Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
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Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.
Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy
Trusted Advisor Podcast Series
2 months ago
Episode 44: Engaging the Rising Generation: From Financial Literacy to Lasting Legacy
When it comes to preparing the rising generation, traditional financial literacy programs often miss the mark - failing to create meaningful behavior change 99% of the time. Rod Zeeb and Rachel Gil discuss why effective rising generation engagement begins with the entire family, not just the kids or heirs in isolation, offering practical tools for advisors and families to build real engagement, cultivate values-driven decision-making, and foster lasting stewardship. Listeners will walk away with strategies to shift from information-dumping to true education that sparks responsibility, connection, and growth.
Trusted Advisor Podcast Series
Parents with substantial assets face an important question - how do I transfer a significant inheritance and plan for a good result? Rod Zeeb and Charles Schultz discuss how to build an excellent plan for successful inheritance.