The Savvy Wallet Podcast (Formerly The Take Off Experience Podcast)
Business:Investing
EP. 93 - Financial Advisor: The Secret To Making Your Entire Family Wealthy! ft. Emmanuel Jones
Joining us in the booth this week is Emmanuel, who works with individuals, families and businesses to provide them with insurance that fits their needs.
This episode includes:
- Summary of what a will is and why you need one
- Tips for how couples can be more transparent with money
- How you can protect your assets
- How you can make your family wealthy and much more!
Follow Emmanuel on Instagram here
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Check out: https://www.youtube.com/savvywallet for the video version
TIMESTAMPS
00:00 - Preview
00:40 - Take Off Intro
01:15 - Meet Insurance Advisor: Emmanuel Jones
03:06 - Grew up where Krept and Konan did
06:40 - Going to the worst school in Croydon
08:15 - Majority of millionaires are in their 40’s
12:11 - Diamond in the rough!
15:52 - My first company hired me back and this happened…
21:30 - Fired for this silly reason!
23:17 - 9-5 wasn’t for me
33:43 - Money: Single vs married
36:39 - Men take on too much financial burden?
40:06 - Don’t hide money from your partner!
45:19 - Government may take your money if…
48:57 - Succession and last power of attorney
55:57 - Banks use your money to invest!
01:00:10 - How to protect your assets
01:02:51 - My client got paid out £25,000
01:05:17 - Everyone needs this as a minimum!
01:08:28 - How to make your family wealthy
01:10:23 - Don’t scale back too much!
01:15:03 - Final words
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