Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy

When it comes to preparing the rising generation, traditional financial literacy programs often miss the mark - failing to create meaningful behavior change 99% of the time. Rod Zeeb and Rachel Gil discuss why effective rising generation engagement begins with the entire family, not just the kids or heirs in isolation, offering practical tools for advisors and families to build real engagement, cultivate values-driven decision-making, and foster lasting stewardship. Listeners will walk away with strategies to shift from information-dumping to true education that sparks responsibility, connection, and growth.