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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Is Leaving a Financial Legacy Virtuous? Balancing Self-Care, Family Values, and Generational Wealth
Manage episode 446473252 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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! 🌟
00:00 Introduction
02:26 The Great Wealth Transfer
04:27 The Case for Leaving a Legacy
07:34 Finding a Middle Ground
08:56 Planning for Your Financial Future
09:37 Top Considerations for Legacy Planning
12:25 Common Mistakes in Legacy Planning
14:08 Tailoring Your Legacy Plan
14:51 Resources and Final Thoughts
Links mentioned in the show:
- Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
- Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR
- Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community
Watch on YouTube here: https://youtu.be/b7D4qTO5RqA
100 episodes
Share
Manage episode 446473252 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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! 🌟
00:00 Introduction
02:26 The Great Wealth Transfer
04:27 The Case for Leaving a Legacy
07:34 Finding a Middle Ground
08:56 Planning for Your Financial Future
09:37 Top Considerations for Legacy Planning
12:25 Common Mistakes in Legacy Planning
14:08 Tailoring Your Legacy Plan
14:51 Resources and Final Thoughts
Links mentioned in the show:
- Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call
- Get a copy of our Estate Planning Checklist here: https://zfrmz.com/D63O2f4YSFhWE4gI3NmR
- Find the "10 Questions to Ask to Set Legacy Goals" inside the Wealth Wisdom Financial Community here: https://www.wealthwisdomfp.com/community
Watch on YouTube here: https://youtu.be/b7D4qTO5RqA
100 episodes
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Similar to Wealth Wisdom Financial Podcast
Series that demystifies health issues, separating fact from fiction and bringing clarity to conflicting health advice.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it sh ...
…
continue reading
Short documentaries and adventures in sound presented by Josie Long.
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continue reading
Host Paul John Roach and his guests find the mystical core and explore the perennial philosophy amidst the infinite variety of the world’s religions and spiritual traditions. Paul emphasizes the practical application of spiritual wisdom imparted from poets, writers, philosophers, mystics, and scriptures in order to foster a deeper awareness and understanding in our everyday lives. Explore over 650 shows with thought leaders and spiritual teachers. #PaulJohnRoach.com
…
continue reading
Move more of your body more often and in more interesting ways with the Get-Fit Guy! If you want to begin an exercise routine and don't know where to start, or if you've been working out for a while and aren't getting the results you want, Kevin Don will give you the tips you need to reach your fitness and movement goals. Get expert information on the latest fitness trends and advice on everything from toning your arms to running a 5K or simply building more movement into your day. With his ...
…
continue reading
Reflections from a faith perspective on issues and people in the news.
…
continue reading
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Go offline with the Player FM app!
