It's No Secret
It’s No Secret is a podcast for Kiwis who want their money questions answered.
Are you wondering when is the right time to get on the property ladder, whether you should invest with family or how to talk to your significant other about investing and budgeting? If yes, you’re in the right place. Our hosts Cat Emerson and Christine Jensen will answer these questions and more.
They’ll take you through the ins and outs of all things finance, money, property, investing and building wealth so you can move towards achieving financial freedom. Whether it’s learning about budgeting, what to do with your savings or whether you should be investing in the share markets, we’ve got you covered.
Each Tuesday we’ll release one short episode that answers a specific money question. No long ramblings and no financial jargon. Investing hacks, budgeting tips and financial freedom included.
You’ll be left feeling inspired, relieved and ready to take the next step in your financial journey.
Happy listening!
Submit a money question or get in touch at our Instagram @itsnosecretnz
It's No Secret
92. What Happens to My Investments When I Pass Away?
In this episode, we tackle a crucial yet often-overlooked topic: what happens to your investments when you pass away? Understanding what happens to your assets is essential for ensuring your loved ones are taken care of and the outcome you intended is achieved.
Specifically, we chat about:
- What is the importance of having a will for your investments?
- We run through a scenario of what happens in default with your estate if you don't have a will in place
- Why it's important to seek legal advice from the specialists
- How you can ensure your investment wishes are honoured
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
Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.
Any information we provide is general only and current at the time of writing.
Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz
