In today's episode, Tom talks about something near and dear to his heart: Preparing our families for the final phases of life. How do we transfer wealth efficiently to the next generation? He talks about the fundamental concepts, building blocks, and key principles to begin your steps to creating generational wealth.
Highlights
- How can you prepare your beneficiaries for the wealth that they'll receive?
- 7 key principles from "The Richest Man in Babylon" for financial success
- The building blocks of financial thinking
- 3 different ways to grow your wealth
- The hierarchy of wealth: Building your base and protecting your assets
- The different types of investments and how to mitigate risks
- Retirement and insurance planning for your future
- 7 ways to teach your kids about money
- The importance of talking about money in families
Episode Resources
Call to Action
Schedule a Call with Tom
How to Listen:
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