Wealth Worth Keeping: Preparing Heirs for Success

We start with the emotional, psychological, and financial challenges that often come with inheriting money, especially after the loss of a loved one. A lack of preparation can lead to guilt, poor decisions, and even family conflict. So we’ll talk more about the importance of financial education from a young age and building a values-based legacy.

Rob also shares real-world examples, including how one family used a “junior board” to teach stewardship—and how another saw wealth destroy a future generation due to poor planning.

Here’s what we discuss in this episode:

💬 Talk About It – Why communication is the most powerful legacy tool

📚 Teach Financial Literacy Early – Start with a debit card, build from there

💡 Create a Values-Based Legacy – Pass down more than just money

🤝 Work With Professionals – Help heirs build trust and find guidance when it matters most

Helpful Resources:

Phone: 801-717-9237

Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

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Let us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q

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