100-Year Legacy Plan
Episode description
Do you want your children to continue your generational wealth? Tune in to this week's episode as we share the importance of teaching them financial literacy to construct a meaningful legacy for your business, family, and donor-advised fund.
Key takeaways to listen for
- 01:40 Why it’s important to teach your children responsibility and financial literacy
- 06:53 The value of legacy planning in promoting philanthropy within your family
- 09:16 How does a hundred-year-old plan prepare your business and donor-advised fund
- 13:25 Retirement plans you should consider
Resources mentioned in this episode
- Designing Your 100-Year Plan
- 01:09 Entrusted by Andrew L. Howell and David R. York | Hardcover and Kindle
- 05:02 The Little Red Hen by Paul Galdone | Paperback and Kindle
- 08:11 Habitat For Humanity
- 12:07 Business School Podcast with Sharran Srivatsaa
- 12:48 Becoming Your Own Banker by Nelson R. Nash
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