Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation episode artwork

EPISODE · Aug 1, 2022 · 34 MIN

Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation

from Retire Your Way with ILG Financial

These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on your retirement. But this week, we are going to take a look at a different side of the coin. On this episode, Dave Lopez discusses what to do when you have a sizable bucket of money that you don't need to or don't intend to use in retirement, and specifically, how to go about investing that bucket if you plan to pass it down to your children or heirs one day. 

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Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation

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