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Most parents think legacy means a will they’ll sort out one day. Certified financial planner from Meta Heights Capital, Lerato Mahasha says that’s only half the story.
Meg and Lerato talks to about the “dual legacy“: the assets you leave behind and the values that go with them. Lerato explains why families over-index on money and leave values to “someday.”
They cover which debts to kill first, why retirement usually beats education savings and the biggest money mistake parents make in a child’s first five years. Lerato also breaks down what happens to your children and your estate if you die without a will, and how to actually choose a guardian.
IN THIS EPISODE YOU’LL LEARN
- What the “dual legacy” is, and why most families only plan for half of it
- The first financial move to make, even on a tight budget
- Retirement or education savings: which comes first
- The biggest money mistake parents make in the first five years
- What happens to your children and estate if you die without a will
- What to weigh up when choosing a guardian
- Simple ways to pass down values through stories and family traditions
ABOUT THE GUEST
Lerato Mahasha is a Certified Financial Planner at Meta Heights Capital, helping families build financial strategies alongside wills, trusts and estate planning.
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Sense by Meg Faure is a weekly podcast for parents who want evidence-based, compassionate guidance. Hosted by OT, author and parenting expert Meg Faure, each episode brings together expert insight and real-world experience to help parents feel informed and supported. The podcast is proudly associated with Parent Sense, the all-in-one parenting app for routines, sleep, nutrition and expert advice.
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