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Leaving Money to Your Children and Grandchildren

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Manage episode 426988580 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Paul as he is interviewed by Ed Fulbright, CPA and host of Mastering Your Money on WNCU 90.7 FM in Durham, N.C.

  1. How do Grandparents decide to help with education or retirement or legacy building of their grandchildren?
  2. You often recommend small cap value as the primary investment vehicle for creating legacy for your grand children. Why did you select this investment?
  3. You recommend a low cost strategy for $365 per year. Can you tell our listeners about how this works?
  4. You also have different options for people who may have older children or grandchildren. Can we discuss those options?
  5. You suggest writing a letter to a child or grandchild. Can we discuss the power of the letter to the child or grandchild?
  6. What is the best advice you have ever received?
  continue reading

456 episodes

Artwork
iconShare
 
Manage episode 426988580 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Join Paul as he is interviewed by Ed Fulbright, CPA and host of Mastering Your Money on WNCU 90.7 FM in Durham, N.C.

  1. How do Grandparents decide to help with education or retirement or legacy building of their grandchildren?
  2. You often recommend small cap value as the primary investment vehicle for creating legacy for your grand children. Why did you select this investment?
  3. You recommend a low cost strategy for $365 per year. Can you tell our listeners about how this works?
  4. You also have different options for people who may have older children or grandchildren. Can we discuss those options?
  5. You suggest writing a letter to a child or grandchild. Can we discuss the power of the letter to the child or grandchild?
  6. What is the best advice you have ever received?
  continue reading

456 episodes

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