The Prosperity Podcast

Transferring Wealth to your Posterity - Episode 217


Listen Later

"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 EpisodeSubmit your questions: [email protected] Book - The Opposite of Spoiled by Ron Lieber www.partners4prosperity.com

Special Listener Gift

  • Free eBook: Financial Planning Has Failed

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

Review, Subscribe and ShareLeave a review about the podcast by clicking here

Subscribe on your favorite podcast player to get the latest episodes.

  • Click here to subscribe with iTunes
  • Click here to subscribe with Stitcher
  • Click here to subscribe with RSS

...more
View all episodesView all episodes
Download on the App Store

The Prosperity PodcastBy Kim D. H. Butler and Spencer Shaw

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

95 ratings


More shows like The Prosperity Podcast

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,238 Listeners

Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,888 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,256 Listeners

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business by The Rich Dad Media Network

Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business

3,872 Listeners

Rental Income Podcast With Dan Lane by Rental Income Podcast

Rental Income Podcast With Dan Lane

837 Listeners

The Cabral Concept by Dr. Stephen Cabral

The Cabral Concept

1,887 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,099 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

8,740 Listeners

The Money Advantage Podcast by Bruce Wehner & Rachel Marshall

The Money Advantage Podcast

63 Listeners

DarrenDaily On-Demand by Darren Hardy LLC

DarrenDaily On-Demand

1,739 Listeners

Banking With Life Podcast by James Neathery

Banking With Life Podcast

76 Listeners

The Charlie Kirk Show by Charlie Kirk

The Charlie Kirk Show

66,719 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,034 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners