Episode 249: Building a Family Wealth Legacy with Chad Taylor
About this episode
This episode discusses how to create a family wealth legacy with Certified Financial Planner Chad Taylor.
For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's important. That's why in this episode of the podcast I talk with Certified Financial Planner Chad Taylor on how to create a family wealth legacy to pass on to the next generation. In this episode you will learn: Where legacy planning actually starts Why waiting until retirement or estate planning is too late The most common ways families accidentally destroy wealth between generations What families who successfully transfer wealth to the next generation do differently The key estate planning documents and structures that make the biggest difference for families getting serious about legacy
People in this episode
Host: Steven J. Richardson, Esq.
Guest: Chad Taylor
Topics covered
- family wealth legacy
- legacy planning
- wealth transfer
- estate planning
- financial planning
Mentioned in this episode
Organizations: Certified Financial Planner
More episodes of Financial Freedom Podcast
- Episode 252: Saving Money at the Grocery Store with Andy Ellwood
- Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger
- Episode 250: Applying for Social Security and Medicare with Marcia Mantell
- Episode 248: Planning and Having a Tax Free Retirement with Alan Porter
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