Episode 180 – November 23, 2024 – Segment 1: Making a Plan
November 23, 2024 - Segment 1
Legacy preservation and making a strong financial plan to go into the new year with.
In the first part of this podcast episode, we dive into the essential process of creating a financial plan, with a strong focus on legacy preservation. This segment covers the foundational steps necessary to build a comprehensive financial strategy that not only ensures financial success today but also preserves wealth and values for future generations.
