Jul 1, 2021
People who inherit wealth have a significant financial advantage over those who do not. They likely have the ability to avoid student loans as well as other types of costly debt. Instead, their inheritance can be used towards income-generating investments, assets that appreciate in value, or even purchasing their first home. This is the main reason why it is important to be able to pass assets on to the next generation.
In today’s episode, Olivia speaks with Morgan Summers, a financial planner who is on a mission to help young professionals create generational wealth. She talks about why she became a financial planner, lessons she learned from her parents on creating wealth and how to achieve those financial goals we set for ourselves.
In a nutshell, Olivia and Morgan discuss:
… and so much more!
Connect with Morgan:
Let’s continue the conversation in our Free Facebook group!:
Connect with Nicola:
LinkedIn: Nicola Robinson
Connect with Olivia:
Facebook: Olivia Smith