Sound Investing Leaving Money to Your Children and Grandchildren
Jul 3, 2024
In this discussion, Ed Fulbright, CPA and host of Mastering Your Money, shares strategies for effectively passing wealth to future generations. He dives into the reasons behind choosing small cap value investments for legacy building. Ed explains a cost-effective investment strategy for just $365 a year, while also addressing options for older heirs. The significance of writing letters to children or grandchildren and imparting financial wisdom is highlighted, along with the best advice he's ever received. It's a thoughtful exploration of legacy planning and financial education.
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