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Podcast: The Wallet
Episode:

Money, relationships & estate planning, with Lottie Leefe

Category: Education
Duration: 00:41:40
Publish Date: 2020-10-14 23:01:37
Description:

We all have our own beliefs and definitions when it comes to money. It can feel overwhelming or embarrassing to talk about our finances, so it’s no surprise that money can be a source of stress in our personal relationships, putting couples or families, under significant stress. 


Joining me today is Lottie Leefe, founder of The Dura Society and a financial advisor who is helping women through different stages of life to improve and take control of their wealth and wellbeing. 


In this episode Lottie shares her top tips to opening up the conversation of money within a relationship.


Together we cover what you should consider before making joint financial decisions, as well as providing valuable guidance on being financially prepared for the unexpected (wills, pension beneficiaries, insurances).


We also talk about what to do and how to look after yourself when you end up in very challenging situations such as debt, economic abuse or divorce.


I hope you enjoy this episode and find it useful.


Lottie has shared some great resources in this episode. All the links are below:



You can follow and connect with Lottie at:



You can learn more about Vestpod and subscribe to our newsletter here: https://www.vestpod.com. You can follow us on Instagram @vestpod and join our Facebook group. My book is available to purchase from Amazon and your favourite bookshop.


* Please note that we are not certified financial advisers! The articles and information made available on Vestpod and this podcast are provided for information and educational purposes only and do not constitute financial advice. You are advised to consult with an independent financial advisor for advice on your specific circumstances.*




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