12. The Challenges of Sustaining Wealth Across Generations
Building wealth requires so much work and effort, yet history shows how quickly it can disappear once it changes hands. Families don’t lose money because they don’t care, but because the next generation often receives assets without having any context, preparation, or guidance.
In this episode of Dime After Dime, the conversation centers on wealth stewardship and why it goes beyond basic financial literacy. The team explores how family meetings, early education, structured trusts, and advisor involvement can be practical ways for families to prepare heirs to manage, protect, and grow what…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.