Common Sense Financial Podcast cover image

Ep. 36: Legal Work (Estate Planning) And Why It Matters- An Interview With Jessie Naeger

Common Sense Financial Podcast

CHAPTER

Generational Planning and Estate Planning

This chapter discusses the importance of passing down wealth from one generation to the next and the challenges in doing so, highlighting the difference between a generational trust and a basic trust. It also covers the importance of estate planning, potential issues that can arise, and strategies for managing generational trusts to create more wealth for future generations.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner