

156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
Apr 18, 2024
Financial expert Whitney Elkins-Hutten shares insights on building generational wealth through real estate and passive investments. She discusses creating a coherent investment strategy, evaluating investments based on seven pillars of wealth, building a financial moat for wealth protection, and transitioning to a multi-generational wealth plan with a focus on educating heirs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Journey from Real Estate to Passive Investments
03:48 • 12min
Developing a Coherent Investment Strategy
16:06 • 12min
Strategies for Evaluating Investments based on Seven Pillars of Wealth
27:38 • 2min
Building a Financial Moat for Wealth Protection
29:45 • 13min
Transitioning to Multi-Generational Wealth Plan and Importance of Education for Heirs
42:39 • 5min