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Flight #75: The Power of Legacy Planning

Did you know that you’re leaving a legacy, whether you realize it or not? Join us for an eye-opening discussion on legacy planning with Jon Cremer, Financial Advisor. In this episode, we dive into the impact of intentional legacy planning and why it’s crucial to start thinking about it sooner rather than later.

From understanding the importance of legacy planning to discovering the optimal time to begin, we discuss how you can leave a lasting impact on future generations. You will learn the significance of living each day with purpose and seizing opportunities to shape your legacy. With practical advice and seven actionable steps for legacy planning, you’ll discover how to document your personal history, preserve family traditions, and foster open communication with your loved ones about your legacy aspirations.

What You’ll Learn In Today’s Episode:

  • Why legacy planning is so important.
  • When the right time to start legacy planning is.
  • The impact you can make by planning for your legacy.
  • The power of reflection.
  • Seven steps for legacy planning.
  • The value of having gratitude.

Ideas Worth Sharing:

  • “We have the ability to impact not only our kids but their kids too. So the opportunity for impact is huge!” – Charlie Mattingly
  • “Reflection is a big part of what can make you successful in leaving a legacy.” – Robert Eklund
  • “It doesn’t matter how wealthy you are, you can out-spend your money.” – Robert Eklund

Resources In Today’s Episode:

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