Episode 21: Starting a Family - 4 Key Financial Elements
In life, it doesn't get much bigger than, 'Starting a Family'.
Life is going to change in a big way, there is so much excitement and emotion, but also so many new things to consider. There are also SO many 'helpful' people ready to pass on their advice and wisdom. It can be a tad confusing.
Want the 'low-down' from the experts?
1. Cashflow - tips and ideas to feel in control.
2. Centrelink Entitlements & Parental Leave - Sheena gives us a crash course in Centrelink entitlements and also how to best deal with them.
3. Life Insurance - your needs have changed enormously. Make sure you get this right.
4. Estate Planning - the most important of all, but always left until last (or not done at all). Tara tells us why it should be the first thing you do and key questions to ask yourself.
Tara Lucke is not your typical lawyer. In a lot of ways. She only does estate planning, tax, asset protection, business succession, trusts and super. No disputes; No property stuff.
Sheena Stow-Smith started AdviceLink as a way of helping more people. More nans and pops, mums and dads and other loved ones with claiming and maintaining their Social Service benefits.
What is an Estate Plan and why you need one https://bit.ly/37xfc1Q
Cheat Sheet - 4 key EP decisions
Centrelink - claiming tips
Advice Link flyer
Aspire Planning - Gamechanger Package for Families
Aspire Estate Planning Services
Connect with Tara:
https://www.linkedin.com/in/taralucke/
Connect with Sheena:
https://www.linkedin.com/in/sheena-stow-smith-advicelink-b490a990/