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Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth 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.
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Investing Matters: Protecting Your Business Legacy for Generations to Come
Manage episode 471210781 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth 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.
You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact.
Highlights
1:40 - How and when to distribute wealth
1:55 - The use of trusts
4:20 - The importance of a Letter of Wishes
6:00 - A will can be equal but not fair, and fair but not equal
7:00 - Are your heirs prepared to manage their inheritance?
7:55 - Charitable giving and leaving a philanthropic legacy
100 episoade
Distribuie
Manage episode 471210781 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth 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.
You’ve worked hard to build your business and accumulate wealth, so how do you ensure your legacy is protected for future generations? Jasmine Marichic, Wealth Advisor | Client Relationship Manager, outlines key estate planning strategies for business owners, including trusts, direct distributions, and Letters of Wishes. Learn how to safeguard your assets, prepare your heirs for financial responsibility, and leverage tools like private giving foundations to create a lasting philanthropic impact.
Highlights
1:40 - How and when to distribute wealth
1:55 - The use of trusts
4:20 - The importance of a Letter of Wishes
6:00 - A will can be equal but not fair, and fair but not equal
7:00 - Are your heirs prepared to manage their inheritance?
7:55 - Charitable giving and leaving a philanthropic legacy
100 episoade
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Similar cu The Wealth Exchange
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
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continue reading
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continue reading
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continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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