CSFP 009 | Part 2 - Generational Planning - podcast episode cover

CSFP 009 | Part 2 - Generational Planning

May 23, 201717 minSeason 1Ep. 9
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

I recently published my second book titled 'Generational Planning - Creating and perpetuating wealth for generations'. I wrote the book for a number of reasons, but primarily it was to help educate the public about what planning your estate really means. There is a lot of limiting thinking when it comes to transferring assets to the next generation. I want to lift the fog on this topic and provide some light on how to think this through.
For the best experience, listen in Metacast app for iOS or Android