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Protecting Your Legacy: Smart Strategies for Multi-Generational Wealth
Manage episode 454791596 series 3561293
المحتوى المقدم من Impact Partnership and Mike Douglas. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Impact Partnership and Mike Douglas أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
An estimated $84 Trillion in wealth is expected to be transferred over the next 20 years. Mike Douglas highlights the challenges financial advisors face when clients pass away and the importance of involving both spouses in financial planning. He emphasizes the need for family meetings to prepare the next generation for inheritance and financial responsibility, ensuring that wealth is preserved and not squandered.
Mike also stresses the importance of educating heirs about managing their newfound wealth and the role of financial advisors in facilitating these conversations.
Ready to build your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
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