Passing Down More Than Money: Values, Legacy & Trusts w/ Iran Harvell
About this episode
In this episode, Iran Harvell discusses the importance of understanding the purpose of money in estate planning and family legacy.
Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people. Today, we take the next step. Before we talk about trusts, revocable versus irrevocable, or any of the legal strategies families use to protect their wealth, we start with a much more important question: What is your money for? One of the greatest gifts my parents gave my siblings and me wasn't financial. It was clarity. Together, we created a family legacy do...
Topics covered
- estate planning
- family legacy
- wealth protection
- trusts
- values
- money management
More episodes of The Compound Commitment
- Bringing Families Together: How to Hold a Family Legacy Meeting w/ Iran Harvell
- Protecting the People You Love: The Estate Planning Documents Every Adult Needs w/ Iran Harvell
- Growth with Guardrails: Understanding Buffered ETFs w/ Matt Kaufman, CETF
- The Ultimate Teammate: Leadership, Sacrifice & Success w/ Gonzaga's Jalen Warley
- Part 3: Ray Dalio's Holy Grail of Investing (The Athlete's Guide to Building Wealth)
Explore listener stats, chart rankings, contacts and more on the The Compound Commitment podcast page.