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