Welcome to Episode 3 of The Fine Answers Podcast. Today Jay Burke, Managing Director at Burke Britton Financial Partners is joined by colleague, friend, and Certified Financial Planner Ben Kemp.
We start by discussing the reluctance most people have, in discussing death and estate planning, and the risks this reluctance creates for families and finances.
We look at the fear of looming interest rate rises and what action people should be taking both now and in the future to benefit from them.
We unpack some client questions around how Baby Boomers can help their kids into an inflated property market.
And finally, we emphasise the importance of Spending up and doing things you want to do while you have the Window of "Time, Money, and Health" to enjoy.
We hope you enjoy this discussion.
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au or visit our website at www.bbfp.com.au
