Leaving a legacy for your family pt. 2
Manage episode 312775942 series 3245898
In this episode, we continue our discussion on Estate Planning - listen to part 1 in the previous episode. We cover the emotional and relationship aspects of Estate Planning as well as how to bring up the topic with aging parents.
We cover:
- Kitchen-table conversations
- Focusing the conversation on generational wealth
- The “Peace of Mind” checklist
MORE INFO
“The Millionaire Next Door” by Thomas J. Stanley, Ph.D. at http://www.thomasjstanley.com/publication/the-millionaire-next-door/
“The Wealth Cycle” by George B. Thompson at https://www.amazon.com/Wealth-Cycle-Building-Financial-Legacy/dp/0967485827
Leave a question for George to address in a future episode at https://anchor.fm/set-4-life/message
If you are interested in working with George as your financial planner, go to: https://www.thompsonwm.com/
Browse his books at https://georgebthompson.com/books/
Visit his website at https://georgebthompson.com
SOCIAL MEDIA
Facebook:
- George: https://www.facebook.com/george.thompson
- Thomas: https://www.facebook.com/tzlukoma/
Instagram:
- George: @thompsongb - https://www.instagram.com/thompsongb/
- Thomas: @tzlukoma - https://www.instagram.com/tzlukoma/
Twitter:
- George: @georgebthompson - https://twitter.com/GeorgebThompson
- Thomas: @tzlukoma - https://twitter.com/tzlukoma
LinkedIn:
- George: https://www.linkedin.com/in/georgebthompson/
- Thomas: https://www.linkedin.com/in/tzlukoma/
MUSIC CREDIT
“Angels” produced by TZillA | https://www.beatstars.com/tzilla/feed
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