Episode 39 - Where there's a Will there's a Relative - part 2

Episode 39 - Where there's a Will there's a Relative - part 2

Author: Alex Hont October 23, 2019 Duration: 54:08

We are back with Lav Chhabra of Perpetuity Legal for part 2 of our estate planning special on the #mastersoffinace podcast. The first time around we covered some of the really important points and roles of a will but in this episode we have a look at some of the more complex situations.

 

Are you part of a blended family? Have you made adequate provision for everyone in your will? What eve is 'adequate provision'? If these are questions you can't answer then have a listen for some hot tips to solving these problems along with how we can get the most out of a testamentary trust for your estate and beneficiaries.

 

If you would like to get in contact with Lav please visit www.perpetuitylegal.com.au where you can find more information about him and the firm along with all his contact details.

 

For more information on anything you have heard in this podcast or any previous episodes, please head on over to www.moranfp.com.au to get in touch with Alex or Chris.

 

The material and information discussed in this podcast are for general information purposes only. You should not rely upon the material or information in this podcast as a basis for making any investment, legal or any other decisions.

 

Whilst the podcast hosts, guests and any entity with which they are associated endeavour to make sure that the information presented is factually correct, we have not factored in anyone personal circumstances and make no representations or warranties of any kind, express or implied about the completeness, accuracy, reliability, suitability or availability with respect to the discussion or information, products or services for any purpose.  Any reliance you place on such material is therefore strictly at your own risk.


Ever wondered how the world of finance really works beyond the headlines? Tune into the Masters of Finance Podcast with Alex Hont for a regular dose of clarity and conversation. Alex, a tech-savvy financial adviser based in Australia, cuts through the industry jargon each week, breaking down everything from the latest market shifts and investment strategies to those enduring financial principles that always matter. This isn't a dry lecture; it's a chat that feels like you're getting straightforward advice from someone who knows the landscape. You'll hear thoughtful explorations of what's making news right now, alongside deeper dives into established themes that shape our financial lives. True to its Aussie roots, the tone is lighthearted and accessible, designed to educate without overwhelming. And because finance touches everything, Alex occasionally wanders into those weird and wonderful stories from the economic fringe, making for a genuinely engaging listen. Whether you're actively managing investments or just curious about how money moves, this podcast offers a relatable and insightful perspective on a complex world.
Author: Language: en-au Episodes: 68

Masters of Finance Podcast with Alex Hont
Podcast Episodes
Change, Change, Change is gonna happen sometimes [not-audio_url] [/not-audio_url]

Duration: 26:05
In this episode of the Masters of Finance Podcast, Alex is once again joined by Dr. Paul Moran to go through some of the changes that have been announced for the Australian superannuation system. We have a look at Downsi…
Cool Tools for portfolio construction - ETF Securities [not-audio_url] [/not-audio_url]

Duration: 47:29
Following on from our mini-series in 2020 on the future trends and investment impacts, we have a look at some of the tools you can use in portfolio construction to gain exposure to some of those trends. In this episode,…
When it comes to bond yields, size matters [not-audio_url] [/not-audio_url]

Duration: 24:46
In this episode, we go into detail about the mechanics of bond yields and talk about how changing bond yields and their impacts on risk premiums can influence share prices. There is also a short faux interview with Jonat…
Why use a Self Managed Super Fund (SMSF) [not-audio_url] [/not-audio_url]

Duration: 41:17
in this episode of the #mastersoffinancepodcast Alex is once again joined by Dr. Paul Moran to delve into the mysterious world of Self Managed Super Funds (SMSF's). While these have a lot of similar characteristics to no…
How not to go broke when having a baby [not-audio_url] [/not-audio_url]

Duration: 58:35
If you are thinking of becoming a parent, whether for the first time or once again, and you are worried about how to make the family finances work, then #havealisten to this episode. Alex is joined by Steve Crawford from…
Can Modern Monetary Theory save the post Covid-19 global economy? [not-audio_url] [/not-audio_url]

Duration: 34:05
In this episode of the #mastersoffinancepodcast we have a look at Modern Monetary Theory which basically says the government deficits are lot less relevant than a household deficit because they can pay their debts with t…