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59. How to Invest for Your Family

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Manage episode 366595944 series 2892167
Content provided by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

Recently, Kernel hosted an event in collaboration with Lighthouse Financial, Haigh Lyon, and Edwards & Co. all about the exciting world of investing for your family. And one of the panellists in this event actually happens to be our very own co-host, Cat!
Tune into this special episode as Cat adds her unique insights on how parents can set their families up for success. We were also lucky to have James Blair, the Wealth Director at Lighthouse Financial, and Shaun McGivern, the Principal Lawyer at Haigh Lyon, sharing their expert insights too.

Specifically, we speak about:

  • Why investing in a will is incredibly important for your children and loved ones, especially if something unexpected happens
  • Ways for parents to encourage great money habits for their kids through using investing accounts and rewarding good money behaviours
  • The importance of transparency with finances when it comes to your kids during good times and bad
  • Why using simple money habits such as starting early and consistently can really go a long way when it comes to creating wealth for your family
  • A few ideas and scenarios that you can think about when it comes to protecting and managing your wealth

Learn more from our partners:

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.
SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify
Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

  continue reading

130 episodes

Artwork

59. How to Invest for Your Family

It's No Secret

12 subscribers

published

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Manage episode 366595944 series 2892167
Content provided by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Catherine Emerson & Christine Jensen, Catherine Emerson, and Christine Jensen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

Recently, Kernel hosted an event in collaboration with Lighthouse Financial, Haigh Lyon, and Edwards & Co. all about the exciting world of investing for your family. And one of the panellists in this event actually happens to be our very own co-host, Cat!
Tune into this special episode as Cat adds her unique insights on how parents can set their families up for success. We were also lucky to have James Blair, the Wealth Director at Lighthouse Financial, and Shaun McGivern, the Principal Lawyer at Haigh Lyon, sharing their expert insights too.

Specifically, we speak about:

  • Why investing in a will is incredibly important for your children and loved ones, especially if something unexpected happens
  • Ways for parents to encourage great money habits for their kids through using investing accounts and rewarding good money behaviours
  • The importance of transparency with finances when it comes to your kids during good times and bad
  • Why using simple money habits such as starting early and consistently can really go a long way when it comes to creating wealth for your family
  • A few ideas and scenarios that you can think about when it comes to protecting and managing your wealth

Learn more from our partners:

If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend.
SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify
Follow us for fun chat & financial tidbits on IG: @itsnosecretnz
Got questions? Get in touch: www.itsnosecret.co.nz

  continue reading

130 episodes

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