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Listen "#15 How to Approach Legacy feat. Paul Durso and Kevin Wray"
Episode Synopsis
In this powerful episode of Legacy Life Podcast, we dive deep into the topic of Legacy—what it really means, how it’s shaped by our choices, and how we can prepare to pass it on well. We’re honored to welcome back Paul Durso, founder of Insight Folios and creator of Simplicitree®, alongside fellow advisor Kevin Ray, for a conversation that is both practical and profoundly personal.
If you’ve ever wondered:
🌱 “How do I start a conversation with my parents or kids about legacy?”
🌱 “What happens if I don’t have a clear plan in place?”
🌱 “How can I make sure my financial plan reflects my values?”
This episode is for you.
👉 Don’t forget to subscribe, like, and share!
🎧 Listen to the Planning Made Simple Podcast for more on Paul’s approach to transparent and educational financial planning: @planningmadesimple
📅 Want to discuss your legacy plan? Check the show notes for a link to schedule a conversation.
Together, let’s build legacies that outlive us.
If you’ve ever wondered:
🌱 “How do I start a conversation with my parents or kids about legacy?”
🌱 “What happens if I don’t have a clear plan in place?”
🌱 “How can I make sure my financial plan reflects my values?”
This episode is for you.
👉 Don’t forget to subscribe, like, and share!
🎧 Listen to the Planning Made Simple Podcast for more on Paul’s approach to transparent and educational financial planning: @planningmadesimple
📅 Want to discuss your legacy plan? Check the show notes for a link to schedule a conversation.
Together, let’s build legacies that outlive us.
In God we trust