Business:Investing
EP. 93 - Financial Advisor: The Secret To Making Your Entire Family Wealthy! ft. Emmanuel Jones
2023-08-14
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
Follow me on: Instagram , Tiktok, Twitter
Check out: https://www.youtube.com/savvywallet for the video version
Our partners:
Coursera
Learn AI, Cybersecurity, Project Management, Data Science & more with Coursera here: https://imp.i384100.net/savvywallet
Ato has personally used Coursera to obtain an AI certificate.
NordVPN
Get 3 extra months free with a 2 year plan: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=106735&url_id=902
Some of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
More Episodes
Get this podcast on your
phone, FREE
