Teaminvest Wealth Builders
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Teaminvest Wealth Builders
Planning Intergenerational Wealth: How to Build a Lasting Legacy for Your Family
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How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful intergenerational wealth transfer.
Discover why most families fail to plan, how compounding can transform your legacy, and the crucial roles of education and culture in preserving family wealth. Whether you’re a parent, grandparent, or thinking about your own estate, this episode delivers practical, actionable insights you won’t want to miss.
What you'll learn in this episode:
- Why intergenerational wealth transfer matters (and why most families don’t plan)
- The three things that truly compound across generations: wealth, culture, education
- How to use compounding and smart investing to create a lasting legacy
- Real numbers: What a $3M estate can do over 20 years (term deposit vs. index fund vs. active investing)
- The hidden risks of not educating heirs and the dangers of “sharks” and poor planning
- How to start the legacy conversation with your family
Timestamps:
00:00 – Introduction: Why legacy matters
05:00 – Wealth, culture, and education: the three pillars
12:00 – What happens without a plan
17:00 – The magic of compounding
23:00 – Real-world examples & numbers
30:00 – Education as the ultimate safeguard
35:00 – How to start the legacy conversation
38:00 – Teaminvest resources for families
🎧 Available on YouTube, Apple Podcasts and Spotify.
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