Welcome to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households. 

This week we are tackling the extremely important topic of estate planning.  I really wanted to bring you this conversation early in the Savvy Mumma piece so you can start escalating the task on your financial to-do list. 

Death is not a topic we really like to think about or talk about. We all know that we should consider a Will or our estate planning needs, especially when we become parents, but it can be a really difficult and confronting task to complete.

Lucy Percy, from Melbourne law firm Head and Heart Estate Planning, joins me today on the podcast to discuss the elements of an estate plan and how to navigate them.   An estate plan extends beyond just creating a Will, there are not only many assets or structures that fall outside the Will, but the process also includes thinking about who and how your children are cared for and giving somebody power to make decisions in the event you are incapacitated.  

If this task has been on your to-do list, this episode is a must listen!

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/

Savvy Mumma Facebook Group: Join us 

THIS WEEKS GUEST:

Lucy Percy

Lucy Percy is a mother of three and the Principal Lawyer at Head and Heart Estate Planning.  Lucy helps her clients navigate the very delicate topic of estate planning and guides individuals and couples on what they should consider and ultimately how to take charge of their responsibilities to provide a loving and secure future for their family or loved ones in the event of death.

Resources:

A Guide to Choosing a Guardian of your Children:  https://www.headandheartestateplanning.com.au/

An Estate Planning Guide for Separation to Divorce:  https://www.headandheartestateplanning.com.au/resources

 

Welcome to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households.&nbsp;
This week we are tackling the extremely important topic of estate planning.&nbsp; I really wanted to bring you this conversation early in the Savvy Mumma piece so you can start escalating the task on your financial to-do list.&nbsp;
Death is not a topic we really like to think about or talk about. We all know that we should consider a Will or our estate planning needs, especially when we become parents, but it can be a really difficult and confronting task to complete.
Lucy Percy, from Melbourne law firm <a href="https://www.headandheartestateplanning.com.au">Head and Heart Estate Planning</a>, joins me today on the podcast to discuss the elements of an estate plan and how to navigate them.&nbsp; &nbsp;An estate plan extends beyond just creating a Will, there are not only many assets or structures that fall outside the Will, but the process also includes thinking about who and how your children are cared for and giving somebody power to make decisions in the event you are incapacitated.&nbsp;&nbsp;
If this task has been on your to-do list, this episode is a must listen!
CREDITS
Host: <a href="https://moneymode.com.au/about/meet-our-founder/">Renae Vercoe</a>
Producer:&nbsp;<a href="https://rachaelhart.org/">Rachael Hart</a>
CONTACT US
Website: <a href="https://moneymode.com.au/savvy-mumma/">https://moneymode.com.au/savvy-mumma/</a> Savvy Mumma Facebook Group: <a href="https://www.facebook.com/groups/419421212036848/">Join us</a>&nbsp;
THIS WEEKS GUEST:
Lucy Percy
Lucy Percy is a mother of three and the Principal Lawyer at Head and Heart Estate Planning.&nbsp; Lucy helps her clients navigate the very delicate topic of estate planning and guides individuals and couples on what they should consider and ultimately how to take charge of their responsibilities to provide a loving and secure future for their family or loved ones in the event of death.
Resources:
A Guide to Choosing a Guardian of your Children:&nbsp; <a href="https://www.headandheartestateplanning.com.au/">https://www.headandheartestateplanning.com.au/</a>
An Estate Planning&nbsp;Guide for Separation to Divorce:&nbsp; <a href="https://www.headandheartestateplanning.com.au/resources">https://www.headandheartestateplanning.com.au/resources</a>
&nbsp;

Let's start the money conversation, one that is relevant for Mums juggling life, careers, finances, households..not to mention the all important role of being a Mum.

As the creator of Savvy Mumma, I want this to be a safe and supportive environment to share topics with like minded Mummas, to open the conversation in a positive, meaningful and non-jargon way. This is a real passion project for me and I want to see hundreds of women prosper and thrive with the know-how to get their money life sorted. 

- Renae Vercoe Creator of Savvy Mumma, Founder and Adviser of Money Mode Advice.

Let's start the money conversation, one that is relevant for Mums juggling life, careers, finances, households..not to mention the all important role of being a Mum.
As the creator of Savvy Mumma, I want this to be a safe and supportive environment to share topics with like minded Mummas, to open the conversation in a positive, meaningful and non-jargon way. This is a real passion project for me and I want to see hundreds of women prosper and thrive with the know-how to get their money life sorted.&nbsp;
- Renae Vercoe Creator of Savvy Mumma, Founder and Adviser of Money Mode Advice.

Savvy Mumma Podcast

Let's start the money conversation, one that is relevant for Mum's juggling life, careers, finances, households..not to mention the all important role of being a Mum.

As the creator of Savvy Mumma, I want this to be a safe and supportive environment to share topics with like minded Mummas, to open the conversation in a positive, meaningful and non-jargon way. This is a real passion project for me and I want to see hundreds of women prosper and thrive with the know-how to get their money life sorted. 

- Renae Vercoe Creator of Savvy Mumma, Founder and Adviser of Money Mode Advice.

Let's start the money conversation, one that is relevant for Mum's juggling life, careers, finances, households..not to mention the all important role of being a Mum.
As the creator of Savvy Mumma, I want this to be a safe and supportive environment to share topics with like minded Mummas, to open the conversation in a positive, meaningful and non-jargon way. This is a real passion project for me and I want to see hundreds of women prosper and thrive with the know-how to get their money life sorted.&nbsp;
- Renae Vercoe Creator of Savvy Mumma, Founder and Adviser of Money Mode Advice.

Savvy Mumma

Why we all need an estate plan!

Welcome back to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households. 

Buying a property is one of the biggest financial commitments you will make in your lifetime, so buying quality property at a good price is essential.  So how do you know what the right property is?  And where can things go wrong?

Carly Susic from Select Property Advocates joins me today to discuss all this and so much more!  She shares her wealth of knowledge and experience about what the key ingredients are for making a successful property purchase, whether it be your home or an investment property.   

And yes – you heard it right, this is the last episode in Series 1 of the Savvy Mumma podcast.  But don’t despair, we are already busy working on Series 2 and can’t wait to be back with you soon.  Be sure to subscribe to the show and follow along on our social media to stay in the loop. 

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/

Savvy Mumma Facebook Group: Join us 

Instagram: https://www.instagram.com/moneymode_/

THIS WEEK'S GUEST:

Carly Susic is a highly experienced buyer and vendor advocate and Licensed Real Estate Agent with over 20 years of industry experience helping individuals, families and investors both and sell property.

Carly comes from a long line of passionate and successful real estate agents (3 generations, in fact) and has seen and heard it all!  After being regularly sought to share her market insights, property knowledge and expertise and tired of seeing people making poor property decisions (often from a place of emotion – fear or fatigue) – Carly founded Select Property Advocates to empower people to make the right property decisions and provide independent support and advice to help both buyers and sellers navigate the property market.

https://selectpropertyadvocates.com.au/

You should know:

Savvy Mumma exists purely for educational purposes and the discussions we share are general in nature and do not consider your personal objectives, financial situation or needs. Therefore before acting on this information, consider its appropriateness and seek independent financial advice before committing to any personal investment.  Money Mode Advice Pty Ltd (ABN 29 627 492 791) is a corporate authorised representative, and Renae Vercoe is an authorised representative, of First Financial Pty Ltd (AFSL 481098, ABN 15 167 177 817).

Welcome back to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households.&nbsp;
Buying a property is one of the biggest financial commitments you will make in your lifetime, so buying quality property at a good price is essential. &nbsp;So how do you know what the right property is?&nbsp; And where can things go wrong?
Carly Susic from Select Property Advocates joins me today to discuss all this and so much more!&nbsp; She shares her wealth of knowledge and experience about what the key ingredients are for making a successful property purchase, whether it be your home or an investment property.&nbsp;&nbsp;&nbsp;
And yes &ndash; you heard it right, this is the last episode in Series 1 of the Savvy Mumma podcast.&nbsp; But don&rsquo;t despair, we are already busy working on Series 2 and can&rsquo;t wait to be back with you soon.&nbsp; Be sure to subscribe to the show and follow along on our social media to stay in the loop.&nbsp;
CREDITS
Host: <a href="https://moneymode.com.au/about/meet-our-founder/">Renae Vercoe</a>
Producer:&nbsp;<a href="https://rachaelhart.org/">Rachael Hart</a>
CONTACT US
Website: <a href="https://moneymode.com.au/savvy-mumma/">https://moneymode.com.au/savvy-mumma/</a>
Savvy Mumma Facebook Group: <a href="https://www.facebook.com/groups/419421212036848/">Join us</a>&nbsp;
Instagram: <a href="https://www.instagram.com/moneymode_/">https://www.instagram.com/moneymode_/</a>
THIS WEEK'S GUEST:
Carly Susic is a highly experienced buyer and vendor advocate and Licensed Real Estate Agent with over 20 years of industry experience helping individuals, families and investors both and sell property.
Carly comes from a long line of passionate and successful real estate agents (3 generations, in fact) and has seen and heard it all!&nbsp; After being regularly sought to share her market insights, property knowledge and expertise and tired of seeing people making poor property decisions (often from a place of emotion &ndash; fear or fatigue) &ndash; Carly founded <a href="https://selectpropertyadvocates.com.au/">Select Property Advocates</a> to empower people to make the right property decisions and provide independent support and advice to help both buyers and sellers navigate the property market.
<a href="https://selectpropertyadvocates.com.au/">https://selectpropertyadvocates.com.au/</a>
You should know:
Savvy Mumma exists purely for educational purposes and the discussions we share are general in nature and do not consider your personal objectives, financial situation or needs. Therefore before acting on this information, consider its appropriateness and seek independent financial advice before committing to any personal investment.&nbsp; Money Mode Advice Pty Ltd (ABN 29 627 492 791) is a corporate authorised representative, and Renae Vercoe is an authorised representative, of First Financial Pty Ltd (AFSL 481098, ABN 15 167 177 817).

How to buy the right property!

Marker 01

Welcome to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households. 

Our relationship with ‘Money’ and 'Money in our Relationships, it’s a big beast.  It plays out in so many ways with so many complexities.   

If you've ever argued about money in your relationship, I'm pretty confident that if you peeled back enough layers you would find that the arguments are not actually about the money at all. They are about something deeper – your values, your beliefs, your hopes, dreams and your fears.

In this ‘Money Talk’ I share with you how to uncover your personal money story (because this is who we are and what we know about money),  how to tackle the money conversation with your partner in a meaningful way and how to pave your own money story going forward and have a new lens on money in your relationship (which will be the key to getting you from where you are to where you want to be).

 

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/

Savvy Mumma Facebook Group: Join us 

 

LINKS MENTIONED IN THIS WEEKS SHOW:

Read my top tips for tackling the money topic in new relationship: https://moneymode.com.au/money-and-relationships/

Enrolments for Money Mode's Kickstart course (the final one for 2020) are open and the course commences on 19th October: https://moneymode.com.au/kickstart/

 

Welcome to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households.&nbsp;
Our relationship with &lsquo;Money&rsquo; and 'Money in our Relationships, it&rsquo;s a big beast.&nbsp; It plays out in so many ways with so many complexities.&nbsp; &nbsp;
If you've ever argued about money in your relationship, I'm pretty confident that if you peeled back enough layers you would find that the arguments are not actually about the money at all. They are about something deeper &ndash; your values, your beliefs, your hopes, dreams and your fears.
In this &lsquo;Money Talk&rsquo; I share with you how to uncover your personal money story (because this is who we are and what we know about money), &nbsp;how to tackle the money conversation with your partner in a meaningful way and how to pave your own money story going forward and have a new lens on money in your relationship (which will be the key to getting you from where you are to where you want to be).
&nbsp;
CREDITS
Host: <a href="https://moneymode.com.au/about/meet-our-founder/">Renae Vercoe</a>
Producer:&nbsp;<a href="https://rachaelhart.org/">Rachael Hart</a>
CONTACT US
Website: <a href="https://moneymode.com.au/savvy-mumma/">https://moneymode.com.au/savvy-mumma/</a> Savvy Mumma Facebook Group: <a href="https://www.facebook.com/groups/419421212036848/">Join us</a>&nbsp;
&nbsp;
LINKS MENTIONED IN THIS WEEKS SHOW:
Read my top tips for tackling the money topic in new relationship: <a href="https://moneymode.com.au/money-and-relationships/">https://moneymode.com.au/money-and-relationships/</a>
Enrolments for Money Mode's Kickstart course (the final one for 2020) are open and the course commences on 19th October: <a href="https://moneymode.com.au/kickstart/">https://moneymode.com.au/kickstart/</a>
&nbsp;

Money Talk | Money and Relationships

Welcome back to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households. 

Our relationship with money is often complex and to have a great relationship with it and a sense of success with it, we need to focus on more than just the practical side of managing it.    

There are psychological and behavioural drivers that play a huge role in our overall financial wellbeing and they have very close links to our mental health, our sense of self-worth and our deep-seeded money story.

We cover some big themes in this episode and explore why knowing something and doing something are worlds apart, how to put the brakes on self-sabotage, why we fall into traps such as ‘retail therapy’, how to tame our inner critic and very importantly how to adopt good habits that stick.

CREDITS

Host: Renae Vercoe

Producer: Rachael Hart

CONTACT US

Website: https://moneymode.com.au/savvy-mumma/

Savvy Mumma Facebook Group: Join us 

THIS WEEK'S GUEST:

Jane Monica-Jones

Jane Monica-Jones is Australia's leading Financial Therapist. She is a pioneer in the study of the psychological and behavioural management issues of us and money. Through her work Jane supports and repairs many of the maladaptive practice we have with finances, such as being unable to save or budget, gambling, overt financial risk, retail therapy, overspending and underearning.

https://www.janemonicajones.com/

In 2019 she released her latest book The Billionaire Buddha, which is a step-by-step guide to profoundly understanding our unique relationship with money.   

Book link: https://www.amazon.com/Billionaire-Buddha-Jane-Monica-Jones-dp-1719276722/dp/1719276722



You should know:

Savvy Mumma exists purely for educational purposes and the discussions we share are general in nature and do not consider your personal objectives, financial situation or needs. Therefore before acting on this information, consider its appropriateness and seek independent financial advice before committing to any personal investment.  Money Mode Advice Pty Ltd (ABN 29 627 492 791) is a corporate authorised representative, and Renae Vercoe is an authorised representative, of First Financial Pty Ltd (AFSL 481098, ABN 15 167 177 817).

Welcome back to the Savvy Mumma podcast, starting a money conversation relevant for Mums who are busy juggling life, careers and households.&nbsp; Our relationship with money is often complex and to have a great relationship with it and a sense of success with it, we need to focus on more than just the practical side of managing it.&nbsp;&nbsp;&nbsp;&nbsp;
There are psychological and behavioural drivers that play a huge role in our overall financial wellbeing and they have very close links to our mental health, our sense of self-worth and our deep-seeded money story.
We cover some big themes in this episode and explore why knowing something and doing something are worlds apart, how to put the brakes on self-sabotage, why we fall into traps such as &lsquo;retail therapy&rsquo;, how to tame our inner critic and very importantly how to adopt good habits that stick.
CREDITS
Host: <a href="https://moneymode.com.au/about/meet-our-founder/">Renae Vercoe</a>
Producer:&nbsp;<a href="https://rachaelhart.org/">Rachael Hart</a>
CONTACT US
Website: <a href="https://moneymode.com.au/savvy-mumma/">https://moneymode.com.au/savvy-mumma/</a> Savvy Mumma Facebook Group: <a href="https://www.facebook.com/groups/419421212036848/">Join us</a>&nbsp;
THIS WEEK'S GUEST:
Jane Monica-Jones
Jane Monica-Jones is Australia's leading Financial Therapist. She is a pioneer in the study of the psychological and behavioural management issues of us and money. Through her work Jane supports and repairs many of the maladaptive practice we have with finances, such as being unable to save or budget, gambling, overt financial risk, retail&nbsp;therapy, overspending and underearning.
<a href="https://www.janemonicajones.com/" data-saferedirecturl="https://www.google.com/url?q=https://www.janemonicajones.com/&amp;source=gmail&amp;ust=1600771977218000&amp;usg=AFQjCNET8qEJqFxekfCmM6F2O_wAIudVtw">https://www.janemonicajones.com/</a>
In 2019 she released her&nbsp;latest book&nbsp;The Billionaire Buddha, which is a step-by-step guide to profoundly understanding our unique relationship with money.&nbsp;&nbsp;&nbsp;
Book link:&nbsp;<a href="https://www.amazon.com/Billionaire-Buddha-Jane-Monica-Jones-dp-1719276722/dp/1719276722" data-saferedirecturl="https://www.google.com/url?q=https://www.amazon.com/Billionaire-Buddha-Jane-Monica-Jones-dp-1719276722/dp/1719276722&amp;source=gmail&amp;ust=1600771977218000&amp;usg=AFQjCNE8cKMi7OfEpp5ZTwbm-uGEH4S2Qg">https://www.amazon.com/Billionaire-Buddha-Jane-Monica-Jones-dp-1719276722/dp/1719276722</a> 
You should know:
Savvy Mumma exists purely for educational purposes and the discussions we share are general in nature and do not consider your personal objectives, financial situation or needs. Therefore before acting on this information, consider its appropriateness and seek independent financial advice before committing to any personal investment.&nbsp; Money Mode Advice Pty Ltd (ABN 29 627 492 791) is a corporate authorised representative, and Renae Vercoe is an authorised representative, of First Financial Pty Ltd (AFSL 481098, ABN 15 167 177 817).

Why we all need an estate plan!

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