100-Year Legacy Plan

17/08/2022 15 min Episodio 240

Listen "100-Year Legacy Plan"

Episode Synopsis

Do you want your children to continue your generational wealth? Tune in to this week's episode as we share the importance of teaching them financial literacy to construct a meaningful legacy for your business, family, and donor-advised fund.

Key takeaways to listen for

01:40 Why it’s important to teach your children responsibility and financial literacy
06:53 The value of legacy planning in promoting philanthropy within your family
09:16 How does a hundred-year-old plan prepare your business and donor-advised fund
13:25 Retirement plans you should consider


Resources mentioned in this episode

Designing Your 100-Year Plan
01:09 Entrusted by Andrew L. Howell and David R. York | Hardcover and Kindle
05:02 The Little Red Hen by Paul Galdone | Paperback and Kindle
08:11 Habitat For Humanity
12:07 Business School Podcast with Sharran Srivatsaa
12:48 Becoming Your Own Banker by Nelson R. Nash 

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