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Round Table | The Hidden Wealth Strategy Retirees Use to Pass Down Generational Prosperity
23rd December 2025 • The Wealth Without Wall Street Podcast • By Russ Morgan & Joey Muré
00:00:00 00:24:25

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Have you ever wondered how wealthy retirees ensure their legacy lasts for generations? In this episode, the financial coaches explore the hidden wealth strategy retirees are using to build and pass down generational prosperity. 


As traditional retirement plans and Wall Street methods lose their appeal, more retirees are turning to alternatives that offer greater control and a lasting legacy. The key? The infinite banking system, which uses life insurance policies to create a family banking system that can fund multiple generations.


You'll learn how retirees are leveraging this system to provide financial stability, grow wealth, and pass it on without the pitfalls of conventional retirement methods. With real-life examples, the coaches break down how retirees can implement this strategy to secure their family’s future and leave a lasting financial legacy.


Tune in to discover how you can start building generational wealth today, no matter your stage in life.


Top three things you will learn:

-How to use infinite banking strategies to build and preserve generational wealth

-The importance of legacy planning for retirees 

-How to create a financial strategy that outlasts you and benefits future generations


Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.


This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.


The hosts may have a financial interest in the programs or services mentioned in this episode.


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