The Power of Financial Planning to Protect Your Legacy

29 de sep. de 2023 · 40m 21s
The Power of Financial Planning to Protect Your Legacy
Descripción

In this insightful episode, Dr. mOe and financial professional Laura Finney discuss the importance of securing your family's financial legacy. Finney shares her personal journey which was motivated by the...

mostra más
In this insightful episode, Dr. mOe and financial professional Laura Finney discuss the importance of securing your family's financial legacy. Finney shares her personal journey which was motivated by the loss of her family's 17-acre property due to unpaid taxes. This episode delves into the significance of legacy planning, the value of property and assets, and the critical role of wills and trusts in wealth preservation. Finney warns of the common financial pitfalls and emphasizes the importance of planning for future generations. She also shares insights from her entrepreneurial journey and highlights the crucial role of insurance in protecting a family's financial heritage.

Memorable Quote:

"Each person has their own definition of what "legacy" means to them. It's not about handing out lump sums of money to people, but it's making sure that that money can stay in the family for generations to come." - Laura Finney

Topic Breakdown:
  1. Protecting Your Financial Legacy (0:00:05)
  2. Legacy Planning and Educating Future Generations (0:07:20)
  3. Avoidable Mistakes in Building Financial Legacy (0:16:02)
  4. Financial Planning and Insurance Coverage Importance (0:20:43)
  5. Financial Planning and Entrepreneurship Journey (0:32:15)
Tune in each week for another episode of Perpetual mOetion, where we continue to explore personal growth, communication, entrepreneurship, and positive relationships.

Connect with Laura Finney and learn more at https://laurafinneyenterprises.net/
mostra menos
Información
Autor Dr. mOe Anderson
Página web -
Etiquetas

Parece que no tienes ningún episodio activo

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Actual

Portada del podcast

Parece que no tienes ningún episodio en cola

Echa un ojo al catálogo de Spreaker para descubrir nuevos contenidos.

Siguiente

Portada del episodio Portada del episodio

Cuánto silencio hay aquí...

¡Es hora de descubrir nuevos episodios!

Descubre
Tu librería
Busca