421b death + the importance of having a Will
***Trigger warning: this episode explores themes around the death of a loved one. This may be distressing for some listeners.
In June 2020 Rachael’s partner, Tony, died suddenly without a Will. Rachael then had the task of sorting through the details of his estate and her own grief, without any written direction provided. Rachael (based in New Zealand) joined Glen to share her story. Special thank you to Rachael for being so honest and sharing such a personal story.
Rachael also shared the things she learnt and what she wants others to prepare for so they don’t experience what she went through: http://sortyourmoneyout.com/blog/why-you-need-a-will
To get your Will and other stuff sorted, head here and we will introduce you to Aubrey Brown Lawyers: https://www.aubreybrown.com.au/m3/
Grab your set of the meaningful money cards Glen uses at the start of this chat: https://www.sortyourmoneyout.com/shop/meaningful-money-cards
Get $20 off The Glen James Spending Plan using the code "MAGIC". Link to course below!
For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/shownotes
🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
In June 2020 Rachael’s partner, Tony, died suddenly without a Will. Rachael then had the task of sorting through the details of his estate and her own grief, without any written direction provided. Rachael (based in New Zealand) joined Glen to share her story. Special thank you to Rachael for being so honest and sharing such a personal story.
Rachael also shared the things she learnt and what she wants others to prepare for so they don’t experience what she went through: http://sortyourmoneyout.com/blog/why-you-need-a-will
To get your Will and other stuff sorted, head here and we will introduce you to Aubrey Brown Lawyers: https://www.aubreybrown.com.au/m3/
Grab your set of the meaningful money cards Glen uses at the start of this chat: https://www.sortyourmoneyout.com/shop/meaningful-money-cards
Get $20 off The Glen James Spending Plan using the code "MAGIC". Link to course below!
For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/shownotes
🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
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