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Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)
Manage episode 438466285 series 3550961
Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Aden Wilkins & David Andrew, Aden Wilkins, and David Andrew 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful.
They discuss carving out time for strategic thinking, focusing on family, ensuring one's children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers safety, values, and relationships can help you live your legacy.
- (0:00:01 - 0:02:27) Introduction and wins of the week
- (0:02:27 - 0:04:57) Recap of the wealth with purpose series so far
- (0:04:57 - 0:09:11) What is a legacy and healthy legacy plan
- (0:09:11 - 0:13:35) Discussion of structured safety
- (0:13:35 - 0:17:53) Active stewardship
- (0:17:53 - 0:21:27) Importance of services being available to client's and their children
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.
Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
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