Ep. 4 - Bridging Generations: Unveiling the Art of Multi-Generational Wealth and Family Harmony

Mind Your Nest

Join JR Gondeck, a renowned wealth management expert, and I for an engaging discussion on multi-generational wealth planning. We explore the evolution of family financial conversations, from top-down directives to inclusive dialogues involving every generation. Delve into topics such as millennials' financial challenges, the benefits of early inheritance, and strategies for promoting financial literacy among younger family members.
Experience the impact of clear communication in estate planning through compelling stories that resonate with many. Learn from a tale of discord sparked by a father's will, emphasizing the importance of transparency for preserving family harmony. Discover how preparedness can ease anxieties surrounding money and mortality.
In our uplifting conclusion, we share the heartwarming story of two estranged brothers finding reconciliation after 25 years, highlighting the healing power of open financial dialogue. Navigate through trust funds, 529 plans, and evolving educational funding landscapes while embracing the importance of adapting to life's changes. Whether managing cross-country relationships or embracing new trends like video dating apps, our discussion celebrates the enduring strength of family bonds and the necessity of evolving with the times.
Contact JR Gondeck:
Managing Director, Partner at The Lerner Group at Hightower
Co-Author of Family Value at Risk
Co-Founder and CEO of Verge LLC
Email: [e-mail]

Contact Jennifer Rosen:
Email: [e-mail]