Part 1 – Generational Planning

Common Sense Financial Podcast

Part 1- Generational Planning

If you have a living mother, father, grandparents, brothers, sisters, children or grandchildren then this is a topic that could be beneficial to you.

There is never a one size fits all solution for how a generational plan is to be arranged. Family dynamics, their belief system, and their financial situation will dictate the details of a plan.
The framework of a generational plan begins with the mindset of thinking beyond and accepting a broader vision for what is possible.

The podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.

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