Episode 13
Multi-Generational Financial Planning (Part 1)
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Show Intro (00:27)
Considerations and Factors (1:46)
- When to start gifting, starting the conversation with your kids, and getting them involved in the process
- Wanting to do the right thing, setting your heirs up for success
Taxes (5:55)
- Understanding your tax situation, factoring in income taxes, and taking your children’s tax situation into account
Usage Benefit (12:03)
- Empowering your children, letting them plan, and recognizing how this gift would help them
- Seeing from your child’s perspective, knowing your kids, and acknowledging how they would handle money
Gifting now (17:59)
- Asking how you could help, creating unique moments and experiences with your children, seeing them enjoy your gift
Accounts and Assets (22:04)
- Understanding the pieces you have, transferring assets, creating learning opportunities
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.