Episode 320: Legacy in the Living Years

Join Mike Connon and John Iaconetti, Senior Financial Advisors at The McClelland Financial Group of Assante Capital Management Ltd., as they unpack the complexities of inheritance planning. In this episode, they explore how to prepare your children to responsibly manage the wealth they may inherit—focusing on the importance of building strong financial habits early in life.

From using trusts to hosting purposeful family meetings, they share actionable strategies to protect your legacy and ensure a smooth transfer of wealth across generations. Along the way, you'll hear timeless lessons from thought leaders like Warren Buffett, plus practical advice to help you avoid the common pitfalls of generational wealth.

Whether you're planning your estate or thinking ahead for your family’s financial future, this episode offers essential insights to guide the way.