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Legacy Planning: Creating a Positive Impact for Loved Ones

Legacy Planning: Creating a Positive Impact for Loved Ones

FromYour Money. Your Mission.


Legacy Planning: Creating a Positive Impact for Loved Ones

FromYour Money. Your Mission.

ratings:
Length:
18 minutes
Released:
Oct 24, 2023
Format:
Podcast episode

Description

How do you leave a lasting legacy and set your family up for future success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Joe Maier, an attorney and Wealth Strategy Director at Johnson Financial Group, to help guide you through the importance of legacy planning. They explore the pivotal difference between estate planning and legacy planning. Listeners will learn the pitfalls to avoid, including how to communicate with family members, the importance of the right estate planning documents, and separating asset ownership from decision-making. This episode provides the guidance you need for securing your family's financial future while leaving a meaningful legacy.Submit a question on Your Money. Your Mission.
Released:
Oct 24, 2023
Format:
Podcast episode

Titles in the series (15)

The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about --  financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.