Wealth isn’t just about what you build, it’s about how you protect it.
Are your heirs prepared to manage what they’ll inherit? And are your advisors working together for your best interests, not their own? True wealth preservation means more than investments; it’s planning ahead so your legacy lasts.
Transcripts
Matt:
Welcome to your money minute with Matt. Your dose of financial clarity in under a minute.
Here's the truth the more you have, the more there is to lose to taxes, poor planning, or even family conflicts. So let me ask you do your kids know how to handle the wealth they'll inherit, or just that they'll inherit it?
When's the last time your CPA attorney and advisor sat down together to protect your interests, not just their own slice? If something happened tomorrow, would your spouse or family know what to do and who to call? Wealth is not a plan, it's a responsibility.
And protecting it isn't just about investing well. It's about thinking ahead. That's your money minute with Matt. If those questions made you pause, let's talk preserve more and live.
