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Generational Wisdom: Financial Lessons from My Grandmother

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Manage episode 464083326 series 2841959
Content provided by Bear and the Bull and The Bull. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bear and the Bull and The Bull or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
  continue reading

101 episoade

Artwork
iconDistribuie
 
Manage episode 464083326 series 2841959
Content provided by Bear and the Bull and The Bull. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bear and the Bull and The Bull or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Ilona sits down with Katrina Robinson, a professional trustee and wealth management expert, whose journey spans Kingston, Jamaica, to leading the multinational estate planning firm Cone Marshall. Katrina shares how her grandmother's wisdom and lessons on saving shaped her approach to planning for the future. Katrina also discusses the importance of financial planning at every stage of life, providing practical tips on building wills and trusts, and creating inventories of assets. Whether you're just starting your financial journey or looking to preserve wealth for future generations, this episode offers timeless insights into planning with purpose.
  continue reading

101 episoade

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