Leave a Legacy

Leave a Legacy

Join me as I walk through a real-life story of legacy and share some practical steps for how you can leave a legacy.

Show notes

This week's blogpost - https://bahnsen.co/3OHt2Ti

Legacy. Leaving a legacy. Your legacy.

What a loaded finance word, right? We know it has depth and meaning, but we don’t always really know what it looks like practically.

Join me as I walk through a real life story of legacy and share some practical steps for how you can leave a legacy.  

Links mentioned in this episode:

Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

View episodes

Guests

Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

View episodes

Subscribe now

Get new episodes of Thoughts On Money [TOM] automatically