The Dual Legacy: What Every Parent Should Know About Money and Values | S9 | E218

Most parents think legacy means a will they'll sort out one day. Certified financial planner from Meta Heights Capital, Lerato Mahasha says that's only half the story.Meg and Lerato talks to about the "dual legacy": the assets you leave behind and the values that go with them. Lerato explains why families over-index on money and leave values to "someday."They cover which debts to kill first, why retirement usually beats education savings and the biggest money mistake parents make in a child's first five years. Lerato also breaks down what happens to your children and your estate if you die without a will, and how to actually choose a guardian.IN THIS EPISODE YOU'LL LEARNWhat the "dual legacy" is, and why most families only plan for half of itThe first financial move to make, even on a tight budgetRetirement or education savings: which comes firstThe biggest money mistake parents make in the first five yearsWhat happens to your children and estate if you die without a willSimple ways to pass down values through stories and family traditionsABOUT THE GUESTLerato Mahasha is a Certified Financial Planner at Meta Heights Capital, helping families build financial strategies alongside wills, trusts and estate planning.REACH OUT TO META HEIGHTS CAPITALSocial Media Tags:InstagramWebsiteTikTokSign-up linkABOUT THE SENSE BY MEG PODCASTSense by Meg is a weekly podcast for parents who want evidence-based, compassionate guidance. Hosted by OT, author and parenting expert Meg Faure, each episode brings together expert insight and real-world experience to help parents feel informed and supported. The podcast is proudly associated with Parent Sense, the all-in-one parenting app for routines, sleep, nutrition and expert advice.Parent Sense App: Your all-in-one baby care app for routines, nutrition and expert advice.FOLLOW USMeg FaureInstagramLinkedInWebsiteParent SenseInstagramLinkedInWebsite#SenseByMegFaure #ParentSense #FamilyLegacy #FinancialPlanning #ParentingAdvice #WillsAndEstates #MoneyAndFamily #GenerationalWealth #MegFaure #ParentingPodcast