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Masterclass - Make Your Money Matter w/ Cara Clare EP 77

August 15, 2023

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Episode Summary

Are you ready to take control of your finances? Get ready to gain valuable insights as we chat with the savvy and seasoned financial advisor, Cara Clare. We unpack the often taboo topic of finances, discussing the importance of open conversations about money matters with your loved ones. Cara shares her journey towards becoming a financial advisor and how she helps her clients make sense of their finances for a secure future. Through her expertise, we learn the significance of understanding financial goals, setting aside savings, and planning for retirement. Imagine a future where you’re not taken by surprise by inflation’s impact on your buying power, where you have an emergency fund to fall back on and have smartly invested in a range of options. Cara helps us navigate through this financial maze in the second part of our conversation. We delve into the world of pensions and discuss their role in financial planning as well as what happens to them after we pass away.  Finally, we dive into the nitty-gritty of life insurance, family income benefit, income protection, and critical illness cover. Cara emphasizes the importance of regularly updating wills to ensure your assets are distributed according to your wishes. She also highlights the issue of unclaimed assets and how maintaining a written record of your plans and passwords can help your loved ones. Join us in this engaging and enlightening conversation with Cara Clare and take a step towards financial clarity and security.

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Show Contributors

Cara Clare & Anita Mattu

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