Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
May 3, 2019 Episode #26

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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