritance planning.
Ricky also discusses how clear beneficiary nominations help avoid probate, the emotional aspects of estate planning, and the necessity of having a financial advisor and a lawyer to guarantee a well-rounded estate plan.
If you want to ensure your estate planning is thorough, tax-efficient, and aligned with your wishes, then make sure to listen to this episode!
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TIME STAMPS:
00:00 - Intro
01:07 - How Do Financial Planners Get Involved with Estate Planning? [CASE STUDY EXAMPLE]
06:09 - Estate Planning & Grandchildren [CASE STUDY EXAMPLE]
08:49 - Conclusion
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DISCLAIMER
The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.