Episode 2: The Middle: Family, Growth, and Generational Shifts
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As we move into the next chapter of The Wealth Journey, host Nishlen Govender sits down with Citadel experts Jodi Suchard (Advisory Partner) and Seugnet Moggee (Fiduciary Specialist) to tackle the complex realities of financial planning in midlife. This episode explores the pivotal and often emotional decisions that shape long-term wealth and legacy.
From rising income levels and the temptation to overspend, to estate planning, trusts, and the challenges of supporting both children and ageing parents, this conversation dives into the real questions many families are quietly navigating. Jodi and Seugnet offer grounded, practical insights, backed by years of experience, on managing wealth across generations, the importance of a well-drafted will, and why your financial strategy should evolve as your family does.
Key Themes Covered:
Why it's never too late to start saving
What happens if you don’t have a will
How to plan financially for divorce or a multi-generational household
The right reasons to consider a trust in today's regulatory environment
The importance of empowering your children to become financially independent
Whether you’re a parent, a partner, or part of the sandwich generation, this episode has valuable advice to help you make confident decisions and protect your legacy.
Watch or listen now on Citadel’s website, Spotify, Apple Podcasts and YouTube.
Join the conversation and connect with a Citadel advisor at www.citadel.co.za
Your wealth journey - guided by Citadel.
From rising income levels and the temptation to overspend, to estate planning, trusts, and the challenges of supporting both children and ageing parents, this conversation dives into the real questions many families are quietly navigating. Jodi and Seugnet offer grounded, practical insights, backed by years of experience, on managing wealth across generations, the importance of a well-drafted will, and why your financial strategy should evolve as your family does.
Key Themes Covered:
Why it's never too late to start saving
What happens if you don’t have a will
How to plan financially for divorce or a multi-generational household
The right reasons to consider a trust in today's regulatory environment
The importance of empowering your children to become financially independent
Whether you’re a parent, a partner, or part of the sandwich generation, this episode has valuable advice to help you make confident decisions and protect your legacy.
Watch or listen now on Citadel’s website, Spotify, Apple Podcasts and YouTube.
Join the conversation and connect with a Citadel advisor at www.citadel.co.za
Your wealth journey - guided by Citadel.