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How to Protect Your Assets as a First-Gen Wealth Builder
Manage episode 412651536 series 3437208
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In this solo episode of Money Noticias podcast, Israel and Sunem discuss the importance of protecting assets as first-generation wealth builders. They share personal updates and talk about the need to have beneficiaries on investment accounts and wills to ensure assets are passed down properly.
P.S. In the episode, we said that tax season ends April 16, but the last date to submit taxes is actually April 15!
In this episode you will learn:
- Why having beneficiaries on investment accounts and a will is crucial for protecting assets and ensuring they are passed down properly.
- Why you should consider getting a prenup or postnup
- The importance of passing down financial knowledge and healthy money habits to future generations is essential for protecting assets and building generational wealth.
- Why healing and improving our own relationship with money is important to prevent passing down negative money mindsets and behaviors.
- How to take control of your financial future and empower yourself to protect your assets and build wealth.
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