Cascading your wealth, with Marlene Outrim

Do you want to live your life well and enjoy financial security while leaving a legacy for family members?

My guest on today’s show is Marlene Outrim, author of Cascading Your Wealth, a comprehensive guide to putting your affairs in order and making the right choices now about how to pass on your wealth without compromising your current lifestyle.

Marlene is a Certified Financial Planner, Fellow of the CISI, Chartered Wealth Manager and Chartered Financial Planner, as well as holding numerous other professional qualifications and designations.

Her new book discusses the practical, emotional and psychological factors that affect intergenerational wealth and explains the six steps to creating a clear and detailed Family Wealth Plan.

During this conversation, we chat about Marlene’s two rules for cascading wealth, the right time to start thinking about this planning, and some of the complexities associated with wealth transfer planning for blended families.

Here’s my conversation with Marlene Outrim, author of Cascading Your Wealth, in episode 577 of Informed Choice Radio.