Episode Details
Back to EpisodesTHE 6T’S OF WEALTH TRANSFER | What You Need to Know to Pass Your Wealth to the Next Generation
Description
We don’t live forever, and passing our wealth to the next generation can be more complicated than we think. In this episode, financial advisors, Mark Trice & Jesse Hamilton walk you through Ron Blue’s 6T’s of Wealth Transfer. During the 2023 Kingdom Advisors Conference, Jesse learned about these principles from a breakout session taught by Ron Blue.
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👉 THE COST OF ESG: What you need to know before You Invest in ESG Funds
👉 THE DANGERS & USES OF DEBT | Credit Cards, Mortgages, Payday Loans
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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