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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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How to Stress Test Your Finances Thumbnail

How to Stress Test Your Finances

Your financial picture is going to constantly change throughout your life. Your needs will change; your goals will change. As it does, you’re going to want to check your financial plan to make sure you’re still on track. Do you know the four primary areas that you should pay attention to during your stress test?

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How to Avoid 3 Common Pitfalls that Jeopardize Family Wealth Thumbnail

How to Avoid 3 Common Pitfalls that Jeopardize Family Wealth

To successfully pass on family wealth, it is crucial that you and your heirs understand potential dangers, evaluate where they might be present in your family, and work to root them out. Here are three of the most common pitfalls that jeopardize family wealth, plus suggestions for how you can avoid them.

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Earn & Invest Podcast Thumbnail

Earn & Invest Podcast

Lori and Roger Gervais join Jen Smith and Doc G to talk about their new book, Pass It On, and the concept of wealth transference. What legacy are you leaving for your children? We discuss modeling, teaching, and estate planning.

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