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Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation

Author
Dave Lopez
Published
Mon 01 Aug 2022
Episode Link
https://sites.libsyn.com/313055/leaving-a-legacy-how-to-handle-leaving-your-money-to-the-next-generation

These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on your retirement. But this week, we are going to take a look at a different side of the coin. On this episode, Dave Lopez discusses what to do when you have a sizable bucket of money that you don’t need to or don’t intend to use in retirement, and specifically, how to go about investing that bucket if you plan to pass it down to your children or heirs one day. 

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