Welcome to today's episode, where we're diving into one of the most meaningful investments you'll ever make—and spoiler alert, it's not in the stock market. It's in people, purpose, and the kind of possibilities that outlast trends and time. Whether you're building a legacy through your family, pouring into a cause you care about, or simply wanting to steward your time and energy more wisely, smart investing goes way beyond dollars and cents. It's about placing value where it truly counts. So grab your coffee, tea, or just listening ears and let's talk about how to make investments that compound in impact—not just interest. Full article here: https://goalsforyourlife.com/smart-life-investments
Make sure you're getting all our podcast updates and articles! Get them here: https://goalsforyourlife.com/newsletter Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com
Quick recap: The conversation focused on the importance of investing in people and preserving family legacies, particularly during mid-career stages. Strategies for responsibly passing on wealth and financial education to the next generation were discussed, including providing loans instead of gifts and setting up trusts. The conversation emphasized the value of open communication about financial plans and estate arrangements, as well as teaching financial skills and responsibility to family members.
#financiallegacyplanning #familylegacyplanning #spendthrifttrusts #wealthwisdom #healthcaredirective
CHAPTERS:
00:00 - Intro
02:05 - Deb's 94-Year-Old Uncle
08:59 - Investing in Your Kids
17:00 - Magnify Your Influence
19:50 - Legal Document - Trust
23:50 - Joint Tenancy
27:35 - Struggling Through Challenges
29:16 - Final Thoughts and Reflections
34:35 - Investing in the Future
37:30 - Living Purposefully on Purpose
38:36 - Sign Up for the Goals for Your Life Newsletter
39:15 - Thank You for Joining Us
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