Investing With Purpose

100-Year Legacy Plan

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Do you want your children to continue your generational wealth? Tune in to this week's episode as we share the importance of teaching them financial literacy to construct a meaningful legacy for your business, family, and donor-advised fund.


Key takeaways to listen for

  • 01:40 Why it’s important to teach your children responsibility and financial literacy
  • 06:53 The value of legacy planning in promoting philanthropy within your family
  • 09:16 How does a hundred-year-old plan prepare your business and donor-advised fund
  • 13:25 Retirement plans you should consider


    • Resources mentioned in this episode

    • Designing Your 100-Year Plan
    • 01:09 Entrusted by Andrew L. Howell and David R. York | Hardcover and Kindle
    • 05:02 The Little Red Hen by Paul Galdone | Paperback and Kindle
    • 08:11 Habitat For Humanity
    • 12:07 Business School Podcast with Sharran Srivatsaa
    • 12:48 Becoming Your Own Banker by Nelson R. Nash 

      • Are you interested in putting the Infinite Banking Concept to use? Reach out to us at https://integrityhg.com/, and we’ll gladly give you up to three referrals for free!


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      💰 Start investing with purpose: https://bit.ly/integrityhg

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      Investing With PurposeBy Steven Libman
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