Generational Financial Planning | Episode 23: FPOG Podcast

In this episode, we talk all about generational financial planning. What is multi-generational planning? Why does legacy planning matter to everyone regardless of how much you have? How does legacy planning impact your investment time horizon?

Show Notes

Book Mentioned: Family Wealth by James E Hughes Jr.

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Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX that provides exceptional advice for a select number of families coming from oil & gas companies.

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