Episode Details
Back to EpisodesHow to Transfer Wealth... and Financial Wisdom
Published 1 year, 5 months ago
Description
Passing down a financial legacy is about more than wealth—it's about empowering the next generation with the values and tools to manage it responsibly. Learn how to teach financial planning, share your investment principles, and model discipline to build a lasting legacy.
Practical tips and real-life examples to help your family thrive.