EPISODE · Sep 26, 2017 · 14 MIN
Transferring Wealth to your Posterity - Episode 217
from The Prosperity Podcast · host Kim Butler, Todd Strobel
"What is an efficient way to transfer wealth to my posterity and still have some control over, and enjoy that wealth?" Kim Butler and No B.S. Money Guy Todd Strobel address this question to help listeners understand their best options. Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at [email protected] and we may answer it in an upcoming episode. Links and Resources from this EpisodeSubmit your questions: [email protected] Book - The Opposite of Spoiled by Ron Lieber www.partners4prosperity.com Special Listener Gift Free eBook: Financial Planning Has Failed Show Notes: 00:00 Intro 01:21 "The Opposite of Spoiled--Raising Kids Who Are Grounded, Generous, and Smart about Money" by Ron Lieber 03:04 How to share wealth with your posterity, but still have some control on it 04:03 Benefits of getting a life insurance policy on a grown child 06:00 Listener question: "Do you need to give to all the kids, and should it be equal?" 07:26 What about the spouse? 09:13 Tax efficient ways of transferring wealth 11:30 The "Family Banking Book" go to [email protected] to sign up 13:11 What banks don't want people to know Review, Subscribe and ShareLeave a review about the podcast by clicking here Subscribe on your favorite podcast player to get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS
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Transferring Wealth to your Posterity - Episode 217
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