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Create a Winning Legacy
In this episode, we dive deep into the multifaceted world of legacy planning—a critical yet often overlooked aspect of wealth management. We confront common myths and cultural barriers surrounding wealth planning. We also explore the different dimensions of wealth, beyond just monetary wealth. How can you ensure that your wealth is passed down effectively to the next generation? Join us as we explore the three main pillars of wealth management: the creation of wealth, the protection of wealth, and the effective distribution of wealth across generations.
Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. Follow us on social media for updates and more financial tips!
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About our Host
Susan Wanjiku is a certified personal finance coach and money educator. She is also the founder of The Legacy Hub. With a large following on social media, she is constantly and passionately helping people make smarter financial decisions to achieve financial freedom. Follow Susan on Instagram and YouTube.
About Our Guest
Mnyindo Tairo is an award-winning Insurtech and Wealth Protection Leader. She specializes in the implementation of sustainable insurance and risk management solutions for leaders, professionals, SMEs and entrepreneurs through her outfit Lerisque Africa. Their mission is to help clients manage day-to-day risks, enabling them to pursue their dreams with peace of mind, allowing clients to focus on what truly matters. and follow their dreams with confidence. You can get in touch with Mnyindo on LinkedIn and Instagram.
Resources mentioned in this episode:
SBM Elite Wealth Management Solutions
Le Risque Africa
Got questions or suggestions for future episodes? Reach out to us at [email protected]
View all episodes
By SBM Bank KenyaIn this episode, we dive deep into the multifaceted world of legacy planning—a critical yet often overlooked aspect of wealth management. We confront common myths and cultural barriers surrounding wealth planning. We also explore the different dimensions of wealth, beyond just monetary wealth. How can you ensure that your wealth is passed down effectively to the next generation? Join us as we explore the three main pillars of wealth management: the creation of wealth, the protection of wealth, and the effective distribution of wealth across generations.
Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. Follow us on social media for updates and more financial tips!
Facebook
X (Twitter)
Instagram
LinkedIn
About our Host
Susan Wanjiku is a certified personal finance coach and money educator. She is also the founder of The Legacy Hub. With a large following on social media, she is constantly and passionately helping people make smarter financial decisions to achieve financial freedom. Follow Susan on Instagram and YouTube.
About Our Guest
Mnyindo Tairo is an award-winning Insurtech and Wealth Protection Leader. She specializes in the implementation of sustainable insurance and risk management solutions for leaders, professionals, SMEs and entrepreneurs through her outfit Lerisque Africa. Their mission is to help clients manage day-to-day risks, enabling them to pursue their dreams with peace of mind, allowing clients to focus on what truly matters. and follow their dreams with confidence. You can get in touch with Mnyindo on LinkedIn and Instagram.
Resources mentioned in this episode:
SBM Elite Wealth Management Solutions
Le Risque Africa
Got questions or suggestions for future episodes? Reach out to us at [email protected]