Estate Planning and Generational Wealth With Martin C. Johnson, ESQ.

Estate Planning and Generational Wealth With Martin C. Johnson, ESQ.

Author: The New Wealth Wave With Dr. Wallace January 2, 2024 Duration: 54:52
The New Wealth Wave Podcast With Dr. Wallace
BusinessEntrepreneurship

The New Wealth Wave Podcast - Episode 4: Generational Wealth With Martin C. Johnson, ESQ.

Today we delve deep into Stage 6: Generational Wealth featuring our esteemed guest, estate planner Martin C. Johnson, ESQ. This episode promises to be a wealth of information focusing on state planning and discussing the differences between wills and trust. We will also provide you with valuable insights into the advantages and disadvantages of designing your trust as your life insurance beneficiary while exploring the significance of considering a fiduciary in your state planning journey.

To learn more about Martin and his work, visit: https://www.360epi.com

https://www.linkedin.com/in/martincjohnson

https://www.instagram.com/martinjohnsonesq

Schedule a consultation:

https://calendly.com/360_361/estate-planning-initial-meeting

To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com

Follow us on social media at:

Instagram: https://www.instagram.com/dr.joaquinwallaceX/

Twitter: https://twitter.com/_Joaquinmedia

YouTube: https://youtube.com/@dr.joaquinwallace1761

LinkedIn: https://www.linkedin.com/in/dr-joaquin-wallace-91819514


Hosted by Dr. Joaquin Wallace, The New Wealth Wave Podcast With Dr. Wallace is a thoughtful exploration of what it truly means to build a lasting financial legacy. The conversations here move beyond simple investment tips to examine the foundational principles of the Seven Stage Generational Wealth Model. Each episode features discussions with seasoned experts who unpack the complexities of wealth, from its initial accumulation to its careful preservation and ultimate transfer. You'll hear practical strategies and personal stories that address the real challenges and opportunities families face when planning for the long term. This podcast serves as a guide for entrepreneurs and business-minded individuals who are thinking not just about their own success, but about creating a meaningful impact for future generations. Tune in for a nuanced perspective on turning financial resources into a sustained, multi-generational advantage.
Author: Language: English Episodes: 47

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