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Why Traditional Financal Advice Isn't Built for Legacy
Most financial advice is built for accumulation - not legacy.
In this episode, we explore why traditional planning models fall short when it comes to building long-term impact, especially for women and high achievers. From siloed advice to outdated wealth frameworks, today's system prioritizes retirement over reslience, and net worth over generational influence.
We break down what legacy-driven strategy really looks like - integrating values, philanthropy, alternative assets, and tax-advantaged tools to move beyond checklists and toward lasting significance.
If you're financially successful…
The skinny
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