How can you ensure your children and grandchildren are truly better off? In this episode, Kerry Fleming and Andrew Coleman explore the essentials of intergenerational wealth planning—from the pitfalls of poor preparation to the power of compounding, education, and family culture. Learn how to maximise your legacy, avoid common mistakes, and start the right conversations today.Key Topics Covered:Why most families don’t plan for wealth transfer—and the risks of leaving it too lateThe three compounding assets: wealth, culture, and educationReal-life scenarios: how a $3M estate can change lives (or disappear)The crucial role of education in protecting and growing family wealthHow to talk to your family about money, legacy, and valuesPractical steps to start your family’s wealth journey todayTimestamps:00:00 – Introduction: Why legacy matters05:00 – Wealth, culture, and education: the three pillars12:00 – What happens without a plan17:00 – The magic of compounding23:00 – Real-world examples & numbers30:00 – Education as the ultimate safeguard35:00 – How to start the legacy conversation38:00 – Teaminvest resources for familiesListen on:Apple PodcastsSpotifyYouTubeFollow us:LinkedInFacebookJoin the Conversation:What legacy do you want to leave for your family? Share your thoughts on LinkedIn or Facebook!About Teaminvest:Teaminvest is an ASX-listed financial institution focused on empowering investors and families through education, rigorous analysis, and a community of like-minded wealth creators.🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

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