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Why Financial Advisors Say Most People Are Making This Mistake

Автор: Mindset Profits

Загружено: 2026-01-22

Просмотров: 5762

Описание: Most families don’t lose wealth because they lack money. They lose it because they avoid planning.

In this powerful conversation, registered financial planner Joe Nketane breaks down the truths most people never hear about wills, inheritance, and long-term wealth planning. We unpack why people delay these conversations, how families fall apart after death, and how poor structures quietly destroy legacies.

Contact Joe ~   / joe-nketane-84a553142  

The Online Monetisation Playbook with Ntando Maseko & DBA
Get DBA Volume 3 - https://shop.beacons.ai/ntandomaseko/...

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Time Stamps
0:00 – Why people avoid financial advisors
3:45 – The “grudge purchase” mindset
7:48 – DIY investing vs real planning
10:00 – Life cover explained
13:55 – The danger of lump sums
16:30 – Protecting children with trusts
23:13 – How to choose a good advisor
32:00 – Why everyone needs a will
35:09 – The AKA estate lesson
49:40 – The R70 million story

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Why Financial Advisors Say Most People Are Making This Mistake

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