The 4 Financial Tasks Worth Checking Off in 2024 with Lacey Filipich

Perth Property Insider Podcast

English - March 06, 2024 17:00 - 28 minutes - 26.3 MB
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Previous Episode: The Wealthy Gardener's Life Lessons on Prosperity with John Soforic

Next Episode: Q&A: Getting Out of Contract, Using Equity to Buy, Buying with$530k Budget, Should I Sell & More Affordable Options

Today, we have Lacey Filipich from Money School joining us again, sharing her invaluable insights on not just managing, but truly enhancing our financial well-being.

We're diving deep into the essentials of financial adulting, from the importance of superannuation checks to the intricacies of insurance and the critical necessity of a well-structured will.

Lacey's knack for making these daunting or potentially boring tasks engaging is unmatched, and together, we're here to ensure you build a solid foundation to protect and grow your wealth while leaving a legacy in the right hands.

Whether you are just starting out or you’re a seasoned investor, today's discussion is about empowering you to take control of some of the small details that can really matter.

Let’s go inside.

Resource Links:

Get a copy of Lacey’s fabulous book, “Money School” and check out her programs https://www.moneyschool.org.au/ Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/)

Episode Highlights:

Intro [00:00] Superannuation and Insurance Fees and Comparisons [02:56] Insurance Types and Their Financial Impact [08:49] Life Insurance, Wills, and Estate Planning [13:54] Estate Planning, Wills, and Superannuation [18:32] Superannuation and Wills With a Personal Story [23:09] Outro [28:05]

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