This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts’ Aden and David, talk about leaving more than just money behind and helping the next generation be successful.
They discuss carving out time for strategic thinking, focusing on family, ensuring one’s children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers safety, values, and relationships can help you live your legacy.
- (0:00:01 – 0:02:27) Introduction and wins of the week
- (0:02:27 – 0:04:57) Recap of the wealth with purpose series so far
- (0:04:57 – 0:09:11) What is a legacy and healthy legacy plan
- (0:09:11 – 0:13:35) Discussion of structured safety
- (0:13:35 – 0:17:53) Active stewardship
- (0:17:53 – 0:21:27) Importance of services being available to client’s and their children
