117. What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.
07/11/22 • 41 min
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Previous Episode
116. Are You Striving to Leave a Purposeful Legacy?
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Next Episode
118. What to Look For in a Financial Advisor
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
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