EPISODE · Jan 30, 2025 · 16 MIN
Generational Wisdom: Financial Lessons from My Grandmother
from Money Memories
Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
What this episode covers
Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
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Generational Wisdom: Financial Lessons from My Grandmother
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