Multi-Generational Financial Planning (Part 3)


Manage episode 300886078 series 2864884
על ידי S.E.E.D. Planning Group התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.

Show Intro (00:27)

How to get started gifting money to your kids (1:34)

  • Making this process as open or private as it needs to be, controlling the pace of taxes, and getting money out of your estate
  • Building in layers of privacy and setting up your children for success

Working with a financial planner (10:37)

  • Creating a long-term plan and ensuring your financial planner connects and communicates well with your children.
  • Recognizing the financial industry’s conflict with multi-generational planning

Making this process easy (17:16)

  • Recognizing who you are dealing with – the difference between fee-only planners, fee-based advisors, and brokers
  • Coordinating your efforts, taking your time, and making this process fun (no lecturing or judging your kids)
  • Allowing your kids to make decisions and learning to partner with them

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