The Great Wealth Transfer
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The Great Wealth Transfer
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About this listen
Hey everyone, I'm Lena Banks – an MBA, Certified Financial Planning professional, and small business coach based in Austin, TX. Welcome back to Financial Therapy!
Today’s episode is all about the Great Wealth Transfer, and what you need to know to be clear-eyed about what it all means for you—including why there may not be as much waiting for you as you think.
It’s one thing to have/receive money; it’s another thing to keep it… so let’s talk about some do’s and don’t’s to keep in mind for your financial journey, if and when your money comes in.
Call or text to submit your feedback and questions for the show: 1-844-4FINPOD (1-844-434-6763)
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