Understanding the True Goals of Wealth Preparation - Keith Whitaker and James Grubman
Wealth of Wisdom
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Navigating Wealth Management Challenges
This chapter focuses on transforming feelings of overwhelm in wealth management into actionable planning, emphasizing the importance of creating a manageable and purpose-driven approach. It highlights the need for families to engage in wealth education and underscores the role of parents in fostering adaptability and decision-making skills in future generations.
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