THE 6T’S OF WEALTH TRANSFER | What You Need to Know to Pass Your Wealth to the Next Generation

The Spend Life Well Show

The Spend Life Well Show
THE 6T’S OF WEALTH TRANSFER | What You Need to Know to Pass Your Wealth to the Next Generation
Mar 13, 2023 Season 4 Episode 10
ClearVista Financial

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We don’t live forever, and passing our wealth to the next generation can be more complicated than we think. In this episode, financial advisors, Mark Trice & Jesse Hamilton walk you through Ron Blue’s 6T’s of Wealth Transfer. During the 2023 Kingdom Advisors Conference, Jesse learned about these principles from a breakout session taught by Ron Blue. 

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Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice

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