Nov 3, 2023
The concept of financial legacy means different things to different people. Some people might hear that and think about their will or estate documents, but that’s not what we’re talking about here. This conversation will be a little bigger picture and a bit more philosophical.
Here’s some of what we discuss in this episode:
- What does it mean to Joel to leave a financial legacy?
- What kind of conversations has Joel and his wife had about this?
- Some of the financial legacy ideas Joel has picked up from peers.
- What should every family be thinking about?
Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/
Contact our team: https://johnsonbrunetti.com/contact-us/