The Birthday Annuity: A Unique Way to Leave a Lasting Legacy

iWealth Podcast
01/12/2023 4 min

Listen "The Birthday Annuity: A Unique Way to Leave a Lasting Legacy"

Descargar episodio Ver en sitio original

Episode Synopsis

Welcome back to the iWealth Podcast! In this episode, Brad introduces a fascinating concept called the "birthday annuity." Imagine receiving a birthday card with cash from a deceased loved one every year for the rest of your life. Brad explains how this financial arrangement works, its benefits, and how it allows you to leave a meaningful legacy for your descendants. Discover the heartwarming and innovative way to continue giving from beyond the grave with the birthday annuity.

More episodes of the podcast iWealth Podcast

Can a High School Freshman Become a Successful Entrepreneur? | Lessons from a Young Day Trader 04/07/2025
Giving Back: How the iWealth Foundation Is Making a Local Impact 30/06/2025
Managed Accounts vs. Index Funds: Which Strategy Builds a Stronger Future? 27/06/2025
Why AI Alone Won’t Build Your Financial Future | The Human Advantage 23/06/2025
When Life Gets Complicated: Why Pivot Moments Call for a Financial Advisor 20/06/2025
Gold, Real Estate, or Stocks: Which Builds More Wealth Over Time? 16/06/2025
Beauty Contest or Longevity Contest? Investing for Today vs. Building for Tomorrow 13/06/2025
What Is the iPath? iWealth’s 8-Step Process to Purposeful Financial Planning 06/06/2025
What Are “iBuckets”? A Smarter Way to Plan & Fund Life Goals 02/06/2025
What’s Your Business Really Worth? Understanding EBITDA, Revenue Multiples & the Wealth Gap 30/05/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA