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Legacy Planning for You and Your Family (Feat: Cindy Arledge)
Manage episode 360492554 series 2930316
Innehåll tillhandahållet av Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
On the latest episode of Path to Abundant Living, we're pleased to welcome Cindy Arledge to the show to discuss the increasingly popular topic of legacy planning!
Cindy Arledge, MBA brings a fresh new approach to an age-old problem: how to transfer wealth without destroying your beneficiaries’ ambition and drive, and their relationships to each other.
Motivated by the most painful experience of her life, losing a brother’s relationship over a shared inheritance, Cindy developed a process to help business owners preserve family relationships through emotional and financial storms.
Cindy shares her unique insights into the world of legacy planning and gives us some considerations for our own futures.
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:23 - How Matt and Scott became acquainted with Cindy
4:18 - Welcoming Cindy Arledge to the show
6:35 - What is legacy planning?
9:55 - What Cindy enjoys the most about working in legacy planning
11:45 - Working with tougher clients
13:38 - There are 22 conditions that impact a family's ability to transfer wealth successfully
17:23 - Values-driven conversations among families
23:05 - It starts with knowing how to manage wealth
27:26 - How her inheritance has impacted Cindy's relationship with money
30:23 - Your "why" is incredibly important in this legacy planning process
32:21 - Conduct a free risk audit with Cindy
33:44 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
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