“What is an efficient way to transfer wealth to my posterity and still have some control over, and enjoy that wealth?” Kim Butler and No B.S. Money Guy Todd Strobel address this question to help listeners understand their best options.

Tune in to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at [email protected] and we may answer it in an upcoming episode.

Links and Resources from this Episode

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Book - The Opposite of Spoiled by Ron Lieber

www.partners4prosperity.com

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Show Notes:

00:00 Intro

01:21 “The Opposite of Spoiled--Raising Kids Who Are Grounded, Generous, and Smart about Money” by Ron Lieber

03:04 How to share wealth with your posterity, but still have some control on it

04:03 Benefits of getting a life insurance policy on a grown child

06:00 Listener question: “Do you need to give to all the kids, and should it be equal?”

07:26 What about the spouse?

09:13 Tax efficient ways of transferring wealth

11:30 The “Family Banking Book” go to [email protected] to sign up

13:11 What banks don’t want people to know