Moneywise financial advisor, Sherod Waite, shares insight on the topic of passing down your wealth. Why should you think beyond the idea of accumulating wealth only to pass it on as a large chunk in the end? There are different advantages to passing it along now. Sherod discusses those advantages and gives some ideas on how you might do that and the control + choices it can give you.
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Moneywise Wealth Management | “The Moneywise Guys” podcast