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The Cayman Life · Jul 5, 2025 · 54 min

S1 E3: Georgina Lockstab on Money, Mindset, and Planning for the Future

Georgina Lockstab, a financial planner and fiduciary, talks with Stefan about how we think about money — and why that mindset matters more than most people realise. They cover everything from building trust with clients, to how emotions shape financial decisions, and why having a “margin of safety” is key in both investing and life. Georgina also shares real talk on estate planning, real estate, and how to make your money work toward the life you actually want.

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Georgina Lockstab, a financial planner and fiduciary, talks with Stefan about how we think about money — and why that mindset matters more than most people realise.

They cover everything from building trust with clients, to how emotions shape financial decisions, and why having a “margin of safety” is key in both investing and life. Georgina also shares real talk on estate planning, real estate, and how to make your money work toward the life you actually want.