Episode 33: Intentional Legacy: Aligning Values with Financial Planning
How do your financial decisions today shape the legacy you leave tomorrow? In this episode of Sterling Insights, Roger sits down with Morgan Nichols, CEO of Life Branch Wealth Partners and co-author of Intentional Legacy. Together, they explore what it means to build an intentional legacy, sharing valuable insights and practical tips for listeners. Morgan draws from her extensive experience in financial planning and client advisory to discuss planning through life transitions, aligning money with values, and serving multigenerational families, offering actionable advice for individuals and…
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