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Ep 23: Sorting Out the Importance of Legacy Planning
Manage episode 315382548 series 2712818
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Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.
Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/estate-planning/ep-23-sorting-out-the-importance-of-legacy-planning/403/
What we discuss in this episode:
1:21 – Inflation
4:29 – Financial advisors
6:49 – Generational wealth
8:56 – Legacy
11:31 – Mistakes
13:52 – Interesting plans
15:22 – Mailbag: Generational wealth
18:07 – Mailbag: Investing
19:40 – Mailbag: Saving income
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