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Transferring Values, Not Just Wealth to Your Heirs
Manage episode 324058443 series 2930316
Contenido proporcionado por Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, parents and grandparents with significant assets don’t always spend enough time on passing along the values that helped them build, grow and maintain that wealth.
On the latest installment of Path to Abundant Living, Scott and Matt are examining the importance of transferring financial values to our kids and some of the best methods to do so.
Sit back, relax, and enjoy another enlightening episode that's bound to leave you with some considerations for your own heirs!
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:52 - The issues and challenges that arise when values aren't transferred to heirs
3:20 - The types of heirs that better avoid these issues
5:15 - The first step in educating your heirs on values
7:39 - Ongoing communication is essential
10:08 - The ideal times or moments when these financial discussions will resonate with heirs
12:35 - Action steps that matriarchs or patriarchs can take to begin instilling values with heirs
15:30 - Advice for families that are working together to manage a business
18:25 - Final tips for transferring values to heirs
22:00 - How you can get in touch with Matt and Scott for additional information
23:33 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
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