Wealth Worth Keeping: Preparing Heirs for Success

March 27, 2025

An inheritance can be agreat opportunity. It can be life changing in many regards. Butwill you be prepared for that day if and when it comes? In this episode, we’re talking about legacy planning and how to set your heirs up 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

Get your copy of Rob’s books: https://www.axiowm.com/book

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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