Building a Legacy Beyond Just Financial Wealth
When you are building a legacy plan, it is important to understand your legacy is not just about your financial legacy. You should also focus on passing down family history, work ethic, and community outreach goals to the next generation. This will allow the next generation to learn more about your family’s value system so they can make better life decisions in the future.
Casey Smith also recommends reading Hero on a Mission: A Path to a Meaningful Life by Donald Miller. This book explains the importance of setting up a value system for yourself. In Miller’s book, he explains that he starts the day by writing his obituary, which helps him understand his end goal and what is most important to him. Reading this book could help you think through the best way to lead a meaningful life and leave a legacy you can be proud of.
Click here to schedule a consultation with one of our financial planners.
Download our free guide: “7 Steps to Leave a Financial Legacy”
Listen to Our Podcast:
Recent posts
Share This Story, Choose Your Platform!
Wiser Wealth Management, Inc (“Wiser Wealth”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). As a registered investment adviser, Wiser Wealth and its employees are subject to various rules, filings, and requirements. You can visit the SEC’s website here to obtain further information on our firm or investment adviser’s registration.
Wiser Wealth’s website provides general information regarding our business along with access to additional investment related information, various financial calculators, and external / third party links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, we make no representation that the information or opinions contained in our publications are accurate, reliable, or complete.
To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Wiser Wealth or any of its investment professionals. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. Wiser Wealth does not offer legal, accounting or tax advice. Consult your own attorney, accountant, and other professionals for these services.
