About this episode

Kathleen Coxwell discusses the importance of passing on financial values to heirs for lasting success.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2997: Kathleen Coxwell emphasizes that the most meaningful inheritance isn’t wealth, but the financial values that shape how it’s used. By teaching principles like earning, investing, credit, and purposeful work, you can equip your heirs with the mindset to build lasting success. These lessons offer a roadmap for raising financially capable, thoughtful individuals who can sustain and grow any legacy. Read along with the original article(s) here: https://www.boldin.com/retirement/passing-on-financial-values-to-your-heirs/ Quotes to ponder: "The best inheritance is the set of financial values that teach respect for money." “Enough money so that they would feel they could do anything, but not so much that they could do nothing.” "Give a man a fish and he eats for a day; teach a man to fish, and he’ll eat for a lifetime." Episode references: Rich Dad Poor Dad: https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Ikigai: The Japanese Secret to a Long and Happy Life…

People in this episode

Host: Greg Audino

Guest: Kathleen Coxwell

Topics covered

• financial values
• inheritance
• legacy planning
• financial education
• wealth management

Keywords

• financial legacy
• inheritance
• financial education
• wealth
• financial principles

Mentioned in this episode

Organizations: Boldin

Products: Rich Dad Poor Dad, Ikigai: The Japanese Secret to a Long and Happy Life

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