In this episode, we delve into the essential steps families can take to prepare the next generation to inherit and manage wealth responsibly. From initiating conversations about money to fostering financial literacy and aligning values, we explore strategies to equip future generations with the tools and mindset needed to steward family resources effectively.
Our guests, Joan DiFuria and Emily Bouchard, are leaders in wealth psychology and family dynamics. Joan is the Co-Founder of the Money, Meaning & Choices Institute, specializing in helping families navigate the emotional and relational aspects of wealth. Emily, Executive Director at Blended Families Flourishing, brings decades of experience in coaching families through the complexities of wealth transitions and legacy planning. Together, they provide actionable insights for families at every stage of wealth preparation.
In This Episode, You Will Learn:
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