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How to Build Generational Wealth (5 Insights) – Ep95

How to Build Generational Wealth With These 5 Insights

by: Annette Bau, CFP®

Many people want to know how to build generational wealth for their family members. Today, we dive into five insights on how you can leave money to your partner, children, grandchildren, or others.

While various options exist to build and leave wealth, we cover some of the most popular ones.

Wealth Inside and Out® Podcast: “How to Build Generational Wealth with These 5 Insights”

In this episode, you will learnResidual Income Guide:
>> (3:10) What is generational wealth?
>> (5:55) How passive and residual income can boost your wealth-building
>> (7:46) One wealth-building strategy that many don’t consider
>> (9:20) How building wealth can help with your retirement income
>> (10:32) Considerations for income from annuities
>> (12:12) One of the easiest ways to build generational wealth
>> (14:39) How the death of a spouse impacts your retirement benefits
>> (16:22) The sample advisory team blueprint

Conclusion – “How to Build Generational Wealth with These 5 Insights”

Leaving your loved ones better off is a priority for many people. Today, you will learn several options to leave your heirs more money, and ways to make the transfer of wealth easier.

In today’s episode, you will learn several considerations and ways you can help prepare your heirs to manage their inheritance better.

Enjoy the episode.

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This information is for educational purposes only. It is not intended to replace any advisor or specialist or provide investment, financial, tax, retirement, planning, or healthcare advice.

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To your financially secure life,

Annette

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About Annette Bau, CFP®

7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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