Planning for Life Podcast
Preparing Your Family to Be Responsible Stewards
It takes time to build wealth and very little time to lose it all — especially if your family doesn’t understand how to maintain and grow your assets.
In this episode of Planning for Life Podcast, Russell Jacobs teaches you how to give your family the guidance they need to become responsible stewards of wealth.
In this episode, you will learn:
-The abysmal statistics on intergenerational wealth management and
how easily wealth is lost when the rest of your family is not on board
-Two actions you can take to establish positive financial practices in your
children’s lives
-The importance of preparing your money for your family, as well as
preparing your family for your money
-Why you must continually revise your financial and legal documents to
be prepared for the worst
-And more!
Tune in now and learn how to help your family become responsible stewards of wealth.
Resources:
https://www.jacobsandcoolidge.com/
CRN202104-246337
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
