In this enlightening episode, Monica discusses the heart of family dynamics and financial planning, focusing on generational wealth. As families gather for the holidays, we provide a sensitive yet open framework for discussing crucial matters that shape and protect the legacy of a family.

From understanding assets and liabilities to estate planning, and from healthcare directives to digital asset management, we cover vital questions that encourage clarity and preparation. This episode is a must-listen for anyone looking to foster a legacy of wealth, responsibility, and thoughtful stewardship across generations.

Episode Quote: Estate planning is an important and everlasting gift you can give your family. ~Suze Orman

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10:30AM on December 7th

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