This episode defines “second‑gen” as the children and grandchildren inheriting family wealth and explains how the firm engages them as new clients.

Topics include Investing 101, account setup and goals, retirement and 401(k) guidance, diversification, and counseling to help heirs make thoughtful financial decisions rather than impulsive choices.

It also covers non‑financial support (insurance, resumes, prenuptial conversations), success stories, and public outreach efforts to teach financial literacy in schools and build long‑term multigenerational relationships.