The Wealth Legacy Blueprint

Building Financial Security Across Generations (EP 3)

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Are you making these common financial mistakes? Find out how to fix them today!

Challenge your preconceived notions with hosts Richard and Andrew Hanson in this episode of “Wealth Legacy Blueprint,” where they explore practical financial strategies tailored for Generation X and Millennials. With insights from both, they discuss essential habits and tools for building a strong financial foundation.

Key Highlights:

  • Generational Perspectives and Smart Spending: Discover how small, consistent savings habits can transform your financial future. Learn the hidden savings potential of cutting back on services like DoorDash and Starbucks
  • Life Insurance Options: Explore the long-term benefits of life insurance, from cash accumulation to tax advantages. Hear how setting up policies for your children can help towards their future
  • Budgeting and Planning: Master the art of scrutinizing expenses and reallocating funds to savings or investments. Understand the vital role of budgets, wills, and trusts in protecting your family’s interests
  • Education and Career Paths: Uncover the practical benefits of trade schools and vocational training as cost-effective alternatives to traditional college degrees
  • Social Security Concerns: Get a historical perspective on Social Security’s future and why younger generations should prioritize personal savings and investments
  • Professional Guidance: Learn why proactive financial planning and professional advice are crucial. Discover how small, incremental changes today can lead to significant long-term benefits
  • And much more!

    • Resources:

    • Website: Acorns.com

      • Connect with Generations Wealth Management Group: 

      • Website: Generations Wealth Management Group
      • LinkedIn: Generations Wealth Management Group
      • Facebook: Generations Wealth Management
      • LinkedIn: Rich Hanson
      • LinkedIn: Andrew Hanson
      • Email: [email protected] 
      • Phone: 833-948-2466 
        • ...more
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        The Wealth Legacy BlueprintBy Richard and Andrew Hanson