Money Matters with Ken Moraif

The Executor Vs The Trustee - What You Should Know


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Most people think “inheritance” means money, property, or accounts. In this episode, Ken Moraif and Jeremy Thornton share why the most valuable legacy you can leave your children and grandchildren is something far more lasting: your values, your morals, your life lessons, and your wisdom.

If you’re over 50 and retired or retiring soon, this conversation will help you think differently about legacy and how to intentionally pass it forward, even in simple, practical ways.

Visit rpoa.com to explore more retirement planning resources and upcoming events.
Like, subscribe, and share this with someone who’s thinking about their legacy.

0:00 Intro and why this topic matters
0:52 The big misconception about “inheritance”
1:35 The #1 legacy: values, morals, and wisdom
3:05 Why money alone does not build a lasting legacy
4:18 Work ethic and character as the real “wealth”
6:12 Simple ways to pass down life lessons
8:02 Stories, family history, and documenting wisdom
10:08 Recording messages and preserving memories
12:28 Where to store and pass down digital memories
13:40 Wrap up and next steps

RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.
This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.

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