Episode 24 - Grandparents & Grand Plans: How to Build a Lasting Legacy for Your Grandkids

Lionel and Matt discussed the current state of their respective businesses. However, in this episode the boys focus on the challenges faced by grandparents who want to support their grandchildren financially. They also explored alternative investment options for grandchildren, such as superannuation, investment bonds and education bonds, which offer tax benefits and flexibility. Lastly, Matt emphasised the importance of understanding one's financial goals, whilst considering the highest and best use of capital, and encouraged listeners to reach out for professional advice if they are considering retiring early or creating a legacy for their grandchildren.*Apologises about the sound quality of this episode. Lionel O'Mally https://www.purposeplanning.com.au/https://bunniesmonies.com.au/Matthew McCabehttps://newcastleadvisors.com.au/https://newcastleadvisors.com.au/downsizers-australia/https://newcastleadvisors.com.au/claim-strong/ Hosted on Acast. See acast.com/privacy for more information.