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The latest news and insights on retirement planning, financial advice, investment and market updates.

Posts about Estate Planning:

A new way to think about inheritance

David York 30 August 2023
A new way to think about inheritance

Is inherited wealth a powerful tool or a destructive influence?

David York thinks it can be both, depending on how you define and use it. In this thought-provoking talk, he argues that we need to stop envisioning intergenerational wealth transfers in purely financial terms and start thinking about them as opportunities to share values and connections to the next generation.

5 Common Misconceptions About Money

Picture of Sam Stillone
Sam Stillone 13 January 2022
5 Common Misconceptions About Money

Your money beliefs can be protective or liberating ideas, thoughts, or opinions that you hold about money—often shaped by your life experiences, education and relationships (and your interpretation of these things).

Importantly, these beliefs can influence your financial attitudes and behaviours, which can, in turn, influence the prospect of accumulating more money (and creating wealth), now and in the future.

However, a key point is that these beliefs are ideas, thoughts, or opinions—not necessarily truths. By identifying and replacing these beliefs, you can develop a healthier relationship with money.

With this in mind, in this animation, we illustrate five common money misconceptions—one of which is ‘More money = More happiness’.

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