Скачать или смотреть How Smart Families Preserve Wealth Across Generations

Family Wealth & Legacy at Risk? Did you know 70% of family wealth disappears by the 2nd generation - and 90% by the 3rd?

The cause isn’t bad investments, but poor communication, lack of preparation, and family breakdown.

In this video, you’ll learn how to protect your legacy and stay in the 30% who get it right:
✅ Top 3 reasons wealth disappears
✅ How to pass down values with your wealth
✅ Family meetings + financial literacy = lasting legacy

Your wealth isn’t just dollars - it’s decisions, clarity, and preparation. Start now so your family ends up in the 30% who get it right.

👉 Watch to the end for estate planning strategies that protect your legacy.

DISCLAIMER: This video is for educational purposes only and is not intended as financial, legal, or tax advice. The information is for a general audience and does not consider your individual circumstances. Please consult with a qualified professional before making any financial decisions.

⏰ CHAPTERS
0:00 - The Shocking Truth About Legacies
0:30 - Why Legacies Fail: It's Not the Market
3:28 - The $7 Million Grandfather Clock Story
8:45 - The Son vs. Daughter Money Experiment
14:45 - Actionable Steps to Protect Your Legacy

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🤔 ABOUT INVESTING IS THE EASY PART 🤔
Building your wealth was the first step. Making it last is the real challenge. This channel helps you lead your family's financial future with the actionable strategies smart families use in the critical years before and after retirement.

We explore advanced tax strategies, creating durable retirement income, designing an estate plan with trusts, and implementing asset protection to shield your wealth. Our goal is to give you confidence to build a financial legacy that lasts for your spouse, heirs, and generations to come.

Guidance from Paul Marrella CFP® & Sam Marrella CFP® - Apella Wealth.

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   / @investingistheeasypart  

LEGAL DISCLOSURES
Apella Capital, LLC ("Apella"), DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. Investing involves risk, including the potential loss of principal.

For more information about our firm and advisors, please visit https://apellawealth[DOT]com/regulatory-information

#PaulMarrella #SamMarrella #InvestingIsTheEasyPart