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8 Steps for Passing Your Wealth, Values, and Financial Smarts to the Next Generation Thumbnail

8 Steps for Passing Your Wealth, Values, and Financial Smarts to the Next Generation

One day, our children Anna and Will marched up with a jar of coins and announced, “We’re saving for a dirt bike.” But then Anna said something that made our jaws drop even further. “We’re doing this together, but next year, I need to start saving up my own money for college.” That’s what every parent wants, isn’t it—moments that indicate our children are internalizing solid financial values? If you want to feel optimism about passing on your wealth, values, and financial smarts to your children, here are eight steps you can take to undertake that process.

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Author Hour Podcast Thumbnail

Author Hour Podcast

Listen to Author Hours podcast with Drew Applebaum. In their new book, Pass It On, Roger and Lori Gervais show you how to transfer not just your wealth but also the family values that will enable future generations to preserve and grow what you’ve built. Mixing financial knowledge with client stories and nuggets of wisdom, Roger and Lori will set you up for success as the steward of your family’s wealth and give you the peace of mind that your children are prepared to inherit that responsibility.

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