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Content provided by Christian Rodwell and Kevin Whelan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christian Rodwell and Kevin Whelan 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.
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WealthBuilders for Families: Suzi Carter

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Manage episode 380806185 series 2486147
Content provided by Christian Rodwell and Kevin Whelan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christian Rodwell and Kevin Whelan 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.

In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter.

Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being.

During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future.

We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens.

Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth.

Resources In This Episode:

>> Suzi Carter [Website]

>> Suzi Carter [LinkedIn]

>> Networking & Cashflow 101 London

>> WT56: The Commercial Property Market Post Covid19 with Suzi Carter

>> Secrets of the Millionaire Mind: Think Rich to Get Rich! [Amazon]

>> The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership [Amazon]

Next Steps On Your Wealth Building Journey:

>> Join the WealthBuilders Community

>> Join the WealthBuilders Academy

>> REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

  continue reading

265 episodes

Artwork
iconShare
 
Manage episode 380806185 series 2486147
Content provided by Christian Rodwell and Kevin Whelan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christian Rodwell and Kevin Whelan 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.

In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter.

Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being.

During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future.

We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens.

Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth.

Resources In This Episode:

>> Suzi Carter [Website]

>> Suzi Carter [LinkedIn]

>> Networking & Cashflow 101 London

>> WT56: The Commercial Property Market Post Covid19 with Suzi Carter

>> Secrets of the Millionaire Mind: Think Rich to Get Rich! [Amazon]

>> The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership [Amazon]

Next Steps On Your Wealth Building Journey:

>> Join the WealthBuilders Community

>> Join the WealthBuilders Academy

>> REGISTER HERE FOR ACCESS TO FREE RESOURCES

If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

  continue reading

265 episodes

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