Passing It On: Generational Wealth and Financial Legacy Planning episode artwork

EPISODE · Sep 11, 2025 · 20 MIN

Passing It On: Generational Wealth and Financial Legacy Planning

from Broke to Balanced · host Trinity Studio

In the final episode, we explore the long-term implications of our guests' financial transformations. We'll discuss their plans for passing on their newfound wealth and financial knowledge to future generations, including estate planning, charitable giving, and educating their children about money management. Listeners will learn how to think beyond their own lifetime and create a lasting positive impact on their family and community. We'll also touch on the unique challenges and opportunities of building generational wealth as members of underrepresented groups. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Sep 11, 2025

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Passing It On: Generational Wealth and Financial Legacy Planning

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