Generational Financial Planning Part 2 | Episode 27: FPOG Podcast

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan?

Show Notes

Book Mentioned: Family Wealth by James E Hughes Jr.

‍

Recent posts

The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91

November 29, 2024

Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90

November 15, 2024

Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89

November 1, 2024

The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88

October 18, 2024

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.

Click to Talk with the Team