Send a text

#045.  Today’s guest is Will Hoffman.  Will talks about his journey as a financial advisor.  How he developed his passion for helping clients make money and financial info make sense.  He details why it is important to work with an independent financial advisor.  Will gets into the best ways to prepare Next Gen to be stewards of family wealth, and the importance of talking to your kids about the mistakes you have made.

Will covers best practices on clients’ who are doing a great job of preparing their kids to take over the wealth and how our financial habits influence the habits develop and change the trajectory of your life.  We get into the experience he gained when his grandfather passed away, why it is important to involve your kids, and why it ultimately made him a better financial advisor.

Will also breaks down the unique challenges that Gen Xers face as the sandwich generation. 

Show notes and more at:

https://moneydadpodcast.com/session045

Support the show