Why Financial Advisors Say Most People Are Making This Mistake скачать в хорошем качестве

Why Financial Advisors Say Most People Are Making This Mistake

Most families don’t lose wealth because they lack money. They lose it because they avoid planning. In this powerful conversation, registered financial planner Joe Nketane breaks down the truths most people never hear about wills, inheritance, and long-term wealth planning. We unpack why people delay these conversations, how families fall apart after death, and how poor structures quietly destroy legacies. Contact Joe ~   / joe-nketane-84a553142   Our Affiliate Programs Get our Trusted editing software: https://get.descript.com/PodcastingAi... Get The Best Accounting Software on Special: https://referrals.xero.com/z37iw752ca... How we grew on Youtube: https://vidiq.com/letsgrowYoutube Free Online Business Cards: https://beacons.ai/signup?c=ntandomaseko Start the year with a good/free CRM Software: https://try.monday.com/7g64b8cfwzc8 Time Stamps 0:00 – Why people avoid financial advisors 3:45 – The “grudge purchase” mindset 7:48 – DIY investing vs real planning 10:00 – Life cover explained 13:55 – The danger of lump sums 16:30 – Protecting children with trusts 23:13 – How to choose a good advisor 32:00 – Why everyone needs a will 35:09 – The AKA estate lesson 49:40 – The R70 million story