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Reach Your Summit PodcastAuthor: Summit Wealth Group Language: en-us Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Crafting a Multi-Generational Family Legacy with Josh Jerele
Tuesday, 3 September, 2024
What does it truly mean to leave a lasting family legacy? Join us as Jessica sits down with Josh Jerele, our expert advisor from Summit Wealth Group’s Lakewood office, to unravel the intricate fabric of what it means to think about a family legacy. Together, we promise to provide you with actionable insights that go beyond financial inheritance, diving into how values, beliefs, and family history can be preserved and cherished by future generations. Josh sheds light on impactful practices like creating videos or emails for future generations and stresses the importance of teaching financial responsibility to children early on.Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
