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It's No Secret

Catherine Emerson & Christine Jensen

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59. How to Invest for Your Family

Recently, Kernel hosted an event in collaboration with Lighthouse Financial, Haigh Lyon, and Edwards & Co. all about the exciting world of investing for your family. And one of the panellists in this event actually happens to be our very own co-host, Cat! Tune into this special episode as Cat adds her unique insights on how parents can set their families up for success. We were also lucky to have James Blair, the Wealth Director at Lighthouse Financial, and Shaun McGivern, the Principal Lawyer at Haigh Lyon, sharing their expert insights too.  Specifically, we speak about: Why investing in a will is incredibly important for your children and loved ones, especially if something unexpected happensWays for parents to encourage great money habits for their kids through using investing accounts and rewarding good money behavioursThe importance of transparency with finances when it comes to your kids during good times and badWhy using simple money habits such as starting early and consistently can really go a long way when it comes to creating wealth for your familyA few ideas and scenarios that you can think about when it comes to protecting and managing your wealthLearn more from our partners: Lighthouse Financial: https://lighthousefinancial.co.nz/contact-us/Haigh Lyon Lawyers: https://haighlyon.co.nz/contactEdwards and Co: https://edwardsandco.nz/products/oliveIf 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

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