Podcasts about financial legacy

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed George C. Fraser. Chairman & CEO of FraserNet, Inc., and a leading authority on networking and relationship building. Together, they explore the keys to generational wealth, the benefits of cryptocurrency, and the importance of creating a strong financial foundation. Mr. Fraser shares his powerful philosophy of loving, giving, serving, and adding value to others. Their conversation is packed with wisdom on financial legacy and wealth-building strategies. Don’t miss this inspiring episode of Money Making Conversation Master Class. #STRAW #BEST #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

There are plenty of logical reasons to devote some of our current wealth to future generations, such as supporting a better future for your family or society, the potential for estate tax benefits, and simply a common desire to build a legacy that endures beyond our lives. But tradeoffs abound when it comes to making such legacy decisions—not the least of which is how much do I want or need for myself today versus how much am I willing to give others for the future. Our choices may also be influenced by tendencies of human behavior or even our experience and feelings about legacy decisions of past generations. Do I feel like they were generous towards me, or selfish? Might that drive how I think about my own choices? On this episode of The Behavioral Divide, presented by Avantis Investors®, host Hal Hershfield speaks with Duke University Professor Kimberly Wade-Benzoni, an expert in intergenerational decision making, and Matt Hall, Co-Founder and CEO of Hill Investment Group, to examine what we can learn from both the academic research and real-world advisor-to-client experience to help us make better financial legacy decisions. If you enjoy the show, please let us know by subscribing and rating our series. We'd also love to hear from you on this topic. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Visit our website: https://a.vant.is/4id5Auj Other contact options: https://a.vant.is/3DeHC2Y Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/3ESJtLn Apple: https://a.vant.is/4hSX6c2 Follow us on social media: LinkedIn: https://a.vant.is/4gXL7Jd X: https://a.vant.is/4kfjHRD

After harrowing probes in the 1990s, Swiss banks thought they'd come to terms with their WWII-era ties to Nazis. But WSJ's Margot Patrick explains how documents newly unearthed from bank archives include shocking revelations.  Further Reading: -Nazi Ties to Credit Suisse Ran Deeper Than Was Known, Hidden Files Reveal  Further Listening: -What Just Happened at Credit Suisse?  -The Financial Legacy of the Nuclear Tests on Bikini Atoll  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey Rainmakers! Chelsey and Stephen here, and today we're diving into a game-changing topic with our good friend Ramie Khalil. You've heard us talk about making and multiplying money, but today we're focusing on how to protect it and ensure your family's financial future. What if you could build a wall around your wealth and guarantee a legacy for generations to come? That's exactly what we're covering in this episode! Ramie, a seasoned investment advisor, shares the strategies that high-level entrepreneurs, banks, and institutions use to preserve wealth through life insurance.  Before you are like, okay, this has nothing to do with me…hear us out!  We start by breaking down common misconceptions about life insurance, especially the controversial shift from term to whole life policies. If you've ever wondered how to make life insurance work for you, this episode will open your eyes to the concept of building cash value and creating a guaranteed financial safety net for your family. We explore the powerful features of whole life insurance, including its unique ability to build equity and provide access to cash value while still growing wealth over time. Ramie shares real-life examples of families who've used these strategies to leave lasting legacies and the peace of mind it brings to know that their loved ones are financially secure. Chelsey and Stephen also reflect on how these principles have transformed their own financial strategy, emphasizing the importance of structured wealth-building tools. If you're curious about how these concepts apply to your stage of life, this episode is a must-listen. Whether you're just starting your financial journey or looking to solidify your legacy, Ramie provides a clear and actionable framework to evaluate your options and take the next step.   Connect with us: ► Rainmaker Instagram: @therainmakerfamily   ► Chelsey Instagram: @chels_diaz   ► Stephen Instagram: @steezdiaz    ► TikTok: @therainmakerfamily   ► Facebook: @diazfamilylegacy   ► Website: @https://therainmakerfamily.com   Join Our Next Rainmaker Challenge - How To Make Passive Income From Home: https://therainmakerchallenge.com   Save On Our Favorite Things: https://rainmakerfamily.com/deals   Watch The Million Dollar Mama Case Study: https://www.makeitrainmomma.com/casestudy   Episode Minute by Minute:  0:00 - Introduction: Building a Financial Legacy 1:00 - Ramie's Journey: From Real Estate to Wealth Preservation 6:00 - Term vs. Whole Life Insurance: What You Need to Know 10:30 - Cash Value: Building Wealth Through Life Insurance 15:00 - Real-Life Stories of Legacy Planning 20:00 - Breaking Misconceptions Around Life Insurance 30:00 - Advanced Strategies for Baby Boomers 39:00 - How to Get Started: Free Consultation with Ramie

Dr. Addison Killeen discusses the financial aspect of leaving an intentional legacy. Learn four key steps: assembling a trusted advisory team, creating a tax strategy, organizing clear access to accounts, and setting up a trust. Plan today for a meaningful legacy tomorrow. For more information about Dr. Addison Killeen, visit: ⁠www.addisonkilleen.com⁠ or interact with him on a daily basis at⁠ www.DentalSuccessNetwork.com⁠

Expanding my journey and continuing to help others requires self examination and uncovering truth. Who I Am and Whom I'm destined to be is in the making.  My 40th Legacy is a journey to my inner self and understanding the power of silence. Visit our Instagram at:IG: @financial_legacy_leaYou can reach us at:Email: president@aleashelpinghand.visionTo learn more, visit:http://www.aleashelpinghand.vision/Listen to more episodes on Mission Matters:https://missionmatters.com/author/lea-smith

Lewis Weil is a former scientist turned entrepreneur and financial planner. With a background in molecular biology and a knack for running diverse business projects, Lewis decided to use his privilege of growing up around financial planners to support marginalized people plan their futures. As the founder of Lewis Weil Co., he brings a fresh and compassionate approach to financial planning. His philosophy centers around empowering people to align their finances with their values and life goals and understands the complex interplay between personal finance and individual well-being. Lewis's commitment to long-term thinking and understanding the societal impacts of financial decisions adds a unique dimension to his expertise, making him a trusted guide for historically excluded groups seeking inclusive and compassionate financial planning strategies. Through his holistic and shame-free approach, Lewis aims to support individuals in navigating the complexities of the financial system and finding financial security while honoring their motivations and purpose. The key moments in this episode are:  00:04:57 - Compassionate and Shame-Free Financial Planning  00:10:18 - Holistic Approach to Financial Planning  00:14:48 - Building a Financial Legacy  00:15:35 - Identifying Personal Values  00:16:49 - Managing Debt and Saving  00:19:21 - Budgeting for Variable Income  00:28:27 - The Changing Financial Landscape  00:30:00 - Connecting with Lewis   Connect with Lewis Weil Website: lewisweil.com LinkedIn: linkedin.com/in/lewisweil Instagram: @lewisweil   Connect with Amina AlTai Website: aminaaltai.com Instagram: @aminaaltai TikTok: @theaminaaltai Linkedin: linkedin/in/aminaaltai   

Is your legacy plan secretly working against your family's future? Watch as we unpack the multi-trillion-dollar wealth transfer reshaping America's financial landscape - and why traditional inheritance planning might set your family up for failure! Have you ever wondered why some families maintain their wealth for generations while others lose it all by the third generation? The answer is not luck — it's strategic legacy planning. Are you ready for a masterclass in family wealth preservation? It's time to learn how the proper legacy planning framework could be the missing piece in your family's financial future. Don't let your life's work become a family burden - join us for this transformative episode that goes beyond the basics of estate planning. Your family's future harmony might just depend on it!

In this conversation, Clint Davis and Lance Welch discuss the importance of legacy, financial health, and the intentional transfer of values, vision, knowledge, and wealth to future generations. They explore Lance's personal journey, the challenges of parenting, and the significance of being intentional in raising resilient children. The discussion emphasizes the need for families to define their values, create a vision for their legacy, and understand the role of wealth as a tool for positive impact. Practical insights and exercises from Lance's book, 'The Legacy Navigator,' are shared to help families navigate these crucial topics. Website: https://www.thelancewelch.com/

Ever wondered how to build a financial model that not only supports sustainable agriculture but also stands resilient during market upheavals? Dan Miller, the visionary founder and CEO of Steward, shares his remarkable journey from co-founding Fundrise to pioneering a platform that empowers farmers with human-centric and flexible financing solutions. Tune in as he delves into the intricacies of Steward's alternative credit model, which has shown exceptional resilience even amid industry shakeups like the collapse of Silicon Valley Bank.   This episode reveals the transformative power of regenerative agriculture and distributed food systems in a post-pandemic world. Through compelling stories, including the rise of a vertically integrated meat company, Dan illustrates how Steward identifies and nurtures impactful projects. He also candidly discusses the evolution of his decision-making skills and the essential role that trusting one's instincts plays in leadership. As a remote-first company, Steward emphasizes flexibility and personal fulfillment, creating an environment where team members can seamlessly blend their passions with their work. Don't miss this insightful conversation on building a values-driven financial legacy and supporting the future of sustainable food systems. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Introduction to Dan Miller, Founder and CEO of Steward 00:01:15 - Dan Miller's Background and Journey from Fundrise to Steward 00:02:20 - The Concept and Operation of Steward: Online Capital Raising for Sustainable Food Systems 00:03:45 - Impact of Interest Rate Changes and Resilience During Market Freezes, including the Silicon Valley Bank Collapse 00:05:00 - Identifying and Supporting Worthy Projects: Example of a Vertically Integrated Meat Company 00:08:00 - Building a Unique Credit Model for Alternative Agriculture and Regional Food Systems 00:09:45 - Initial Challenges and Evolution of Decision-Making in Financing Non-Traditional Agricultural Enterprises 00:11:15 - Surge in Recognition of Regenerative Agriculture Post-Pandemic 00:12:00 - Trusting Instincts and Lessons Learned from Various Business Ventures 00:13:00 - Steward's Remote-First Company Model: Flexibility and Personal Fulfillment 00:14:30 - Supporting Undervalued Businesses with Human and Flexible Financing Solutions 00:16:00 - Insights on Sustaining Regional Food Systems 00:17:00 - Significance of a Human-Centric Approach to Finance 00:18:30 - Surprises and Positive Developments in Sustainable Agriculture and Steward's Impact 00:20:00 - The Importance of Values and Culture in Steward's Operations 00:21:30 - Building Legacy Through Sustainable and Regenerative Agriculture 00:22:30 - Future Projects and Expansion Plans for Steward 00:23:30 - How Listeners Can Get Involved with Steward 00:24:00 - Closing Remarks and Final Thoughts from Dan Miller 00:25:00 - Conclusion and Where to Find More Information About Steward Visit the website https://gosteward.com/ to find out what Dan and Steward are up to.   Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Today, I'm thrilled to be speaking with Will Duke, a successful entrepreneur turned investor and a valued member of the Lifestyle Investor Mastermind. Will shares his incredible journey from running two businesses to selling them for significant exits, all while transitioning into a successful investor. What makes his story unique is his thoughtful and patient approach to investing—focusing on building a solid foundation before diving into deals.We explore the lessons Will learned from exiting his companies, his insights on how to approach private investments with caution, and the importance of continuous education. Will's journey is a masterclass in how to strategically grow wealth through smart investing, while avoiding the common pitfalls that many fall into.In this episode, you'll learn: ✅ The exact vetting process Will uses to minimize risk and maximize returns, ensuring each investment aligns with his risk tolerance and long-term goals.✅ Tax-optimization strategies that have saved Will millions during exits and investment deals. ✅ How to determine whether your business is ripe for exit, structuring the exit for maximum profitability, and the often-overlooked challenges of transitioning from an entrepreneur to investor.Show Notes: LifestyleInvestor.com/200Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For more information and show notes visit: https://www.bwmplanning.com/post/84In this episode, we discuss some thought-provoking ideas and share our insights on optimizing investments, lowering future taxes, and growing wealth. Here are three key takeaways from this enlightening discussion:1. Intentional Spending and Memory DividendsOne of the main points we explored in the episode is the concept of intentional spending and the idea of "memory dividends." We discussed how being intentional with how you spend your time and money can lead to meaningful experiences that pay off in the form of cherished memories. By investing in worthwhile experiences, you are essentially creating lasting memories that enrich your life.2. Challenging Traditional Retirement PlanningWe delved into the notion that net worth should peak around age 50, as suggested in the book. While this idea may seem appealing, we highlighted the potential risks and challenges associated with this approach, especially in the context of sequence of returns risk and changing financial landscapes. It's essential to consider the practical implications and long-term sustainability of such a strategy.3. Balancing Savings and ExperiencesAnother key takeaway from the episode was the importance of finding a balance between saving for the future and enjoying life experiences in the present. We discussed the value of making meaningful investments in experiences that create lasting memories, even if they may not align with traditional financial optimization strategies. It's about finding the right balance between saving for the future and living in the moment.If you're interested in optimizing your investments, lowering future taxes, and growing your wealth, this episode is a must-listen!As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com.Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

In the world of estate planning and financial advising, it's not every day that we stumble upon a gem of a conversation that reminds us why our work is so crucial. Today, I'd like to share an inspiring encounter highlighting the importance of meticulous planning and open family dialogue. If you are looking for a pitch-perfect example of how to do legacy planning correctly, today's video is a must-see. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

JOHN DENVER'S LEGACY: A FAMILY FEUD UNVEILED Delve into the captivating life and illustrious career of the legendary musician, John Denver, in this revealing YouTube video. Explore Denver's rise to fame, his timeless hits like "Take Me Home, Country Roads," and his profound impact on the music industry. But behind the scenes, a bitter family estate feud brewed, lasting over five tumultuous years in the courts. Discover the intricate details of this contentious battle that marred Denver's legacy and left a lasting impact on his family.Gain insight into the importance of financial and estate planning as we unravel the complexities of Denver's estate debacle. Learn valuable lessons on how to navigate your own financial and estate affairs with ease, ensuring a smooth transition of assets and avoiding potential family disputes.Join us on a journey through the highs and lows of John Denver's life and career, while uncovering valuable tips for securing your own financial future.Don't forget to hit that subscribe button and activate the notification bell to stay tuned for more thought-provoking content.Share this video with your friends and family as we strive to raise awareness and destigmatize battling Life's obstacles.TALKING TABOO WITH TINA PODCAST is brought to you from YOUR BACKUP PLAN. YOUR BACKUP PLAN APP puts your life in 1-place in preparation of any unpredictable circumstance while taking the painful aftermath out of any tragedy! Whether you are a senior, retired, single, or have a family you will want to get this APP for yourself to be more organized!❤️ ⚠️ Picture this: that horrible knock on the door, the c-word, or that dreaded phone call informing you that someone you love has been in a car accident. Life is unpredictable, and we want to make sure you're protected through it all.✅ That's where we come in. We've got your back, no matter the difficulty. Our app is designed to give you a Plan B, ensuring your finances are taken care of, even in the worst-case scenario. Download our app today and gain peace of mind.

Inheriting assets from loved ones can bring on a combination of emotional and financial decisions. Unfortunately, this can make it harder to make the right choice. Today, Paul lists all of the most common inherited assets and common mistakes people make with them. Later in the episode, Paul talks about why fear around the US dollar is usually misinformation and why a country's trade position suffers when their currency weakens against the dollar. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Five principles for getting one's financial house in order; based on various Scripture passages. (Included in the 5-part series "Keeping the End in Mind".) Order this full message on MP3! To support this ministry financially, visit: https://www.oneplace.com/donate/1213/29

Five principles for getting one's financial house in order; based on various Scripture passages. (Included in the 5-part series "Keeping the End in Mind".) Order this full message on MP3! To support this ministry financially, visit: https://www.oneplace.com/donate/1213/29

Wondering what it's like to start house hacking WITHOUT the help of a parent's trust fund or getting extremely lucky with opportunities? Join us for this episode as Canon Furth shares his journey through the highs and lows of house hacking. Kicking off with the burning question of overcoming the initial fears and uncertainties of investing, Canon's story shows that anyone can take the first steps toward financial freedom and succeed. From understanding the housing market economy to navigating tenant screening, this episode offers must-hear wisdom for beginners and seasoned investors alike. We discuss personal anecdotes and real-life experiences that provide a glimpse into the realities of house hacking, renovating, buying properties, and even moving to Denver! Whether you're just starting out or looking to expand your investment portfolio, Canon's story offers a realistic roadmap to success in real estate investment and financial freedom. Learn how to start small, overcome obstacles, and leave a lasting legacy for your future self and family. PODCAST HIGHLIGHTS: [4:15] Starting point [9:00] Overcoming the scary stuff [14:05] Understanding the economy of the housing market [16:05] Screening tenants [19:50] Moving to Denver [22:54] Renovation and purchase numbers [29:48] Diving into his portfolio [39:06] looking into his current cashflow and plans [42:05] Start small and keep going [44:50] On leaving a legacy HOSTS    Craig Curelop   

In this episode, we explore the vital practice of multigenerational financial planning. This episode guides families on how to collectively build and maintain wealth, incorporating Infinite Banking principles. We discuss establishing family governance, educating all generations on financial matters, and aligning individual goals with a unified vision for family wealth. Additionally, we delve into succession planning and share success stories from families who've excelled in this endeavor. Perfect for families aiming to strengthen their financial future together, this episode offers essential strategies and insights for creating and preserving a lasting financial legacy. Be sure to subscribe to our channel for more content like this!

It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy. Podcast Episodes Referenced:- Ep 219: Do you have a wealth preservation plan?- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Retirement Planning Tool vs Working with a Financial Planner- Meaningful Ways to Leave a Financial Legacy for Your HeirsBlogs Referenced:- Why You Should Work with a Fiduciary Financial PlannerLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation (learn more about our services)- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of PennyWise, host Nat Cardona is joined by NerdWallet's personal finance writer Elizabeth Ayoola to unpack the concept of generational wealth and guide you on starting your own legacy of financial prosperity. From defining what generational wealth means to you, to taking the first steps towards investing, this episode is a resource for actionable advice. Elizabeth clarifies the process of wealth-building, emphasizing the importance of education, setting clear goals, and developing a tailored strategy. Whether you're a passive investor who prefers to 'set it and forget it' or someone looking for more active engagement, this episode covers various investment avenues, including the convenience and innovation of robo-advisors. Consistency is key, and despite the challenges of the current economy, Elizabeth highlights the power of compound interest and the need for time to let your investments flourish. Moreover, the discussion delves into the critical role of estate planning to ensure your hard-earned wealth serves your intended purpose for future generations. PennyWise is here to remind you that creating generational wealth is a marathon, not a sprint, and every small step is a stride towards financial freedom for your descendants. Tune in for an episode that could mark the beginning of your family's financial legacy. Episode References: NerdWallet | https://www.nerdwallet.com/ Episode summary created by https://headliner.app     Show notes created by https://headliner.app

In this episode, we explore the vital practice of multigenerational financial planning. This episode guides families on how to collectively build and maintain wealth, incorporating Infinite Banking principles. We discuss establishing family governance, educating all generations on financial matters, and aligning individual goals with a unified vision for family wealth. Additionally, we delve into succession planning and share success stories from families who've excelled in this endeavor. Perfect for families aiming to strengthen their financial future together, this episode offers essential strategies and insights for creating and preserving a lasting financial legacy. Be sure to subscribe to our channel for more content like this!

Welcome to the Money Talks News Podcast. In this episode we're talking about steps you should be taking right now to achieve financial freedom. No doubt you've imagined being financially independent: No job necessary, no money worries, no debt and plenty of savings. Of course, "financial freedom" means means different things to different people, but one thing's for sure: Not many of us are there yet. One recent survey found that only about 11% of Americans are living their definition of financial independence. But no matter what financial freedom means to you, there are some steps you can take to get there faster. And that's what we're going to talk about today. Today's guest is Jamila Souffrant, the founder of the award-winning podcast Journey to Launch and the author of the book Your Journey to Financial Freedom: A Step-By-Step Guide to Achieving Wealth and Happiness. Remember, even though we sometimes talk about money and specific investments on this show, don't take them as recommendations. Before investing in anything or making any money moves, do your own research and make your own decisions. Listen to the episode using the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. How to Reach Financial Independence Our guest Jamila has some great insights into reaching financial independence—whatever that means to you. We've also got some resources on how to take the steps to reach financial freedom. Plus, you can also get Stacy's book, Life or Debt. It's got helpful information on taking steps on your path to financial freedom. Side Hustle Success: Financial Freedom From Lipstick and Bras From Overwhelming Debt to Financial Freedom: How National Debt Relief Saved Lindsay's Life How to Reach for Financial Freedom with House Hacking 3 Ways Most Americans Define Financial Happiness 5 Ways to Kick-Start Your Journey to Financial Independence 17 Lessons From Regular People Who Achieved Financial Independence 15 Important Lessons From Financial Independence Blogs 5 Tips to Make Better Financial Decisions Sabotage: 10 Ways You're Crippling Your Financial Future Good vs. Bad Debt: A Quick Guide to Borrowing Wisely for Financial Success 15 Key Financial Terms to Know to Plan a Successful Future 9 Ways to Be More Financially Aware and Successful 11 Guidelines for Building a Financial Plan for the Life You Want Smart money moves for your future Don't forget that some of the money moves you make today can have a big impact on your financial future. Check out how to get more from your money and learn how to plan for the future. The Biggest Risk in Financial Planning: Avoiding Risk How to Boost Your Odds of a Successful Retirement to 97% How and Why to Pass on Financial Values to Your Heirs The Big Con: Outsmarting the 5 Sneakiest Financial Scams How to Balance Taking Care of Your Long- and Short-Term Financial Goals 28 Investing Tips From Today's Financial Geniuses Is a Financial Advisor Better Than a Financial Coach? The 7 Most Common Financial Regrets and How to Avoid Them How to Start Investing — No Matter How Much Money You Have The Top 4 Investing Blunders and How to Avoid Them The Right Advisor Can Double Your Retirement Savings: 4 Tips to Find One 9 Financial Bucket List Items to Check Off Before 60 10 Ways to Get Your Financial Life in Order How To Worry Less and Feel Good About Your Financial Future Boost Your Financial Fitness With These 11 Small Money Moves How to Leave a Financial Legacy of Generational Wealth Meet this week's guest, Jamila Souffrant Jamila Souffrant is the author of "Your Journey To Financial Freedom A Step-by-Step Guide to Achieving Wealth and Happiness" and the host of the Journey To Launch podcast. She is considered a go-to thought leader in the personal finance field and her work has been featured in BuzzFeed, ESSENCE, Refinery 29, Money Magazine, CNBC, CBS, Business Insider and more. The Journey To Launch Podcast has over 4+ million total downloads and was listed by the NYTimes as a podcast to help you get better with your money. Jamila and her husband saved $169,000 in two years, is also a mother of three young children and lives in Brooklyn, NY. Website Podcast Twitter/X Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

In this episode, Steve and Derrick delve into the importance of meticulous planning, tax strategies, and risk assessment to ensure a smooth transition into retirement. Learn how to create a sturdy income plan that lasts through retirement and discover strategies for managing financial risks effectively. From navigating Social Security to mitigating market volatility, Steve and Derrick provide insights into building a retirement plan that stands the test of time.   Get your CUSTOM Income Review TODAY! See omnystudio.com/listener for privacy information.

How you want to pass down your legacy is up to you, and Abe Ashton explains how he helps his clients solidify their wishes at Ashton & Associates.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they've worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today. Related Podcast Episodes: - Ep 145: Dying without Estate Planning: Do you hate your family?- Ep 175: Passing Down Generational WealthRelated YouTube Videos: - Prevent Family Conflict with Legacy Planning- Using an Online Estate Planning Service vs Using a Local Attorney- Meaningful Ways to Leave a Financial Legacy for Your HeirsRelated Blog:- Legacy Planning vs Estate Planning: Understanding the Difference- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!Connect With Wiser Wealth:- Our Website- Schedule a Free Consultation (Learn More About Wiser)- YouTube- Facebook- LinkedIn- Instagram- Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Visit The J. F. Austin Group, LLC on Facebook!Check out Mr. Austin's Book here: Suddenly Wealthy - E.R.: I Am Going to Teach You How to Build a Financial Legacy by James Austin 

In today's episode of The Wealth Advisor Mindset podcast, Nina is joined by Nathan O'Bryant, the founder of O'Bryant and Associates, Inc., a distinguished investment advisory firm, as he shares insights into his journey in the financial industry. With over 20 years of experience, Nina and Nathan explore his beginnings as an insurance broker and his eventual pivot towards investment management and retirement planning, driven by his passion for these fields. He highlights the importance of enjoying one's work and how this enjoyment is pivotal in his successful transition and growth within the financial sector. Nathan's approach to overcoming the initial challenges of establishing credibility in his small hometown and his innovative strategies for business growth, like teaching retirement planning courses, are key topics of discussion.The episode touches upon common challenges financial advisors face, especially regarding mindset and adaptability. Nathan emphasizes the critical need for advisors to remain open to learning and trying new methods to stay ahead in the rapidly evolving financial landscape, particularly in the wake of COVID-19's impact on the industry. He criticizes the common tendency among advisors to stick to comfortable and familiar practices, advocating instead for a proactive approach in adopting new strategies and technologies to meet and expand client bases across broader geographical areas.Nathan shares profound insights on the significance of setting clear goals, not just in business but also in personal life, underscoring the importance of persistence, faith, and focusing on what genuinely brings joy and fulfillment. His testament to the idea that money does not equate to happiness, and his emphasis on valuing family, faith, and personal interests above financial gain, provide a holistic view of success.Enjoy!What You'll Learn in This Episode:Nathan's transition from insurance broker to focusing on retirement planning and investment management, and the importance of doing what you love for career satisfaction and success.How starting in a small town and being young were significant hurdles to Nathan's success.Insights into breaking past income plateaus and client types through education and focused marketing.The necessity of adapting to new ways of connecting with clients, like remote meetings, and expanding client bases beyond local geographic limits, particularly post COVID-19.Handling life and career setbacks with a positive mindset and how Nathan's faith has been a cornerstone in navigating through challenges.The importance of being focused and disciplined in implementing new strategies and setting clear, personal goals to achieve success.The lessons life has taught Nathan, notably that happiness does not stem from financial success but from family, hobbies, faith, and personal satisfaction.And much more...Resources:O'Bryant and AssociatesThe Financial Answer podcast

Coach Clarence delves into the topic of preserving your legacy, discussing it from a financial perspective with a touch of fitness. He emphasizes the importance of considering what you leave behind for future generations, whether it be your family, company, or community. Clarence highlights the common fixation on interest rates in financial decisions and challenges the notion that the lowest rate is always the best choice. He encourages loan officers to move beyond simply selling rates and to provide more comprehensive and personalized service to clients. Check out Coach Clarence on TikTok at TheRealCoachClarence and on Instagram at ClarenceMFerguson for more insights on financial fitness.[00:00:24] Preserving your legacy.[00:06:26] Interest rates and loan risk.[00:09:50] Preserving your legacy with trust.[00:13:56] Utilizing a living trust.[00:15:20] Setting up a living trust.[00:20:41] Keeping relationships drama-free.Support the showPlease subscribe give a review and share the show. Email show ideas or apply to be a guest at: info@coachclarence.com. We love your feedback.YouTube: Coach Clarence TVInstagram: www.instagram.com/coachclarence1Instagram: www.instagram.com/clarencemfergusonFacebook:https://www.facebook.com/groups/fitover40withcoachclarenceLinkedin:https://www.linkedin.com/in/clarencef/Pinterest: https://www.pinterest.com/CoachClarence/Twitter: https://twitter.com/fitnusbiznus

You can't put just any number on your legacy and worth when others recognize your talents! The building blocks of impacting lives have no color, shape or size for an everlasting impression. Metro Urban News 1 understands how important financial literacy should be to others and have discovered a hidden gem in a room filled with stars. Visit our Instagram at:IG: @financial_legacy_leaYou can reach us at:Email: president@aleashelpinghand.visionTo learn more, visit:http://www.aleashelpinghand.vision/Listen to more episodes on Mission Matters:https://missionmatters.com/author/lea-smith

Unlocking Wealth: Taylor Willingham's Guide to Financial Legacy & Tax Optimization Welcome to [John Papaloni Show], where we delve deep into the minds of industry leaders, innovators, and visionaries. In today's episode, we have the privilege of sitting down with Taylor Willingham, a true luminary in the fields of estate planning, probate law, and asset preservation. Taylor is the founder of Willingham & Galvan, a renowned law firm in Texas, and his expertise has guided countless individuals and businesses towards securing their financial legacies. Episode Highlights: Taylor's Journey: From humble beginnings to building a powerhouse law firm, Taylor shares the inspiring story behind his entrepreneurial success. Discover how his passion for helping others navigate complex legal landscapes led to the development of innovative approaches like Posterity Planning. The Art of Estate Planning: Taylor breaks down the essential components of effective estate planning and why it's crucial for individuals at every stage of life. Learn how strategic planning can not only protect assets but also pave the way for future generations to thrive. Maximizing Wealth: Dive into Taylor's strategies for minimizing tax obligations and optimizing wealth accumulation. Explore the intersection of legal expertise and financial acumen as Taylor reveals insider tips for structuring businesses and leveraging tax incentives. The Corporate Transparency Act: With the introduction of the Corporate Transparency Act, Taylor sheds light on its implications for businesses and individuals alike. Gain insights into the importance of transparency in combating financial crimes and how proactive compliance can safeguard against risks. Empowering Families: Beyond legal frameworks, Taylor emphasizes the importance of fostering open communication within families about financial planning. Discover how his holistic approach extends beyond legal documents to empower clients and their loved ones to make informed decisions. Q&A Session: In a rapid-fire round, Taylor addresses common misconceptions about estate planning, shares memorable client success stories, and offers practical advice for listeners seeking to secure their financial futures. Conclusion: As we wrap up this enlightening conversation with Taylor Willingham, it's evident that his passion for empowering others to build lasting legacies knows no bounds. Whether you're a seasoned entrepreneur or just starting your financial journey, Taylor's insights serve as a guiding light towards unlocking your true wealth potential. Thank you for tuning in to [John Papaloni Show], and remember, the key to financial freedom lies in proactive planning and strategic execution.

In this episode, I have interviewed Aimee Griffin. She is the Life and Legacy Counselors of The Griffin Firm is a business and estate practice firm with offices in Washington DC, Prince George's County MD, Arlington VA and serves Massachusetts, New Jersey and Pennsylvania. We are committed to economic empowerment and strategic alliances to create, protect, and transfer wealth.   Highlights Aimee Griffin's firm and her commitment to economic empowerment The importance of structured planning around what could happen to your wealth before you build your empire The need for financial and healthcare planning documents even at the age of eighteen How a will directs the probate court process The challenges of leaving large sums of money to children without any instruction or restrictions Purpose and importance of trusts and the ramifications of creating them without legal expertise How trusts can be tailored to reflect the values and intentions of the person setting it up The need for a collaborative approach between financial advisors, estate planning attorneys, insurance professionals and accountants for successful estate planning Aimee's community events and free webinars aimed at financial education Significance of applying the knowledge gained and being transformational for the future generations Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i Connect with Aimee Griffin aimee@lifeandlegacy.law     https://www.lifeandlegacy.law/ https://www.linkedin.com/in/aimeedgriffinesq Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession  Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS

This week, we're revisiting our interviews with Will Packer. In the final episode of our 3-part series with Will Packer, the renowned film producer delves into the topic of generational wealth. Packer shares his insights on the importance of building long-term financial security and provides practical advice for achieving it. He also offers valuable guidance for aspiring entrepreneurs looking to break into the film industry, drawing on his own experiences and successes - including starting his own production company, Will Packer Productions. Don't miss this inspiring and informative episode, where you'll learn how to build generational wealth, succeed in the film industry, and even start your own production company. Host IG:@itstanyatime Guest IG: @willpowerpackerSee omnystudio.com/listener for privacy information.

If you want to build a financial legacy, wise decisions will make all the difference. While finances are a major factor in building a strong legacy, wisdom will help you manage it effectively. In this episode of The WealthBuilders Podcast, "Building a Financial Legacy," WealthBuilders Vice President Karen Conrad welcomes special guest, real estate and finance expert, Dan Dyer to the show. Dan shares invaluable insights on strategic planning, wise investments, disciplined financial habits, and financial stability.

Callie Flower - a Get The Hell Out Of Debt vegetarian - is about to get a Golden Goose, and she's not sure what to do with it. For our veggie friends and meat-eaters alike, you gotta protect that goose! Erin is adamant about safeguarding financial windfalls. She teaches how important it is to build your money muscles first, then create something bigger and better with your money that can become a legacy.  But first, they said you sound like an owl. (Keri really wants you to play along.)  _________________________________ Watch the Naked Money Meeting book trailer: https://www.instagram.com/reel/CwfoOC3ribe/?igshid=MWZjMTM2ODFkZg== What is your Money Block? Take the quiz at nakedmoneymeetings.com and find out. Click here to get your copy of Naked Money Meetings or support your local independent bookstore. Share this podcast with a friend! It's the very best way to help us grow. Thank you for listening.  Connect with Erin and find more links here: https://linktr.ee/erinskyekelly    If any of the links provided here receive affiliate commissions, it goes to support sponsoring people into the Get the Hell Out of Debt online program who otherwise could not attend. You are changing lives!  

On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Brian Smith, Partner at Moore Ingram Johnson Steele, for an engaging conversation about estate planning for those that travel frequently or live in multiple states. They discuss having a power of attorney, medical health directive, will, and revocable living trust. Podcast Episodes Referenced:- Ep 120: Finding the Right Estate Planning Attorney for YouYoutube Videos Referenced:- Using an Online Estate Planning Service vs Using a Local AttorneyOther Links:- Moore, Ingram, Johnson, & SteeleDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

The concept of financial legacy means different things to different people. Some people might hear that and think about their will or estate documents, but that's not what we're talking about here. This conversation will be a little bigger picture and a bit more philosophical.   Here's some of what we discuss in this episode: What does it mean to Joel to leave a financial legacy? What kind of conversations has Joel and his wife had about this? Some of the financial legacy ideas Joel has picked up from peers. What should every family be thinking about?   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/   

Do you know how family businesses can thrive across generations? Join us in our episode with Richard Ryffel, professor of finance practice at Washington University in St. Louis. With 35 years of experience in financial services on Wall Street and regional firms and an MBA in finance, Richard has seen it all. He is currently teaching several finance courses as part of the Koch Center for Family Enterprise to help families better understand how to manage their businesses. Richard discusses the importance of diversification in family-owned businesses, how liquidity events should be handled, and the value of having a trusted advisor. He also explores the idea that wealth should be concentrated and diversified to stay wealthy, different generations' attitudes towards risk-taking, and the potential for failure as a learning experience. Tune into this riveting episode![00:00 - 08:04] 35 Years of Financial Services ExperienceRich's brief background and careerThe Koch Center for Family Enterprise was set up to drive research into the practice of running family businessesThere is a proliferation of private companies and more entrepreneurial spirit than ever before[08:05 - 13:58] Investing for Wealth PreservationSt. Louis has a robust history of companies that have survived for multiple generationsThe risks of not diversifying and how to do so without selling the business[13:59 - 22:35] Maximizing Value for Your Company Step back and think about culture and how important it is to maintain itConsider family involvement and whether you wish to continue to be involved in the businessHave a group of people around you with different lived experiences for inputConsider if there is a distinct competence or moat when expanding into adjacent businesses[22:36 - 30:52] Exploring Risk Taking and Risk Mitigation for Family BusinessesThe mindset of the younger generation is different from the baby boomer generation when it comes to family businessesYounger people are more willing to take risks but should be careful when investing in something that might failFailure can be a learning experience, but educated risks should be takenThe Center educates students on modern techniques and governance issues that may not have been considered before[30:53 - 37:23] Closing SegmentQuotes:"Careers always look organized in the rear view mirror. They look perfectly ordered. But when you're going through it, not so much." - Richard Ryffel"You get rich through concentration. You stay rich through diversification." - Richard Ryffel"Money in and of itself is nothing. Money is a tool to achieve something your wants and needs." - Richard RyffelConnect with Richard!Email: ryffel@wustl.edu Olin Business School: https://olin.wustl.edu LinkedIn: https://www.linkedin.com/in/richardryffel Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Cindy Youngcourt (https://www.affinitywealth.com/) is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years. Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and helps clients make well-informed decisions Cindy lives in North Wilmington with her husband Pat and children, Izaak and Amelia. She enjoys blogging, reading, traveling, and most of all spending time with her family and 2 dogs, Oliver and Bo. She spends most weekends in the Spring and Summer on their boat in the beautiful, historic town of Rock Hall, MD. 00:17 Intro 00:42 How Cindy got into the financial advising industry 2:30 Cindy's first FA industry jobs 4:00 How Cindy built her practice 5:15 Strategies to deliver a ton of value to clients 6:30 Best ways to find clients 8:00 Best way to deliver value to CPAs who refer you business 9:20 Creating a reciprocal referral network with CPAs 12:00 Cindy's ideal client 13:40 How to best serve UHNWC 15:30 Assuaging UHNWC's concerns 18:00 Most underutilized savings tool for retirement 21:30 How Cindy found her largest client 26:00 What Cindy is working towards LinkedIn: https://www.linkedin.com/in/cindy-youngcourt-cfp%c2%ae-cpwa%c2%ae-8b8895150/ Website: https://www.affinitywealth.com/ -------------------------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://facebook.com/ultrahighnetworthclients Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/us/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1540518611 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.Podcast Episodes Referenced:- Ep 120: Finding the Right Estate Planning Attorney for You- Ep 116: Are you striving to leave a purposeful legacy?Youtube Videos Referenced:- What is the role of a trustee?- Prevent Family Conflict with Legacy PlanningOther Links:- Learn more about Shawn Shelton: https://www.mijs.com/Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

As part of the U.S. nuclear tests after World War II, a total of 23 nuclear weapons were detonated on and around Bikini Atoll. Eventually, the U.S. set aside funding to help the people of Bikini and their descendants. But, as WSJ's Dan Frosch reports, those compensation funds have been drained. Further Reading: -Nuclear Tests Ravaged Their Home. Their Leaders Drained a Compensation Fund Dry.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how wealthy families preserve their fortune for multiple generations? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about ways to ensure you can successfully pass down your assets to create multi-generational wealth.We kick off our conversation by understanding the concept of generational wealth and how important education and communication are in ensuring a successful transfer of wealth to the next generation. We share the inspiring story of a client who sought our help to protect their parent's legacy, and we delve into how you could be a catalyst for building wealth in your own family.As we navigate the complex journey of generational wealth creation, we discuss how establishing a trust can insulate your wealth from external threats. If you've ever faced failure on this journey, don't worry! We chat about the inevitability of setbacks and the wisdom they impart. It's all about learning and growing. Together, we look at setting realistic goals and persevering, because building generational wealth is, at its core, a labor of love.In our final segment, we concentrate on strategies to preserve multi-generational wealth. From the importance of independent trustees and tax planning to the intricacies of succession planning for a business, we cover it all. Having the right team of advisors in place is vital, and we emphasize how essential they are in ensuring a smooth transition of wealth. We highlight how pre-nuptial agreements and trusts can be powerful tools to safeguard your wealth. So, tune in for an enlightening discussion that could inspire you to start building your own multi-generational wealth and legacy.Podcast Episodes Referenced:- Ep 152: 10 Tax Planning Strategies for High Net Worth Individuals- Ep 128: Transferring Wealth from Generation to Generation- Ep 117: What is Generational Wealth & How Do You Preserve It? With James E. Hughes Jr.YouTube Videos Referenced:- Asset Protection for High-Net-Worth Individuals - Building a Legacy BEYOND Financial WealthDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

“There's no one right way to do money,” says Chelsea Brennan. That's right, this week we are talking about how to improve your money mindset with the founder of Smart Money Mamas, Chelsea Brennan. Money is a topic many find challenging, and it's a topic we've explored a few times on the show already. As you know, I love uncovering the various ways we can approach personal development, and this week it's all about how we manage, think about, and invest our money.  An ex-hedge fund manager turned financial educator, Chelsea is dedicated to changing the way we talk about money, helping moms connect with all aspects of their money in a way that lets them overcome emotional blocks, identify what they most want, and create healthy money habits that help them achieve their biggest goals.  We'll be discussing several of those topics and more in this week's episode.  Featured topics: What is money or abundance mindset and why it matters (4:19) Building a financial legacy, investments, and long-term equity: “You have all the skills and resources to earn all the money you will ever need.” (18:48) Advice for SAHMs who don't work outside the home and their partners typically take care of the finances (39:46) Learn more about your ad choices. Visit megaphone.fm/adchoices