EPISODE · Sep 12, 2024 · 8 MIN
The Great Wealth Transfer Myth: Leveling Expectations
from Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives · host Nancy Boisvert
With people living longer and healthcare costs rising, many inheritances may be smaller than expected—or may not exist at all. This episode covers why it’s unwise to rely on an inheritance for financial planning and offers strategies to secure your own financial future. Read our blogpost on this topic. You can catch my videos on the Agapi YouTube channel, "like" Agapi on Facebook, or follow on X (Twitter). To stay up to date, be sure to visit our website: https://agapimarketing.com and sign up for our newsletter. #InheritancePlanning #FinancialIndependence #WealthTransfer #EstatePlanning #FinancialSecurity #MoneyMatters #nexsteps
What this episode covers
With people living longer and healthcare costs rising, many inheritances may be smaller than expected—or may not exist at all. This episode covers why it’s unwise to rely on an inheritance for financial planning and offers strategies to secure your own financial future. Read our blogpost on this topic. You can catch my videos on the Agapi YouTube channel, "like" Agapi on Facebook, or follow on X (Twitter). To stay up to date, be sure to visit our website: https://agapimarketing.com and sign up for our newsletter. #InheritancePlanning #FinancialIndependence #WealthTransfer #EstatePlanning #FinancialSecurity #MoneyMatters #nexsteps
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The Great Wealth Transfer Myth: Leveling Expectations
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