Caring for aging parents involves so many details, from medical and financial decisions to legal, long-term care, and end-of-life wishes. Statistics show there’s a clear disconnect between parents and children around these decisions, so it’s important to start talking about this with your parents early. We hope this episode makes it easier and less stressful for you to navigate the process.
Welcome to the “Off the Wall” Podcast
The podcast redefining wealth for founders and high-earning execs. Let’s dive in!
"Off the Wall" Podcast Categories:
- Behavioral Investing
- Business Exit Planning
- Charitable Giving & Philanthropy
- Choosing an Advisor
- Estate Planning
- Investing & Portfolio Strategies
- Market & Economic Updates
- Passing Down Family Wealth
- Planning for Retirement
- Tax Strategies
- Wealth Building for Executives
- Wealth Building for Women
Dr. Richard Orlando of Legacy Capitals is back for Part 2 of our conversation about successfully transferring wealth to the next generation. Rich does a deeper dive on gifting to kids, including sharing ideas on timing gifts around core life stages. He explains what is a family meeting and why it is important, and suggests possible items to have on your family meeting agenda.
There are lot of questions, worry and anxiety surrounding leaving an inheritance. How do I prepare my kids to be good stewards of this wealth? How can I make sure the money doesn’t create entitled kids? Do I tell my kids how much I’m worth? Dr. Richard Orlando, Founder of Legacy Capitals, joins the podcast to share his expertise on how to successfully pass on wealth to the next generation.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.