Tuesday Teatime Titbits (Financial Planning): Recent Episodes
Geraldine Macpherson
Tuesday Teatime Titbits 1, is a podcast on financial planning and in particular the importance of gathering relevant information in order to do a financial needs analysis and in so doing to establish a clients needs
Episode 11 - this week we chat about financial statements in the context of business insurance
Episode 9 this week focus on succession planning in the context of business insurance and a touch of retirement planning
Episode 9 - this week we take a look at the key people ... oh yes and to keep it real, some fairytales
Episode 8: this week we look at contingent liabilities and the impact on both personal and business insurance planning
Episode 7 - assets and their impact on financial planning and estate planning, with an intro to business insurance
Today we look at the issue of debt - and especially on estate planning... because you don’t know what you don’t know....
In this episode we explore the estate planning challenges and consequences of co-habitation.
This week we continue looking at marital regimes - or perhaps more accurately the opposite thereof - divorce! Special care must be taken in this aspect of aspect of financial planning
Episode 3 - we direct our attention to accrual marriages - remember: you don’t know what you don’t know
Episode 2: the focus is on In community of property marriages and special guest, Shane, shares some valuable insights when it comes to estate planning
The first in a series about financial planning and advice and in particular the importance of gathering information in order to properly be able to establish needs and offer and implement effective solutions