In this episode, Warren Ingram invites Jan du Plessis, CEO of the Fiduciary Institute of Southern Africa (FISA), to do a series on the importance of estate planning for all South Africans. They discuss common pitfalls, legal requirements, and practical tips to ensure your estate is in order and your loved ones are protected.

Chapters

• 00:00 Why Estate Planning Matters for Everyone
• 02:01 The Most Common Estate Planning Mistakes
• 04:25 Why Wills Need Regular Updates
• 07:58 Guardianship, Children, and Trusts
• 12:07 Divorce and Invalid Wills
• 13:21 What Makes a Will Legally Valid
• 16:04 Undue Influence and Inheritance Disputes
• 20:49 Why Fiduciary Professionals Matter
• 23:35 Final Advice: Don’t Leave It to Chance

Learn more about how FISA can help you here.

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In this episode, Warren Ingram and Pieter de Villiers invite guest speaker George Kusche to talk through his remarkable journey of winning the Comrades Marathon while balancing full-time studies in actuarial science, family, and personal development. Discover how he maintains focus, consistency, and purpose across multiple demanding areas of life.

Chapters

• 00:00 Introduction to George Kusher
• 02:23 Balancing Life and Ambition
• 05:43 The Path to Becoming a Comrades Champion
• 10:27 Mental Strategies During Races
• 15:29 The Journey vs. Destination
• 20:43 Overcoming Challenges and Finding Fulfillment
• 22:35 The Science of Training and Sharing Knowledge

https://www.gorunmore.com

Learn more about Prescient Investment Management here.

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Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

In this episode, Warren Ingram and Pieter de Villiers explore the complexities of money personalities, the implications of debt, and how different life choices impact financial well-being. They discuss practical scenarios, psychological perspectives, and the importance of balance in personal finance.

Chapters:

• 00:36- The importance of conversations around money
• 01:48- Long-term consequences of debt and estate implications
• 02:18- Exploring the four main money personalities
• 04:06- Risks associated with debt behaviors and lifestyle choices
• 04:35- The impact of personality on wealth accumulation and life satisfaction
• 06:00- Practicalities of debt at death and estate settlement process
• 07:15- How banks evaluate creditworthiness and the role of insurance
• 09:16- Estate priorities and typical debt repayment sequences
• 10:14- Selling assets to settle estates and consequences for beneficiaries
• 12:20- Risks for joint estates and shared debt liability
• 15:07- Living for today versus planning for future security
• 16:40- The influence of childhood and environment on money habits
• 17:08- Finding a balance: enjoying life and being prepared
• 18:30- Recognizing the value of both saving and savoring the moment
• 21:53- The concept of life phases and prioritizing accordingly
• 22:46- Encouraging open conversations and sharing different perspectives

Learn more about how Curate Investments can help you here.

Send us Fan Mail

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod