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Thank you for listening to Your Life, Simplified...a podcast about putting life in perspective and having a game plan. To sign up for our monthly newsletter containing additional information to help make your life easier, visit our website. In addition, be sure to subscribe so you don't miss an episode.

Oct 19, 2021

When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are building blocks of debt, cash flow management, investment 101 and insurance.