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Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

Meaningful Money – Making sense of Money with Pete Matthew | Financial FAQ

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The Ultimate Guide To WEALTH PROTECTION
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The Ultimate Guide to Wealth Protection

October 28, 2020

Hardly anyone talks about building a foundation which supports building wealth for the future. Maybe it’s because talking about life insurance, critical illness cover, income protection and emergency funds isn’t all that sexy? But these things are SO important because without them, everything else we talk about can be wiped away in no time at all, so why would you leave that to chance? Today folks, it’s the Ultimate Guide to Wealth Protection.

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Chapter markers

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[0:00] Intro
[3:08] Everything you need to KNOW
[3:10] -- You need a sure foundation
[4:38] -- Know your risks
[7:47] -- Ignoring Wealth Protection is itself a risk
[10:33] -- Summary of Part One
[10:48] Everything you need to DO
[10:51] -- Quantify the risk
[13:13] -- Maintain a solid emergency fund
[16:15] -- Assess your current cover
[18:15] -- Fill the gaps
[24:37] -- Prioritise your needs and find a balance
[26:51] -- Review regularly
[28:33] -- Use trusts
[30:09] -- Make a will
[31:18] -- Call LifeSearch
[32:10] Summary
[33:44] Meaningful Academy SPECIAL OFFER!
[34:37] Outro


This podcast is brought to you with the help of Seven Investment Management, who specialise in multi-asset investing, something I talk about a lot, and which I think should form the core of most people’s investments. 7IM have been helping me out here on MeaningfulMoney for ages, and I'm very grateful.

You can see what they’re up to at 7im.co.uk


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Filed Under: Build Wealth, Get Started, Podcast, Season 18 - Ultimate Guides

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Resources

Meaningful Academy Special Offer

Workbook: Download

Calculator: Wealth Protection Needs Analysis

Protection Experts: LifeSearch

Will Experts: Farewill

Tom Baigrie Podcasts: One, Two, Three

Podcast: Ultimate Guide to Budgeting

Book

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