Building on from Episode 3 all about What is a Will and why you should have one, your women and money café experts got together on the sofa to discuss some of the challenges & talking points with how and when to broach leaving a family legacy.
Your hosts today were money experts Catherine Thomas Humphreys and Julie Flynn and were joined by Café experts Emily Pool and Michelle Lambell.
Catherine is an independent financial adviser, will writer and certified financial coach.
Catherine works with parents to financially empower them to raise up their family, in particular families undergoing change or complexity including blending, separating, single & co-parenting.
She founded #TheFinfluencer during lockdown to support and empower those feeling fearful or overwhelmed with their financial situation and focusses her work on creating positive relationship with your money, yourself and those you love. Website | Instagram
Julie is an independent financial adviser and certified financial coach.
She has spent years researching and learning how our brains behave under stress.
Julie uses her experience to understand how this impacts our financial decision making.
Julie works with women experiencing or planning significant change in their lives.
Julie specialises in working with women who have lost their partner.
She also coaches women wanting to change how they charge for their services. Website | Instagram
Emily is a Financial Planner and Will Writer and Founder of Happy Planet Financial Planning and is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
Michelle started her career in financial services as a Stockbroker in 1999 undertaking both
advisory and discretionary investment management. Following a career break where she spent time being a mum and running an arts and crafts business, Michelle returned to
financial services in 2013 undertaking further study.
Today she is a Chartered Financial
Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances.
We’d love to hear your thoughts on today’s episode and any questions you have.
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Disclaimer: The information provided in the Women and Money Café Podcast and Website does not constitute financial advice and nor should it be taken as such. They are thoughts and discussions in around money and possible options available to you. Whilst all attempts are made to provide accurate information at the time of publishing you should seek your own clarification . Should you require advice for your specific set of circumstances contact a qualified, authorised financial adviser directly.