Life Phases Part 3 - Legacy - podcast episode cover

Life Phases Part 3 - Legacy

Apr 04, 202513 minEp. 207
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Episode description

In this last part of our 3-part series on financial life we talk Legacy. I explain how legacy differs from generational financial wealth and how to sustain it long after you are gone. Some of it is about legal structures, but most is about setting the mindset and environment to perpetuate that mindset. Come listen in!

Highlights

  • Confidence in U.S. military leadership.
  • Criticism of war profiteering.
  • Establishing a lasting legacy.
  • Rockefeller Trust and its purpose.
  • Structure and adaptability of trusts.
  • Importance of leaving a positive impact.
  • Shared personal experiences for legacy.
  • Hosting family legacy events.
  • Encouraging meaningful participation.
  • Wealth as a resource for good or bad.

 

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Life Phases Part 3 - Legacy | Gary's Gulch podcast - Listen or read transcript on Metacast