Matthew and Lionel, hosts of the Superman Podcast, discussed their approach to financial planning, client education, and the value of their services in providing financial guidance and easing clients' worries.

They also highlighted the challenges and benefits of providing financial advice to clients, particularly those with disabilities, and looking to retire.

And the importance of building long-term relationships with clients.

Lastly, the boys shared client feedback that highlighted the impact of financial advice.

Tune in to learn more about financial advice to see if it would benefit you.

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Today's episode we have a special guest, someone Matt has known as a friend & colleague for over 11 years.

We first met while working at the big corporate in Sydney. Our guest today is none other than Mr. Ronald Pratap.

Ron is the principal financial planner at RP Wealth management.

Ron is one of the most relatable and funny financial planners I've ever met, and he's dedicated to helping the people of Western Sydney get quality, financial advice.

Ron shared his background, including his upbringing on a single parent pension, his early career as a DJ, and his journey into financial planning.

During the conversation the boys discuss the importance of financial literacy, the value of building relationships in business, and the value of ongoing research in the financial planning industry.

This is a great podcast for those that are self employed and those looking for an insight as to how financial advice can add significant value.

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After Matt & Lionel discussed the importance of estate planning, they wanted to get an expert on the podcast to provide some valuable insights.

Alana Harden Williams from Cooper Williams discussed the importance of expert legal advice and guidance in creating a will, and the potential pitfalls of using online DIY will kits.

The team also discussed the potential costs and liabilities associated with estate disputes, the process of obtaining probate, and the importance of choosing an executor who is proactive and detail-oriented.

In addition, they explored the benefits of bundling services for retired clientele, the rise of granny flat arrangements, and the need for professionals to communicate complexities to clients.

Should you need expert legal advice for your estate planning needs - reach out to Alana at

https://www.cooperwilliams.com.au/

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