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Content provided by Dave Lopez and ILG Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lopez and ILG Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation

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Manage episode 336314510 series 2874421
Content provided by Dave Lopez and ILG Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lopez and ILG Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on your retirement. But this week, we are going to take a look at a different side of the coin. On this episode, Dave Lopez discusses what to do when you have a sizable bucket of money that you don’t need to or don’t intend to use in retirement, and specifically, how to go about investing that bucket if you plan to pass it down to your children or heirs one day.

  continue reading

78 episodes

Artwork
iconShare
 
Manage episode 336314510 series 2874421
Content provided by Dave Lopez and ILG Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lopez and ILG Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on your retirement. But this week, we are going to take a look at a different side of the coin. On this episode, Dave Lopez discusses what to do when you have a sizable bucket of money that you don’t need to or don’t intend to use in retirement, and specifically, how to go about investing that bucket if you plan to pass it down to your children or heirs one day.

  continue reading

78 episodes

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