Generational Wealth Management
Get your journey off to a great start with our financial resources: https://bit.ly/40xEPeg
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Retirement Checklist: https://bit.ly/42dVLHS
Timestamps:
00:00 – What Is Generational Wealth?
04:45 – Generational Wealth By the Numbers
11:03 – 5 Key Estate Planning Documents
18:21 – Trivia: Prince’s Estate
19:18 – Trivia: Leona Helmsley
20:00 – Letter from Warren Buffett
29:00 – Misconceptions About Generational Wealth
33:43 – Annual Items to Review
Investopedia on Generational Wealth: https://www.investopedia.com/generational-wealth-definition-5189580
Cerulli Study: https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048
Forbes on Prince’s Estate: https://www.forbes.com/sites/matthewerskine/2024/01/17/the-battle-for-princes-estate-unending-conflict-legal-drama-and-lessons-for-family-business/
ABC News on Leona Helmsley: https://abcnews.go.com/US/leona-helmsleys-dog-trouble-richest-world-dies-12/story?id=13810168
Warren Buffett’s Berkshire Hathaway Letter: https://www.berkshirehathaway.com/news/nov2524.pdf
Family Matters: A Multigenerational Outlook on Financial Planning: https://youtu.be/l-3EuHowS1o
The Great Wealth Transfer Is Upon Us: https://youtu.be/gJaz5xMAU0k
Taxes on Retirement Income: https://youtu.be/I9UUlenPT8Y
Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw
5 Key Estate Planning Items to Address: https://youtu.be/Q_alVikgn6c
Check Your Beneficiaries! Don’t Learn the Hard Way: https://youtu.be/wQEqhd8a4XY
10 Estate Planning Mistakes to Avoid: https://youtu.be/muJRJ657bhM?si=01d1_cnxQ4wN_iPa
7 Wealth Protection Tactics: https://youtu.be/UyV3gNag68c
7 To-Dos After Selling Your Business: https://youtu.be/8HSzNuAQMFw
Annual Wealth Building Checklist & Key Birthdays: https://youtu.be/YWzY5WSUrow
#generationalwealth #wealthbuilding #financiallegacy
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.