#725: What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig (opens in new tab)

Covers 2 stories including Track, budget, plan, and do more with your money | Monarch

When it comes to our money, the things we feel most certain about are often the exact blind spots that quietly derail our long-term plans. We hold onto financial beliefs as if they’re religion or politics, rarely checking if they actually serve our long-term legacy goals. Veteran [...]

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