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

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:

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

 

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