How To Leave A Legacy While You're Living

BetterWealth with Caleb Guilliams

Apr 16, 2021•11 min•Ep. 335

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Episode description

Controlling your money and using it while also establishing a retirement plan and legacy plan for your children.

In today's BetterWealth episode, Dan and I share a client case where Mr. Smith is powerfully utilizing the AND Asset not only to control and use his money today, but also establish a retirement plan and a legacy plan for his children and grandchildren. Listen as we break down what Mr. Smith is doing to show up powerfully today and how he is structuring his future to show up more intentionally in the lives of his children and grandchildren. Join us as we discuss the three generations of legacy from this one case!

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