EPISODE · Dec 17, 2025 · 19 MIN
Ep #151 - Modeling Generosity for the Next Generation
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In this episode, Adam and Ben share client stories and practical examples of how parents and grandparents can invite kids and grandkids into giving, from simple family traditions to more intentional tools, and why those moments often leave a bigger impact than dollars alone.Ticket #T010161Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
Embed this episode
What this episode covers
When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In this episode, Adam and Ben share client stories and practical examples of how parents and grandparents can invite kids and grandkids into giving, from simple family traditions to more intentional tools, and why those moments often leave a bigger impact than dollars alone. T...
NOW PLAYING
Ep #151 - Modeling Generosity for the Next Generation
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.