Beyond the Balance Sheet: Legacy, Values, and Family
Update: 2025-10-17
Description
Is your legacy just about money? Think again! This episode reveals how Boomers and Gen Xers can create lasting legacies by sharing stories, values, and life lessons, not just assets. Financial therapist and end-of-life doula Ashley Agnew shares how to navigate tough family conversations about wealth, avoid common pitfalls like trying to control from beyond the grave, and why starting early with honest communication is key. Learn how to put relationships first, take action, and make your legacy truly meaningful.
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