Ep 23: Sorting Out the Importance of Legacy Planning Caffeine And Cash Flow with Michael Schulte

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.
 
Read more and get additional financial resources here: https://savingtheamericandreampodcast.com/estate-planning/ep-23-sorting-out-the-importance-of-legacy-planning/403/ 
 
What we discuss in this episode: 
1:21 – Inflation
4:29 – Financial advisors
6:49 – Generational wealth
8:56 – Legacy
11:31 – Mistakes
13:52 – Interesting plans
15:22 – Mailbag: Generational wealth
18:07 – Mailbag: Investing
19:40 – Mailbag: Saving income