Financial Insanity 2-12-25: Creating a Lasting Legacy episode artwork

EPISODE · Feb 12, 2025 · 56 MIN

Financial Insanity 2-12-25: Creating a Lasting Legacy

from Financial Insanity w-Scott McLean · host Scott McLean

This is Financial Insanity w-Scott McLean.  Today's show is creating a lasting legacy.  It's a basic look at creating a lasting legacy for your family.  Legacy planning, often intertwined with estate planning, is a crucial process for arranging the transfer of your assets and wealth to heirs, often family, after passing away. It also uniquely incorporates the transmission of personal values and narratives to future generations, emphasizing the importance of working with legacy advisors or financial professionals specilaizing in wealth management.  Plus, what are biggest of the biggest regrets people have in their retirement.  Hint: it starts with saving. 

Episode metadata supplied by the publisher feed · Published Feb 12, 2025

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Financial Insanity 2-12-25: Creating a Lasting Legacy

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